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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
+9.03%
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
$299B
AUM Growth
+$30.7B
Cap. Flow
+$9.01B
Cap. Flow %
3.01%
Top 10 Hldgs %
21%
Holding
3,799
New
278
Increased
1,357
Reduced
1,588
Closed
320

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$641M
2
AAPL icon
Apple
AAPL
+$468M
3
AMZN icon
Amazon
AMZN
+$459M
4
META icon
Meta Platforms (Facebook)
META
+$238M
5
EQIX icon
Equinix
EQIX
+$187M

Top Sells

Rank Stock Value
1
BABA icon
Alibaba
BABA
+$2.25B
2
VAR
Varian Medical Systems, Inc.
VAR
+$135M
3
JD icon
JD.com
JD
+$56M
4
VRNT
Verint Systems
VRNT
+$52.2M
5
PRSP
Perspecta Inc. Common Stock
PRSP
+$50.7M

Sector Composition

Rank Sector Weight
1 Technology 24.31%
2 Financials 13.64%
3 Healthcare 12.44%
4 Consumer Discretionary 11.01%
5 Communication Services 9.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MMAC
3751
DELISTED
MMA Capital Holdings, Inc. Common Stock
MMAC
– –
-769
Closed -$18K
CHMA
3752
DELISTED
Chiasma, Inc. Common Stock
CHMA
– –
-5,572
Closed -$17K
TLND
3753
DELISTED
Talend S.A. American Depositary Shares
TLND
– –
-43,239
Closed -$2.75M
ALSK
3754
DELISTED
Alaska Communications Systems
ALSK
– –
-4,585
Closed -$15K
CATM
3755
DELISTED
Cardtronics plc Class A Ordinary Shares (UK)
CATM
– –
-119,029
Closed -$4.62M
STAY
3756
DELISTED
Extended Stay America, Inc. Paired Share Unit
STAY
– –
-184,193
Closed -$3.64M
CTB
3757
DELISTED
Cooper Tire & Rubber Co.
CTB
– –
-191,762
Closed -$10.7M
CLGX
3758
DELISTED
Corelogic, Inc.
CLGX
– –
-127,511
Closed -$10.1M
WIFI
3759
DELISTED
Boingo Wireless, Inc.
WIFI
– –
-7,514
Closed -$106K
CMD
3760
DELISTED
Cantel Medical Corporation
CMD
– –
-59,137
Closed -$4.72M
PTVCB
3761
DELISTED
Protective Insurance Corporation Class B Common Stock
PTVCB
– –
-801
Closed -$18K
STND
3762
DELISTED
Standard AVB Financial Corp. Common Stock
STND
– –
-305
Closed -$10K
CUB
3763
DELISTED
Cubic Corporation
CUB
– –
-117,248
Closed -$8.74M
FFG
3764
DELISTED
FBL Financial Group
FFG
– –
-5,835
Closed -$326K
TPCO
3765
DELISTED
Tribune Publishing Company Common Stock
TPCO
– –
-2,408
Closed -$44K
AEGN
3766
DELISTED
Aegion Corp
AEGN
– –
-87,055
Closed -$2.5M
FLIR
3767
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
– –
-276,236
Closed -$15.6M
AT
3768
DELISTED
Atlantic Power Corporation
AT
– –
-8,122
Closed -$23K
PRSP
3769
DELISTED
Perspecta Inc. Common Stock
PRSP
– –
-1,744,879
Closed -$50.7M
GWPH
3770
DELISTED
GW Pharmaceuticals Plc American Depositary Shares
GWPH
– –
-9,622
Closed -$2.09M
BXG
3771
DELISTED
Bluegreen Vacations Corporation Common Stock
BXG
– –
-460
Closed -$5K
APHA
3772
DELISTED
Aphria Inc. Common Shares
APHA
– –
-146,141
Closed -$2.69M
WDR
3773
DELISTED
Waddell & Reed Financial, Inc.
WDR
– –
-260,233
Closed -$6.52M
GLUU
3774
DELISTED
Glu Mobile Inc.
GLUU
– –
-425,485
Closed -$5.31M
RP
3775
DELISTED
RealPage, Inc.
RP
– –
-97,937
Closed -$8.54M
148 149 150
151
152

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Legal & General Group's Q2 2021 Portfolio in Review

As of Q2 2021, Legal & General Group held 3,799 positions worth $299B, up 11% from $268B the previous quarter. Its ten largest holdings account for 21% of the portfolio.

Legal & General Group deployed $9.01B of net new capital in Q2 2021, opening 278 new positions and adding to 1,357 existing holdings. Its largest new stake was DoorDash: 333,886 shares worth $59.5M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 23% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Alibaba, an estimated $2.25B trimmed.

  • Legal & General Group's largest Q2 2021 buy was DoorDash: 333,886 shares worth $59.5M.
  • Legal & General Group added most to Microsoft in Q2 2021, an estimated $641M increase.
  • Legal & General Group's biggest Q2 2021 reduction was Alibaba, cutting an estimated $2.25B.
  • Legal & General Group fully exited Varian Medical Systems, Inc. in Q2 2021, selling an estimated $135M.
  • Legal & General Group's ten largest holdings make up 21% of its $299B portfolio in Q2 2021.
  • Legal & General Group opened 278 new positions and closed 320 in Q2 2021.
  • Legal & General Group's portfolio value rose 11% quarter-over-quarter to $299B.

Based on Legal & General Group's 13F filing for Q2 2021, filed 12 Aug 2021.