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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
+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
GNTY
3276
DELISTED
Guaranty Bancshares
GNTY
$21K ﹤0.01%
610
-70
-10% -$2.66K
MPB icon
3277
Mid Penn Bancorp
MPB
$969M
$21K ﹤0.01%
770
+153
+25% +$4.16K
MUX icon
3278
McEwen Inc
MUX
$1.18B
$21K ﹤0.01%
1,532
– –
NEWP
3279
New Pacific Metals
NEWP
$1.1B
$21K ﹤0.01%
+4,370
New +$23K
PPTA
3280
Perpetua Resources
PPTA
$2.87B
$21K ﹤0.01%
+2,843
New +$22.3K
TK icon
3281
Teekay
TK
$946M
$21K ﹤0.01%
+5,506
New +$19.5K
VCTR icon
3282
Victory Capital Holdings
VCTR
$6.25B
$21K ﹤0.01%
662
– –
SEEL
3283
DELISTED
Seelos Therapeutics, Inc. Common Stock
SEEL
$21K ﹤0.01%
+2
New +$32.9K
TIG
3284
DELISTED
Trean Insurance Group, Inc. Common Stock
TIG
$21K ﹤0.01%
1,401
+339
+32% +$5.53K
POSH
3285
DELISTED
Poshmark, Inc. Class A Common Stock
POSH
$21K ﹤0.01%
+431
New +$18.5K
CELC icon
3286
Celcuity
CELC
$4.53B
$20K ﹤0.01%
+844
New +$21.7K
CVLG icon
3287
Covenant Logistics
CVLG
$900M
$20K ﹤0.01%
1,948
– –
ESCA icon
3288
Escalade
ESCA
$307M
$20K ﹤0.01%
889
-22
-2% -$504
FDMT icon
3289
4D Molecular Therapeutics
FDMT
$537M
$20K ﹤0.01%
814
+22
+3% +$673
FOA icon
3290
Finance of America Companies
FOA
$199M
$20K ﹤0.01%
+266
New +$25.8K
FSBW icon
3291
FS Bancorp
FSBW
$323M
$20K ﹤0.01%
570
– –
INZY
3292
DELISTED
Inozyme Pharma
INZY
$20K ﹤0.01%
1,147
-70
-6% -$1.22K
MGIC
3293
DELISTED
Magic Software Enterprises
MGIC
$20K ﹤0.01%
1,211
-257
-18% -$4.12K
NATH icon
3294
Nathan's Famous
NATH
$405M
$20K ﹤0.01%
275
+18
+7% +$1.2K
NRIM icon
3295
Northrim BanCorp
NRIM
$600M
$20K ﹤0.01%
1,868
– –
ORRF icon
3296
Orrstown Financial Services
ORRF
$851M
$20K ﹤0.01%
860
-105
-11% -$2.54K
PVBC
3297
DELISTED
Provident Bancorp
PVBC
$20K ﹤0.01%
1,245
+209
+20% +$3.37K
ONIT
3298
Onity Group
ONIT
$321M
$20K ﹤0.01%
+650
New +$19.8K
SMMF
3299
DELISTED
Summit Financial Group, Inc.
SMMF
$20K ﹤0.01%
893
-109
-11% -$2.67K
LBC
3300
DELISTED
Luther Burbank Corporation Common Stock
LBC
$20K ﹤0.01%
1,680
-361
-18% -$4.26K
130 131
132
133 134

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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.