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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
-3.18%
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
$329B
AUM Growth
-$1.89B
Cap. Flow
+$15.4B
Cap. Flow %
4.68%
Top 10 Hldgs %
23.74%
Holding
3,619
New
42
Increased
1,796
Reduced
1,016
Closed
54

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$1.17B
2
MSFT icon
Microsoft
MSFT
+$870M
3
AMZN icon
Amazon
AMZN
+$662M
4
AMD icon
Advanced Micro Devices
AMD
+$412M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$346M

Top Sells

Rank Stock Value
1
XLNX
Xilinx Inc
XLNX
+$492M
2
INFO
IHS Markit Ltd. Common Shares
INFO
+$328M
3
BIDU icon
Baidu
BIDU
+$128M
4
EXC icon
Exelon
EXC
+$112M
5
MCFE
McAfee Corp. Class A Common Stock
MCFE
+$95.7M

Sector Composition

Rank Sector Weight
1 Technology 25.91%
2 Financials 13.21%
3 Healthcare 12.91%
4 Consumer Discretionary 10.49%
5 Communication Services 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PFIS icon
3126
Peoples Financial Services
PFIS
$707M
$30K ﹤0.01%
587
– –
ROOT icon
3127
Root
ROOT
$798M
$30K ﹤0.01%
854
+240
+39% +$8.65K
IEA
3128
DELISTED
Infrastructure and Energy Alternatives, Inc. Common Stock
IEA
$30K ﹤0.01%
2,509
– –
TLMD
3129
DELISTED
SOC Telemed, Inc. Class A Common Stock
TLMD
$30K ﹤0.01%
9,703
– –
ATOM icon
3130
Atomera
ATOM
$214M
$29K ﹤0.01%
2,188
+81
+4% +$1.21K
EBTC
3131
DELISTED
Enterprise Bancorp
EBTC
$29K ﹤0.01%
721
– –
NAT icon
3132
Nordic American Tanker
NAT
$1.37B
$29K ﹤0.01%
13,495
– –
SGU icon
3133
Star Group
SGU
$423M
$29K ﹤0.01%
2,645
– –
SKYT
3134
DELISTED
SkyWater Technology
SKYT
$29K ﹤0.01%
2,698
– –
SMBC icon
3135
Southern Missouri Bancorp
SMBC
$850M
$29K ﹤0.01%
585
– –
STR
3136
DELISTED
Sitio Royalties
STR
$29K ﹤0.01%
1,059
– –
STTK icon
3137
Shattuck Labs
STTK
$694M
$29K ﹤0.01%
6,928
+147
+2% +$834
WTI icon
3138
W&T Offshore
WTI
$518M
$29K ﹤0.01%
7,527
– –
ARCE
3139
DELISTED
Arco Platform Limited Class A Common Shares
ARCE
$29K ﹤0.01%
1,397
– –
YELL
3140
DELISTED
Yellow Corporation Common Stock
YELL
$29K ﹤0.01%
4,112
– –
BSRR icon
3141
Sierra Bancorp
BSRR
$525M
$28K ﹤0.01%
1,127
– –
CZNC icon
3142
Citizens & Northern Corp
CZNC
$455M
$28K ﹤0.01%
1,166
– –
NEXA icon
3143
Nexa Resources
NEXA
$1.87B
$28K ﹤0.01%
3,020
– –
OCFT
3144
DELISTED
OneConnect Financial Technology
OCFT
$28K ﹤0.01%
1,990
-40,544
-95% -$715K
RBB icon
3145
RBB Bancorp
RBB
$455M
$28K ﹤0.01%
1,171
-44
-4% -$1.13K
SMBK icon
3146
SmartFinancial
SMBK
$888M
$28K ﹤0.01%
1,110
– –
ENFN
3147
DELISTED
Enfusion, Inc.
ENFN
$28K ﹤0.01%
2,181
+67
+3% +$1.02K
OMIC
3148
DELISTED
Singular Genomics Systems, Inc. Common Stock
OMIC
$28K ﹤0.01%
150
+113
+305% +$26.1K
AMTX icon
3149
Aemetis
AMTX
$124M
$27K ﹤0.01%
2,163
– –
AVNW icon
3150
Aviat Networks
AVNW
$273M
$27K ﹤0.01%
864
– –
124 125
126
127 128

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Legal & General Group's Q1 2022 Portfolio in Review

As of Q1 2022, Legal & General Group held 3,619 positions worth $329B, down 0.57% from $331B the previous quarter. Its ten largest holdings account for 24% of the portfolio.

Legal & General Group deployed $15.4B of net new capital in Q1 2022, opening 42 new positions and adding to 1,796 existing holdings. Its largest new stake was Constellation Energy: 1,971,254 shares worth $111M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 27% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Baidu, an estimated $128M trimmed.

  • Legal & General Group's largest Q1 2022 buy was Constellation Energy: 1,971,254 shares worth $111M.
  • Legal & General Group added most to Apple in Q1 2022, an estimated $1.17B increase.
  • Legal & General Group's biggest Q1 2022 reduction was Baidu, cutting an estimated $128M.
  • Legal & General Group fully exited Xilinx Inc in Q1 2022, selling an estimated $492M.
  • Legal & General Group's ten largest holdings make up 24% of its $329B portfolio in Q1 2022.
  • Legal & General Group opened 42 new positions and closed 54 in Q1 2022.
  • Legal & General Group's portfolio value fell 0.57% quarter-over-quarter to $329B.

Based on Legal & General Group's 13F filing for Q1 2022, filed 16 May 2022.