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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
MBIO icon
3476
Mustang Bio
MBIO
$4.51M
$3K ﹤0.01%
7
– –
HTT
3477
High Templar Tech Ltd
HTT
$387M
$3K ﹤0.01%
2,732
-17,300
-86% -$16.9K
LNAI
3478
Lunai Bioworks
LNAI
$10.9M
$3K ﹤0.01%
+21
New +$9.61K
LVOX
3479
DELISTED
LiveVox Holding, Inc. Class A Common Stock
LVOX
$3K ﹤0.01%
+1,871
New +$4.61K
FATH
3480
DELISTED
Fathom Digital Manufacturing Corporation
FATH
$3K ﹤0.01%
+43
New +$4.89K
ATNX
3481
DELISTED
Athenex, Inc. Common Stock
ATNX
$3K ﹤0.01%
345
-67
-16% -$748
AMPE
3482
DELISTED
Ampio Pharmaceuticals Inc.
AMPE
$3K ﹤0.01%
51
-16
-24% -$1.19K
EMWP
3483
DELISTED
Eros Media World PLC
EMWP
$3K ﹤0.01%
1,266
– –
AKA icon
3484
a.k.a. Brands
AKA
$119M
$2K ﹤0.01%
61
-12
-16% -$527
AVTX icon
3485
Avalo Therapeutics
AVTX
$976M
$2K ﹤0.01%
1
-1
-50% -$1.34K
BATL icon
3486
Battalion Oil
BATL
$29.5M
$2K ﹤0.01%
+269
New +$4.32K
CURV icon
3487
Torrid Holdings
CURV
$251M
$2K ﹤0.01%
530
-1,098
-67% -$6.16K
PYXS icon
3488
Pyxis Oncology
PYXS
$222M
$2K ﹤0.01%
833
-142
-15% -$378
SYRE icon
3489
Spyre Therapeutics
SYRE
$9.08B
$2K ﹤0.01%
131
– –
TNXP icon
3490
Tonix Pharmaceuticals
TNXP
$184M
– –
0
– –
VRCA icon
3491
Verrica Pharmaceuticals
VRCA
$90.7M
$2K ﹤0.01%
110
-34
-24% -$1.71K
CLYM
3492
Climb Bio
CLYM
$779M
$2K ﹤0.01%
560
-99
-15% -$468
VINC
3493
DELISTED
Vincerx Pharma, Inc. Common Stock
VINC
$2K ﹤0.01%
68
-21
-24% -$934
NEXI
3494
DELISTED
NexImmune, Inc. Common Stock
NEXI
$2K ﹤0.01%
57
-11
-16% -$681
HMPT
3495
DELISTED
Home Point Capital, Inc Common Stock
HMPT
$2K ﹤0.01%
535
– –
ONCR
3496
DELISTED
Oncorus, Inc.
ONCR
$2K ﹤0.01%
1,629
– –
NBEV
3497
DELISTED
NewAge, Inc. Common Stock (Delaware)
NBEV
$2K ﹤0.01%
10,593
-1,978
-16% -$747
BMA icon
3498
Banco Macro
BMA
$5.56B
$1K ﹤0.01%
94
-6,807
-99% -$101K
CNF
3499
CNFinance Holdings
CNF
$37.1M
$1K ﹤0.01%
+46
New +$1.3K
KALA icon
3500
KALA BIO
KALA
$14M
$1K ﹤0.01%
2
– –
138 139
140
141 142

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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.