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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
EVLO
3726
DELISTED
Evelo Biosciences, Inc. Common Stock
EVLO
– –
-163
Closed -$11K
HEXO
3727
DELISTED
HEXO Corp. Common Shares
HEXO
– –
-8,945
Closed -$77K
FNCH
3728
DELISTED
Finch Therapeutics Group, Inc. Common Stock
FNCH
– –
-20
Closed -$3K
TCRR
3729
DELISTED
TCR2 Therapeutics Inc. Common Stock
TCRR
– –
-2,381
Closed -$7K
LABP
3730
DELISTED
Landos Biopharma, Inc. Common Stock
LABP
– –
-41
Closed -$1K
SDIG
3731
DELISTED
Stronghold Digital Mining, Inc. Class A Common Stock
SDIG
– –
-71
Closed -$4K
CDAK
3732
DELISTED
Codiak BioSciences, Inc. Common Stock
CDAK
– –
-1,661
Closed -$10K
ISO
3733
DELISTED
IsoPlexis Corporation Common Stock
ISO
– –
-677
Closed -$2K
SFT
3734
DELISTED
Shift Technologies, Inc. Class A Common Stock
SFT
– –
-526
Closed -$12K
RUBY
3735
DELISTED
Rubius Therapeutics, Inc
RUBY
– –
-14,367
Closed -$79K
HYRE
3736
DELISTED
HyreCar Inc. Common Stock
HYRE
– –
-1,855
Closed -$4K
IVC
3737
DELISTED
Invacare Corporation
IVC
– –
-2,665
Closed -$4K
EAR
3738
DELISTED
Eargo, Inc. Common Stock
EAR
– –
-155
Closed -$16K
OYST
3739
DELISTED
Oyster Point Pharma, Inc. Common Stock
OYST
– –
-884
Closed -$10K
DS
3740
DELISTED
Drive Shack Inc.
DS
– –
-7,632
Closed -$12K
SCOA
3741
DELISTED
ScION Tech Growth I Class A Ordinary Shares
SCOA
– –
-42,158
Closed -$414K
LOTZ
3742
DELISTED
CarLotz, Inc. Class A Common Stock
LOTZ
– –
-28,322
Closed -$38K
ZY
3743
DELISTED
Zymergen Inc. Common Stock
ZY
– –
-6,715
Closed -$19K
RMO
3744
DELISTED
Romeo Power, Inc.
RMO
– –
-47,006
Closed -$70K
HMTV
3745
DELISTED
Hemisphere Media Group, Inc.
HMTV
– –
-4,410
Closed -$20K
SMED
3746
DELISTED
Sharps Compliance Corp
SMED
– –
-1,805
Closed -$11K
TVTY
3747
DELISTED
Tivity Health, Inc. Common Stock
TVTY
– –
-129,358
Closed -$4.16M
APTS
3748
DELISTED
Preferred Apartment Communities, Inc.
APTS
– –
-4,227
Closed -$105K
MSP
3749
DELISTED
Datto Holding Corp.
MSP
– –
-1,256
Closed -$34K
PLAN
3750
DELISTED
Anaplan, Inc.
PLAN
– –
-184,228
Closed -$12M
148 149
150
151 152

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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.