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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
-4.4%
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
$256B
AUM Growth
-$26.6B
Cap. Flow
-$11.9B
Cap. Flow %
-4.64%
Top 10 Hldgs %
22.45%
Holding
3,552
New
40
Increased
1,259
Reduced
1,865
Closed
98

Top Buys

Rank Stock Value
1
FERG icon
Ferguson
FERG
+$250M
2
S icon
SentinelOne
S
+$103M
3
BB icon
BlackBerry
BB
+$102M
4
ZD icon
Ziff Davis
ZD
+$96.9M
5
ABNB icon
Airbnb
ABNB
+$92M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$808M
2
MSFT icon
Microsoft
MSFT
+$683M
3
AMZN icon
Amazon
AMZN
+$533M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$246M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$186M

Sector Composition

Rank Sector Weight
1 Technology 24.29%
2 Healthcare 14.37%
3 Financials 13.06%
4 Consumer Discretionary 10.12%
5 Industrials 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CDR
3526
DELISTED
Cedar Realty Trust, Inc
CDR
– –
-898
Closed -$26K
TPTX
3527
DELISTED
Turning Point Therapeutics, Inc. Common Stock
TPTX
– –
-40,898
Closed -$3.08M
EMWP
3528
DELISTED
Eros Media World PLC
EMWP
– –
-1,266
Closed -$3K
SAIL
3529
DELISTED
SailPoint Technologies Holdings, Inc. Common Stock
SAIL
– –
-797,761
Closed -$50M
RDUS
3530
DELISTED
Radius Health, Inc.
RDUS
– –
-17,739
Closed -$184K
EPZM
3531
DELISTED
Epizyme, Inc
EPZM
– –
-69,205
Closed -$102K
RDBX
3532
DELISTED
Redbox Entertainment Inc. Class A Common Stock
RDBX
– –
-554
Closed -$4K
ACC
3533
DELISTED
American Campus Communities, Inc.
ACC
– –
-1,346,923
Closed -$86.8M
NPTN
3534
DELISTED
NEOPHOTONICS CORP
NPTN
– –
-19,109
Closed -$301K
MTOR
3535
DELISTED
MERITOR, Inc.
MTOR
– –
-210,318
Closed -$7.64M
MILE
3536
DELISTED
Metromile, Inc. Common Stock
MILE
– –
-44,581
Closed -$41K
WBT
3537
DELISTED
Welbilt, Inc.
WBT
– –
-121,777
Closed -$2.9M
CNR
3538
DELISTED
Cornerstone Building Brands, Inc.
CNR
– –
-22,964
Closed -$563K
SAFM
3539
DELISTED
Sanderson Farms Inc
SAFM
– –
-35,438
Closed -$7.64M
NTUS
3540
DELISTED
Natus Medical Inc
NTUS
– –
-97,585
Closed -$3.2M
PSB
3541
DELISTED
PS Business Parks, Inc.
PSB
– –
-147,267
Closed -$27.6M
MBII
3542
DELISTED
Marrone Bio Innovations, Inc.
MBII
– –
-7,972
Closed -$9K
CDK
3543
DELISTED
CDK Global, Inc.
CDK
– –
-251,425
Closed -$13.8M
NP
3544
DELISTED
Neenah, Inc. Common Stock
NP
– –
-46,065
Closed -$1.57M
SRRA
3545
DELISTED
Sierra Oncology, Inc. Common Stock
SRRA
– –
-2,192
Closed -$121K
COHR
3546
DELISTED
Coherent Inc
COHR
– –
-56,927
Closed -$15.2M
CCMP
3547
DELISTED
CMC Materials, Inc. Common Stock
CCMP
– –
-59,758
Closed -$10.4M
GTYH
3548
DELISTED
GTY Technology Holdings, Inc. Common Stock
GTYH
– –
-3,446
Closed -$22K
WLL
3549
DELISTED
Whiting Petroleum Corporation
WLL
– –
-20,902
Closed -$1.42M
VG
3550
DELISTED
Vonage Holdings Corporation
VG
– –
-738,156
Closed -$13.9M
139 140 141
142
143

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Legal & General Group's Q3 2022 Portfolio in Review

As of Q3 2022, Legal & General Group held 3,552 positions worth $256B, down 9.4% from $283B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

Legal & General Group withdrew a net $11.9B in Q3 2022, closing 98 positions and reducing 1,865 holdings. Its most notable exit was American Campus Communities, Inc., an estimated $86.8M position sold in full.

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

Against the trend, Legal & General Group opened a new position in Ferguson worth $225M.

  • Legal & General Group's largest Q3 2022 buy was Ferguson: 2,141,690 shares worth $225M.
  • Legal & General Group added most to SentinelOne in Q3 2022, an estimated $103M increase.
  • Legal & General Group's biggest Q3 2022 reduction was Apple, cutting an estimated $808M.
  • Legal & General Group fully exited American Campus Communities, Inc. in Q3 2022, selling an estimated $86.8M.
  • Legal & General Group's ten largest holdings make up 22% of its $256B portfolio in Q3 2022.
  • Legal & General Group opened 40 new positions and closed 98 in Q3 2022.
  • Legal & General Group's portfolio value fell 9.4% quarter-over-quarter to $256B.

Based on Legal & General Group's 13F filing for Q3 2022, filed 14 Nov 2022.