Legal & General Group Portfolio holdings
Legal & General Group Plc, founded in 1836 by six lawyers in London, is a British multinational financial services company headquartered in London, renowned for its leadership in insurance, pensions, and investment management. Managing trillions in assets, the firm operates through key divisions like Legal & General Investment Management (LGIM), one of the UK’s largest asset managers, focusing on index funds, active strategies, and sustainable investing for institutional clients like pension funds. It also provides life insurance, retirement products, and general insurance, serving millions of customers with a strong emphasis on long-term financial security and infrastructure investment, such as affordable housing. With a heritage of stability and a modern push toward ESG (environmental, social, governance) principles, Legal & General remains a cornerstone of the UK financial landscape with a growing global presence.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$1.74B |
| 2 |
Apple
AAPL
|
+$1.16B |
| 3 |
Microsoft
MSFT
|
+$741M |
| 4 |
Broadcom
AVGO
|
+$480M |
| 5 |
Brookfield
BN
|
+$350M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$137M |
| 2 |
Costco
COST
|
+$107M |
| 3 |
NextEra Energy
NEE
|
+$106M |
| 4 |
Caterpillar
CAT
|
+$100M |
| 5 |
Walmart Inc
WMT
|
+$98.3M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 32.78% |
| 2 | Financials | 12.5% |
| 3 | Healthcare | 11.46% |
| 4 | Consumer Discretionary | 9.44% |
| 5 | Communication Services | 7.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2851
Carter Bankshares
CARE
$731M
| $35.6K | ﹤0.01% |
2,047
| – | – |
|
2852
Bit Digital
BTBT
$482M
| $35.4K | ﹤0.01% |
10,073
| – | – |
|
2853
Nano X Imaging
NNOX
$73.8M
| $35.1K | ﹤0.01% |
5,769
-158
| -3% | -$1.12K |
|
2854
Hingham Institution for Saving
HIFS
$663M
| $35K | ﹤0.01% |
144
+21
| +17% | +$4.85K |
|
|
ITI
2855
DELISTED
Iteris, Inc.
ITI
| $34.9K | ﹤0.01% |
4,891
| – | – |
|
2856
Alerus Financial
ALRS
$828M
| $34.9K | ﹤0.01% |
1,526
| – | – |
|
2857
Oil-Dri
ODC
$1.34B
| $34.7K | ﹤0.01% |
1,006
+140
| +16% | +$4.56K |
|
|
FFIC
2858
DELISTED
Flushing Financial
FFIC
| $34.6K | ﹤0.01% |
2,372
| – | – |
|
2859
Aquestive Therapeutics
AQST
$494M
| $34.3K | ﹤0.01% |
6,890
| – | – |
|
2860
Biomea Fusion
BMEA
$91.3M
| $34.3K | ﹤0.01% |
3,392
-23,448
| -87% | -$152K |
|
2861
RBB Bancorp
RBB
$455M
| $34K | ﹤0.01% |
1,477
| – | – |
|
|
SNBR
2862
DELISTED
Sleep Number
SNBR
| $33.9K | ﹤0.01% |
1,848
| – | – |
|
2863
Greenlight Captial
GLRE
$506M
| $33.6K | ﹤0.01% |
2,464
| – | – |
|
2864
Dave Inc
DAVE
$4.06B
| $33.6K | ﹤0.01% |
841
-24
| -3% | -$868 |
|
2865
Pulmonx
LUNG
$87.6M
| $33.5K | ﹤0.01% |
4,044
-99
| -2% | -$716 |
|
|
CMBT
2866
CMB.TECH NV
CMBT
$4.73B
| $33.4K | ﹤0.01% |
2,032
-1,275
| -39% | -$21K |
|
2867
El Pollo Loco
LOCO
$462M
| $33.3K | ﹤0.01% |
2,433
| – | – |
|
2868
Northrim BanCorp
NRIM
$587M
| $33.2K | ﹤0.01% |
1,864
| – | – |
|
2869
Atour Lifestyle Holdings
ATAT
$4.8B
| $33K | ﹤0.01% |
+1,273
| New | +$23.7K |
|
2870
Grindr
GRND
$2.95B
| $33K | ﹤0.01% |
2,759
-98
| -3% | -$1.16K |
|
|
SLRN
2871
DELISTED
ACELYRIN
SLRN
| $32.7K | ﹤0.01% |
6,625
+672
| +11% | +$3.47K |
|
2872
Sierra Bancorp
BSRR
$525M
| $32.2K | ﹤0.01% |
1,116
| – | – |
|
2873
Zumiez
ZUMZ
$339M
| $32K | ﹤0.01% |
1,503
+202
| +16% | +$4.83K |
|
2874
Absci
ABSI
$1.51B
| $31.9K | ﹤0.01% |
8,341
| – | – |
|
2875
Funko
FNKO
$328M
| $31.8K | ﹤0.01% |
2,603
| – | – |
|
Similar funds
Legal & General Group's Q3 2024 Portfolio in Review
As of Q3 2024, Legal & General Group held 3,448 positions worth $380B, up 7.4% from $354B the previous quarter. Its ten largest holdings account for 30% of the portfolio.
Trading was light in Q3 2024: portfolio turnover was 2.3%. Legal & General Group opened 36 new positions and exited 43, leaving the 3,448-position portfolio largely intact.
By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 33% a quarter earlier, followed by Financials and Healthcare.
- Legal & General Group's largest Q3 2024 buy was Smurfit Westrock: 3,498,121 shares worth $174M.
- Legal & General Group added most to NVIDIA in Q3 2024, an estimated $1.74B increase.
- Legal & General Group's biggest Q3 2024 reduction was Amazon, cutting an estimated $137M.
- Legal & General Group fully exited WestRock Company in Q3 2024, selling an estimated $80.8M.
- Legal & General Group's ten largest holdings make up 30% of its $380B portfolio in Q3 2024.
- Legal & General Group opened 36 new positions and closed 43 in Q3 2024.
- Legal & General Group's portfolio value rose 7.4% quarter-over-quarter to $380B.
Based on Legal & General Group's 13F filing for Q3 2024, filed 14 Nov 2024.