We are live on ! Find out more
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
+9.03%
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
$299B
AUM Growth
+$30.7B
Cap. Flow
+$9.01B
Cap. Flow %
3.01%
Top 10 Hldgs %
21%
Holding
3,799
New
278
Increased
1,357
Reduced
1,588
Closed
320

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$641M
2
AAPL icon
Apple
AAPL
+$468M
3
AMZN icon
Amazon
AMZN
+$459M
4
META icon
Meta Platforms (Facebook)
META
+$238M
5
EQIX icon
Equinix
EQIX
+$187M

Top Sells

Rank Stock Value
1
BABA icon
Alibaba
BABA
+$2.25B
2
VAR
Varian Medical Systems, Inc.
VAR
+$135M
3
JD icon
JD.com
JD
+$56M
4
VRNT
Verint Systems
VRNT
+$52.2M
5
PRSP
Perspecta Inc. Common Stock
PRSP
+$50.7M

Sector Composition

Rank Sector Weight
1 Technology 24.31%
2 Financials 13.64%
3 Healthcare 12.44%
4 Consumer Discretionary 11.01%
5 Communication Services 9.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PSTX
3251
DELISTED
Poseida Therapeutics, Inc. Common Stock
PSTX
$23K ﹤0.01%
2,310
-1,073
-32% -$9.61K
EIGR
3252
DELISTED
Eiger BioPharmaceuticals, Inc.
EIGR
$23K ﹤0.01%
89
-29
-25% -$7.24K
STXB
3253
DELISTED
Spirit of Texas Bancshares, Inc. Common Stock
STXB
$23K ﹤0.01%
1,028
– –
ALTG icon
3254
Alta Equipment Group
ALTG
$243M
$22K ﹤0.01%
1,652
+148
+10% +$2.02K
BHR
3255
Braemar Hotels & Resorts
BHR
$141M
$22K ﹤0.01%
+3,544
New +$21.8K
GWRS icon
3256
Global Water Resources
GWRS
$211M
$22K ﹤0.01%
1,308
-153
-10% -$2.59K
HBCP icon
3257
Home Bancorp
HBCP
$567M
$22K ﹤0.01%
578
– –
ITRN icon
3258
Ituran Location and Control
ITRN
$1.1B
$22K ﹤0.01%
806
-148
-16% -$3.52K
MCW
3259
DELISTED
Mister Car Wash
MCW
$22K ﹤0.01%
+1,000
New +$21.3K
PKOH icon
3260
Park-Ohio Holdings
PKOH
$599M
$22K ﹤0.01%
679
-84
-11% -$2.96K
RLGT icon
3261
Radiant Logistics
RLGT
$392M
$22K ﹤0.01%
3,106
-2,116
-41% -$15.3K
RPTX
3262
DELISTED
Repare Therapeutics
RPTX
$22K ﹤0.01%
706
– –
RVP icon
3263
Retractable Technologies
RVP
$20.1M
$22K ﹤0.01%
1,904
+394
+26% +$4.14K
RTB
3264
RTB Digital
RTB
$230M
$22K ﹤0.01%
+5
New +$21.1K
RYZ
3265
Ryerson Holding Corp
RYZ
$1.43B
$22K ﹤0.01%
1,523
+105
+7% +$1.66K
STR
3266
DELISTED
Sitio Royalties
STR
$22K ﹤0.01%
1,059
+210
+25% +$4.03K
XENE icon
3267
Xenon Pharmaceuticals
XENE
$6.22B
$22K ﹤0.01%
1,196
– –
BVH
3268
DELISTED
Bluegreen Vacations Holding Corporation
BVH
$22K ﹤0.01%
1,201
+99
+9% +$1.94K
EGLX
3269
DELISTED
Enthusiast Gaming Holdings Inc. Common Stock
EGLX
$22K ﹤0.01%
+3,781
New +$25.7K
ONCR
3270
DELISTED
Oncorus, Inc.
ONCR
$22K ﹤0.01%
1,629
+959
+143% +$14.8K
RXDX
3271
DELISTED
Prometheus Biosciences, Inc. Common Stock
RXDX
$22K ﹤0.01%
+902
New +$20.1K
SOLY
3272
DELISTED
Soliton, Inc.
SOLY
$22K ﹤0.01%
971
+111
+13% +$2.24K
AEVA
3273
Aeva Technologies
AEVA
$1.34B
$21K ﹤0.01%
+395
New +$19.9K
AMTX icon
3274
Aemetis
AMTX
$109M
$21K ﹤0.01%
+1,853
New +$29.2K
FLXS icon
3275
Flexsteel Industries
FLXS
$315M
$21K ﹤0.01%
+528
New +$23K
129 130
131
132 133

Similar funds

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Legal & General Group's Q2 2021 Portfolio in Review

As of Q2 2021, Legal & General Group held 3,799 positions worth $299B, up 11% from $268B the previous quarter. Its ten largest holdings account for 21% of the portfolio.

Legal & General Group deployed $9.01B of net new capital in Q2 2021, opening 278 new positions and adding to 1,357 existing holdings. Its largest new stake was DoorDash: 333,886 shares worth $59.5M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 23% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Alibaba, an estimated $2.25B trimmed.

  • Legal & General Group's largest Q2 2021 buy was DoorDash: 333,886 shares worth $59.5M.
  • Legal & General Group added most to Microsoft in Q2 2021, an estimated $641M increase.
  • Legal & General Group's biggest Q2 2021 reduction was Alibaba, cutting an estimated $2.25B.
  • Legal & General Group fully exited Varian Medical Systems, Inc. in Q2 2021, selling an estimated $135M.
  • Legal & General Group's ten largest holdings make up 21% of its $299B portfolio in Q2 2021.
  • Legal & General Group opened 278 new positions and closed 320 in Q2 2021.
  • Legal & General Group's portfolio value rose 11% quarter-over-quarter to $299B.

Based on Legal & General Group's 13F filing for Q2 2021, filed 12 Aug 2021.