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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
+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
FMNB icon
3101
Farmers National Banc Corp
FMNB
$929M
$32K ﹤0.01%
2,015
– –
HOFT icon
3102
Hooker Furnishings Corp
HOFT
$166M
$32K ﹤0.01%
1,185
– –
INFU icon
3103
InfuSystem Holdings
INFU
$249M
$32K ﹤0.01%
2,453
– –
NVEC icon
3104
NVE Corp
NVEC
$609M
$32K ﹤0.01%
501
– –
LUNA
3105
DELISTED
Luna Innovations Incorporated
LUNA
$32K ﹤0.01%
3,383
+245
+8% +$2.65K
ATLC icon
3106
Atlanticus Holdings
ATLC
$1.51B
$31K ﹤0.01%
589
– –
BLFY
3107
DELISTED
Blue Foundry Bancorp
BLFY
$31K ﹤0.01%
+2,224
New +$29.8K
BW icon
3108
Babcock & Wilcox
BW
$1.39B
$31K ﹤0.01%
4,864
– –
CCNE icon
3109
CNB Financial Corp
CCNE
$1.03B
$31K ﹤0.01%
1,263
– –
CYD icon
3110
China Yuchai International
CYD
$1.78B
$31K ﹤0.01%
2,300
– –
EBON icon
3111
Ebang International Holdings
EBON
$12.3M
$31K ﹤0.01%
547
– –
EWTX icon
3112
Edgewise Therapeutics
EWTX
$4.68B
$31K ﹤0.01%
1,865
– –
HNST icon
3113
The Honest Company
HNST
$586M
$31K ﹤0.01%
2,984
– –
LGO
3114
Largo
LGO
$70.9M
$31K ﹤0.01%
2,999
+2,454
+450% +$34.5K
NAT icon
3115
Nordic American Tanker
NAT
$1.37B
$31K ﹤0.01%
11,972
– –
PLSE icon
3116
Pulse Biosciences
PLSE
$2.94B
$31K ﹤0.01%
1,452
-66
-4% -$1.42K
RFL icon
3117
Rafael Holdings
RFL
$107M
$31K ﹤0.01%
1,027
– –
TMCI icon
3118
Treace Medical Concepts
TMCI
$309M
$31K ﹤0.01%
1,152
– –
TOON icon
3119
Kartoon Studios
TOON
$34.9M
$31K ﹤0.01%
2,253
– –
NAGE
3120
Niagen Bioscience
NAGE
$247M
$31K ﹤0.01%
4,878
– –
BVH
3121
DELISTED
Bluegreen Vacations Holding Corporation
BVH
$31K ﹤0.01%
1,201
– –
INFI
3122
DELISTED
Infinity Pharmaceuticals, Inc.
INFI
$31K ﹤0.01%
9,038
– –
INDT
3123
DELISTED
INDUS Realty Trust, Inc. (MD) Common Stock
INDT
$31K ﹤0.01%
436
– –
CLSK icon
3124
CleanSpark
CLSK
$3.16B
$30K ﹤0.01%
2,614
– –
DNUT icon
3125
Krispy Kreme
DNUT
$576M
$30K ﹤0.01%
+2,124
New +$34.1K
123 124
125
126 127

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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.