We are live on ! Find out more
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
ALDX icon
3001
Aldeyra Therapeutics
ALDX
$93.5M
$45K ﹤0.01%
5,132
– –
CRD.A icon
3002
Crawford & Co Class A
CRD.A
$669M
$45K ﹤0.01%
4,970
+3,049
+159% +$29.9K
DMRC icon
3003
Digimarc Corp
DMRC
$178M
$45K ﹤0.01%
1,303
– –
DNN icon
3004
Denison Mines
DNN
$2.91B
$45K ﹤0.01%
33,100
– –
RCEL icon
3005
Avita Medical
RCEL
$239M
$45K ﹤0.01%
2,518
– –
SPRO icon
3006
Spero Therapeutics
SPRO
$73M
$45K ﹤0.01%
2,467
-92
-4% -$1.48K
SWIM icon
3007
Latham Group
SWIM
$880M
$45K ﹤0.01%
2,755
– –
TKC icon
3008
Turkcell
TKC
$4.79B
$45K ﹤0.01%
10,317
– –
NAPA
3009
DELISTED
The Duckhorn Portfolio, Inc.
NAPA
$45K ﹤0.01%
1,950
– –
AKTS
3010
DELISTED
Akoustis Technologies Inc
AKTS
$45K ﹤0.01%
4,591
– –
VRS
3011
DELISTED
Verso Corporation
VRS
$45K ﹤0.01%
2,146
-250
-10% -$4.82K
ALHC icon
3012
Alignment Healthcare
ALHC
$2.98B
$44K ﹤0.01%
2,779
– –
ITOS
3013
DELISTED
iTeos Therapeutics
ITOS
$44K ﹤0.01%
1,623
– –
UFPT icon
3014
UFP Technologies
UFPT
$2.43B
$44K ﹤0.01%
712
-19
-3% -$1.2K
MRNS
3015
DELISTED
Marinus Pharmaceuticals, Inc
MRNS
$44K ﹤0.01%
3,904
– –
CRBU icon
3016
Caribou Biosciences
CRBU
$164M
$43K ﹤0.01%
+1,798
New +$44K
OPRT icon
3017
Oportun Financial
OPRT
$372M
$43K ﹤0.01%
1,715
– –
TGS icon
3018
Transportadora de Gas del Sur
TGS
$4.33B
$43K ﹤0.01%
8,800
– –
TIL icon
3019
Instil Bio
TIL
$50.3M
$43K ﹤0.01%
119
– –
NGMS
3020
DELISTED
NeoGames S.A. Ordinary Shares
NGMS
$43K ﹤0.01%
1,169
– –
ACBI
3021
DELISTED
Atlantic Capital Bancshares, Inc. Common Stock
ACBI
$43K ﹤0.01%
1,623
– –
VEI
3022
DELISTED
Vine Energy Inc.
VEI
$43K ﹤0.01%
2,595
+427
+20% +$6.4K
BYRN icon
3023
Byrna Technologies
BYRN
$101M
$42K ﹤0.01%
1,928
+813
+73% +$20.1K
KALV
3024
DELISTED
KalVista Pharmaceuticals
KALV
$42K ﹤0.01%
2,452
– –
RM icon
3025
Regional Management Corp
RM
$303M
$42K ﹤0.01%
722
– –
119 120
121
122 123

Similar funds

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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.