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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
SWIR
3301
DELISTED
Sierra Wireless
SWIR
$20K ﹤0.01%
1,064
– –
APR
3302
DELISTED
Apria, Inc. Common Stock
APR
$20K ﹤0.01%
718
– –
FTSI
3303
DELISTED
FTS International, Inc. Common Stock
FTSI
$20K ﹤0.01%
+710
New +$18.4K
ABUS icon
3304
Arbutus Biopharma
ABUS
$913M
$19K ﹤0.01%
+6,241
New +$19.3K
CRDF icon
3305
Cardiff Oncology
CRDF
$74.3M
$19K ﹤0.01%
+2,886
New +$24.5K
GLRE icon
3306
Greenlight Captial
GLRE
$522M
$19K ﹤0.01%
2,125
– –
GLSI icon
3307
Greenwich LifeSciences
GLSI
$211M
$19K ﹤0.01%
+427
New +$16.1K
IRMD icon
3308
iRadimed
IRMD
$1.17B
$19K ﹤0.01%
638
– –
LEU icon
3309
Centrus Energy
LEU
$3.69B
$19K ﹤0.01%
+755
New +$18K
KG
3310
Kestrel Group
KG
$68.9M
$19K ﹤0.01%
+276
New +$19.2K
SMSI icon
3311
Smith Micro Software
SMSI
$16M
$19K ﹤0.01%
89
-9
-9% -$1.93K
SPFI icon
3312
South Plains Financial
SPFI
$854M
$19K ﹤0.01%
832
-107
-11% -$2.46K
JOAN
3313
DELISTED
JOANN, Inc. Common Stock
JOAN
$19K ﹤0.01%
1,224
-276
-18% -$3.78K
PYR
3314
DELISTED
PyroGenesis Canada Inc. Common Shares
PYR
$19K ﹤0.01%
+3,635
New +$19.6K
AZRE
3315
DELISTED
Azure Power Global Limited
AZRE
$19K ﹤0.01%
690
– –
USX
3316
DELISTED
U.S. Xpress Enterprises, Inc. Class A Common Stock
USX
$19K ﹤0.01%
2,213
+259
+13% +$2.75K
PCSB
3317
DELISTED
PCSB Financial Corporation
PCSB
$19K ﹤0.01%
1,069
– –
PZN
3318
DELISTED
Pzena Investment Management, Inc. Class A
PZN
$19K ﹤0.01%
1,724
-228
-12% -$2.52K
AOMR
3319
Angel Oak Mortgage REIT
AOMR
$221M
$18K ﹤0.01%
+1,000
New +$18K
AVTX icon
3320
Avalo Therapeutics
AVTX
$997M
$18K ﹤0.01%
2
+1
+100% +$8.38K
BBCP icon
3321
Concrete Pumping Holdings
BBCP
$491M
$18K ﹤0.01%
2,183
– –
BSET icon
3322
Bassett Furniture
BSET
$170M
$18K ﹤0.01%
+739
New +$21.6K
CRD.A icon
3323
Crawford & Co Class A
CRD.A
$629M
$18K ﹤0.01%
1,921
-1,890
-50% -$18.7K
FHTX icon
3324
Foghorn Therapeutics
FHTX
$287M
$18K ﹤0.01%
1,722
+1,006
+141% +$11K
FULC icon
3325
Fulcrum Therapeutics
FULC
$288M
$18K ﹤0.01%
1,765
-143
-7% -$1.45K
131 132
133
134 135

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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.