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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
-14.36%
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
$283B
AUM Growth
-$46.2B
Cap. Flow
+$8.47B
Cap. Flow %
3%
Top 10 Hldgs %
22.06%
Holding
3,787
New
222
Increased
1,979
Reduced
1,147
Closed
274

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$1.43B
2
CVX icon
Chevron
CVX
+$314M
3
XOM icon
ExxonMobil
XOM
+$282M
4
TSLA icon
Tesla
TSLA
+$253M
5
WBD icon
Warner Bros
WBD
+$251M

Top Sells

Rank Stock Value
1
T icon
AT&T
T
+$278M
2
CERN
Cerner Corp
CERN
+$275M
3
MNDT
Mandiant, Inc. Common Stock
MNDT
+$149M
4
BIDU icon
Baidu
BIDU
+$137M
5
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$47M

Sector Composition

Rank Sector Weight
1 Technology 24.42%
2 Healthcare 14.2%
3 Financials 13.14%
4 Consumer Discretionary 9.41%
5 Industrials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VWE
2901
DELISTED
Vintage Wine Estates, Inc. Common Stock
VWE
$83K ﹤0.01%
+10,565
New +$97.3K
ANGI icon
2902
Angi Inc
ANGI
$197M
$82K ﹤0.01%
1,773
– –
HIPO icon
2903
Hippo Holdings
HIPO
$865M
$82K ﹤0.01%
3,735
+1,034
+38% +$38.2K
SOHU
2904
Sohu.com
SOHU
$355M
$82K ﹤0.01%
4,976
– –
FINV
2905
FinVolution Group
FINV
$1.14B
$81K ﹤0.01%
17,073
– –
CINC
2906
DELISTED
CinCor Pharma, Inc. Common Stock
CINC
$81K ﹤0.01%
4,334
+3,231
+293% +$61.9K
IMGO
2907
DELISTED
Imago BioSciences, Inc. Common stock
IMGO
$81K ﹤0.01%
6,098
+1,926
+46% +$30.6K
HOV icon
2908
Hovnanian Enterprises
HOV
$809M
$80K ﹤0.01%
1,866
+163
+10% +$7.91K
UDMY
2909
DELISTED
Udemy
UDMY
$80K ﹤0.01%
7,815
+6,658
+575% +$80.7K
EVCM icon
2910
EverCommerce
EVCM
$1.87B
$79K ﹤0.01%
8,707
+5,771
+197% +$62.2K
BBIG
2911
DELISTED
Vinco Ventures, Inc. Common Stock
BBIG
$79K ﹤0.01%
2,856
+214
+8% +$7.18K
EVER icon
2912
EverQuote
EVER
$911M
$78K ﹤0.01%
8,837
-682
-7% -$7.79K
RKLY
2913
DELISTED
Rockley Photonics Holdings Limited
RKLY
$78K ﹤0.01%
35,552
+9,709
+38% +$29.8K
CMRE icon
2914
Costamare
CMRE
$1.77B
$77K ﹤0.01%
6,386
+397
+7% +$5.52K
EVLV icon
2915
Evolv Technologies
EVLV
$1.1B
$77K ﹤0.01%
28,865
+16,365
+131% +$43.5K
TRUE
2916
DELISTED
TrueCar
TRUE
$77K ﹤0.01%
29,705
-5,713
-16% -$18.9K
VNOM icon
2917
Viper Energy
VNOM
$14.9B
$77K ﹤0.01%
2,868
-153
-5% -$4.65K
SDC
2918
DELISTED
SmileDirectClub, Inc. Class A Common Stock
SDC
$77K ﹤0.01%
73,832
+10,754
+17% +$17.4K
EXK
2919
Endeavour Silver
EXK
$2.77B
$76K ﹤0.01%
24,159
– –
TCBP
2920
DELISTED
TC BioPharm (Holdings) plc American Depositary Shares
TCBP
$76K ﹤0.01%
+1
New +$148K
BLU
2921
DELISTED
BELLUS Health Inc.
BLU
$75K ﹤0.01%
+8,148
New +$66.6K
MAX icon
2922
MediaAlpha
MAX
$808M
$74K ﹤0.01%
7,491
+1,646
+28% +$20.1K
DICE
2923
DELISTED
DICE Therapeutics, Inc. Common Stock
DICE
$74K ﹤0.01%
4,764
+3,459
+265% +$59.5K
BRCC icon
2924
BRC Inc
BRCC
$245M
$73K ﹤0.01%
+8,954
New +$123K
CWAN
2925
DELISTED
Clearwater Analytics
CWAN
$73K ﹤0.01%
+6,009
New +$97.1K
115 116
117
118 119

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Legal & General Group's Q2 2022 Portfolio in Review

As of Q2 2022, Legal & General Group held 3,787 positions worth $283B, down 14% from $329B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

Legal & General Group's Q2 2022 filing shows 222 new, 1,979 increased, 1,147 reduced and 274 closed positions. Its largest new stake was Samsara: 1,199,080 shares worth $13.4M. The largest sale was AT&T, an estimated $278M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, down from 26% a quarter earlier, followed by Healthcare and Financials.

  • Legal & General Group's largest Q2 2022 buy was Samsara: 1,199,080 shares worth $13.4M.
  • Legal & General Group added most to Apple in Q2 2022, an estimated $1.43B increase.
  • Legal & General Group's biggest Q2 2022 reduction was AT&T, cutting an estimated $278M.
  • Legal & General Group fully exited Cerner Corp in Q2 2022, selling an estimated $275M.
  • Legal & General Group's ten largest holdings make up 22% of its $283B portfolio in Q2 2022.
  • Legal & General Group opened 222 new positions and closed 274 in Q2 2022.
  • Legal & General Group's portfolio value fell 14% quarter-over-quarter to $283B.

Based on Legal & General Group's 13F filing for Q2 2022, filed 22 Aug 2022.