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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
1,980
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
ZVRA icon
3676
Zevra Therapeutics
ZVRA
$622M
– –
-2,642
Closed -$13K
ZYME icon
3677
Zymeworks
ZYME
$1.73B
– –
-17,070
Closed -$112K
LENZ
3678
LENZ Therapeutics
LENZ
$165M
– –
-404
Closed -$14K
RPT
3679
Rithm Property Trust
RPT
$95.4M
– –
-274
Closed -$19K
ONIT
3680
Onity Group
ONIT
$321M
– –
-650
Closed -$15K
TECX
3681
Tectonic Therapeutic
TECX
$558M
– –
-252
Closed -$4K
NBIS
3682
Nebius Group N.V.
NBIS
$55.6B
– –
-717,204
Closed -$1.32M
OKUR
3683
OnKure Therapeutics
OKUR
$168M
– –
-70
Closed -$2K
VOXX
3684
DELISTED
VOXX International Corporation Class A
VOXX
– –
-1,245
Closed -$12K
ACHL
3685
DELISTED
Achilles Therapeutics
ACHL
– –
-24,755
Closed -$72K
OMGA
3686
DELISTED
Omega Therapeutics, Inc. Common Stock
OMGA
– –
-2,156
Closed -$13K
VIRX
3687
DELISTED
Viracta Therapeutics, Inc. Common Stock
VIRX
– –
-3,098
Closed -$15K
GATO
3688
DELISTED
Gatos Silver, Inc.
GATO
– –
-13,337
Closed -$57K
PSTX
3689
DELISTED
Poseida Therapeutics, Inc. Common Stock
PSTX
– –
-2,310
Closed -$10K
ITI
3690
DELISTED
Iteris, Inc.
ITI
– –
-4,423
Closed -$13K
GRTS
3691
DELISTED
Gritstone bio, Inc. Common Stock
GRTS
– –
-3,478
Closed -$14K
RNLX
3692
DELISTED
Renalytix plc American Depositary Shares
RNLX
– –
-19,279
Closed -$133K
TBIO
3693
DELISTED
Telesis Bio, Inc. Common Stock
TBIO
– –
-40
Closed -$4K
GTHX
3694
DELISTED
G1 Therapeutics, Inc. Common Stock
GTHX
– –
-19,837
Closed -$150K
TLIS
3695
DELISTED
Talis Biomedical Corporation Common Stock
TLIS
– –
-72
Closed -$2K
ASXC
3696
DELISTED
Asensus Surgical, Inc.
ASXC
– –
-20,557
Closed -$13K
AIU
3697
DELISTED
Meta Data Limited American Depositary Shares, each representing ten (10) Class A Ordinary Shares
AIU
– –
-66
Closed -$1K
CSSE
3698
DELISTED
Chicken Soup for the Soul Entertainment, Inc. Class A Common Stock
CSSE
– –
-608
Closed -$5K
MRNS
3699
DELISTED
Marinus Pharmaceuticals, Inc
MRNS
– –
-3,990
Closed -$37K
TAST
3700
DELISTED
Carrols Restaurant Group, Inc.
TAST
– –
-2,674
Closed -$6K
146 147
148
149 150

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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, 1,980 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.