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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
+0.37%
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
$308B
AUM Growth
+$8.55B
Cap. Flow
+$10.7B
Cap. Flow %
3.49%
Top 10 Hldgs %
21.95%
Holding
3,551
New
77
Increased
2,293
Reduced
671
Closed
55

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$657M
2
AAPL icon
Apple
AAPL
+$610M
3
AMZN icon
Amazon
AMZN
+$587M
4
AZN icon
AstraZeneca
AZN
+$319M
5
SNOW icon
Snowflake
SNOW
+$272M

Top Sells

Rank Stock Value
1
ALXN
Alexion Pharmaceuticals
ALXN
+$323M
2
MXIM
Maxim Integrated Products
MXIM
+$273M
3
WORK
Slack Technologies, Inc.
WORK
+$121M
4
PFPT
Proofpoint, Inc.
PFPT
+$98.6M
5
JD icon
JD.com
JD
+$89.3M

Sector Composition

Rank Sector Weight
1 Technology 25.03%
2 Financials 13.72%
3 Healthcare 12.6%
4 Consumer Discretionary 10.97%
5 Communication Services 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CSAN icon
3501
Cosan
CSAN
$2.93B
– –
-4,925
Closed -$94K
CXM icon
3502
Sprinklr
CXM
$1.55B
– –
-25,000
Closed -$515K
DOCS icon
3503
Doximity
DOCS
$3.77B
– –
-1,000
Closed -$59K
ELP
3504
DELISTED
Companhia Paranaense de Energia (COPEL)
ELP
– –
-15,003
Closed -$69K
HDB icon
3505
HDFC Bank
HDB
$122B
– –
-6,484
Closed -$237K
IWP icon
3506
iShares Russell Mid-Cap Growth ETF
IWP
$20.2B
– –
-11,500
Closed -$1.3M
MQ icon
3507
Marqeta
MQ
$1.74B
– –
-250
Closed -$28K
PAC icon
3508
Grupo Aeroportuario del Pacifico
PAC
$13.2B
– –
-5,185
Closed -$554K
PAY icon
3509
Paymentus
PAY
$5.05B
– –
-500
Closed -$18K
S icon
3510
SentinelOne
S
$7.12B
– –
-5,000
Closed -$214K
SPOK icon
3511
Spok Holdings
SPOK
$236M
– –
-34,830
Closed -$335K
TASK icon
3512
TaskUs
TASK
$716M
– –
-54,150
Closed -$1.85M
YOU icon
3513
Clear Secure
YOU
$5.34B
– –
-63,310
Closed -$2.55M
PVLA
3514
Palvella Therapeutics
PVLA
$2.23B
– –
-27
Closed -$8K
DBTX
3515
DELISTED
Decibel Therapeutics, Inc. Common Stock
DBTX
– –
-1,742
Closed -$15K
HLG
3516
DELISTED
Hailiang Education Group Inc. American Depositary Shares
HLG
– –
-142
Closed -$6K
VWTR
3517
DELISTED
Vidler Water Resouces, Inc. Common Stock
VWTR
– –
-2,388
Closed -$32K
SOGO
3518
DELISTED
Sogou Inc. American Depositary Shares, each representing one Class A Ordinary Share
SOGO
– –
-4,278
Closed -$36K
SNR
3519
DELISTED
NEW SENIOR INVESTMENT GROUP INC.
SNR
– –
-6,624
Closed -$58K
PFBI
3520
DELISTED
Premier Financial Bancorp
PFBI
– –
-1,008
Closed -$17K
TBIO
3521
DELISTED
Translate Bio, Inc. Common Stock
TBIO
– –
-23,213
Closed -$639K
CORE
3522
DELISTED
Core Mark Holding Co., Inc.
CORE
– –
-133,765
Closed -$6.02M
PFPT
3523
DELISTED
Proofpoint, Inc.
PFPT
– –
-567,509
Closed -$98.6M
QTS
3524
DELISTED
QTS REALTY TRUST, INC.
QTS
– –
-460,266
Closed -$35.6M
SYKE
3525
DELISTED
SYKES Enterprises Inc
SYKE
– –
-102,575
Closed -$5.51M
138 139 140
141
142

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Legal & General Group's Q3 2021 Portfolio in Review

As of Q3 2021, Legal & General Group held 3,551 positions worth $308B, up 2.9% from $299B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

Legal & General Group deployed $10.7B of net new capital in Q3 2021, opening 77 new positions and adding to 2,293 existing holdings. Its largest new stake was AstraZeneca: 2,738,007 shares worth $329M.

By sector, the portfolio is most concentrated in Technology at 25% of assets, up from 24% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was JD.com, an estimated $89.3M trimmed.

  • Legal & General Group's largest Q3 2021 buy was AstraZeneca: 2,738,007 shares worth $329M.
  • Legal & General Group added most to Microsoft in Q3 2021, an estimated $657M increase.
  • Legal & General Group's biggest Q3 2021 reduction was JD.com, cutting an estimated $89.3M.
  • Legal & General Group fully exited Alexion Pharmaceuticals in Q3 2021, selling an estimated $323M.
  • Legal & General Group's ten largest holdings make up 22% of its $308B portfolio in Q3 2021.
  • Legal & General Group opened 77 new positions and closed 55 in Q3 2021.
  • Legal & General Group's portfolio value rose 2.9% quarter-over-quarter to $308B.

Based on Legal & General Group's 13F filing for Q3 2021, filed 15 Nov 2021.