Legal & General Group Portfolio holdings
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.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
UBS Group
UBS
|
+$821M |
| 2 |
Alcon
ALC
|
+$352M |
| 3 |
Stellantis
STLA
|
+$352M |
| 4 |
Ferrovial N.V. Ordinary Shares
FER
|
+$295M |
| 5 |
CRH
CRH
|
+$285M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$724M |
| 2 |
PXD
Pioneer Natural Resource Co.
PXD
|
+$394M |
| 3 |
Microsoft
MSFT
|
+$389M |
| 4 |
GE Aerospace
GE
|
+$229M |
| 5 |
Amazon
AMZN
|
+$222M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 32.5% |
| 2 | Financials | 12.19% |
| 3 | Healthcare | 11.56% |
| 4 | Consumer Discretionary | 9.43% |
| 5 | Communication Services | 8.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
3101
Forrester Research
FORR
$233M
| $16.6K | ﹤0.01% |
972
-14,359
| -94% | -$264K |
|
3102
Cadiz
CDZI
$272M
| $16.6K | ﹤0.01% |
5,371
| – | – |
|
|
SRTA
3103
Strata Critical Medical Inc
SRTA
$496M
| $16.5K | ﹤0.01% |
4,736
| – | – |
|
|
TE
3104
T1 Energy
TE
$1.6B
| $16.5K | ﹤0.01% |
+9,692
| New | +$18.5K |
|
3105
Achieve Life Sciences
ACHV
$672M
| $16.4K | ﹤0.01% |
+3,484
| New | +$16.8K |
|
3106
Vitamin Cottage Natural Grocers
NGVC
$743M
| $16.3K | ﹤0.01% |
771
+55
| +8% | +$1.05K |
|
3107
AMES National
ATLO
$278M
| $16.3K | ﹤0.01% |
795
| – | – |
|
|
CIO
3108
DELISTED
City Office REIT
CIO
| $16.3K | ﹤0.01% |
3,271
| – | – |
|
3109
Foghorn Therapeutics
FHTX
$326M
| $16.2K | ﹤0.01% |
2,824
+815
| +41% | +$4.86K |
|
3110
Tucows
TCX
$155M
| $16.2K | ﹤0.01% |
839
-140
| -14% | -$2.69K |
|
3111
ProFrac Holding
ACDC
$825M
| $16.2K | ﹤0.01% |
2,188
-135
| -6% | -$1.12K |
|
3112
E.W. Scripps
SSP
$287M
| $16.2K | ﹤0.01% |
5,160
-140,710
| -96% | -$446K |
|
3113
Lexeo Therapeutics
LXEO
$364M
| $16.2K | ﹤0.01% |
1,010
+147
| +17% | +$2.13K |
|
3114
FVCBankcorp
FVCB
$334M
| $16.1K | ﹤0.01% |
1,478
| – | – |
|
3115
BigBear.ai
BBAI
$1.43B
| $16K | ﹤0.01% |
10,617
+5,141
| +94% | +$8.03K |
|
3116
Pure Cycle
PCYO
$257M
| $15.9K | ﹤0.01% |
1,670
-490
| -23% | -$4.63K |
|
|
TEAD
3117
Teads Holding Co
TEAD
$68.9M
| $15.9K | ﹤0.01% |
3,195
| – | – |
|
3118
Quad
QUAD
$521M
| $15.9K | ﹤0.01% |
2,914
+449
| +18% | +$2.21K |
|
3119
LiveWire
LVWR
$240M
| $15.9K | ﹤0.01% |
2,092
| – | – |
|
3120
QuickLogic
QUIK
$250M
| $15.8K | ﹤0.01% |
+1,527
| New | +$19.3K |
|
3121
Oak Valley Bancorp
OVLY
$279M
| $15.8K | ﹤0.01% |
634
| – | – |
|
3122
Fidelity D&D Bancorp
FDBC
$312M
| $15.8K | ﹤0.01% |
361
| – | – |
|
3123
Clarus
CLAR
$132M
| $15.8K | ﹤0.01% |
2,346
-55
| -2% | -$363 |
|
3124
Coherus Oncology
CHRS
$185M
| $15.8K | ﹤0.01% |
9,125
-1,020
| -10% | -$2.05K |
|
3125
Ispire Technology
ISPR
$102M
| $15.7K | ﹤0.01% |
1,968
+26
| +1% | +$168 |
|
Similar funds
Legal & General Group's Q2 2024 Portfolio in Review
As of Q2 2024, Legal & General Group held 3,587 positions worth $354B, up 1.9% from $347B the previous quarter. Its ten largest holdings account for 31% of the portfolio.
Legal & General Group's Q2 2024 filing shows 227 new, 1,326 increased, 1,538 reduced and 175 closed positions. Its largest new stake was Ferrovial N.V. Ordinary Shares: 7,495,973 shares worth $289M. The largest sale was Apple, an estimated $724M.
By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 30% a quarter earlier, followed by Financials and Healthcare.
- Legal & General Group's largest Q2 2024 buy was Ferrovial N.V. Ordinary Shares: 7,495,973 shares worth $289M.
- Legal & General Group added most to UBS Group in Q2 2024, an estimated $821M increase.
- Legal & General Group's biggest Q2 2024 reduction was Apple, cutting an estimated $724M.
- Legal & General Group fully exited Pioneer Natural Resource Co. in Q2 2024, selling an estimated $394M.
- Legal & General Group's ten largest holdings make up 31% of its $354B portfolio in Q2 2024.
- Legal & General Group opened 227 new positions and closed 175 in Q2 2024.
- Legal & General Group's portfolio value rose 1.9% quarter-over-quarter to $354B.
Based on Legal & General Group's 13F filing for Q2 2024, filed 14 Aug 2024.