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 | |
|---|---|---|---|---|---|---|
926
BorgWarner
BWA
$14B
| $16.1M | ﹤0.01% |
444,325
-808,192
| -65% | -$26.6M |
|
|
BCPC
927
Balchem Corp
BCPC
$5.7B
| $16.1M | ﹤0.01% |
91,483
-619
| -0.7% | -$105K |
|
928
Compañía de Minas Buenaventura
BVN
$8.57B
| $16.1M | ﹤0.01% |
1,161,840
-5,382
| -0.5% | -$78.1K |
|
929
Kinsale Capital Group
KNSL
$8.58B
| $16M | ﹤0.01% |
34,414
+540
| +2% | +$239K |
|
930
ASML
ASML
$665B
| $16M | ﹤0.01% |
19,177
+4,141
| +28% | +$3.7M |
|
931
Liberty Global Class A
LBTYA
$3.64B
| $16M | ﹤0.01% |
755,973
-492,842
| -39% | -$9.51M |
|
932
Dycom Industries
DY
$12.2B
| $15.9M | ﹤0.01% |
80,875
-732
| -0.9% | -$132K |
|
933
Ryder
R
$10.1B
| $15.9M | ﹤0.01% |
108,778
-8,997
| -8% | -$1.22M |
|
934
iShares Russell 1000 ETF
IWB
$49.9B
| $15.8M | ﹤0.01% |
50,525
-30,632
| -38% | -$9.28M |
|
935
KBR
KBR
$4.78B
| $15.8M | ﹤0.01% |
242,963
+3,624
| +2% | +$236K |
|
936
Alkermes
ALKS
$8.23B
| $15.8M | ﹤0.01% |
563,666
+3,753
| +0.7% | +$100K |
|
937
Antero Resources
AR
$10.8B
| $15.7M | ﹤0.01% |
549,274
+11,906
| +2% | +$338K |
|
938
U-Haul Holding Co Series N
UHAL.B
$12.8B
| $15.7M | ﹤0.01% |
218,269
-9,350
| -4% | -$608K |
|
939
Simpson Manufacturing
SSD
$8.08B
| $15.7M | ﹤0.01% |
82,110
+1,198
| +1% | +$215K |
|
940
Brookfield Infrastructure
BIPC
$4.82B
| $15.7M | ﹤0.01% |
360,896
+8,212
| +2% | +$319K |
|
941
Zions Bancorporation
ZION
$10.3B
| $15.6M | ﹤0.01% |
329,448
+9,621
| +3% | +$456K |
|
942
Lantheus
LNTH
$6.59B
| $15.5M | ﹤0.01% |
141,584
+3,788
| +3% | +$393K |
|
943
Autohome
ATHM
$2.61B
| $15.5M | ﹤0.01% |
475,639
-1,330
| -0.3% | -$34.7K |
|
944
Boise Cascade
BCC
$3.01B
| $15.5M | ﹤0.01% |
109,781
-354
| -0.3% | -$46.1K |
|
945
GameStop
GME
$8.57B
| $15.5M | ﹤0.01% |
674,885
+194,178
| +40% | +$4.44M |
|
946
ACI Worldwide
ACIW
$5.41B
| $15.5M | ﹤0.01% |
303,911
-5,657
| -2% | -$259K |
|
947
Veracyte
VCYT
$3.78B
| $15.4M | ﹤0.01% |
453,210
-153,605
| -25% | -$4.32M |
|
948
BellRing Brands
BRBR
$1.38B
| $15.4M | ﹤0.01% |
253,787
-362
| -0.1% | -$20.1K |
|
949
Li Auto
LI
$12.8B
| $15.4M | ﹤0.01% |
600,726
-7,837
| -1% | -$159K |
|
950
Ralph Lauren
RL
$23.8B
| $15.4M | ﹤0.01% |
79,210
+1,238
| +2% | +$214K |
|
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.