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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
CCB icon
3026
Coastal Financial
CCB
$671M
$42K ﹤0.01%
1,104
+100
+10% +$4.02K
FEAM icon
3027
5E Advanced Materials
FEAM
$72.2M
$42K ﹤0.01%
+152
New +$79.1K
SKE
3028
Skeena Resources
SKE
$3.83B
$42K ﹤0.01%
+7,996
New +$67K
TGB
3029
Trekor Metals
TGB
$3.02B
$42K ﹤0.01%
+38,466
New +$65.7K
TRNS icon
3030
Transcat
TRNS
$885M
$42K ﹤0.01%
744
-8
-1% -$553
AFMD
3031
DELISTED
Affimed
AFMD
$41K ﹤0.01%
1,500
+269
+22% +$9.21K
ARIS
3032
DELISTED
Aris Water Solutions
ARIS
$41K ﹤0.01%
2,430
+692
+40% +$12.5K
FMNB icon
3033
Farmers National Banc Corp
FMNB
$936M
$41K ﹤0.01%
2,736
+271
+11% +$4.19K
MCFT icon
3034
MasterCraft Boat Holdings
MCFT
$591M
$41K ﹤0.01%
1,969
-21
-1% -$487
MUX icon
3035
McEwen Inc
MUX
$1.12B
$41K ﹤0.01%
9,247
– –
NVTS icon
3036
Navitas Semiconductor
NVTS
$3.24B
$41K ﹤0.01%
+10,677
New +$73.8K
TLK icon
3037
Telkom Indonesia
TLK
$14.8B
$41K ﹤0.01%
1,520
– –
PFHD
3038
DELISTED
Professional Holding Corp. Class A Common stock
PFHD
$41K ﹤0.01%
+2,027
New +$44.6K
MILE
3039
DELISTED
Metromile, Inc. Common Stock
MILE
$41K ﹤0.01%
44,581
+18,737
+73% +$19.1K
DHX icon
3040
DHI Group
DHX
$179M
$40K ﹤0.01%
+8,088
New +$48K
FBP icon
3041
First Bancorp
FBP
$4.44B
$40K ﹤0.01%
3,064
– –
XXII
3042
22nd Century Group
XXII
$1.49M
– –
0
– –
CRTO icon
3043
Criteo S.A. Ordinary Shares
CRTO
$883M
$39K ﹤0.01%
1,601
– –
KOF icon
3044
Coca-Cola Femsa
KOF
$23B
$39K ﹤0.01%
700
– –
UTMD icon
3045
Utah Medical Products
UTMD
$223M
$39K ﹤0.01%
454
+80
+21% +$6.82K
XERS icon
3046
Xeris Biopharma Holdings
XERS
$1.27B
$39K ﹤0.01%
+25,533
New +$53.9K
ZETA icon
3047
Zeta Global
ZETA
$6.42B
$39K ﹤0.01%
+8,744
New +$76.7K
HLTH
3048
DELISTED
Cue Health Inc. Common Stock
HLTH
$39K ﹤0.01%
12,355
+11,003
+814% +$59.6K
BFST icon
3049
Business First Bancshares
BFST
$1.03B
$38K ﹤0.01%
1,788
+301
+20% +$6.67K
CAN
3050
Canaan Creative
CAN
$145M
$38K ﹤0.01%
11,899
– –
120 121
122
123 124

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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.