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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
EGAN icon
3251
eGain
EGAN
$201M
$16K ﹤0.01%
2,134
– –
EP icon
3252
Empire Petroleum
EP
$111M
$16K ﹤0.01%
1,212
-99
-8% -$1.24K
FTCI icon
3253
FTC Solar
FTCI
$44.9M
$16K ﹤0.01%
547
+107
+24% +$4.47K
GLRE icon
3254
Greenlight Captial
GLRE
$506M
$16K ﹤0.01%
2,125
– –
III icon
3255
Information Services Group
III
$251M
$16K ﹤0.01%
3,343
– –
MYFW icon
3256
First Western Financial
MYFW
$306M
$16K ﹤0.01%
658
– –
NC icon
3257
NACCO Industries
NC
$320M
$16K ﹤0.01%
341
– –
TBLA icon
3258
Taboola.com
TBLA
$1.11B
$16K ﹤0.01%
8,934
– –
GBL
3259
DELISTED
GAMCO Investors, Inc.
GBL
$16K ﹤0.01%
939
– –
ALCO icon
3260
Alico
ALCO
$283M
$15K ﹤0.01%
529
– –
AREN icon
3261
Arena Group
AREN
$83.8M
$15K ﹤0.01%
1,162
-959
-45% -$10.6K
CISO
3262
CISO Global
CISO
$12.1M
$15K ﹤0.01%
329
– –
DSGR icon
3263
Distribution Solutions Group
DSGR
$1.61B
$15K ﹤0.01%
1,084
– –
EH
3264
EHang Holdings
EH
$435M
$15K ﹤0.01%
3,600
– –
HBT icon
3265
HBT Financial
HBT
$1.32B
$15K ﹤0.01%
829
– –
IVVD icon
3266
Invivyd
IVVD
$218M
$15K ﹤0.01%
4,746
– –
OTLK icon
3267
Outlook Therapeutics
OTLK
$191M
$15K ﹤0.01%
619
– –
RCKY icon
3268
Rocky Brands
RCKY
$369M
$15K ﹤0.01%
739
+191
+35% +$5.47K
ROOT icon
3269
Root
ROOT
$798M
$15K ﹤0.01%
1,820
-414
-19% -$6.48K
SB icon
3270
Safe Bulkers
SB
$774M
$15K ﹤0.01%
6,245
– –
SMWB icon
3271
Similarweb
SMWB
$658M
$15K ﹤0.01%
+2,531
New +$20.9K
UNTY icon
3272
Unity Bancorp
UNTY
$599M
$15K ﹤0.01%
586
– –
ARCE
3273
DELISTED
Arco Platform Limited Class A Common Shares
ARCE
$15K ﹤0.01%
1,397
– –
DOMA
3274
DELISTED
Doma Holdings, Inc.
DOMA
$15K ﹤0.01%
1,408
– –
AUD
3275
DELISTED
Audacy, Inc.
AUD
$15K ﹤0.01%
39,118
– –
129 130
131
132 133

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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.