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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
NWFL icon
3051
Norwood Financial Corp
NWFL
$368M
$19.9K ﹤0.01%
721
+154
+27% +$4.12K
BLFY
3052
DELISTED
Blue Foundry Bancorp
BLFY
$19.9K ﹤0.01%
1,939
– –
NAGE
3053
Niagen Bioscience
NAGE
$247M
$19.8K ﹤0.01%
5,426
– –
VALE icon
3054
Vale
VALE
$62.6B
$19.8K ﹤0.01%
1,694
– –
UTMD icon
3055
Utah Medical Products
UTMD
$225M
$19.7K ﹤0.01%
295
– –
LUNR icon
3056
Intuitive Machines
LUNR
$2.63B
$19.7K ﹤0.01%
2,450
– –
GENC icon
3057
Gencor Industries
GENC
$212M
$19.6K ﹤0.01%
941
– –
TCRX icon
3058
TScan Therapeutics
TCRX
$52M
$19.6K ﹤0.01%
3,937
– –
PDLB icon
3059
Ponce Financial Group
PDLB
$485M
$19.5K ﹤0.01%
1,672
– –
ZURA icon
3060
Zura Bio
ZURA
$567M
$19.4K ﹤0.01%
4,779
+2,873
+151% +$10.7K
KRT icon
3061
Karat Packaging
KRT
$940M
$19.4K ﹤0.01%
749
– –
FVCB icon
3062
FVCBankcorp
FVCB
$333M
$19.3K ﹤0.01%
1,478
– –
BRCC icon
3063
BRC Inc
BRCC
$250M
$19.2K ﹤0.01%
5,624
– –
MITT
3064
TPG Mortgage Investment Trust
MITT
$225M
$19.2K ﹤0.01%
2,557
– –
CIO
3065
DELISTED
City Office REIT
CIO
$19.1K ﹤0.01%
3,271
– –
BWFG icon
3066
Bankwell Financial Group
BWFG
$533M
$19.1K ﹤0.01%
637
+170
+36% +$4.65K
RNGR icon
3067
Ranger Energy Services
RNGR
$377M
$19K ﹤0.01%
1,599
– –
RMAX icon
3068
RE/MAX Holdings
RMAX
$242M
$19K ﹤0.01%
1,527
– –
ONL
3069
Orion Office REIT
ONL
$160M
$19K ﹤0.01%
4,748
– –
CDXS icon
3070
Codexis
CDXS
$158M
$18.9K ﹤0.01%
6,162
– –
PSTX
3071
DELISTED
Poseida Therapeutics, Inc. Common Stock
PSTX
$18.9K ﹤0.01%
6,620
– –
KRRO icon
3072
Korro Bio
KRRO
$195M
$18.9K ﹤0.01%
566
– –
ONIT
3073
Onity Group
ONIT
$332M
$18.9K ﹤0.01%
592
– –
DSP icon
3074
Viant Technology
DSP
$265M
$18.9K ﹤0.01%
1,704
– –
CTGO icon
3075
Contango Silver & Gold Inc
CTGO
$652M
$18.8K ﹤0.01%
974
+235
+32% +$4.81K
121 122
123
124 125

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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.