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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
-4.4%
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
$256B
AUM Growth
-$26.6B
Cap. Flow
-$11.9B
Cap. Flow %
-4.64%
Top 10 Hldgs %
22.45%
Holding
3,552
New
40
Increased
1,259
Reduced
1,865
Closed
98

Top Buys

Rank Stock Value
1
FERG icon
Ferguson
FERG
+$250M
2
S icon
SentinelOne
S
+$103M
3
BB icon
BlackBerry
BB
+$102M
4
ZD icon
Ziff Davis
ZD
+$96.9M
5
ABNB icon
Airbnb
ABNB
+$92M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$808M
2
MSFT icon
Microsoft
MSFT
+$683M
3
AMZN icon
Amazon
AMZN
+$533M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$246M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$186M

Sector Composition

Rank Sector Weight
1 Technology 24.29%
2 Healthcare 14.37%
3 Financials 13.06%
4 Consumer Discretionary 10.12%
5 Industrials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
URG
3151
Ur-Energy
URG
$556M
$25K ﹤0.01%
22,713
– –
FFAI
3152
Faraday Future Intelligent Electric
FFAI
$10.5M
– –
0
– –
DSKE
3153
DELISTED
Daseke, Inc. Common Stock
DSKE
$25K ﹤0.01%
4,641
– –
AFCG
3154
AFC Gamma
AFCG
$63.4M
$24K ﹤0.01%
2,276
+421
+23% +$4.86K
AKYA
3155
DELISTED
Akoya BioSciences
AKYA
$24K ﹤0.01%
2,109
+381
+22% +$5.02K
BRT
3156
BRT Apartments
BRT
$271M
$24K ﹤0.01%
1,170
+209
+22% +$4.76K
DHX icon
3157
DHI Group
DHX
$173M
$24K ﹤0.01%
4,478
-3,610
-45% -$18.9K
EVC icon
3158
Entravision Communication
EVC
$1.1B
$24K ﹤0.01%
6,086
– –
HBCP icon
3159
Home Bancorp
HBCP
$566M
$24K ﹤0.01%
622
– –
JANX icon
3160
Janux Therapeutics
JANX
$967M
$24K ﹤0.01%
1,742
+302
+21% +$4.04K
LFCR icon
3161
Lifecore Biomedical
LFCR
$190M
$24K ﹤0.01%
2,645
+406
+18% +$4.13K
OPY icon
3162
Oppenheimer Holdings
OPY
$1.2B
$24K ﹤0.01%
761
+13
+2% +$455
SPFI icon
3163
South Plains Financial
SPFI
$841M
$24K ﹤0.01%
859
– –
ABUS icon
3164
Arbutus Biopharma
ABUS
$915M
$23K ﹤0.01%
12,198
+1,732
+17% +$4.08K
AHT
3165
Ashford Hospitality Trust
AHT
$21M
$23K ﹤0.01%
344
+207
+151% +$18.4K
BGFV
3166
DELISTED
Big 5 Sporting Goods
BGFV
$23K ﹤0.01%
2,142
+408
+24% +$4.93K
BSRR icon
3167
Sierra Bancorp
BSRR
$525M
$23K ﹤0.01%
1,180
– –
FNLC icon
3168
First Bancorp
FNLC
$399M
$23K ﹤0.01%
829
– –
FRST icon
3169
Primis Financial Corp
FRST
$404M
$23K ﹤0.01%
1,880
– –
HLVX
3170
DELISTED
HilleVax
HLVX
$23K ﹤0.01%
+1,351
New +$19.6K
REPX icon
3171
Riley Exploration Permian
REPX
$758M
$23K ﹤0.01%
1,209
+199
+20% +$4.88K
TK icon
3172
Teekay
TK
$985M
$23K ﹤0.01%
6,351
– –
ULH icon
3173
Universal Logistics Holdings
ULH
$529M
$23K ﹤0.01%
737
+116
+19% +$3.83K
PAMT
3174
PAMT Corp
PAMT
$297M
$23K ﹤0.01%
727
– –
LEV
3175
DELISTED
The Lion Electric Company
LEV
$23K ﹤0.01%
8,136
+1,639
+25% +$7.01K
125 126
127
128 129

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Legal & General Group's Q3 2022 Portfolio in Review

As of Q3 2022, Legal & General Group held 3,552 positions worth $256B, down 9.4% from $283B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

Legal & General Group withdrew a net $11.9B in Q3 2022, closing 98 positions and reducing 1,865 holdings. Its most notable exit was American Campus Communities, Inc., an estimated $86.8M position sold in full.

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

Against the trend, Legal & General Group opened a new position in Ferguson worth $225M.

  • Legal & General Group's largest Q3 2022 buy was Ferguson: 2,141,690 shares worth $225M.
  • Legal & General Group added most to SentinelOne in Q3 2022, an estimated $103M increase.
  • Legal & General Group's biggest Q3 2022 reduction was Apple, cutting an estimated $808M.
  • Legal & General Group fully exited American Campus Communities, Inc. in Q3 2022, selling an estimated $86.8M.
  • Legal & General Group's ten largest holdings make up 22% of its $256B portfolio in Q3 2022.
  • Legal & General Group opened 40 new positions and closed 98 in Q3 2022.
  • Legal & General Group's portfolio value fell 9.4% quarter-over-quarter to $256B.

Based on Legal & General Group's 13F filing for Q3 2022, filed 14 Nov 2022.