Legal & General Group Portfolio holdings
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.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$1.74B |
| 2 |
Apple
AAPL
|
+$1.16B |
| 3 |
Microsoft
MSFT
|
+$741M |
| 4 |
Broadcom
AVGO
|
+$480M |
| 5 |
Brookfield
BN
|
+$350M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$137M |
| 2 |
Costco
COST
|
+$107M |
| 3 |
NextEra Energy
NEE
|
+$106M |
| 4 |
Caterpillar
CAT
|
+$100M |
| 5 |
Walmart Inc
WMT
|
+$98.3M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 32.78% |
| 2 | Financials | 12.5% |
| 3 | Healthcare | 11.46% |
| 4 | Consumer Discretionary | 9.44% |
| 5 | Communication Services | 7.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
576
AstraZeneca
AZN
$250B
| $70.8M | 0.02% |
454,168
-7,898
| -2% | -$1.27M |
|
577
CF Industries
CF
$17.7B
| $70.2M | 0.02% |
818,066
-58,909
| -7% | -$4.56M |
|
578
EQT Corp
EQT
$32.3B
| $69.9M | 0.02% |
1,907,509
+480,206
| +34% | +$16.3M |
|
579
DraftKings
DKNG
$11B
| $69.3M | 0.02% |
1,766,931
+139,300
| +9% | +$5.03M |
|
580
Kinross Gold
KGC
$30.4B
| $69.1M | 0.02% |
7,369,412
+14,069
| +0.2% | +$126K |
|
581
Equitable Holdings
EQH
$14.2B
| $69.1M | 0.02% |
1,643,496
+14,410
| +0.9% | +$591K |
|
582
Qorvo
QRVO
$8.41B
| $68.9M | 0.02% |
667,342
+78,741
| +13% | +$8.84M |
|
583
Delta Air Lines
DAL
$60.5B
| $68.9M | 0.02% |
1,355,954
+63,859
| +5% | +$2.78M |
|
584
Campbell Soup
CPB
$6.73B
| $68.7M | 0.02% |
1,403,664
-96,193
| -6% | -$4.68M |
|
585
EPAM Systems
EPAM
$4.86B
| $67.8M | 0.02% |
340,587
+19,582
| +6% | +$3.92M |
|
586
Omega Healthcare
OHI
$14.8B
| $67.8M | 0.02% |
1,665,337
-170,591
| -9% | -$6.45M |
|
|
IPG
587
DELISTED
Interpublic Group of Companies
IPG
| $67.2M | 0.02% |
2,122,992
+16,544
| +0.8% | +$508K |
|
588
Fox Class A
FOXA
$25.9B
| $67M | 0.02% |
1,583,331
-56,022
| -3% | -$2.17M |
|
589
News Corp Class A
NWSA
$16B
| $66.9M | 0.02% |
2,512,089
+101,910
| +4% | +$2.77M |
|
590
CarMax
KMX
$8.24B
| $66.1M | 0.02% |
853,596
+42,729
| +5% | +$3.38M |
|
591
Healthcare Realty
HR
$6.92B
| $65.9M | 0.02% |
3,632,794
-154,593
| -4% | -$2.74M |
|
592
Liberty Media Series C
FWONK
$25B
| $65.6M | 0.02% |
846,595
+36,878
| +5% | +$2.84M |
|
593
United Therapeutics
UTHR
$22.9B
| $65.5M | 0.02% |
182,788
-6,074
| -3% | -$2.05M |
|
|
DOCU
594
DocuSign
DOCU
$10.9B
| $64.9M | 0.02% |
1,045,754
+103,411
| +11% | +$5.8M |
|
595
Alibaba
BABA
$304B
| $64.1M | 0.02% |
603,842
-63,373
| -9% | -$5.19M |
|
596
RB Global
RBA
$17.2B
| $62.9M | 0.02% |
781,143
+13,204
| +2% | +$1.07M |
|
597
Brixmor Property Group
BRX
$9.25B
| $62.2M | 0.02% |
2,232,010
-147,659
| -6% | -$3.81M |
|
598
Teva Pharmaceuticals
TEVA
$40.6B
| $61.1M | 0.02% |
3,393,155
+98,277
| +3% | +$1.72M |
|
599
AES
AES
$10.5B
| $60.7M | 0.02% |
3,027,679
+86,739
| +3% | +$1.53M |
|
600
HEICO Corp Class A
HEI.A
$36.9B
| $60.6M | 0.02% |
297,556
-2,562
| -0.9% | -$486K |
|
Similar funds
Legal & General Group's Q3 2024 Portfolio in Review
As of Q3 2024, Legal & General Group held 3,448 positions worth $380B, up 7.4% from $354B the previous quarter. Its ten largest holdings account for 30% of the portfolio.
Trading was light in Q3 2024: portfolio turnover was 2.3%. Legal & General Group opened 36 new positions and exited 43, leaving the 3,448-position portfolio largely intact.
By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 33% a quarter earlier, followed by Financials and Healthcare.
- Legal & General Group's largest Q3 2024 buy was Smurfit Westrock: 3,498,121 shares worth $174M.
- Legal & General Group added most to NVIDIA in Q3 2024, an estimated $1.74B increase.
- Legal & General Group's biggest Q3 2024 reduction was Amazon, cutting an estimated $137M.
- Legal & General Group fully exited WestRock Company in Q3 2024, selling an estimated $80.8M.
- Legal & General Group's ten largest holdings make up 30% of its $380B portfolio in Q3 2024.
- Legal & General Group opened 36 new positions and closed 43 in Q3 2024.
- Legal & General Group's portfolio value rose 7.4% quarter-over-quarter to $380B.
Based on Legal & General Group's 13F filing for Q3 2024, filed 14 Nov 2024.