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 | |
|---|---|---|---|---|---|---|
801
DT Midstream
DTM
$13.6B
| $22.9M | 0.01% |
290,586
-11,240
| -4% | -$839K |
|
802
Coherent
COHR
$65.4B
| $22.7M | 0.01% |
255,534
+15,661
| +7% | +$1.17M |
|
803
Carpenter Technology
CRS
$27.7B
| $22.5M | 0.01% |
141,263
-2,333
| -2% | -$316K |
|
804
CACI
CACI
$13.9B
| $22.4M | 0.01% |
44,473
+390
| +0.9% | +$181K |
|
805
Guidewire Software
GWRE
$13.3B
| $22.4M | 0.01% |
122,628
+3,485
| +3% | +$529K |
|
806
Bio-Rad Laboratories Class A
BIO
$9.16B
| $22.3M | 0.01% |
66,628
-40,706
| -38% | -$12.9M |
|
807
Globus Medical
GMED
$11B
| $22.2M | 0.01% |
310,546
-23,376
| -7% | -$1.65M |
|
808
BJs Wholesale Club
BJ
$12.4B
| $22.2M | 0.01% |
268,969
-326
| -0.1% | -$27.6K |
|
809
Jackson Financial
JXN
$9.03B
| $22.2M | 0.01% |
243,147
+12,863
| +6% | +$1.07M |
|
810
Jefferies Financial Group
JEF
$13B
| $22.1M | 0.01% |
359,135
-8,996
| -2% | -$510K |
|
811
LXP Industrial Trust
LXP
$3.57B
| $22.1M | 0.01% |
439,397
-42,941
| -9% | -$2.14M |
|
812
SITE Centers
SITC
$164M
| $21.9M | 0.01% |
1,853,739
-151,522
| -8% | -$1.78M |
|
813
TD Synnex
SNX
$20.7B
| $21.9M | 0.01% |
182,073
-5,745
| -3% | -$664K |
|
814
Saia
SAIA
$9.65B
| $21.8M | 0.01% |
49,966
-10,706
| -18% | -$4.53M |
|
815
Toast
TOST
$20.1B
| $21.7M | 0.01% |
767,818
+23,380
| +3% | +$592K |
|
816
Etsy
ETSY
$7.55B
| $21.6M | 0.01% |
389,235
-219,049
| -36% | -$12.4M |
|
817
Franklin Electric
FELE
$4.83B
| $21.6M | 0.01% |
206,181
+4,839
| +2% | +$484K |
|
818
Murphy USA
MUSA
$9.9B
| $21.4M | 0.01% |
43,467
+2,981
| +7% | +$1.5M |
|
819
Tapestry
TPR
$32.7B
| $21.4M | 0.01% |
455,025
+25,614
| +6% | +$1.06M |
|
|
HTO
820
H2O America
HTO
$2.59B
| $21.4M | 0.01% |
367,622
-12,579
| -3% | -$736K |
|
821
Wingstop
WING
$3.18B
| $21.3M | 0.01% |
51,237
+6,308
| +14% | +$2.45M |
|
822
Watts Water Technologies
WTS
$12.6B
| $21.3M | 0.01% |
102,877
+3,891
| +4% | +$752K |
|
|
AMTM
823
Amentum Holdings
AMTM
$5.82B
| $21.3M | 0.01% |
+659,700
| New | +$18.8M |
|
824
Carvana
CVNA
$75.1B
| $21.2M | 0.01% |
609,955
-290,185
| -32% | -$8.33M |
|
825
Floor & Decor
FND
$6.39B
| $21.2M | 0.01% |
170,827
+2,080
| +1% | +$216K |
|
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.