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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
LITS
3126
Lite Strategy Inc
LITS
$30.9M
$30K ﹤0.01%
542
– –
MLR icon
3127
Miller Industries
MLR
$619M
$30K ﹤0.01%
874
– –
VMD icon
3128
Viemed Healthcare
VMD
$371M
$30K ﹤0.01%
4,831
– –
ARCE
3129
DELISTED
Arco Platform Limited Class A Common Shares
ARCE
$30K ﹤0.01%
1,397
– –
MSON
3130
DELISTED
Misonix Inc
MSON
$30K ﹤0.01%
1,169
+47
+4% +$1.16K
BASE
3131
DELISTED
Couchbase
BASE
$29K ﹤0.01%
+948
New +$34.9K
CCRD
3132
DELISTED
CoreCard
CCRD
$29K ﹤0.01%
724
-40
-5% -$1.42K
LEU icon
3133
Centrus Energy
LEU
$3.76B
$29K ﹤0.01%
755
– –
OSBC icon
3134
Old Second Bancorp
OSBC
$1.3B
$29K ﹤0.01%
2,251
– –
HTT
3135
High Templar Tech Ltd
HTT
$391M
$29K ﹤0.01%
20,032
– –
RBB icon
3136
RBB Bancorp
RBB
$455M
$29K ﹤0.01%
1,139
– –
SMBC icon
3137
Southern Missouri Bancorp
SMBC
$850M
$29K ﹤0.01%
643
+57
+10% +$2.55K
SMBK icon
3138
SmartFinancial
SMBK
$888M
$29K ﹤0.01%
1,110
– –
FXLV
3139
DELISTED
F45 Training Holdings Inc.
FXLV
$29K ﹤0.01%
+1,914
New +$28.1K
NMTR
3140
DELISTED
9 Meters Biopharma
NMTR
$29K ﹤0.01%
1,124
– –
IEA
3141
DELISTED
Infrastructure and Energy Alternatives, Inc. Common Stock
IEA
$29K ﹤0.01%
2,509
+624
+33% +$7.66K
MSP
3142
DELISTED
Datto Holding Corp.
MSP
$29K ﹤0.01%
1,219
– –
RRD
3143
DELISTED
RR Donnelley & Sons Co.
RRD
$29K ﹤0.01%
5,655
– –
ABUS icon
3144
Arbutus Biopharma
ABUS
$915M
$28K ﹤0.01%
6,525
+284
+5% +$946
CARE icon
3145
Carter Bankshares
CARE
$731M
$28K ﹤0.01%
2,002
– –
CCB icon
3146
Coastal Financial
CCB
$693M
$28K ﹤0.01%
889
– –
CIVB icon
3147
Civista Bancshares
CIVB
$589M
$28K ﹤0.01%
1,226
– –
ERNA icon
3148
Eterna Therapeutics
ERNA
$4.91M
– –
0
– –
FRST icon
3149
Primis Financial Corp
FRST
$404M
$28K ﹤0.01%
1,921
– –
IPSC icon
3150
Century Therapeutics
IPSC
$361M
$28K ﹤0.01%
1,105
+105
+11% +$2.84K
124 125
126
127 128

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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.