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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
UFPT icon
2976
UFP Technologies
UFPT
$2.43B
$59K ﹤0.01%
738
+12
+2% +$882
HUYA
2977
Huya Inc
HUYA
$563M
$58K ﹤0.01%
14,836
– –
IGMS
2978
DELISTED
IGM Biosciences
IGMS
$58K ﹤0.01%
3,214
+367
+13% +$6.54K
SVM
2979
Silvercorp Metals
SVM
$2.5B
$58K ﹤0.01%
23,494
– –
EMBK
2980
DELISTED
Embark Technology, Inc. Common Stock
EMBK
$58K ﹤0.01%
+5,748
New +$336K
IWB icon
2981
iShares Russell 1000 ETF
IWB
$50B
$57K ﹤0.01%
275
– –
ORLA
2982
DELISTED
Orla Mining
ORLA
$57K ﹤0.01%
21,019
+1,550
+8% +$6.37K
SSL icon
2983
Sasol
SSL
$7.17B
$57K ﹤0.01%
2,484
– –
TDUP icon
2984
ThredUp
TDUP
$424M
$57K ﹤0.01%
22,825
+9,844
+76% +$53.1K
MKFG
2985
DELISTED
Markforged Holding Corporation
MKFG
$57K ﹤0.01%
3,071
-5
-0.2% -$146
ABST
2986
DELISTED
Absolute Software Corp
ABST
$57K ﹤0.01%
6,649
+761
+13% +$6.37K
FLNC icon
2987
Fluence Energy
FLNC
$2.44B
$56K ﹤0.01%
5,940
+3,083
+108% +$30K
CRGE
2988
DELISTED
Charge Enterprises, Inc. Common Stock
CRGE
$56K ﹤0.01%
+11,705
New +$60.4K
FORG
2989
DELISTED
ForgeRock, Inc.
FORG
$56K ﹤0.01%
+2,619
New +$51.5K
HUMA icon
2990
Humacyte
HUMA
$194M
$55K ﹤0.01%
16,970
+3,364
+25% +$18.7K
ITRN icon
2991
Ituran Location and Control
ITRN
$1.05B
$55K ﹤0.01%
2,246
-1,267
-36% -$29.7K
PHAT icon
2992
Phathom Pharmaceuticals
PHAT
$680M
$54K ﹤0.01%
6,328
+1,061
+20% +$10.9K
PRPL icon
2993
Purple Innovation
PRPL
$40.4M
$54K ﹤0.01%
710
-149
-17% -$17.3K
ADMA icon
2994
ADMA Biologics
ADMA
$2.2B
$53K ﹤0.01%
+26,790
New +$52.7K
BARK icon
2995
BARK
BARK
$97.6M
$53K ﹤0.01%
2,054
-680
-25% -$34.3K
CHT icon
2996
Chunghwa Telecom
CHT
$33B
$51K ﹤0.01%
1,240
– –
RYTM icon
2997
Rhythm Pharmaceuticals
RYTM
$7.82B
$51K ﹤0.01%
12,247
-1,016
-8% -$5.56K
CASA
2998
DELISTED
Casa Systems, Inc. Common Stock
CASA
$51K ﹤0.01%
12,894
+2,143
+20% +$9.33K
MGNX icon
2999
MacroGenics
MGNX
$252M
$50K ﹤0.01%
17,032
-4,180
-20% -$22K
KLRS
3000
Kalaris Therapeutics
KLRS
$97.5M
$50K ﹤0.01%
562
+15
+3% +$1.57K
118 119
120
121 122

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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.