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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
DOYU
3201
DouYu International Holdings
DOYU
$142M
$20K ﹤0.01%
2,034
– –
FLL icon
3202
Full House Resorts
FLL
$89M
$20K ﹤0.01%
3,560
+742
+26% +$4.78K
GWRS icon
3203
Global Water Resources
GWRS
$219M
$20K ﹤0.01%
1,675
+367
+28% +$5K
INSE icon
3204
Inspired Entertainment
INSE
$175M
$20K ﹤0.01%
2,232
– –
MLR icon
3205
Miller Industries
MLR
$619M
$20K ﹤0.01%
931
– –
NRDY icon
3206
Nerdy
NRDY
$96.7M
$20K ﹤0.01%
9,871
+4,005
+68% +$10.7K
RLGT icon
3207
Radiant Logistics
RLGT
$395M
$20K ﹤0.01%
3,453
+506
+17% +$3.56K
WFRD icon
3208
Weatherford International
WFRD
$6.22B
$20K ﹤0.01%
674
-304
-31% -$7.59K
AKTS
3209
DELISTED
Akoustis Technologies Inc
AKTS
$20K ﹤0.01%
6,657
+1,031
+18% +$4.19K
MCBC
3210
DELISTED
Macatawa Bank Corp
MCBC
$20K ﹤0.01%
2,213
– –
USER
3211
DELISTED
UserTesting, Inc.
USER
$20K ﹤0.01%
5,121
– –
PZN
3212
DELISTED
Pzena Investment Management, Inc. Class A
PZN
$20K ﹤0.01%
2,135
+421
+25% +$3.7K
BCML icon
3213
BayCom
BCML
$333M
$19K ﹤0.01%
1,073
– –
CENN icon
3214
Cenntro
CENN
$8.43M
$19K ﹤0.01%
+31
New +$26.5K
DAO
3215
Youdao
DAO
$2.19B
$19K ﹤0.01%
4,898
– –
FHTX icon
3216
Foghorn Therapeutics
FHTX
$360M
$19K ﹤0.01%
2,222
– –
FVCB icon
3217
FVCBankcorp
FVCB
$333M
$19K ﹤0.01%
1,251
– –
REI icon
3218
Ring Energy
REI
$339M
$19K ﹤0.01%
8,137
– –
RM icon
3219
Regional Management Corp
RM
$303M
$19K ﹤0.01%
677
– –
SGU icon
3220
Star Group
SGU
$423M
$19K ﹤0.01%
2,398
-9,914
-81% -$92.9K
STLN
3221
Starling Oncology, Inc. Common Stock
STLN
$641M
$19K ﹤0.01%
4,141
+534
+15% +$3.14K
UTI icon
3222
Universal Technical Institute
UTI
$1.59B
$19K ﹤0.01%
3,504
-2,737
-44% -$19.1K
VFF icon
3223
Village Farms International
VFF
$253M
$19K ﹤0.01%
3,145
– –
WEAV icon
3224
Weave Communications
WEAV
$423M
$19K ﹤0.01%
3,767
+3,317
+737% +$17K
BVH
3225
DELISTED
Bluegreen Vacations Holding Corporation
BVH
$19K ﹤0.01%
1,142
+193
+20% +$4.34K
127 128
129
130 131

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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.