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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
MVBF icon
3151
MVB Financial
MVBF
$394M
$26K ﹤0.01%
849
+28
+3% +$1.06K
RBB icon
3152
RBB Bancorp
RBB
$455M
$26K ﹤0.01%
1,259
+88
+8% +$1.9K
STR
3153
DELISTED
Sitio Royalties
STR
$26K ﹤0.01%
1,128
+69
+7% +$1.91K
TKC icon
3154
Turkcell
TKC
$4.76B
$26K ﹤0.01%
10,317
– –
USER
3155
DELISTED
UserTesting, Inc.
USER
$26K ﹤0.01%
5,121
+4,242
+483% +$28.5K
IEA
3156
DELISTED
Infrastructure and Energy Alternatives, Inc. Common Stock
IEA
$26K ﹤0.01%
3,288
+779
+31% +$7.29K
CDR
3157
DELISTED
Cedar Realty Trust, Inc
CDR
$26K ﹤0.01%
+898
New +$24.6K
BHR
3158
Braemar Hotels & Resorts
BHR
$146M
$25K ﹤0.01%
5,719
+1,447
+34% +$8.17K
BLUE
3159
DELISTED
bluebird bio
BLUE
$25K ﹤0.01%
298
-1,026
-77% -$79.6K
EBTC
3160
DELISTED
Enterprise Bancorp
EBTC
$25K ﹤0.01%
762
+41
+6% +$1.4K
FNLC icon
3161
First Bancorp
FNLC
$398M
$25K ﹤0.01%
829
+17
+2% +$497
OPY icon
3162
Oppenheimer Holdings
OPY
$1.22B
$25K ﹤0.01%
748
+14
+2% +$481
PSTL
3163
Postal Realty Trust
PSTL
$689M
$25K ﹤0.01%
1,686
+242
+17% +$3.87K
RM icon
3164
Regional Management Corp
RM
$305M
$25K ﹤0.01%
677
+10
+1% +$443
BCOV
3165
DELISTED
Brightcove, Inc.
BCOV
$25K ﹤0.01%
4,031
-8,888
-69% -$62.6K
SMMF
3166
DELISTED
Summit Financial Group, Inc.
SMMF
$25K ﹤0.01%
898
– –
AMLX icon
3167
Amylyx Pharmaceuticals
AMLX
$2.7B
$24K ﹤0.01%
1,224
+319
+35% +$3.79K
AMPY icon
3168
Amplify Energy
AMPY
$168M
$24K ﹤0.01%
+3,664
New +$27K
BBW icon
3169
Build-A-Bear
BBW
$435M
$24K ﹤0.01%
+1,439
New +$26.3K
CVLG icon
3170
Covenant Logistics
CVLG
$879M
$24K ﹤0.01%
1,948
– –
DAC icon
3171
Danaos Corp
DAC
$2.61B
$24K ﹤0.01%
377
– –
DAO
3172
Youdao
DAO
$2.12B
$24K ﹤0.01%
4,898
– –
DESP
3173
DELISTED
Despegar.com
DESP
$24K ﹤0.01%
2,970
-21,658
-88% -$209K
DOYU
3174
DouYu International Holdings
DOYU
$137M
$24K ﹤0.01%
2,034
– –
ESQ icon
3175
Esquire Financial Holdings
ESQ
$1.14B
$24K ﹤0.01%
+717
New +$25.2K
125 126
127
128 129

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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.