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
+0.37%
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
$308B
AUM Growth
+$8.55B
Cap. Flow
+$10.7B
Cap. Flow %
3.49%
Top 10 Hldgs %
21.95%
Holding
3,551
New
77
Increased
2,293
Reduced
671
Closed
55

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$657M
2
AAPL icon
Apple
AAPL
+$610M
3
AMZN icon
Amazon
AMZN
+$587M
4
AZN icon
AstraZeneca
AZN
+$319M
5
SNOW icon
Snowflake
SNOW
+$272M

Top Sells

Rank Stock Value
1
ALXN
Alexion Pharmaceuticals
ALXN
+$323M
2
MXIM
Maxim Integrated Products
MXIM
+$273M
3
WORK
Slack Technologies, Inc.
WORK
+$121M
4
PFPT
Proofpoint, Inc.
PFPT
+$98.6M
5
JD icon
JD.com
JD
+$89.3M

Sector Composition

Rank Sector Weight
1 Technology 25.03%
2 Financials 13.72%
3 Healthcare 12.6%
4 Consumer Discretionary 10.97%
5 Communication Services 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OTLK icon
3276
Outlook Therapeutics
OTLK
$183M
$20K ﹤0.01%
463
– –
PVBC
3277
DELISTED
Provident Bancorp
PVBC
$20K ﹤0.01%
1,245
– –
RLGT icon
3278
Radiant Logistics
RLGT
$398M
$20K ﹤0.01%
3,106
– –
RVP icon
3279
Retractable Technologies
RVP
$20.4M
$20K ﹤0.01%
1,780
-124
-7% -$1.45K
SPFI icon
3280
South Plains Financial
SPFI
$842M
$20K ﹤0.01%
832
– –
STR
3281
DELISTED
Sitio Royalties
STR
$20K ﹤0.01%
1,059
– –
TK icon
3282
Teekay
TK
$981M
$20K ﹤0.01%
5,506
– –
CBAY
3283
DELISTED
Cymabay Therapeutics
CBAY
$20K ﹤0.01%
5,558
– –
JNCE
3284
DELISTED
Jounce Therapeutics, Inc. Common Stock
JNCE
$20K ﹤0.01%
2,629
– –
PCSB
3285
DELISTED
PCSB Financial Corporation
PCSB
$20K ﹤0.01%
1,069
– –
GPX
3286
DELISTED
GP Strategies Corp.
GPX
$20K ﹤0.01%
984
– –
AQB icon
3287
AquaBounty Technologies
AQB
$5.66M
$19K ﹤0.01%
232
– –
BBCP icon
3288
Concrete Pumping Holdings
BBCP
$493M
$19K ﹤0.01%
2,183
– –
CARM
3289
DELISTED
Carisma Therapeutics
CARM
$19K ﹤0.01%
1,227
+135
+12% +$6.48K
CELC icon
3290
Celcuity
CELC
$4.44B
$19K ﹤0.01%
1,038
+194
+23% +$4.11K
CRDF icon
3291
Cardiff Oncology
CRDF
$76.7M
$19K ﹤0.01%
2,886
– –
DSGN icon
3292
Design Therapeutics
DSGN
$855M
$19K ﹤0.01%
1,276
– –
IBIO icon
3293
iBio
IBIO
$69.1M
$19K ﹤0.01%
35
– –
LCUT icon
3294
Lifetime Brands
LCUT
$212M
$19K ﹤0.01%
1,056
– –
UAVS icon
3295
AgEagle Aerial Systems
UAVS
$53.9M
$19K ﹤0.01%
6
– –
WVE icon
3296
Wave Life Sciences
WVE
$1.17B
$19K ﹤0.01%
3,930
-19,821
-83% -$120K
ABST
3297
DELISTED
Absolute Software Corp
ABST
$19K ﹤0.01%
1,761
– –
USX
3298
DELISTED
U.S. Xpress Enterprises, Inc. Class A Common Stock
USX
$19K ﹤0.01%
2,213
– –
DZSI
3299
DELISTED
DZS Inc. Common Stock
DZSI
$19K ﹤0.01%
1,517
– –
GTYH
3300
DELISTED
GTY Technology Holdings, Inc. Common Stock
GTYH
$19K ﹤0.01%
2,584
– –
130 131
132
133 134

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Legal & General Group's Q3 2021 Portfolio in Review

As of Q3 2021, Legal & General Group held 3,551 positions worth $308B, up 2.9% from $299B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

Legal & General Group deployed $10.7B of net new capital in Q3 2021, opening 77 new positions and adding to 2,293 existing holdings. Its largest new stake was AstraZeneca: 2,738,007 shares worth $329M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 24% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was JD.com, an estimated $89.3M trimmed.

  • Legal & General Group's largest Q3 2021 buy was AstraZeneca: 2,738,007 shares worth $329M.
  • Legal & General Group added most to Microsoft in Q3 2021, an estimated $657M increase.
  • Legal & General Group's biggest Q3 2021 reduction was JD.com, cutting an estimated $89.3M.
  • Legal & General Group fully exited Alexion Pharmaceuticals in Q3 2021, selling an estimated $323M.
  • Legal & General Group's ten largest holdings make up 22% of its $308B portfolio in Q3 2021.
  • Legal & General Group opened 77 new positions and closed 55 in Q3 2021.
  • Legal & General Group's portfolio value rose 2.9% quarter-over-quarter to $308B.

Based on Legal & General Group's 13F filing for Q3 2021, filed 15 Nov 2021.