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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
ORRF icon
3201
Orrstown Financial Services
ORRF
$845M
$22K ﹤0.01%
899
+39
+5% +$932
REI icon
3202
Ring Energy
REI
$333M
$22K ﹤0.01%
+8,137
New +$33.7K
RLGT icon
3203
Radiant Logistics
RLGT
$395M
$22K ﹤0.01%
2,947
-159
-5% -$1.02K
TARS icon
3204
Tarsus Pharmaceuticals
TARS
$2.87B
$22K ﹤0.01%
1,531
+663
+76% +$9.95K
NPKI
3205
NPK International
NPKI
$1.15B
$22K ﹤0.01%
7,124
-28
-0.4% -$107
FREE
3206
DELISTED
Whole Earth Brands, Inc. Class A Common Stock
FREE
$22K ﹤0.01%
3,578
-89
-2% -$606
SCU
3207
DELISTED
Sculptor Capital Management, Inc. Class A Common Stock
SCU
$22K ﹤0.01%
2,653
+244
+10% +$2.69K
GTYH
3208
DELISTED
GTY Technology Holdings, Inc. Common Stock
GTYH
$22K ﹤0.01%
3,446
+862
+33% +$4.4K
ACNB icon
3209
ACNB Corp
ACNB
$661M
$21K ﹤0.01%
+708
New +$23.6K
ATRO icon
3210
Astronics
ATRO
$3.75B
$21K ﹤0.01%
2,447
+169
+7% +$1.52K
BRBS icon
3211
Blue Ridge Bankshares
BRBS
$331M
$21K ﹤0.01%
1,367
– –
BRT
3212
BRT Apartments
BRT
$271M
$21K ﹤0.01%
961
+81
+9% +$1.78K
CBAN icon
3213
Colony Bankcorp
CBAN
$467M
$21K ﹤0.01%
+1,378
New +$23K
EGAN icon
3214
eGain
EGAN
$202M
$21K ﹤0.01%
2,134
+264
+14% +$2.63K
EYPT icon
3215
EyePoint Inc
EYPT
$1.11B
$21K ﹤0.01%
2,642
+611
+30% +$6.14K
FBIZ icon
3216
First Business Financial Services
FBIZ
$603M
$21K ﹤0.01%
+666
New +$22.2K
HBCP icon
3217
Home Bancorp
HBCP
$567M
$21K ﹤0.01%
622
+44
+8% +$1.61K
MLR icon
3218
Miller Industries
MLR
$618M
$21K ﹤0.01%
931
+57
+7% +$1.45K
NBN icon
3219
Northeast Bank
NBN
$1.14B
$21K ﹤0.01%
+563
New +$20.4K
NDLS icon
3220
Noodles & Co
NDLS
$108M
$21K ﹤0.01%
551
+12
+2% +$533
PCYO icon
3221
Pure Cycle
PCYO
$257M
$21K ﹤0.01%
2,029
– –
SPFI icon
3222
South Plains Financial
SPFI
$849M
$21K ﹤0.01%
859
+27
+3% +$660
TIPT icon
3223
Tiptree Inc
TIPT
$667M
$21K ﹤0.01%
1,985
+170
+9% +$1.91K
WFRD icon
3224
Weatherford International
WFRD
$6.38B
$21K ﹤0.01%
+978
New +$31.1K
NESR
3225
National Energy Services Reunited Corp
NESR
$2.91B
$21K ﹤0.01%
3,054
– –
127 128
129
130 131

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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.