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 |
Amazon
AMZN
|
+$65.3M |
| 2 |
Johnson & Johnson
JNJ
|
+$64M |
| 3 |
Moody's
MCO
|
+$59.1M |
| 4 |
Realty Income
O
|
+$58.6M |
| 5 |
Coinbase
COIN
|
+$55.2M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$365M |
| 2 |
SPLK
Splunk Inc
SPLK
|
+$140M |
| 3 |
Microsoft
MSFT
|
+$138M |
| 4 |
Chevron
CVX
|
+$128M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$103M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 30.19% |
| 2 | Financials | 12.53% |
| 3 | Healthcare | 12.22% |
| 4 | Consumer Discretionary | 9.63% |
| 5 | Communication Services | 8.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
851
Li Auto
LI
$12.7B
| $18.9M | 0.01% |
622,538
-5,243
| -0.8% | -$174K |
|
852
Onto Innovation
ONTO
$15.3B
| $18.8M | 0.01% |
104,034
-3,423
| -3% | -$578K |
|
853
Gentex
GNTX
$5.07B
| $18.8M | 0.01% |
520,629
-12,863
| -2% | -$445K |
|
854
Acuity Brands
AYI
$10.8B
| $18.8M | 0.01% |
69,923
-7,472
| -10% | -$1.81M |
|
855
Abercrombie & Fitch
ANF
$5B
| $18.8M | 0.01% |
149,834
+1,754
| +1% | +$200K |
|
856
Simpson Manufacturing
SSD
$8.16B
| $18.7M | 0.01% |
91,238
-823
| -0.9% | -$159K |
|
857
Regal Rexnord
RRX
$11.9B
| $18.7M | 0.01% |
103,922
+987
| +1% | +$154K |
|
858
Donaldson
DCI
$11.4B
| $18.6M | 0.01% |
249,595
-4,452
| -2% | -$303K |
|
859
Urban Edge Properties
UE
$2.73B
| $18.6M | 0.01% |
1,075,111
-6,749
| -0.6% | -$117K |
|
|
SKX
860
DELISTED
Skechers
SKX
| $18.5M | 0.01% |
302,641
-17,402
| -5% | -$1.06M |
|
861
Lincoln National
LNC
$8.81B
| $18.5M | 0.01% |
578,889
+6,277
| +1% | +$173K |
|
862
Primerica
PRI
$10B
| $18.5M | 0.01% |
73,016
-2,666
| -4% | -$631K |
|
863
Prospect Capital
PSEC
$1.17B
| $18.4M | 0.01% |
3,330,226
+131,519
| +4% | +$757K |
|
864
Arrow Electronics
ARW
$10.4B
| $18.4M | 0.01% |
141,952
-140,047
| -50% | -$16.4M |
|
865
BellRing Brands
BRBR
$1.34B
| $18.3M | 0.01% |
310,711
+10,322
| +3% | +$588K |
|
866
Five Below
FIVE
$13.5B
| $18.3M | 0.01% |
101,053
-1,426
| -1% | -$275K |
|
|
SWAV
867
DELISTED
Shockwave Medical, Inc. Common Stock
SWAV
| $18.3M | 0.01% |
56,190
+582
| +1% | +$143K |
|
868
AGCO
AGCO
$7.2B
| $18.3M | 0.01% |
148,688
-6,326
| -4% | -$737K |
|
869
Lithia Motors
LAD
$8.26B
| $18.3M | 0.01% |
60,760
-3,911
| -6% | -$1.16M |
|
870
iRhythm Holdings
IRTC
$4.2B
| $18.2M | 0.01% |
157,171
-43,287
| -22% | -$4.87M |
|
871
Jefferies Financial Group
JEF
$13.1B
| $18.2M | 0.01% |
412,961
-33,572
| -8% | -$1.4M |
|
872
Radian Group
RDN
$4.91B
| $18.2M | 0.01% |
544,012
-30,137
| -5% | -$887K |
|
873
Service Corp International
SCI
$11.6B
| $18.1M | 0.01% |
243,819
+5,261
| +2% | +$371K |
|
|
ALE
874
DELISTED
Allete
ALE
| $18M | 0.01% |
301,462
-479
| -0.2% | -$28.1K |
|
875
Range Resources
RRC
$8.95B
| $18M | 0.01% |
521,872
+3,109
| +0.6% | +$96.1K |
|
Similar funds
Legal & General Group's Q1 2024 Portfolio in Review
As of Q1 2024, Legal & General Group held 3,413 positions worth $347B, up 7.9% from $322B the previous quarter. Its ten largest holdings account for 28% of the portfolio.
Trading was light in Q1 2024: portfolio turnover was 2.5%. Legal & General Group opened 34 new positions and exited 53, leaving the 3,413-position portfolio largely intact.
By sector, the portfolio is most concentrated in Technology at 30% of assets, up from 30% a quarter earlier, followed by Financials and Healthcare.
- Legal & General Group's largest Q1 2024 buy was Kaspi.kz JSC: 320,714 shares worth $41.3M.
- Legal & General Group added most to Amazon in Q1 2024, an estimated $65.3M increase.
- Legal & General Group's biggest Q1 2024 reduction was Apple, cutting an estimated $365M.
- Legal & General Group fully exited Splunk Inc in Q1 2024, selling an estimated $140M.
- Legal & General Group's ten largest holdings make up 28% of its $347B portfolio in Q1 2024.
- Legal & General Group opened 34 new positions and closed 53 in Q1 2024.
- Legal & General Group's portfolio value rose 7.9% quarter-over-quarter to $347B.
Based on Legal & General Group's 13F filing for Q1 2024, filed 14 May 2024.