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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
-14.36%
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
$283B
AUM Growth
-$46.2B
Cap. Flow
+$8.47B
Cap. Flow %
3%
Top 10 Hldgs %
22.06%
Holding
3,787
New
222
Increased
1,979
Reduced
1,147
Closed
274

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$1.43B
2
CVX icon
Chevron
CVX
+$314M
3
XOM icon
ExxonMobil
XOM
+$282M
4
TSLA icon
Tesla
TSLA
+$253M
5
WBD icon
Warner Bros
WBD
+$251M

Top Sells

Rank Stock Value
1
T icon
AT&T
T
+$278M
2
CERN
Cerner Corp
CERN
+$275M
3
MNDT
Mandiant, Inc. Common Stock
MNDT
+$149M
4
BIDU icon
Baidu
BIDU
+$137M
5
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$47M

Sector Composition

Rank Sector Weight
1 Technology 24.42%
2 Healthcare 14.2%
3 Financials 13.14%
4 Consumer Discretionary 9.41%
5 Industrials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EVC icon
3126
Entravision Communication
EVC
$1.05B
$28K ﹤0.01%
6,086
+1,341
+28% +$6.88K
FSBC icon
3127
Five Star Bancorp
FSBC
$1.12B
$28K ﹤0.01%
1,057
-38
-3% -$1.01K
INBK icon
3128
First Internet Bancorp
INBK
$256M
$28K ﹤0.01%
761
+17
+2% +$654
CTV
3129
DELISTED
Innovid Corp.
CTV
$28K ﹤0.01%
+16,843
New +$72.4K
ADTH
3130
DELISTED
AdTheorent Holding Co
ADTH
$28K ﹤0.01%
+9,088
New +$68.2K
IRNT
3131
DELISTED
IronNet, Inc.
IRNT
$28K ﹤0.01%
+12,490
New +$35.3K
CORZ
3132
DELISTED
Core Scientific, Inc. Common Stock
CORZ
$28K ﹤0.01%
+19,173
New +$88.1K
BLFY
3133
DELISTED
Blue Foundry Bancorp
BLFY
$27K ﹤0.01%
2,261
-33
-1% -$407
CARE icon
3134
Carter Bankshares
CARE
$751M
$27K ﹤0.01%
2,050
+48
+2% +$736
CLBT icon
3135
Cellebrite
CLBT
$3.86B
$27K ﹤0.01%
5,233
– –
GOGL
3136
DELISTED
Golden Ocean Group
GOGL
$27K ﹤0.01%
+2,331
New +$31.2K
INVE icon
3137
Identive
INVE
$61.2M
$27K ﹤0.01%
2,301
+132
+6% +$1.65K
NN icon
3138
NextNav
NN
$2.05B
$27K ﹤0.01%
+11,990
New +$57.6K
TIL icon
3139
Instil Bio
TIL
$49.4M
$27K ﹤0.01%
293
+6
+2% +$850
LEV
3140
DELISTED
The Lion Electric Company
LEV
$27K ﹤0.01%
6,497
– –
EIGR
3141
DELISTED
Eiger BioPharmaceuticals, Inc.
EIGR
$27K ﹤0.01%
144
+55
+62% +$11.1K
EGLX
3142
DELISTED
Enthusiast Gaming Holdings Inc. Common Stock
EGLX
$27K ﹤0.01%
13,541
-3,299
-20% -$7.14K
CYBE
3143
DELISTED
Cyberoptics Corp
CYBE
$27K ﹤0.01%
+773
New +$31.7K
BSRR icon
3144
Sierra Bancorp
BSRR
$530M
$26K ﹤0.01%
1,180
+53
+5% +$1.18K
CIVB icon
3145
Civista Bancshares
CIVB
$596M
$26K ﹤0.01%
1,226
– –
CTOS icon
3146
Custom Truck One Source
CTOS
$2.52B
$26K ﹤0.01%
4,667
-343
-7% -$2.19K
DJCO icon
3147
Daily Journal
DJCO
$795M
$26K ﹤0.01%
100
– –
FRST icon
3148
Primis Financial Corp
FRST
$405M
$26K ﹤0.01%
1,880
-41
-2% -$550
GNTY
3149
DELISTED
Guaranty Bancshares
GNTY
$26K ﹤0.01%
725
+115
+19% +$4.08K
IRMD icon
3150
iRadimed
IRMD
$1.17B
$26K ﹤0.01%
765
+88
+13% +$3.15K
124 125
126
127 128

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Legal & General Group's Q2 2022 Portfolio in Review

As of Q2 2022, Legal & General Group held 3,787 positions worth $283B, down 14% from $329B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

Legal & General Group's Q2 2022 filing shows 222 new, 1,979 increased, 1,147 reduced and 274 closed positions. Its largest new stake was Samsara: 1,199,080 shares worth $13.4M. The largest sale was AT&T, an estimated $278M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, down from 26% a quarter earlier, followed by Healthcare and Financials.

  • Legal & General Group's largest Q2 2022 buy was Samsara: 1,199,080 shares worth $13.4M.
  • Legal & General Group added most to Apple in Q2 2022, an estimated $1.43B increase.
  • Legal & General Group's biggest Q2 2022 reduction was AT&T, cutting an estimated $278M.
  • Legal & General Group fully exited Cerner Corp in Q2 2022, selling an estimated $275M.
  • Legal & General Group's ten largest holdings make up 22% of its $283B portfolio in Q2 2022.
  • Legal & General Group opened 222 new positions and closed 274 in Q2 2022.
  • Legal & General Group's portfolio value fell 14% quarter-over-quarter to $283B.

Based on Legal & General Group's 13F filing for Q2 2022, filed 22 Aug 2022.