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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
-4.4%
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
$256B
AUM Growth
-$26.6B
Cap. Flow
-$11.9B
Cap. Flow %
-4.64%
Top 10 Hldgs %
22.45%
Holding
3,552
New
40
Increased
1,259
Reduced
1,865
Closed
98

Top Buys

Rank Stock Value
1
FERG icon
Ferguson
FERG
+$250M
2
S icon
SentinelOne
S
+$103M
3
BB icon
BlackBerry
BB
+$102M
4
ZD icon
Ziff Davis
ZD
+$96.9M
5
ABNB icon
Airbnb
ABNB
+$92M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$808M
2
MSFT icon
Microsoft
MSFT
+$683M
3
AMZN icon
Amazon
AMZN
+$533M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$246M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$186M

Sector Composition

Rank Sector Weight
1 Technology 24.29%
2 Healthcare 14.37%
3 Financials 13.06%
4 Consumer Discretionary 10.12%
5 Industrials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WLDN icon
2926
Willdan Group
WLDN
$1.3B
$64K ﹤0.01%
4,331
+411
+10% +$9.83K
CYXT
2927
DELISTED
Cyxtera Technologies, Inc. Class A Common Stock
CYXT
$64K ﹤0.01%
15,648
-1,462
-9% -$12.9K
FINV
2928
FinVolution Group
FINV
$1.15B
$63K ﹤0.01%
14,625
-2,448
-14% -$11.1K
MKFG
2929
DELISTED
Markforged Holding Corporation
MKFG
$63K ﹤0.01%
3,190
+119
+4% +$2.75K
FLNC icon
2930
Fluence Energy
FLNC
$2.44B
$62K ﹤0.01%
4,255
-1,685
-28% -$25.4K
INSG icon
2931
Inseego
INSG
$90.5M
$62K ﹤0.01%
2,949
+461
+19% +$11.1K
CTV
2932
DELISTED
Innovid Corp.
CTV
$62K ﹤0.01%
23,056
+6,213
+37% +$17.7K
ARVL
2933
DELISTED
Arrival Ordinary Shares
ARVL
$62K ﹤0.01%
1,536
– –
SWIM icon
2934
Latham Group
SWIM
$880M
$61K ﹤0.01%
17,136
+885
+5% +$5.05K
DO
2935
DELISTED
Diamond Offshore Drilling, Inc.
DO
$61K ﹤0.01%
9,248
+828
+10% +$5.58K
ADV icon
2936
Advantage Solutions
ADV
$361M
$60K ﹤0.01%
1,130
+108
+11% +$9.96K
MGNX icon
2937
MacroGenics
MGNX
$257M
$60K ﹤0.01%
17,161
+129
+0.8% +$493
LBC
2938
DELISTED
Luther Burbank Corporation Common Stock
LBC
$60K ﹤0.01%
5,158
+382
+8% +$4.92K
ACB
2939
Aurora Cannabis
ACB
$185M
$59K ﹤0.01%
4,790
-8,065
-63% -$119K
NOAH
2940
Noah Holdings
NOAH
$603M
$59K ﹤0.01%
4,503
– –
SVM
2941
Silvercorp Metals
SVM
$2.53B
$59K ﹤0.01%
26,149
+2,655
+11% +$6.39K
TNK icon
2942
Teekay Tankers
TNK
$2.68B
$59K ﹤0.01%
2,143
+203
+10% +$4.8K
CMRX
2943
DELISTED
Chimerix, Inc.
CMRX
$59K ﹤0.01%
30,608
-25,035
-45% -$56.2K
TCBP
2944
DELISTED
TC BioPharm (Holdings) plc American Depositary Shares
TCBP
$58K ﹤0.01%
1
– –
GLUE icon
2945
Monte Rosa Therapeutics
GLUE
$1.35B
$57K ﹤0.01%
7,054
+130
+2% +$1.19K
ITRN icon
2946
Ituran Location and Control
ITRN
$1.05B
$57K ﹤0.01%
2,451
+205
+9% +$5.11K
RPTX
2947
DELISTED
Repare Therapeutics
RPTX
$57K ﹤0.01%
4,633
– –
CTIC
2948
DELISTED
CTI BioPharma Corp. (DE) Common Stock
CTIC
$57K ﹤0.01%
9,767
+1,524
+18% +$9.5K
CRCT icon
2949
Cricut
CRCT
$1.22B
$56K ﹤0.01%
6,033
– –
HGTY icon
2950
Hagerty
HGTY
$1.39B
$56K ﹤0.01%
6,213
– –
116 117
118
119 120

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Legal & General Group's Q3 2022 Portfolio in Review

As of Q3 2022, Legal & General Group held 3,552 positions worth $256B, down 9.4% from $283B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

Legal & General Group withdrew a net $11.9B in Q3 2022, closing 98 positions and reducing 1,865 holdings. Its most notable exit was American Campus Communities, Inc., an estimated $86.8M position sold in full.

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

Against the trend, Legal & General Group opened a new position in Ferguson worth $225M.

  • Legal & General Group's largest Q3 2022 buy was Ferguson: 2,141,690 shares worth $225M.
  • Legal & General Group added most to SentinelOne in Q3 2022, an estimated $103M increase.
  • Legal & General Group's biggest Q3 2022 reduction was Apple, cutting an estimated $808M.
  • Legal & General Group fully exited American Campus Communities, Inc. in Q3 2022, selling an estimated $86.8M.
  • Legal & General Group's ten largest holdings make up 22% of its $256B portfolio in Q3 2022.
  • Legal & General Group opened 40 new positions and closed 98 in Q3 2022.
  • Legal & General Group's portfolio value fell 9.4% quarter-over-quarter to $256B.

Based on Legal & General Group's 13F filing for Q3 2022, filed 14 Nov 2022.