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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
SCU
3176
DELISTED
Sculptor Capital Management, Inc. Class A Common Stock
SCU
$23K ﹤0.01%
2,653
– –
CVT
3177
DELISTED
Cvent Holding Corp. Common Stock
CVT
$23K ﹤0.01%
4,319
-2,787
-39% -$15.8K
ASX icon
3178
ASE Group
ASX
$82.2B
$22K ﹤0.01%
4,323
– –
BRBS icon
3179
Blue Ridge Bankshares
BRBS
$332M
$22K ﹤0.01%
1,708
+341
+25% +$4.93K
CNTY icon
3180
Century Casinos
CNTY
$34M
$22K ﹤0.01%
3,385
+678
+25% +$5.22K
FRBA icon
3181
First Bank
FRBA
$454M
$22K ﹤0.01%
1,584
+334
+27% +$4.95K
NIU
3182
Niu Technologies
NIU
$193M
$22K ﹤0.01%
5,311
– –
ORRF icon
3183
Orrstown Financial Services
ORRF
$838M
$22K ﹤0.01%
899
– –
NESR
3184
National Energy Services Reunited Corp
NESR
$2.93B
$22K ﹤0.01%
3,766
+712
+23% +$4.78K
WHWK
3185
Whitehawk Therapeutics
WHWK
$271M
$22K ﹤0.01%
1,558
-1,217
-44% -$16K
ADTH
3186
DELISTED
AdTheorent Holding Co
ADTH
$22K ﹤0.01%
10,351
+1,263
+14% +$3.38K
ALTG icon
3187
Alta Equipment Group
ALTG
$245M
$21K ﹤0.01%
1,898
– –
CLBT icon
3188
Cellebrite
CLBT
$3.99B
$21K ﹤0.01%
5,233
– –
CSTE icon
3189
Caesarstone
CSTE
$79.5M
$21K ﹤0.01%
2,285
+491
+27% +$4.72K
DMRC icon
3190
Digimarc Corp
DMRC
$178M
$21K ﹤0.01%
1,538
– –
EYPT icon
3191
EyePoint Inc
EYPT
$1.2B
$21K ﹤0.01%
2,642
– –
GCBC icon
3192
Greene County Bancorp
GCBC
$589M
$21K ﹤0.01%
728
– –
NDLS icon
3193
Noodles & Co
NDLS
$107M
$21K ﹤0.01%
551
– –
PCYO icon
3194
Pure Cycle
PCYO
$261M
$21K ﹤0.01%
2,513
+484
+24% +$4.97K
BNT
3195
Brookfield Wealth Solutions
BNT
$12.2B
$21K ﹤0.01%
767
– –
NPKI
3196
NPK International
NPKI
$1.14B
$21K ﹤0.01%
8,494
+1,370
+19% +$4.03K
SPNE
3197
DELISTED
SeaSpine Holdings Corporation Common Stock
SPNE
$21K ﹤0.01%
3,628
+619
+21% +$3.93K
DZSI
3198
DELISTED
DZS Inc. Common Stock
DZSI
$21K ﹤0.01%
1,883
– –
ATRO icon
3199
Astronics
ATRO
$3.84B
$20K ﹤0.01%
3,098
+651
+27% +$5.43K
CIFR icon
3200
Cipher Digital
CIFR
$7.13B
$20K ﹤0.01%
16,366
– –
126 127
128
129 130

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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.