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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
+9.03%
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
$299B
AUM Growth
+$30.7B
Cap. Flow
+$9.01B
Cap. Flow %
3.01%
Top 10 Hldgs %
21%
Holding
3,799
New
278
Increased
1,357
Reduced
1,588
Closed
320

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$641M
2
AAPL icon
Apple
AAPL
+$468M
3
AMZN icon
Amazon
AMZN
+$459M
4
META icon
Meta Platforms (Facebook)
META
+$238M
5
EQIX icon
Equinix
EQIX
+$187M

Top Sells

Rank Stock Value
1
BABA icon
Alibaba
BABA
+$2.25B
2
VAR
Varian Medical Systems, Inc.
VAR
+$135M
3
JD icon
JD.com
JD
+$56M
4
VRNT
Verint Systems
VRNT
+$52.2M
5
PRSP
Perspecta Inc. Common Stock
PRSP
+$50.7M

Sector Composition

Rank Sector Weight
1 Technology 24.31%
2 Financials 13.64%
3 Healthcare 12.44%
4 Consumer Discretionary 11.01%
5 Communication Services 9.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DZSI
3126
DELISTED
DZS Inc. Common Stock
DZSI
$31K ﹤0.01%
1,517
+455
+43% +$7.9K
EGLE
3127
DELISTED
Eagle Bulk Shipping Inc.
EGLE
$31K ﹤0.01%
662
+105
+19% +$4.76K
BBAR icon
3128
BBVA Argentina
BBAR
$3.65B
$30K ﹤0.01%
9,200
– –
BWB icon
3129
Bridgewater Bancshares
BWB
$588M
$30K ﹤0.01%
1,836
+121
+7% +$2.03K
CVGI icon
3130
Commercial Vehicle Group
CVGI
$154M
$30K ﹤0.01%
+2,860
New +$31.6K
DNTH icon
3131
Dianthus Therapeutics
DNTH
$6.29B
$30K ﹤0.01%
193
+52
+37% +$9.55K
ONTF
3132
DELISTED
ON24
ONTF
$30K ﹤0.01%
856
– –
RCKY icon
3133
Rocky Brands
RCKY
$374M
$30K ﹤0.01%
548
-57
-9% -$3.21K
SGU icon
3134
Star Group
SGU
$422M
$30K ﹤0.01%
2,645
– –
DSKE
3135
DELISTED
Daseke, Inc. Common Stock
DSKE
$30K ﹤0.01%
4,602
-657
-12% -$4.77K
LTRPA
3136
DELISTED
Liberty TripAdvisor Holdings, Inc. Series A
LTRPA
$30K ﹤0.01%
7,302
+1,453
+25% +$7.05K
XONE
3137
DELISTED
The ExOne Company
XONE
$30K ﹤0.01%
1,391
-93
-6% -$2.12K
BSRR icon
3138
Sierra Bancorp
BSRR
$528M
$29K ﹤0.01%
1,127
-109
-9% -$2.94K
CCNE icon
3139
CNB Financial Corp
CCNE
$1.05B
$29K ﹤0.01%
1,263
+109
+9% +$2.66K
CZNC icon
3140
Citizens & Northern Corp
CZNC
$453M
$29K ﹤0.01%
1,182
– –
DGICA icon
3141
Donegal Group Class A
DGICA
$729M
$29K ﹤0.01%
1,991
+166
+9% +$2.54K
FBP icon
3142
First Bancorp
FBP
$4.44B
$29K ﹤0.01%
2,473
– –
FRST icon
3143
Primis Financial Corp
FRST
$409M
$29K ﹤0.01%
+1,921
New +$28.8K
GRFS
3144
Grifois
GRFS
$5.4B
$29K ﹤0.01%
1,671
– –
IPSC icon
3145
Century Therapeutics
IPSC
$353M
$29K ﹤0.01%
+1,000
New +$25.4K
MCBS icon
3146
MetroCity Bankshares
MCBS
$1.03B
$29K ﹤0.01%
1,639
+110
+7% +$1.82K
SCOR icon
3147
Comscore
SCOR
$114M
$29K ﹤0.01%
286
+28
+11% +$2.19K
STGW icon
3148
Stagwell
STGW
$2.16B
$29K ﹤0.01%
+4,988
New +$23.3K
TLYS icon
3149
Tilly's
TLYS
$127M
$29K ﹤0.01%
1,795
-160
-8% -$2.16K
TNXP icon
3150
Tonix Pharmaceuticals
TNXP
$179M
– –
0
– –
124 125
126
127 128

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Legal & General Group's Q2 2021 Portfolio in Review

As of Q2 2021, Legal & General Group held 3,799 positions worth $299B, up 11% from $268B the previous quarter. Its ten largest holdings account for 21% of the portfolio.

Legal & General Group deployed $9.01B of net new capital in Q2 2021, opening 278 new positions and adding to 1,357 existing holdings. Its largest new stake was DoorDash: 333,886 shares worth $59.5M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 23% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Alibaba, an estimated $2.25B trimmed.

  • Legal & General Group's largest Q2 2021 buy was DoorDash: 333,886 shares worth $59.5M.
  • Legal & General Group added most to Microsoft in Q2 2021, an estimated $641M increase.
  • Legal & General Group's biggest Q2 2021 reduction was Alibaba, cutting an estimated $2.25B.
  • Legal & General Group fully exited Varian Medical Systems, Inc. in Q2 2021, selling an estimated $135M.
  • Legal & General Group's ten largest holdings make up 21% of its $299B portfolio in Q2 2021.
  • Legal & General Group opened 278 new positions and closed 320 in Q2 2021.
  • Legal & General Group's portfolio value rose 11% quarter-over-quarter to $299B.

Based on Legal & General Group's 13F filing for Q2 2021, filed 12 Aug 2021.