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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
+0.37%
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
$308B
AUM Growth
+$8.55B
Cap. Flow
+$10.7B
Cap. Flow %
3.49%
Top 10 Hldgs %
21.95%
Holding
3,551
New
77
Increased
2,293
Reduced
671
Closed
55

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$657M
2
AAPL icon
Apple
AAPL
+$610M
3
AMZN icon
Amazon
AMZN
+$587M
4
AZN icon
AstraZeneca
AZN
+$319M
5
SNOW icon
Snowflake
SNOW
+$272M

Top Sells

Rank Stock Value
1
ALXN
Alexion Pharmaceuticals
ALXN
+$323M
2
MXIM
Maxim Integrated Products
MXIM
+$273M
3
WORK
Slack Technologies, Inc.
WORK
+$121M
4
PFPT
Proofpoint, Inc.
PFPT
+$98.6M
5
JD icon
JD.com
JD
+$89.3M

Sector Composition

Rank Sector Weight
1 Technology 25.03%
2 Financials 13.72%
3 Healthcare 12.6%
4 Consumer Discretionary 10.97%
5 Communication Services 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CASA
2901
DELISTED
Casa Systems, Inc. Common Stock
CASA
$73K ﹤0.01%
10,751
+6,641
+162% +$49K
AMAL icon
2902
Amalgamated Financial
AMAL
$1.49B
$72K ﹤0.01%
4,537
+2,761
+155% +$42.3K
TCRR
2903
DELISTED
TCR2 Therapeutics Inc. Common Stock
TCRR
$72K ﹤0.01%
8,435
+4,883
+137% +$69K
ARCO icon
2904
Arcos Dorados Holdings
ARCO
$1.74B
$71K ﹤0.01%
13,771
-1
-0% -$6
TWKS
2905
DELISTED
Thoughtworks Holding, Inc. Common Stock
TWKS
$71K ﹤0.01%
+2,500
New +$73.9K
NGD
2906
DELISTED
New Gold Inc
NGD
$70K ﹤0.01%
66,595
-114,327
-63% -$157K
ORMP icon
2907
Oramed Pharmaceuticals
ORMP
$179M
$70K ﹤0.01%
3,181
+354
+13% +$6.03K
VERV
2908
DELISTED
Verve Therapeutics
VERV
$70K ﹤0.01%
+1,486
New +$87.4K
SOVO
2909
DELISTED
Sovos Brands, Inc. Common Stock
SOVO
$70K ﹤0.01%
+5,000
New +$67.4K
AMBR
2910
Amber International Holding Ltd
AMBR
$130M
$69K ﹤0.01%
1,254
– –
DGICA icon
2911
Donegal Group Class A
DGICA
$714M
$67K ﹤0.01%
4,621
+2,630
+132% +$39.6K
RPTX
2912
DELISTED
Repare Therapeutics
RPTX
$67K ﹤0.01%
2,523
+1,817
+257% +$58.7K
TECX
2913
Tectonic Therapeutic
TECX
$606M
$67K ﹤0.01%
1,005
+583
+138% +$47.8K
SCU
2914
DELISTED
Sculptor Capital Management, Inc. Class A Common Stock
SCU
$67K ﹤0.01%
2,409
– –
IHC
2915
DELISTED
Independence Holding Company
IHC
$67K ﹤0.01%
1,359
+1,013
+293% +$46.6K
CLAR icon
2916
Clarus
CLAR
$143M
$66K ﹤0.01%
2,560
– –
DV icon
2917
DoubleVerify
DV
$2.03B
$66K ﹤0.01%
1,928
-267
-12% -$9.43K
IWB icon
2918
iShares Russell 1000 ETF
IWB
$50.1B
$66K ﹤0.01%
275
– –
SLVM icon
2919
Sylvamo
SLVM
$1.63B
$66K ﹤0.01%
+2,029
New +$63.1K
XBIT icon
2920
XBiotech
XBIT
$69.2M
$65K ﹤0.01%
5,028
+3,623
+258% +$57.7K
ERO icon
2921
Ero Copper
ERO
$3.58B
$64K ﹤0.01%
3,607
– –
LFST icon
2922
Lifestance Health
LFST
$4.14B
$64K ﹤0.01%
4,413
-35,584
-89% -$685K
PAVM icon
2923
PAVmed
PAVM
$33.9M
$64K ﹤0.01%
17
– –
LBC
2924
DELISTED
Luther Burbank Corporation Common Stock
LBC
$64K ﹤0.01%
4,776
+3,096
+184% +$39.4K
CLFD icon
2925
Clearfield
CLFD
$374M
$63K ﹤0.01%
1,421
-33
-2% -$1.39K
115 116
117
118 119

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Legal & General Group's Q3 2021 Portfolio in Review

As of Q3 2021, Legal & General Group held 3,551 positions worth $308B, up 2.9% from $299B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

Legal & General Group deployed $10.7B of net new capital in Q3 2021, opening 77 new positions and adding to 2,293 existing holdings. Its largest new stake was AstraZeneca: 2,738,007 shares worth $329M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 24% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was JD.com, an estimated $89.3M trimmed.

  • Legal & General Group's largest Q3 2021 buy was AstraZeneca: 2,738,007 shares worth $329M.
  • Legal & General Group added most to Microsoft in Q3 2021, an estimated $657M increase.
  • Legal & General Group's biggest Q3 2021 reduction was JD.com, cutting an estimated $89.3M.
  • Legal & General Group fully exited Alexion Pharmaceuticals in Q3 2021, selling an estimated $323M.
  • Legal & General Group's ten largest holdings make up 22% of its $308B portfolio in Q3 2021.
  • Legal & General Group opened 77 new positions and closed 55 in Q3 2021.
  • Legal & General Group's portfolio value rose 2.9% quarter-over-quarter to $308B.

Based on Legal & General Group's 13F filing for Q3 2021, filed 15 Nov 2021.