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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
+7.37%
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
$380B
AUM Growth
+$26.1B
Cap. Flow
+$4.34B
Cap. Flow %
1.14%
Top 10 Hldgs %
30.42%
Holding
3,448
New
36
Increased
1,596
Reduced
1,180
Closed
43

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$1.74B
2
AAPL icon
Apple
AAPL
+$1.16B
3
MSFT icon
Microsoft
MSFT
+$741M
4
AVGO icon
Broadcom
AVGO
+$480M
5
BN icon
Brookfield
BN
+$350M

Top Sells

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$137M
2
COST icon
Costco
COST
+$107M
3
NEE icon
NextEra Energy
NEE
+$106M
4
CAT icon
Caterpillar
CAT
+$100M
5
WMT icon
Walmart Inc
WMT
+$98.3M

Sector Composition

Rank Sector Weight
1 Technology 32.78%
2 Financials 12.5%
3 Healthcare 11.46%
4 Consumer Discretionary 9.44%
5 Communication Services 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LXEO icon
3001
Lexeo Therapeutics
LXEO
$378M
$22.8K ﹤0.01%
2,527
+1,517
+150% +$18.1K
PKOH icon
3002
Park-Ohio Holdings
PKOH
$761M
$22.8K ﹤0.01%
744
– –
JSPR icon
3003
Jasper Therapeutics
JSPR
$23.6M
$22.8K ﹤0.01%
1,213
-42
-3% -$836
CRBP icon
3004
Corbus Pharmaceuticals
CRBP
$190M
$22.8K ﹤0.01%
1,103
+75
+7% +$3.84K
RM icon
3005
Regional Management Corp
RM
$303M
$22.7K ﹤0.01%
693
– –
XOMA
3006
DELISTED
Xoma
XOMA
$22.6K ﹤0.01%
852
– –
ARDT
3007
Ardent Health
ARDT
$1.66B
$22.5K ﹤0.01%
+1,227
New +$21.7K
CBNK icon
3008
Capital Bancorp
CBNK
$615M
$22.5K ﹤0.01%
875
+191
+28% +$4.6K
PCYO icon
3009
Pure Cycle
PCYO
$261M
$22.4K ﹤0.01%
2,080
+410
+25% +$4.2K
HBB icon
3010
Hamilton Beach Brands
HBB
$422M
$22.3K ﹤0.01%
733
– –
INSE icon
3011
Inspired Entertainment
INSE
$175M
$22K ﹤0.01%
2,375
– –
FDBC icon
3012
Fidelity D&D Bancorp
FDBC
$317M
$22K ﹤0.01%
445
+84
+23% +$4.15K
LZM icon
3013
Lifezone Metals
LZM
$370M
$21.9K ﹤0.01%
3,148
– –
PINE
3014
Alpine Income Property Trust
PINE
$352M
$21.9K ﹤0.01%
1,203
+278
+30% +$4.84K
SMHI icon
3015
SEACOR Marine Holdings
SMHI
$258M
$21.9K ﹤0.01%
2,267
+294
+15% +$3.45K
TRVI icon
3016
Trevi Therapeutics
TRVI
$2.64B
$21.9K ﹤0.01%
6,542
– –
PKBK icon
3017
Parke Bancorp
PKBK
$405M
$21.8K ﹤0.01%
1,045
+238
+29% +$4.58K
OMER icon
3018
Omeros
OMER
$959M
$21.7K ﹤0.01%
5,457
– –
SSBK
3019
DELISTED
Southern States Bancshares
SSBK
$21.6K ﹤0.01%
704
– –
WSBF icon
3020
Waterstone Financial
WSBF
$375M
$21.6K ﹤0.01%
1,471
– –
PLBC icon
3021
Plumas Bancorp
PLBC
$429M
$21.6K ﹤0.01%
529
+111
+27% +$4.39K
ARTV
3022
Artiva Biotherapeutics
ARTV
$551M
$21.5K ﹤0.01%
+1,393
New +$16.1K
MG icon
3023
Mistras Group
MG
$512M
$21.3K ﹤0.01%
1,873
– –
MGNX icon
3024
MacroGenics
MGNX
$257M
$21.2K ﹤0.01%
6,452
-41,507
-87% -$162K
GRSD
3025
Grandstand Limited Ordinary Shares
GRSD
$67M
$21.1K ﹤0.01%
2,104
+491
+30% +$4.65K
119 120
121
122 123

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Legal & General Group's Q3 2024 Portfolio in Review

As of Q3 2024, Legal & General Group held 3,448 positions worth $380B, up 7.4% from $354B the previous quarter. Its ten largest holdings account for 30% of the portfolio.

Trading was light in Q3 2024: portfolio turnover was 2.3%. Legal & General Group opened 36 new positions and exited 43, leaving the 3,448-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 33% a quarter earlier, followed by Financials and Healthcare.

  • Legal & General Group's largest Q3 2024 buy was Smurfit Westrock: 3,498,121 shares worth $174M.
  • Legal & General Group added most to NVIDIA in Q3 2024, an estimated $1.74B increase.
  • Legal & General Group's biggest Q3 2024 reduction was Amazon, cutting an estimated $137M.
  • Legal & General Group fully exited WestRock Company in Q3 2024, selling an estimated $80.8M.
  • Legal & General Group's ten largest holdings make up 30% of its $380B portfolio in Q3 2024.
  • Legal & General Group opened 36 new positions and closed 43 in Q3 2024.
  • Legal & General Group's portfolio value rose 7.4% quarter-over-quarter to $380B.

Based on Legal & General Group's 13F filing for Q3 2024, filed 14 Nov 2024.