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 | |
|---|---|---|---|---|---|---|
776
ATI
ATI
$30.5B
| $24.7M | 0.01% |
369,239
-661
| -0.2% | -$41K |
|
777
Comfort Systems
FIX
$60.3B
| $24.7M | 0.01% |
63,251
+4,740
| +8% | +$1.56M |
|
778
Sprouts Farmers Market
SFM
$8.13B
| $24.6M | 0.01% |
222,908
+10,538
| +5% | +$1.01M |
|
779
Infosys
INFY
$50.1B
| $24.6M | 0.01% |
1,105,329
-9,648
| -0.9% | -$211K |
|
780
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.76B
| $24.6M | 0.01% |
379,660
+90
| +0% | +$5.58K |
|
781
ITT
ITT
$19.2B
| $24.5M | 0.01% |
163,754
+1,423
| +0.9% | +$194K |
|
782
Robert Half
RHI
$4.16B
| $24.4M | 0.01% |
362,474
-236,278
| -39% | -$15M |
|
783
Core & Main
CNM
$8.52B
| $24.3M | 0.01% |
546,462
+73,269
| +15% | +$3.51M |
|
784
Spire
SR
$4.78B
| $24M | 0.01% |
356,916
+6,933
| +2% | +$450K |
|
785
Meritage Homes
MTH
$4.71B
| $24M | 0.01% |
233,944
-3,264
| -1% | -$308K |
|
786
Qfin Holdings
QFIN
$1.59B
| $23.7M | 0.01% |
795,834
-7,117
| -0.9% | -$162K |
|
787
Corebridge Financial
CRBG
$15.2B
| $23.7M | 0.01% |
813,330
-97,303
| -11% | -$2.75M |
|
788
VF Corp
VFC
$5.8B
| $23.7M | 0.01% |
1,185,606
+8,457
| +0.7% | +$142K |
|
|
AZPN
789
DELISTED
Aspen Technology Inc
AZPN
| $23.6M | 0.01% |
98,881
+6,067
| +7% | +$1.28M |
|
790
Glaukos
GKOS
$10.1B
| $23.6M | 0.01% |
181,238
+15,479
| +9% | +$1.93M |
|
791
SPX Corp
SPXC
$10.7B
| $23.5M | 0.01% |
147,696
-436
| -0.3% | -$65.8K |
|
792
Lumen
LUMN
$6.09B
| $23.4M | 0.01% |
3,293,929
-27,847
| -0.8% | -$119K |
|
|
GRP.U
793
DELISTED
Granite Real Estate Investment Trust
GRP.U
| $23.3M | 0.01% |
385,879
-28,979
| -7% | -$1.6M |
|
794
Itron
ITRI
$4.5B
| $23.3M | 0.01% |
218,173
-9,748
| -4% | -$986K |
|
795
Roku
ROKU
$22.3B
| $23.3M | 0.01% |
311,501
+17,213
| +6% | +$1.1M |
|
|
PGRE
796
DELISTED
Paramount Group
PGRE
| $23.2M | 0.01% |
4,713,611
+220,256
| +5% | +$1.09M |
|
797
Parsons
PSN
$5.12B
| $23.1M | 0.01% |
222,941
+11,953
| +6% | +$1.07M |
|
798
AptarGroup
ATR
$8.63B
| $23.1M | 0.01% |
143,984
+15,235
| +12% | +$2.26M |
|
799
Hercules Capital
HTGC
$3.19B
| $23M | 0.01% |
1,171,517
-82,893
| -7% | -$1.63M |
|
800
Black Hills Corp
BKH
$5.54B
| $22.9M | 0.01% |
375,223
-7,275
| -2% | -$424K |
|
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.