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 | |
|---|---|---|---|---|---|---|
3301
Nautilus Biotechnolgy
NAUT
$113M
| $9.71K | ﹤0.01% |
4,148
| – | – |
|
3302
Geospace Technologies
GEOS
$88.2M
| $9.68K | ﹤0.01% |
+1,077
| New | +$12.1K |
|
3303
iHeartMedia
IHRT
$574M
| $9.64K | ﹤0.01% |
8,888
-67,880
| -88% | -$106K |
|
|
MAPS
3304
DELISTED
WM TECHNOLOGY INC A
MAPS
| $9.56K | ﹤0.01% |
+9,196
| New | +$10.1K |
|
3305
Alto Neuroscience
ANRO
$1.11B
| $9.56K | ﹤0.01% |
+894
| New | +$11.6K |
|
3306
Lifecore Biomedical
LFCR
$182M
| $9.54K | ﹤0.01% |
+1,851
| New | +$11K |
|
3307
Gaotu Techedu
GOTU
$453M
| $9.47K | ﹤0.01% |
1,933
| – | – |
|
3308
Aemetis
AMTX
$115M
| $9.46K | ﹤0.01% |
+3,112
| New | +$11.9K |
|
3309
Torrid Holdings
CURV
$255M
| $9.42K | ﹤0.01% |
1,264
| – | – |
|
3310
Sonida Senior Living
SNDA
$1.91B
| $9.4K | ﹤0.01% |
+340
| New | +$9.9K |
|
3311
Q32 Bio
QTTB
$482M
| $9.39K | ﹤0.01% |
+523
| New | +$12.5K |
|
3312
908 Devices
MASS
$341M
| $9.38K | ﹤0.01% |
1,821
| – | – |
|
|
NOTE
3313
DELISTED
FiscalNote
NOTE
| $9.37K | ﹤0.01% |
535
+83
| +18% | +$1.32K |
|
|
IGMS
3314
DELISTED
IGM Biosciences
IGMS
| $9.35K | ﹤0.01% |
1,361
+338
| +33% | +$2.89K |
|
3315
Core Molding Technologies
CMT
$216M
| $9.31K | ﹤0.01% |
584
| – | – |
|
3316
Lifetime Brands
LCUT
$199M
| $9.26K | ﹤0.01% |
+1,069
| New | +$10.7K |
|
3317
Pioneer Bancorp
PBFS
$433M
| $9.24K | ﹤0.01% |
923
| – | – |
|
3318
Ultralife
ULBI
$88.6M
| $9.23K | ﹤0.01% |
+870
| New | +$9.26K |
|
3319
Caesarstone
CSTE
$76.1M
| $9.12K | ﹤0.01% |
+1,789
| New | +$10.1K |
|
3320
Critical Metals Corp
CRML
$962M
| $9.04K | ﹤0.01% |
+802
| New | +$8.45K |
|
3321
VirTra
VTSI
$34.7M
| $8.91K | ﹤0.01% |
+1,159
| New | +$13.3K |
|
3322
Eve Holding
EVEX
$913M
| $8.87K | ﹤0.01% |
2,210
| – | – |
|
3323
Acumen Pharmaceuticals
ABOS
$165M
| $8.8K | ﹤0.01% |
+3,635
| New | +$11.6K |
|
3324
Information Services Group
III
$239M
| $8.71K | ﹤0.01% |
2,963
-248
| -8% | -$833 |
|
|
LNAI
3325
Lunai Bioworks
LNAI
$11M
| $8.68K | ﹤0.01% |
+62
| New | +$8.45K |
|
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.