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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
QUAD icon
3401
Quad
QUAD
$515M
$8K ﹤0.01%
+2,874
New +$13.9K
RENT
3402
Rent the Runway
RENT
$122M
$8K ﹤0.01%
123
+44
+56% +$4.15K
VHI icon
3403
Valhi
VHI
$453M
$8K ﹤0.01%
187
– –
AMBR
3404
Amber International Holding Ltd
AMBR
$128M
$8K ﹤0.01%
1,254
– –
SBT
3405
DELISTED
Sterling Bancorp, Inc. Common Stock
SBT
$8K ﹤0.01%
+1,420
New +$9.29K
SHCR
3406
DELISTED
Sharecare, Inc. Class A Common Stock
SHCR
$8K ﹤0.01%
+5,201
New +$12.8K
THRN
3407
DELISTED
Thorne Healthtech, Inc. Common Stock
THRN
$8K ﹤0.01%
1,614
+914
+131% +$5.56K
BGRY
3408
DELISTED
Berkshire Grey, Inc. Class A Common Stock
BGRY
$8K ﹤0.01%
5,269
-15,762
-75% -$34.8K
AZRE
3409
DELISTED
Azure Power Global Limited
AZRE
$8K ﹤0.01%
690
– –
SBDS
3410
DELISTED
Solo Brands Inc
SBDS
$8K ﹤0.01%
48
+11
+30% +$2.4K
CTSO icon
3411
Cytosorbents Corp
CTSO
$25M
$7K ﹤0.01%
3,180
-1,294
-29% -$2.97K
INNV icon
3412
InnovAge Holding
INNV
$1.49B
$7K ﹤0.01%
1,503
-917
-38% -$4.78K
NL icon
3413
NLI Holdings
NL
$308M
$7K ﹤0.01%
723
– –
PASG icon
3414
Passage Bio
PASG
$14.1M
$7K ﹤0.01%
148
-265
-64% -$12.4K
PEPG icon
3415
PepGen
PEPG
$167M
$7K ﹤0.01%
+702
New +$7.83K
SKYT
3416
DELISTED
SkyWater Technology
SKYT
$7K ﹤0.01%
1,164
-1,534
-57% -$10.5K
STXS icon
3417
Stereotaxis
STXS
$135M
$7K ﹤0.01%
3,896
-1,336
-26% -$3.19K
TYRA icon
3418
Tyra Biosciences
TYRA
$1.61B
$7K ﹤0.01%
961
-165
-15% -$1.31K
UONE icon
3419
Urban One Class A
UONE
$24.1M
$7K ﹤0.01%
+136
New +$11.3K
VEL icon
3420
Velocity Financial
VEL
$715M
$7K ﹤0.01%
681
– –
XBIT icon
3421
XBiotech
XBIT
$69.5M
$7K ﹤0.01%
1,257
-3,771
-75% -$25.4K
XPRO icon
3422
Expro Ltd
XPRO
$1.91B
$7K ﹤0.01%
622
– –
QTTB icon
3423
Q32 Bio
QTTB
$482M
$7K ﹤0.01%
186
-1,714
-90% -$58.5K
FUV
3424
DELISTED
Arcimoto, Inc. Common Stock
FUV
$7K ﹤0.01%
109
-43
-28% -$3.41K
JOAN
3425
DELISTED
JOANN, Inc. Common Stock
JOAN
$7K ﹤0.01%
924
-300
-25% -$2.75K
135 136
137
138 139

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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.