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 | |
|---|---|---|---|---|---|---|
701
Independence Realty Trust
IRT
$4B
| $32.9M | 0.01% |
1,604,983
-115,850
| -7% | -$2.28M |
|
702
Gildan
GIL
$10.8B
| $32.9M | 0.01% |
697,792
-4,271
| -0.6% | -$181K |
|
703
Chord Energy
CHRD
$7.46B
| $32.8M | 0.01% |
252,137
+58,981
| +31% | +$9.05M |
|
704
State Street Materials Select Sector SPDR ETF
XLB
$8.55B
| $32.5M | 0.01% |
674,662
+8,548
| +1% | +$390K |
|
705
Nutanix
NTNX
$16.3B
| $32.5M | 0.01% |
548,203
-24,965
| -4% | -$1.37M |
|
706
CareTrust REIT
CTRE
$9.72B
| $32.5M | 0.01% |
1,052,405
-58,616
| -5% | -$1.66M |
|
707
Toll Brothers
TOL
$14.1B
| $32.3M | 0.01% |
209,289
-2,096
| -1% | -$284K |
|
708
Kilroy Realty
KRC
$4.34B
| $32.3M | 0.01% |
835,284
-53,461
| -6% | -$1.89M |
|
709
Reinsurance Group of America
RGA
$15.5B
| $32.2M | 0.01% |
147,907
-9,898
| -6% | -$2.1M |
|
710
Main Street Capital
MAIN
$5.28B
| $32.2M | 0.01% |
642,110
-46,786
| -7% | -$2.34M |
|
711
Casey's General Stores
CASY
$30.8B
| $31.9M | 0.01% |
84,832
+5,742
| +7% | +$2.15M |
|
712
Macerich
MAC
$6.66B
| $31.9M | 0.01% |
1,746,458
-120,335
| -6% | -$1.9M |
|
713
Bentley Systems
BSY
$10.7B
| $31.8M | 0.01% |
626,729
+66,693
| +12% | +$3.28M |
|
714
HF Sinclair
DINO
$14.7B
| $31.2M | 0.01% |
700,812
-4,004
| -0.6% | -$191K |
|
715
Varonis Systems
VRNS
$4.87B
| $31.2M | 0.01% |
551,671
-71,027
| -11% | -$3.73M |
|
716
Toro Company
TTC
$9.35B
| $31M | 0.01% |
357,524
-311
| -0.1% | -$28K |
|
717
nVent Electric
NVT
$26.4B
| $30.5M | 0.01% |
434,270
-15,044
| -3% | -$1.04M |
|
718
California Water Service
CWT
$3.06B
| $30.4M | 0.01% |
561,371
-44,578
| -7% | -$2.36M |
|
719
American States Water
AWR
$3.4B
| $30.4M | 0.01% |
365,383
-22,623
| -6% | -$1.82M |
|
720
Tanger
SKT
$4.52B
| $30.1M | 0.01% |
907,279
-48,726
| -5% | -$1.42M |
|
721
Ambarella
AMBA
$3.68B
| $30.1M | 0.01% |
533,406
-61
| -0% | -$3.25K |
|
722
TAL Education Group
TAL
$6.91B
| $30M | 0.01% |
2,534,251
-25,922
| -1% | -$239K |
|
723
Pan American Silver
PAAS
$20.2B
| $29.7M | 0.01% |
1,418,200
-5,890
| -0.4% | -$124K |
|
724
United Airlines
UAL
$41.9B
| $29.4M | 0.01% |
516,083
+45,257
| +10% | +$2.1M |
|
725
Golub Capital BDC
GBDC
$3.39B
| $29.4M | 0.01% |
1,944,535
+519,919
| +36% | +$7.85M |
|
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.