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 |
Microsoft
MSFT
|
+$403M |
| 2 |
Apple
AAPL
|
+$376M |
| 3 |
Tesla
TSLA
|
+$320M |
| 4 |
Amazon
AMZN
|
+$301M |
| 5 |
Johnson & Johnson
JNJ
|
+$169M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Canadian Pacific Kansas City
CP
|
+$469M |
| 2 |
Thomson Reuters
TRI
|
+$127M |
| 3 |
Chevron
CVX
|
+$93.7M |
| 4 |
SJR
Shaw Communications Inc.
SJR
|
+$67.2M |
| 5 |
iShares MSCI India ETF
INDA
|
+$52.4M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 28.75% |
| 2 | Healthcare | 13.35% |
| 3 | Financials | 11.75% |
| 4 | Consumer Discretionary | 10.07% |
| 5 | Industrials | 7.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
3326
Paysign
PAYS
$647M
| $9.41K | ﹤0.01% |
+3,842
| New | +$11.8K |
|
3327
Security National Financial
SNFCA
$247M
| $9.25K | ﹤0.01% |
+1,268
| New | +$8.07K |
|
3328
USCB Financial Holdings
USCB
$415M
| $9.17K | ﹤0.01% |
899
| – | – |
|
3329
TeraWulf
WULF
$8.77B
| $8.99K | ﹤0.01% |
5,136
-2,927
| -36% | -$4.46K |
|
3330
SGHC Ltd
SGHC
$6.59B
| $8.92K | ﹤0.01% |
+3,075
| New | +$10.9K |
|
3331
Vitamin Cottage Natural Grocers
NGVC
$746M
| $8.78K | ﹤0.01% |
716
-195
| -21% | -$2.2K |
|
|
THRD
3332
DELISTED
Third Harmonic Bio
THRD
| $8.73K | ﹤0.01% |
1,816
+617
| +51% | +$2.94K |
|
3333
Willis Lease Finance
WLFC
$1.41B
| $8.73K | ﹤0.01% |
+669
| New | +$10.3K |
|
|
AOMR
3334
Angel Oak Mortgage REIT
AOMR
$223M
| $8.64K | ﹤0.01% |
1,049
| – | – |
|
3335
Bank7 Corp
BSVN
$483M
| $8.63K | ﹤0.01% |
+352
| New | +$8.36K |
|
3336
Genelux
GNLX
$113M
| $8.58K | ﹤0.01% |
+267
| New | +$7.51K |
|
3337
American Coastal Insurance
ACIC
$506M
| $8.38K | ﹤0.01% |
+1,879
| New | +$8.11K |
|
3338
Urban One Class A
UONE
$24.3M
| $8.11K | ﹤0.01% |
136
| – | – |
|
|
HYPD
3339
Hyperion DeFi Inc
HYPD
$39.4M
| $7.99K | ﹤0.01% |
+42
| New | +$12K |
|
3340
Velocity Financial
VEL
$730M
| $7.85K | ﹤0.01% |
681
| – | – |
|
|
IVAC
3341
DELISTED
Intevac Inc
IVAC
| $7.83K | ﹤0.01% |
+2,087
| New | +$11.2K |
|
3342
Larimar Therapeutics
LRMR
$433M
| $7.77K | ﹤0.01% |
+2,481
| New | +$10.1K |
|
3343
Bakkt Inc
BKKT
$324M
| $7.69K | ﹤0.01% |
250
| – | – |
|
3344
INNOVATE Corp
VATE
$105M
| $7.66K | ﹤0.01% |
+438
| New | +$9.4K |
|
3345
Duluth Holdings
DLTH
$155M
| $7.61K | ﹤0.01% |
1,211
-148
| -11% | -$883 |
|
3346
BigBear.ai
BBAI
$1.42B
| $7.56K | ﹤0.01% |
+3,224
| New | +$8.17K |
|
|
OKUR
3347
OnKure Therapeutics
OKUR
$163M
| $7.48K | ﹤0.01% |
+114
| New | +$9.18K |
|
|
BGXX
3348
DELISTED
Bright Green Corporation Common Stock
BGXX
| $7.4K | ﹤0.01% |
+7,325
| New | +$7.92K |
|
3349
Viant Technology
DSP
$240M
| $7.37K | ﹤0.01% |
1,598
| – | – |
|
3350
J. Jill
JILL
$287M
| $7.35K | ﹤0.01% |
+343
| New | +$7.88K |
|
Similar funds
Legal & General Group's Q2 2023 Portfolio in Review
As of Q2 2023, Legal & General Group held 3,624 positions worth $307B, up 9.9% from $280B the previous quarter. Its ten largest holdings account for 26% of the portfolio.
Legal & General Group's Q2 2023 filing shows 248 new, 1,958 increased, 995 reduced and 215 closed positions. Its largest new stake was Eos Energy Enterprises: 8,222,102 shares worth $35.7M. The largest sale was Canadian Pacific Kansas City, an estimated $469M.
By sector, the portfolio is most concentrated in Technology at 29% of assets, up from 26% a quarter earlier, followed by Healthcare and Financials.
- Legal & General Group's largest Q2 2023 buy was Eos Energy Enterprises: 8,222,102 shares worth $35.7M.
- Legal & General Group added most to Microsoft in Q2 2023, an estimated $403M increase.
- Legal & General Group's biggest Q2 2023 reduction was Thomson Reuters, cutting an estimated $127M.
- Legal & General Group fully exited Canadian Pacific Kansas City in Q2 2023, selling an estimated $469M.
- Legal & General Group's ten largest holdings make up 26% of its $307B portfolio in Q2 2023.
- Legal & General Group opened 248 new positions and closed 215 in Q2 2023.
- Legal & General Group's portfolio value rose 9.9% quarter-over-quarter to $307B.
Based on Legal & General Group's 13F filing for Q2 2023, filed 14 Aug 2023.