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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
MXIM
3526
DELISTED
Maxim Integrated Products
MXIM
– –
-2,587,205
Closed -$273M
USCR
3527
DELISTED
U S Concrete, Inc.
USCR
– –
-34,982
Closed -$2.58M
PROS
3528
DELISTED
ProSight Global, Inc.
PROS
– –
-724
Closed -$9K
WRI
3529
DELISTED
Weingarten Realty Investors
WRI
– –
-960,467
Closed -$30.8M
BPYU
3530
DELISTED
Brookfield Property REIT Inc. Class A Common Stock
BPYU
– –
-922,264
Closed -$17.4M
HOME
3531
DELISTED
At Home Group Inc.
HOME
– –
-106,566
Closed -$3.93M
ALXN
3532
DELISTED
Alexion Pharmaceuticals
ALXN
– –
-1,758,060
Closed -$323M
WORK
3533
DELISTED
Slack Technologies, Inc.
WORK
– –
-2,733,015
Closed -$121M
FCBP
3534
DELISTED
First Choice Bancorp Common Stock
FCBP
– –
-834
Closed -$25K
DSSI
3535
DELISTED
Diamond S Shipping Inc. Common Shares
DSSI
– –
-2,408
Closed -$24K
CNST
3536
DELISTED
Constellation Pharmaceuticals, Inc.
CNST
– –
-6,476
Closed -$219K
LMNX
3537
DELISTED
Luminex Corp
LMNX
– –
-115,859
Closed -$4.26M
MSGN
3538
DELISTED
MSG Networks Inc.
MSGN
– –
-8,845
Closed -$129K
WTRE
3539
DELISTED
Watford Holdings Ltd. Common Shares
WTRE
– –
-2,167
Closed -$75K
PRAH
3540
DELISTED
PRA Health Sciences, Inc.
PRAH
– –
-108,338
Closed -$17.9M
NAV
3541
DELISTED
Navistar International
NAV
– –
-45,676
Closed -$2.03M
BPFH
3542
DELISTED
Boston Private Financial Holdings, Inc.
BPFH
– –
-215,183
Closed -$3.17M
WPG
3543
DELISTED
Washington Prime Group Inc.
WPG
– –
-84,220
Closed -$183K
GTT
3544
DELISTED
GTT Communications, Inc.
GTT
– –
-88,539
Closed -$216K
KNL
3545
DELISTED
Knoll, Inc.
KNL
– –
-27,500
Closed -$715K
MTL
3546
DELISTED
Mechel PAO American Depository Shares, each representing two ordinary shares (ADSs)
MTL
– –
-4,046
Closed -$8K
GRA
3547
DELISTED
W.R. Grace & Co.
GRA
– –
-41,398
Closed -$2.86M
CBB
3548
DELISTED
Cincinnati Bell Inc.
CBB
– –
-110,903
Closed -$1.71M
ORBC
3549
DELISTED
ORBCOMM, Inc.
ORBC
– –
-12,274
Closed -$138K
INTZ
3550
DELISTED
INTRUSION INC NEW
INTZ
– –
-752,278
Closed -$11.6M
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.