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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
-14.36%
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
$283B
AUM Growth
-$46.2B
Cap. Flow
+$8.47B
Cap. Flow %
3%
Top 10 Hldgs %
22.06%
Holding
3,787
New
222
Increased
1,979
Reduced
1,147
Closed
274

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$1.43B
2
CVX icon
Chevron
CVX
+$314M
3
XOM icon
ExxonMobil
XOM
+$282M
4
TSLA icon
Tesla
TSLA
+$253M
5
WBD icon
Warner Bros
WBD
+$251M

Top Sells

Rank Stock Value
1
T icon
AT&T
T
+$278M
2
CERN
Cerner Corp
CERN
+$275M
3
MNDT
Mandiant, Inc. Common Stock
MNDT
+$149M
4
BIDU icon
Baidu
BIDU
+$137M
5
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$47M

Sector Composition

Rank Sector Weight
1 Technology 24.42%
2 Healthcare 14.2%
3 Financials 13.14%
4 Consumer Discretionary 9.41%
5 Industrials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ORBS
3351
Eightco Holdings
ORBS
$257M
$12K ﹤0.01%
+23
New +$46.8K
PLPC icon
3352
Preformed Line Products
PLPC
$2.27B
$12K ﹤0.01%
196
-41
-17% -$2.53K
SPIR icon
3353
Spire Global
SPIR
$524M
$12K ﹤0.01%
1,319
+199
+18% +$2.55K
TDCX
3354
DELISTED
TDCX Inc. American Depositary Shares, each representing one Class A ordinary share
TDCX
$12K ﹤0.01%
+1,248
New +$14.4K
ALPN
3355
DELISTED
Alpine Immune Sciences Inc
ALPN
$12K ﹤0.01%
1,442
+215
+18% +$1.85K
CMLS
3356
DELISTED
Cumulus Media Inc. Class A Common Stock
CMLS
$12K ﹤0.01%
+1,563
New +$18.3K
NETI
3357
DELISTED
Eneti Inc.
NETI
$12K ﹤0.01%
+1,951
New +$12.5K
ZEV
3358
DELISTED
Lightning eMotors, Inc.
ZEV
$12K ﹤0.01%
+210
New +$16.7K
TIG
3359
DELISTED
Trean Insurance Group, Inc. Common Stock
TIG
$12K ﹤0.01%
1,901
+500
+36% +$2.96K
KRON
3360
DELISTED
Kronos Bio
KRON
$11K ﹤0.01%
3,097
-4,904
-61% -$22.2K
LEGH icon
3361
Legacy Housing
LEGH
$687M
$11K ﹤0.01%
818
+229
+39% +$3.86K
NAUT icon
3362
Nautilus Biotechnolgy
NAUT
$112M
$11K ﹤0.01%
+4,020
New +$15K
NODK icon
3363
NI Holdings
NODK
$317M
$11K ﹤0.01%
684
– –
ORIC icon
3364
Oric Pharmaceuticals
ORIC
$1.34B
$11K ﹤0.01%
2,530
-7,076
-74% -$28.2K
SWKH
3365
DELISTED
SWK Holdings
SWKH
$11K ﹤0.01%
+795
New +$11.8K
XOS icon
3366
Xos
XOS
$35.8M
$11K ﹤0.01%
+197
New +$15.7K
EXPR
3367
DELISTED
Express, Inc.
EXPR
$11K ﹤0.01%
+271
New +$16.3K
ICVX
3368
DELISTED
Icosavax, Inc. Common Stock
ICVX
$11K ﹤0.01%
1,953
-2,647
-58% -$20.7K
THRX
3369
DELISTED
Theseus Pharmaceuticals, Inc. Common Stock
THRX
$11K ﹤0.01%
1,962
+903
+85% +$7.46K
PZN
3370
DELISTED
Pzena Investment Management, Inc. Class A
PZN
$11K ﹤0.01%
1,714
– –
BKKT icon
3371
Bakkt Inc
BKKT
$317M
$10K ﹤0.01%
+191
New +$16.1K
CLPR
3372
Clipper Realty
CLPR
$45.6M
$10K ﹤0.01%
1,308
– –
IBEX icon
3373
IBEX
IBEX
$495M
$10K ﹤0.01%
573
– –
REFI
3374
Chicago Atlantic Real Estate Finance
REFI
$256M
$10K ﹤0.01%
637
+156
+32% +$2.63K
USCB icon
3375
USCB Financial Holdings
USCB
$410M
$10K ﹤0.01%
+899
New +$11.9K
133 134
135
136 137

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Legal & General Group's Q2 2022 Portfolio in Review

As of Q2 2022, Legal & General Group held 3,787 positions worth $283B, down 14% from $329B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

Legal & General Group's Q2 2022 filing shows 222 new, 1,979 increased, 1,147 reduced and 274 closed positions. Its largest new stake was Samsara: 1,199,080 shares worth $13.4M. The largest sale was AT&T, an estimated $278M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, down from 26% a quarter earlier, followed by Healthcare and Financials.

  • Legal & General Group's largest Q2 2022 buy was Samsara: 1,199,080 shares worth $13.4M.
  • Legal & General Group added most to Apple in Q2 2022, an estimated $1.43B increase.
  • Legal & General Group's biggest Q2 2022 reduction was AT&T, cutting an estimated $278M.
  • Legal & General Group fully exited Cerner Corp in Q2 2022, selling an estimated $275M.
  • Legal & General Group's ten largest holdings make up 22% of its $283B portfolio in Q2 2022.
  • Legal & General Group opened 222 new positions and closed 274 in Q2 2022.
  • Legal & General Group's portfolio value fell 14% quarter-over-quarter to $283B.

Based on Legal & General Group's 13F filing for Q2 2022, filed 22 Aug 2022.