Legal & General Group Portfolio holdings
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.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
UBS Group
UBS
|
+$821M |
| 2 |
Alcon
ALC
|
+$352M |
| 3 |
Stellantis
STLA
|
+$352M |
| 4 |
Ferrovial N.V. Ordinary Shares
FER
|
+$295M |
| 5 |
CRH
CRH
|
+$285M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$724M |
| 2 |
PXD
Pioneer Natural Resource Co.
PXD
|
+$394M |
| 3 |
Microsoft
MSFT
|
+$389M |
| 4 |
GE Aerospace
GE
|
+$229M |
| 5 |
Amazon
AMZN
|
+$222M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 32.5% |
| 2 | Financials | 12.19% |
| 3 | Healthcare | 11.56% |
| 4 | Consumer Discretionary | 9.43% |
| 5 | Communication Services | 8.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
LNKB
3251
DELISTED
LINKBANCORP
LNKB
| $11.9K | ﹤0.01% |
+1,944
| New | +$12.5K |
|
3252
Outdoor Holding Co
POWW
$252M
| $11.9K | ﹤0.01% |
7,067
| – | – |
|
3253
Bankwell Financial Group
BWFG
$536M
| $11.8K | ﹤0.01% |
467
| – | – |
|
3254
SoundThinking
SSTI
$102M
| $11.8K | ﹤0.01% |
977
-70
| -7% | -$995 |
|
3255
Rekor Systems
REKR
$88.2M
| $11.8K | ﹤0.01% |
+7,665
| New | +$13.4K |
|
3256
Veru
VERU
$37.4M
| $11.8K | ﹤0.01% |
+1,368
| New | +$15.8K |
|
3257
Taylor Devices
TAYD
$170M
| $11.8K | ﹤0.01% |
+263
| New | +$12.8K |
|
3258
Tredegar Corp
TG
$271M
| $11.7K | ﹤0.01% |
2,438
| – | – |
|
3259
Tilly's
TLYS
$127M
| $11.7K | ﹤0.01% |
1,934
| – | – |
|
|
LLAP
3260
DELISTED
Terran Orbital Corporation
LLAP
| $11.6K | ﹤0.01% |
14,202
+6,002
| +73% | +$6.43K |
|
3261
ThredUp
TDUP
$810M
| $11.6K | ﹤0.01% |
6,825
| – | – |
|
3262
Future Fuel
FF
$217M
| $11.6K | ﹤0.01% |
2,253
-1,258
| -36% | -$6.8K |
|
3263
Bel Fuse Inc Class A
BELFA
$3.4B
| $11.6K | ﹤0.01% |
+143
| New | +$10.8K |
|
3264
Nerdy
NRDY
$107M
| $11.5K | ﹤0.01% |
6,875
| – | – |
|
|
MOND
3265
DELISTED
Mondee Holdings, Inc. Class A Common Stock
MOND
| $11.4K | ﹤0.01% |
4,768
-2,741
| -37% | -$6.11K |
|
3266
Peoples Bancorp of North Carolina
PEBK
$231M
| $11.4K | ﹤0.01% |
+396
| New | +$11.6K |
|
3267
Greenwich LifeSciences
GLSI
$211M
| $11.4K | ﹤0.01% |
+662
| New | +$9.67K |
|
3268
Caribou Biosciences
CRBU
$160M
| $11.4K | ﹤0.01% |
6,941
| – | – |
|
3269
Neuropace
NPCE
$467M
| $11.4K | ﹤0.01% |
+1,508
| New | +$15.2K |
|
3270
Twin Disc
TWIN
$343M
| $11.4K | ﹤0.01% |
+960
| New | +$14.2K |
|
3271
Jakks Pacific
JAKK
$297M
| $11.3K | ﹤0.01% |
633
-817
| -56% | -$16.1K |
|
3272
Eastern Company
EML
$147M
| $11.3K | ﹤0.01% |
+447
| New | +$13K |
|
3273
Latham Group
SWIM
$857M
| $11.3K | ﹤0.01% |
3,722
| – | – |
|
3274
LiveOne
LVO
$57.2M
| $11.2K | ﹤0.01% |
+721
| New | +$12.7K |
|
|
SOHU
3275
Sohu.com
SOHU
$359M
| $11.1K | ﹤0.01% |
800
| – | – |
|
Similar funds
Legal & General Group's Q2 2024 Portfolio in Review
As of Q2 2024, Legal & General Group held 3,587 positions worth $354B, up 1.9% from $347B the previous quarter. Its ten largest holdings account for 31% of the portfolio.
Legal & General Group's Q2 2024 filing shows 227 new, 1,326 increased, 1,538 reduced and 175 closed positions. Its largest new stake was Ferrovial N.V. Ordinary Shares: 7,495,973 shares worth $289M. The largest sale was Apple, an estimated $724M.
By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 30% a quarter earlier, followed by Financials and Healthcare.
- Legal & General Group's largest Q2 2024 buy was Ferrovial N.V. Ordinary Shares: 7,495,973 shares worth $289M.
- Legal & General Group added most to UBS Group in Q2 2024, an estimated $821M increase.
- Legal & General Group's biggest Q2 2024 reduction was Apple, cutting an estimated $724M.
- Legal & General Group fully exited Pioneer Natural Resource Co. in Q2 2024, selling an estimated $394M.
- Legal & General Group's ten largest holdings make up 31% of its $354B portfolio in Q2 2024.
- Legal & General Group opened 227 new positions and closed 175 in Q2 2024.
- Legal & General Group's portfolio value rose 1.9% quarter-over-quarter to $354B.
Based on Legal & General Group's 13F filing for Q2 2024, filed 14 Aug 2024.