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 |
UBS Group
UBS
|
+$821M |
| 2 |
Alcon
ALC
|
+$352M |
| 3 |
Stellantis
STLA
|
+$352M |
| 4 |
Ferrovial N.V. Ordinary Shares
FER
|
+$295M |
| 5 |
CRH
CRH
|
+$285M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$724M |
| 2 |
PXD
Pioneer Natural Resource Co.
PXD
|
+$394M |
| 3 |
Microsoft
MSFT
|
+$389M |
| 4 |
GE Aerospace
GE
|
+$229M |
| 5 |
Amazon
AMZN
|
+$222M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 32.5% |
| 2 | Financials | 12.19% |
| 3 | Healthcare | 11.56% |
| 4 | Consumer Discretionary | 9.43% |
| 5 | Communication Services | 8.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2876
Aura Biosciences
AURA
$799M
| $30.3K | ﹤0.01% |
4,011
+1,121
| +39% | +$8.21K |
|
2877
SelectQuote
SLQT
$120M
| $30.3K | ﹤0.01% |
10,973
| – | – |
|
2878
Mineralys Therapeutics
MLYS
$2.38B
| $30.2K | ﹤0.01% |
2,582
+900
| +54% | +$11.3K |
|
2879
Alerus Financial
ALRS
$836M
| $29.9K | ﹤0.01% |
1,526
| – | – |
|
|
FFWM
2880
DELISTED
First Foundation Inc
FFWM
| $29.9K | ﹤0.01% |
4,565
+361
| +9% | +$2.21K |
|
|
ACRE
2881
Ares Commercial Real Estate
ACRE
$261M
| $29.9K | ﹤0.01% |
4,492
-35,867
| -89% | -$248K |
|
2882
8x8 Inc
EGHT
$328M
| $29.5K | ﹤0.01% |
13,329
-3,746
| -22% | -$9.11K |
|
2883
Consensus Cloud Solutions
CCSI
$687M
| $29.5K | ﹤0.01% |
1,716
-13,585
| -89% | -$220K |
|
2884
Hippo Holdings
HIPO
$881M
| $29.3K | ﹤0.01% |
1,704
+796
| +88% | +$15.1K |
|
|
AILE
2885
DELISTED
iLearningEngines, Inc. Common Stock
AILE
| $29.2K | ﹤0.01% |
+3,242
| New | +$27K |
|
2886
MasterCraft Boat Holdings
MCFT
$591M
| $29K | ﹤0.01% |
1,538
-14,020
| -90% | -$292K |
|
2887
Rayonier Advanced Materials
RYAM
$620M
| $28.9K | ﹤0.01% |
5,309
| – | – |
|
2888
Red Violet
RDVT
$950M
| $28.9K | ﹤0.01% |
1,136
+53
| +5% | +$1.07K |
|
2889
Shore Bancshares
SHBI
$805M
| $28.7K | ﹤0.01% |
2,503
| – | – |
|
2890
DocGo
DCGO
$61.7M
| $28.6K | ﹤0.01% |
9,250
-78,341
| -89% | -$258K |
|
2891
Jasper Therapeutics
JSPR
$21.5M
| $28.5K | ﹤0.01% |
+1,255
| New | +$30.1K |
|
2892
Telkom Indonesia
TLK
$14.8B
| $28.5K | ﹤0.01% |
1,520
| – | – |
|
2893
GeneDx Holdings
WGS
$2.08B
| $28.5K | ﹤0.01% |
+1,087
| New | +$20.6K |
|
|
AGEN
2894
Agenus
AGEN
$312M
| $28K | ﹤0.01% |
1,673
-1
| -0.1% | -$12 |
|
2895
Anavex Life Sciences
AVXL
$304M
| $27.9K | ﹤0.01% |
6,600
-64,487
| -91% | -$261K |
|
|
MODV
2896
DELISTED
ModivCare
MODV
| $27.8K | ﹤0.01% |
1,061
-35,309
| -97% | -$893K |
|
2897
RBB Bancorp
RBB
$455M
| $27.8K | ﹤0.01% |
1,477
+254
| +21% | +$4.54K |
|
2898
Oil-Dri
ODC
$1.4B
| $27.8K | ﹤0.01% |
866
| – | – |
|
2899
BBB Foods
TBBB
$4.9B
| $27.6K | ﹤0.01% |
+1,155
| New | +$27K |
|
2900
El Pollo Loco
LOCO
$499M
| $27.5K | ﹤0.01% |
2,433
| – | – |
|
Similar funds
Legal & General Group's Q2 2024 Portfolio in Review
As of Q2 2024, Legal & General Group held 3,587 positions worth $354B, up 1.9% from $347B the previous quarter. Its ten largest holdings account for 31% of the portfolio.
Legal & General Group's Q2 2024 filing shows 227 new, 1,326 increased, 1,538 reduced and 175 closed positions. Its largest new stake was Ferrovial N.V. Ordinary Shares: 7,495,973 shares worth $289M. The largest sale was Apple, an estimated $724M.
By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 30% a quarter earlier, followed by Financials and Healthcare.
- Legal & General Group's largest Q2 2024 buy was Ferrovial N.V. Ordinary Shares: 7,495,973 shares worth $289M.
- Legal & General Group added most to UBS Group in Q2 2024, an estimated $821M increase.
- Legal & General Group's biggest Q2 2024 reduction was Apple, cutting an estimated $724M.
- Legal & General Group fully exited Pioneer Natural Resource Co. in Q2 2024, selling an estimated $394M.
- Legal & General Group's ten largest holdings make up 31% of its $354B portfolio in Q2 2024.
- Legal & General Group opened 227 new positions and closed 175 in Q2 2024.
- Legal & General Group's portfolio value rose 1.9% quarter-over-quarter to $354B.
Based on Legal & General Group's 13F filing for Q2 2024, filed 14 Aug 2024.