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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
+12.71%
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
$322B
AUM Growth
+$35.2B
Cap. Flow
+$2.13B
Cap. Flow %
0.66%
Top 10 Hldgs %
26.34%
Holding
3,426
New
15
Increased
1,304
Reduced
1,475
Closed
47

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$594M
2
MSFT icon
Microsoft
MSFT
+$460M
3
AVGO icon
Broadcom
AVGO
+$406M
4
CSCO icon
Cisco
CSCO
+$241M
5
META icon
Meta Platforms (Facebook)
META
+$217M

Top Sells

Rank Stock Value
1
ATVI
Activision Blizzard
ATVI
+$450M
2
VMW
VMware, Inc
VMW
+$293M
3
SGEN
Seagen Inc. Common Stock
SGEN
+$189M
4
SPLK
Splunk Inc
SPLK
+$165M
5
DHR icon
Danaher
DHR
+$124M

Sector Composition

Rank Sector Weight
1 Technology 29.62%
2 Healthcare 12.35%
3 Financials 12.25%
4 Consumer Discretionary 9.98%
5 Industrials 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GWH icon
3251
ESS Tech
GWH
$18.9M
$9.06K ﹤0.01%
530
-100
-16% -$2.03K
BARK icon
3252
BARK
BARK
$101M
$9.03K ﹤0.01%
560
– –
NREF
3253
NexPoint Real Estate Finance
NREF
$342M
$9.02K ﹤0.01%
573
-243
-30% -$3.77K
IVAC
3254
DELISTED
Intevac Inc
IVAC
$9.02K ﹤0.01%
2,087
– –
OMGA
3255
DELISTED
Omega Therapeutics, Inc. Common Stock
OMGA
$8.94K ﹤0.01%
2,971
– –
BTAI icon
3256
BioXcel Therapeutics
BTAI
$27.8M
$8.91K ﹤0.01%
188
-648
-78% -$36K
NODK icon
3257
NI Holdings
NODK
$320M
$8.88K ﹤0.01%
684
– –
JILL icon
3258
J. Jill
JILL
$283M
$8.84K ﹤0.01%
343
– –
CTXR icon
3259
Citius Pharmaceuticals
CTXR
$18.7M
$8.83K ﹤0.01%
467
– –
NUTX
3260
Nutex Health
NUTX
$1.11B
$8.65K ﹤0.01%
316
-821
-72% -$25.6K
KOD icon
3261
Kodiak Sciences
KOD
$2.84B
$8.37K ﹤0.01%
2,747
– –
MKTW icon
3262
MarketWise
MKTW
$56.6M
$8.22K ﹤0.01%
150
– –
VOR icon
3263
Vor Biopharma
VOR
$1.28B
$8.14K ﹤0.01%
181
– –
RNAC icon
3264
Cartesian Therapeutics
RNAC
$268M
$8.02K ﹤0.01%
388
– –
CUTR
3265
DELISTED
Cutera, Inc.
CUTR
$8.01K ﹤0.01%
2,271
-10,801
-83% -$32.9K
TIO
3266
DELISTED
Tingo Group, Inc. Common Stock
TIO
$7.99K ﹤0.01%
11,582
– –
CPA icon
3267
Copa Holdings
CPA
$5.8B
$7.97K ﹤0.01%
75
– –
SOHU
3268
Sohu.com
SOHU
$357M
$7.95K ﹤0.01%
800
-3,500
-81% -$31.2K
THRX
3269
DELISTED
Theseus Pharmaceuticals, Inc. Common Stock
THRX
$7.82K ﹤0.01%
1,930
– –
EEX
3270
DELISTED
Emerald Holding
EEX
$7.81K ﹤0.01%
1,306
– –
BTMD icon
3271
Biote Corp
BTMD
$44.9M
$7.64K ﹤0.01%
1,546
– –
CPSS icon
3272
Consumer Portfolio Services
CPSS
$206M
$7.59K ﹤0.01%
810
– –
DNMR
3273
DELISTED
Danimer Scientific, Inc.
DNMR
$7.47K ﹤0.01%
183
– –
AFYA icon
3274
Afya
AFYA
$1.27B
$7.41K ﹤0.01%
338
– –
CURV icon
3275
Torrid Holdings
CURV
$260M
$7.33K ﹤0.01%
1,264
– –
129 130
131
132 133

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Legal & General Group's Q4 2023 Portfolio in Review

As of Q4 2023, Legal & General Group held 3,426 positions worth $322B, up 12% from $287B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

Trading was light in Q4 2023: portfolio turnover was 1.8%. Legal & General Group opened 15 new positions and exited 47, leaving the 3,426-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 30% of assets, up from 28% a quarter earlier, followed by Healthcare and Financials.

  • Legal & General Group's largest Q4 2023 buy was WK Kellogg Co: 403,883 shares worth $5.31M.
  • Legal & General Group added most to Apple in Q4 2023, an estimated $594M increase.
  • Legal & General Group's biggest Q4 2023 reduction was Splunk Inc, cutting an estimated $165M.
  • Legal & General Group fully exited Activision Blizzard in Q4 2023, selling an estimated $450M.
  • Legal & General Group's ten largest holdings make up 26% of its $322B portfolio in Q4 2023.
  • Legal & General Group opened 15 new positions and closed 47 in Q4 2023.
  • Legal & General Group's portfolio value rose 12% quarter-over-quarter to $322B.

Based on Legal & General Group's 13F filing for Q4 2023, filed 15 Feb 2024.