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Legal & General Group

Legal & General Group Portfolio holdings

AUM $432B
1-Year Est. Return 29.4%
 

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.

This Quarter Est. Return
+9.03%
1 Year Est. Return
+29.4%
3 Year Est. Return
+97.7%
5 Year Est. Return
+129.51%
10 Year Est. Return
+472.83%
AUM
$299B
AUM Growth
+$30.7B
Cap. Flow
+$9.01B
Cap. Flow %
3.01%
Top 10 Hldgs %
21%
Holding
3,799
New
278
Increased
1,357
Reduced
1,588
Closed
320

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$641M
2
AAPL icon
Apple
AAPL
+$468M
3
AMZN icon
Amazon
AMZN
+$459M
4
META icon
Meta Platforms (Facebook)
META
+$238M
5
EQIX icon
Equinix
EQIX
+$187M

Top Sells

Rank Stock Value
1
BABA icon
Alibaba
BABA
+$2.25B
2
VAR
Varian Medical Systems, Inc.
VAR
+$135M
3
JD icon
JD.com
JD
+$56M
4
VRNT
Verint Systems
VRNT
+$52.2M
5
PRSP
Perspecta Inc. Common Stock
PRSP
+$50.7M

Sector Composition

Rank Sector Weight
1 Technology 24.31%
2 Financials 13.64%
3 Healthcare 12.44%
4 Consumer Discretionary 11.01%
5 Communication Services 9.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CMBM
2876
DELISTED
Cambium Networks
CMBM
$64K ﹤0.01%
1,325
+447
+51% +$23.9K
SIGA icon
2877
SIGA Technologies
SIGA
$224M
$64K ﹤0.01%
10,305
+2,489
+32% +$17.1K
TITN icon
2878
Titan Machinery
TITN
$448M
$64K ﹤0.01%
2,071
+536
+35% +$15K
AUD
2879
DELISTED
Audacy, Inc.
AUD
$64K ﹤0.01%
14,740
+4,766
+48% +$21.9K
ZY
2880
DELISTED
Zymergen Inc. Common Stock
ZY
$64K ﹤0.01%
+1,587
New +$62.6K
GOSS icon
2881
Gossamer Bio
GOSS
$87.2M
$63K ﹤0.01%
7,841
-624
-7% -$5.41K
LFCR icon
2882
Lifecore Biomedical
LFCR
$182M
$63K ﹤0.01%
5,605
-228
-4% -$2.63K
AGTI
2883
DELISTED
Agiliti Inc
AGTI
$63K ﹤0.01%
+2,886
New +$55.1K
MGI
2884
DELISTED
MoneyGram International, Inc. New
MGI
$63K ﹤0.01%
6,223
+1,278
+26% +$10.8K
IDYA icon
2885
IDEAYA Biosciences
IDYA
$3.49B
$62K ﹤0.01%
2,942
+1,333
+83% +$27.4K
TRC icon
2886
Tejon Ranch
TRC
$444M
$62K ﹤0.01%
4,110
-166
-4% -$2.58K
VTGN icon
2887
VistaGen Therapeutics
VTGN
$12.6M
$61K ﹤0.01%
+648
New +$48K
AXDX
2888
DELISTED
Accelerate Diagnostics
AXDX
$60K ﹤0.01%
750
– –
CTMX icon
2889
CytomX Therapeutics
CTMX
$734M
$60K ﹤0.01%
9,586
+870
+10% +$6.77K
MBIN icon
2890
Merchants Bancorp
MBIN
$2.48B
$60K ﹤0.01%
2,303
– –
SY
2891
So-Young International
SY
$212M
$60K ﹤0.01%
6,263
– –
UEC icon
2892
Uranium Energy
UEC
$5.32B
$60K ﹤0.01%
22,444
+4,680
+26% +$14.1K
SDC
2893
DELISTED
SmileDirectClub, Inc. Class A Common Stock
SDC
$60K ﹤0.01%
6,879
+4,444
+183% +$41K
SPNE
2894
DELISTED
SeaSpine Holdings Corporation Common Stock
SPNE
$60K ﹤0.01%
2,944
-184
-6% -$3.78K
AVAH icon
2895
Aveanna Healthcare
AVAH
$2.03B
$59K ﹤0.01%
+4,782
New +$56.7K
CURI icon
2896
CuriosityStream
CURI
$159M
$59K ﹤0.01%
+4,386
New +$56.6K
DOCS icon
2897
Doximity
DOCS
$3.77B
$59K ﹤0.01%
+1,000
New +$56.1K
KALV
2898
DELISTED
KalVista Pharmaceuticals
KALV
$59K ﹤0.01%
2,452
+786
+47% +$20.6K
ONEW icon
2899
OneWater Marine
ONEW
$199M
$59K ﹤0.01%
1,410
+328
+30% +$15.2K
SCU
2900
DELISTED
Sculptor Capital Management, Inc. Class A Common Stock
SCU
$59K ﹤0.01%
2,409
+806
+50% +$19.4K
114 115
116
117 118

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Legal & General Group's Q2 2021 Portfolio in Review

As of Q2 2021, Legal & General Group held 3,799 positions worth $299B, up 11% from $268B the previous quarter. Its ten largest holdings account for 21% of the portfolio.

Legal & General Group deployed $9.01B of net new capital in Q2 2021, opening 278 new positions and adding to 1,357 existing holdings. Its largest new stake was DoorDash: 333,886 shares worth $59.5M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 23% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Alibaba, an estimated $2.25B trimmed.

  • Legal & General Group's largest Q2 2021 buy was DoorDash: 333,886 shares worth $59.5M.
  • Legal & General Group added most to Microsoft in Q2 2021, an estimated $641M increase.
  • Legal & General Group's biggest Q2 2021 reduction was Alibaba, cutting an estimated $2.25B.
  • Legal & General Group fully exited Varian Medical Systems, Inc. in Q2 2021, selling an estimated $135M.
  • Legal & General Group's ten largest holdings make up 21% of its $299B portfolio in Q2 2021.
  • Legal & General Group opened 278 new positions and closed 320 in Q2 2021.
  • Legal & General Group's portfolio value rose 11% quarter-over-quarter to $299B.

Based on Legal & General Group's 13F filing for Q2 2021, filed 12 Aug 2021.