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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
+0.37%
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
$308B
AUM Growth
+$8.55B
Cap. Flow
+$10.7B
Cap. Flow %
3.49%
Top 10 Hldgs %
21.95%
Holding
3,551
New
77
Increased
2,293
Reduced
671
Closed
55

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$657M
2
AAPL icon
Apple
AAPL
+$610M
3
AMZN icon
Amazon
AMZN
+$587M
4
AZN icon
AstraZeneca
AZN
+$319M
5
SNOW icon
Snowflake
SNOW
+$272M

Top Sells

Rank Stock Value
1
ALXN
Alexion Pharmaceuticals
ALXN
+$323M
2
MXIM
Maxim Integrated Products
MXIM
+$273M
3
WORK
Slack Technologies, Inc.
WORK
+$121M
4
PFPT
Proofpoint, Inc.
PFPT
+$98.6M
5
JD icon
JD.com
JD
+$89.3M

Sector Composition

Rank Sector Weight
1 Technology 25.03%
2 Financials 13.72%
3 Healthcare 12.6%
4 Consumer Discretionary 10.97%
5 Communication Services 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NEXA icon
3226
Nexa Resources
NEXA
$1.89B
$23K ﹤0.01%
3,020
– –
QMCO icon
3227
Quantum Corp
QMCO
$473M
$23K ﹤0.01%
222
– –
SGC icon
3228
Superior Group of Companies
SGC
$221M
$23K ﹤0.01%
1,000
– –
THRY icon
3229
Thryv Holdings
THRY
$108M
$23K ﹤0.01%
749
+97
+15% +$3.04K
SEI
3230
Solaris Energy Infrastructure
SEI
$3.55B
$23K ﹤0.01%
2,744
– –
INST
3231
DELISTED
Instructure Holdings, Inc.
INST
$23K ﹤0.01%
+1,008
New +$21.5K
LTRPA
3232
DELISTED
Liberty TripAdvisor Holdings, Inc. Series A
LTRPA
$23K ﹤0.01%
7,302
– –
PRTK
3233
DELISTED
Paratek Pharmaceuticals, Inc.
PRTK
$23K ﹤0.01%
4,731
– –
EVLO
3234
DELISTED
Evelo Biosciences, Inc. Common Stock
EVLO
$23K ﹤0.01%
161
– –
RXDX
3235
DELISTED
Prometheus Biosciences, Inc. Common Stock
RXDX
$23K ﹤0.01%
951
+49
+5% +$1.16K
EMWP
3236
DELISTED
Eros Media World PLC
EMWP
$23K ﹤0.01%
1,267
– –
EMKR
3237
DELISTED
Emcore Corp
EMKR
$23K ﹤0.01%
310
– –
YELL
3238
DELISTED
Yellow Corporation Common Stock
YELL
$23K ﹤0.01%
4,018
– –
ACT icon
3239
Enact Holdings
ACT
$6.81B
$22K ﹤0.01%
+1,000
New +$21.2K
AGS
3240
DELISTED
PlayAGS
AGS
$22K ﹤0.01%
2,824
– –
DNTH icon
3241
Dianthus Therapeutics
DNTH
$6.04B
$22K ﹤0.01%
193
– –
ELTX icon
3242
Elicio Therapeutics
ELTX
$83.3M
$22K ﹤0.01%
227
+170
+298% +$18.4K
GNTY
3243
DELISTED
Guaranty Bancshares
GNTY
$22K ﹤0.01%
610
– –
HBCP icon
3244
Home Bancorp
HBCP
$567M
$22K ﹤0.01%
578
– –
LMNR icon
3245
Limoneira
LMNR
$251M
$22K ﹤0.01%
1,340
– –
RJET
3246
Republic Airways Holdings
RJET
$997M
$22K ﹤0.01%
190
– –
NUVL
3247
DELISTED
Nuvalent
NUVL
$22K ﹤0.01%
+1,002
New +$29.1K
OUST icon
3248
Ouster
OUST
$2.93B
$22K ﹤0.01%
307
– –
SCOR icon
3249
Comscore
SCOR
$111M
$22K ﹤0.01%
286
– –
SKYT
3250
DELISTED
SkyWater Technology
SKYT
$22K ﹤0.01%
811
– –
128 129
130
131 132

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Legal & General Group's Q3 2021 Portfolio in Review

As of Q3 2021, Legal & General Group held 3,551 positions worth $308B, up 2.9% from $299B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

Legal & General Group deployed $10.7B of net new capital in Q3 2021, opening 77 new positions and adding to 2,293 existing holdings. Its largest new stake was AstraZeneca: 2,738,007 shares worth $329M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 24% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was JD.com, an estimated $89.3M trimmed.

  • Legal & General Group's largest Q3 2021 buy was AstraZeneca: 2,738,007 shares worth $329M.
  • Legal & General Group added most to Microsoft in Q3 2021, an estimated $657M increase.
  • Legal & General Group's biggest Q3 2021 reduction was JD.com, cutting an estimated $89.3M.
  • Legal & General Group fully exited Alexion Pharmaceuticals in Q3 2021, selling an estimated $323M.
  • Legal & General Group's ten largest holdings make up 22% of its $308B portfolio in Q3 2021.
  • Legal & General Group opened 77 new positions and closed 55 in Q3 2021.
  • Legal & General Group's portfolio value rose 2.9% quarter-over-quarter to $308B.

Based on Legal & General Group's 13F filing for Q3 2021, filed 15 Nov 2021.