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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
TIPT icon
3351
Tiptree Inc
TIPT
$667M
$17K ﹤0.01%
1,815
-405
-18% -$4.28K
VOXX
3352
DELISTED
VOXX International Corporation Class A
VOXX
$17K ﹤0.01%
1,245
-327
-21% -$5.3K
ONCT
3353
DELISTED
Oncternal Therapeutics, Inc. Common Stock
ONCT
$17K ﹤0.01%
+177
New +$21K
SMED
3354
DELISTED
Sharps Compliance Corp
SMED
$17K ﹤0.01%
1,653
– –
PFBI
3355
DELISTED
Premier Financial Bancorp
PFBI
$17K ﹤0.01%
1,008
-145
-13% -$2.69K
AKYA
3356
DELISTED
Akoya BioSciences
AKYA
$16K ﹤0.01%
+802
New +$16.6K
EVI icon
3357
EVI Industries
EVI
$180M
$16K ﹤0.01%
569
– –
FDBC icon
3358
Fidelity D&D Bancorp
FDBC
$313M
$16K ﹤0.01%
301
-47
-14% -$2.63K
FPH icon
3359
Five Point Holdings
FPH
$371M
$16K ﹤0.01%
1,945
– –
LCUT icon
3360
Lifetime Brands
LCUT
$192M
$16K ﹤0.01%
1,056
– –
MG icon
3361
Mistras Group
MG
$503M
$16K ﹤0.01%
1,610
– –
NATR icon
3362
Nature's Sunshine
NATR
$353M
$16K ﹤0.01%
938
+152
+19% +$3K
ODC icon
3363
Oil-Dri
ODC
$1.42B
$16K ﹤0.01%
922
– –
ULH icon
3364
Universal Logistics Holdings
ULH
$485M
$16K ﹤0.01%
682
-109
-14% -$2.72K
VRCA icon
3365
Verrica Pharmaceuticals
VRCA
$94.7M
$16K ﹤0.01%
144
– –
XOMA
3366
DELISTED
Xoma
XOMA
$16K ﹤0.01%
474
-198
-29% -$6.63K
TAST
3367
DELISTED
Carrols Restaurant Group, Inc.
TAST
$16K ﹤0.01%
2,674
-438
-14% -$2.59K
VIA
3368
DELISTED
Via Renewables, Inc. Class A Common Stock
VIA
$16K ﹤0.01%
274
– –
OYST
3369
DELISTED
Oyster Point Pharma, Inc. Common Stock
OYST
$16K ﹤0.01%
907
+251
+38% +$4.77K
HBMD
3370
DELISTED
Howard Bancorp, Inc. Common Stock
HBMD
$16K ﹤0.01%
1,019
-153
-13% -$2.53K
IHC
3371
DELISTED
Independence Holding Company
IHC
$16K ﹤0.01%
346
-63
-15% -$2.79K
BRT
3372
BRT Apartments
BRT
$267M
$15K ﹤0.01%
880
– –
ETNB
3373
DELISTED
89bio
ETNB
$15K ﹤0.01%
820
-100
-11% -$2.23K
IMUX icon
3374
Immunic
IMUX
$191M
$15K ﹤0.01%
124
+68
+121% +$9.41K
KRUS icon
3375
Kura Sushi USA
KRUS
$598M
$15K ﹤0.01%
390
+91
+30% +$3.3K
133 134
135
136 137

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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.