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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
-4.4%
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
$256B
AUM Growth
-$26.6B
Cap. Flow
-$11.9B
Cap. Flow %
-4.64%
Top 10 Hldgs %
22.45%
Holding
3,552
New
40
Increased
1,259
Reduced
1,865
Closed
98

Top Buys

Rank Stock Value
1
FERG icon
Ferguson
FERG
+$250M
2
S icon
SentinelOne
S
+$103M
3
BB icon
BlackBerry
BB
+$102M
4
ZD icon
Ziff Davis
ZD
+$96.9M
5
ABNB icon
Airbnb
ABNB
+$92M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$808M
2
MSFT icon
Microsoft
MSFT
+$683M
3
AMZN icon
Amazon
AMZN
+$533M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$246M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$186M

Sector Composition

Rank Sector Weight
1 Technology 24.29%
2 Healthcare 14.37%
3 Financials 13.06%
4 Consumer Discretionary 10.12%
5 Industrials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VIEW
3301
DELISTED
View, Inc. Class A Common Stock
VIEW
$13K ﹤0.01%
157
-25
-14% -$2.84K
NETI
3302
DELISTED
Eneti Inc.
NETI
$13K ﹤0.01%
1,951
– –
CELL
3303
DELISTED
PhenomeX Inc. Common Stock
CELL
$13K ﹤0.01%
4,712
-42,063
-90% -$179K
PFSW
3304
DELISTED
PFSweb, Inc.
PFSW
$13K ﹤0.01%
1,377
– –
AIP icon
3305
Arteris
AIP
$1.38B
$12K ﹤0.01%
1,828
– –
KRON
3306
DELISTED
Kronos Bio
KRON
$12K ﹤0.01%
3,512
+415
+13% +$1.87K
TEAD
3307
Teads Holding Co
TEAD
$67.7M
$12K ﹤0.01%
3,394
– –
OCFT
3308
DELISTED
OneConnect Financial Technology
OCFT
$12K ﹤0.01%
1,727
-263
-13% -$3.46K
PIII icon
3309
P3 Health Partners
PIII
$38.5M
$12K ﹤0.01%
50
– –
SGHT icon
3310
Sight Sciences
SGHT
$412M
$12K ﹤0.01%
1,848
– –
TYRA icon
3311
Tyra Biosciences
TYRA
$1.58B
$12K ﹤0.01%
1,405
+444
+46% +$4.06K
USCB icon
3312
USCB Financial Holdings
USCB
$412M
$12K ﹤0.01%
899
– –
OMIC
3313
DELISTED
Singular Genomics Systems, Inc. Common Stock
OMIC
$12K ﹤0.01%
157
– –
TGAN
3314
DELISTED
Transphorm, Inc. Common Stock
TGAN
$12K ﹤0.01%
2,319
-1,806
-44% -$8.89K
TDCX
3315
DELISTED
TDCX Inc. American Depositary Shares, each representing one Class A ordinary share
TDCX
$12K ﹤0.01%
1,248
– –
ATCX
3316
DELISTED
Atlas Technical Consultants, Inc. Class A Common Stock
ATCX
$12K ﹤0.01%
1,848
– –
BOXD
3317
DELISTED
Boxed, Inc.
BOXD
$12K ﹤0.01%
12,940
+5,563
+75% +$8.12K
FGBI icon
3318
First Guaranty Bancshares
FGBI
$159M
$11K ﹤0.01%
502
– –
HFFG icon
3319
HF Foods Group
HFFG
$83.4M
$11K ﹤0.01%
2,937
+491
+20% +$2.44K
HIMX
3320
Himax Technologies
HIMX
$2.55B
$11K ﹤0.01%
2,214
-2,111
-49% -$13.5K
IBEX icon
3321
IBEX
IBEX
$499M
$11K ﹤0.01%
573
– –
RENT
3322
Rent the Runway
RENT
$124M
$11K ﹤0.01%
252
+129
+105% +$10.6K
RSVR
3323
Reservoir Media
RSVR
$667M
$11K ﹤0.01%
2,195
– –
SPIR icon
3324
Spire Global
SPIR
$555M
$11K ﹤0.01%
1,319
– –
STRS icon
3325
Stratus Properties
STRS
$154M
$11K ﹤0.01%
491
-491
-50% -$15.5K
131 132
133
134 135

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Legal & General Group's Q3 2022 Portfolio in Review

As of Q3 2022, Legal & General Group held 3,552 positions worth $256B, down 9.4% from $283B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

Legal & General Group withdrew a net $11.9B in Q3 2022, closing 98 positions and reducing 1,865 holdings. Its most notable exit was American Campus Communities, Inc., an estimated $86.8M position sold in full.

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

Against the trend, Legal & General Group opened a new position in Ferguson worth $225M.

  • Legal & General Group's largest Q3 2022 buy was Ferguson: 2,141,690 shares worth $225M.
  • Legal & General Group added most to SentinelOne in Q3 2022, an estimated $103M increase.
  • Legal & General Group's biggest Q3 2022 reduction was Apple, cutting an estimated $808M.
  • Legal & General Group fully exited American Campus Communities, Inc. in Q3 2022, selling an estimated $86.8M.
  • Legal & General Group's ten largest holdings make up 22% of its $256B portfolio in Q3 2022.
  • Legal & General Group opened 40 new positions and closed 98 in Q3 2022.
  • Legal & General Group's portfolio value fell 9.4% quarter-over-quarter to $256B.

Based on Legal & General Group's 13F filing for Q3 2022, filed 14 Nov 2022.