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 |
Johnson & Johnson
JNJ
|
+$155M |
| 2 |
Canadian Pacific Kansas City
CP
|
+$135M |
| 3 |
Realty Income
O
|
+$131M |
| 4 |
VMW
VMware, Inc
VMW
|
+$130M |
| 5 |
Baidu
BIDU
|
+$88.7M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$262M |
| 2 |
KSU
Kansas City Southern
KSU
|
+$251M |
| 3 |
JD.com
JD
|
+$207M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$173M |
| 5 |
Amazon
AMZN
|
+$142M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 26.59% |
| 2 | Financials | 12.79% |
| 3 | Healthcare | 12.54% |
| 4 | Consumer Discretionary | 11.03% |
| 5 | Communication Services | 8.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
951
Landstar System
LSTR
$6.01B
| $17.1M | 0.01% |
95,272
+29
| +0% | +$4.97K |
|
952
Cogent Communications
CCOI
$546M
| $16.9M | 0.01% |
231,318
+11,290
| +5% | +$848K |
|
953
AutoNation
AN
$6.99B
| $16.9M | 0.01% |
144,848
-13,831
| -9% | -$1.66M |
|
954
Bloom Energy
BE
$67.4B
| $16.8M | 0.01% |
766,723
-59,645
| -7% | -$1.51M |
|
955
Range Resources
RRC
$9.01B
| $16.8M | 0.01% |
941,777
-97,311
| -9% | -$2.1M |
|
956
UFP Industries
UFPI
$5.19B
| $16.8M | 0.01% |
182,099
+7,053
| +4% | +$593K |
|
|
TCN
957
DELISTED
Tricon Residential Inc.
TCN
| $16.7M | 0.01% |
+1,091,959
| New | +$15.5M |
|
958
Autohome
ATHM
$2.62B
| $16.7M | 0.01% |
567,232
+116,989
| +26% | +$4.45M |
|
959
Middleby
MIDD
$6.03B
| $16.7M | 0.01% |
84,948
+3,992
| +5% | +$728K |
|
|
AXON
960
Axon Enterprise
AXON
$42.1B
| $16.7M | 0.01% |
106,335
+6,063
| +6% | +$1.02M |
|
961
Lamar Advertising Co
LAMR
$16.2B
| $16.7M | 0.01% |
137,585
+6,344
| +5% | +$739K |
|
962
Ingredion
INGR
$6.49B
| $16.7M | 0.01% |
172,430
-682
| -0.4% | -$65.6K |
|
|
DEA
963
Easterly Government Properties
DEA
$1.18B
| $16.7M | 0.01% |
290,711
+17,086
| +6% | +$923K |
|
964
East-West Bancorp
EWBC
$18.1B
| $16.6M | 0.01% |
210,574
+7,682
| +4% | +$618K |
|
|
JHG
965
DELISTED
Janus Henderson
JHG
| $16.6M | 0.01% |
394,848
-1,452
| -0.4% | -$64.1K |
|
966
Banco Bradesco
BBD
$37.1B
| $16.6M | 0.01% |
5,316,630
| – | – |
|
967
Kyndryl
KD
$3.09B
| $16.6M | 0.01% |
+914,504
| New | +$19.7M |
|
|
GTLS
968
DELISTED
Chart Industries
GTLS
| $16.5M | 0.01% |
103,715
+4,776
| +5% | +$844K |
|
969
Donaldson
DCI
$11.4B
| $16.5M | 0.01% |
278,134
+2,654
| +1% | +$157K |
|
970
Bruker
BRKR
$7.8B
| $16.4M | 0.01% |
196,020
+57,192
| +41% | +$4.58M |
|
971
National Health Investors
NHI
$3.65B
| $16.3M | ﹤0.01% |
283,989
-948
| -0.3% | -$52.5K |
|
972
Dick's Sporting Goods
DKS
$17.8B
| $16.2M | ﹤0.01% |
141,172
-2,104
| -1% | -$252K |
|
973
SiteOne Landscape Supply
SITE
$4.3B
| $16.2M | ﹤0.01% |
66,885
+2,407
| +4% | +$557K |
|
974
SoFi Technologies
SOFI
$23.4B
| $16.2M | ﹤0.01% |
+1,024,993
| New | +$18.8M |
|
|
COHR
975
DELISTED
Coherent Inc
COHR
| $16.2M | ﹤0.01% |
60,681
+1,651
| +3% | +$426K |
|
Similar funds
Legal & General Group's Q4 2021 Portfolio in Review
As of Q4 2021, Legal & General Group held 3,635 positions worth $331B, up 7.5% from $308B the previous quarter. Its ten largest holdings account for 23% of the portfolio.
Legal & General Group's Q4 2021 filing shows 138 new, 1,738 increased, 1,056 reduced and 58 closed positions. Its largest new stake was Rivian: 675,161 shares worth $70M. The largest sale was Microsoft, an estimated $262M.
By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 25% a quarter earlier, followed by Financials and Healthcare.
- Legal & General Group's largest Q4 2021 buy was Rivian: 675,161 shares worth $70M.
- Legal & General Group added most to Johnson & Johnson in Q4 2021, an estimated $155M increase.
- Legal & General Group's biggest Q4 2021 reduction was Microsoft, cutting an estimated $262M.
- Legal & General Group fully exited Kansas City Southern in Q4 2021, selling an estimated $251M.
- Legal & General Group's ten largest holdings make up 23% of its $331B portfolio in Q4 2021.
- Legal & General Group opened 138 new positions and closed 58 in Q4 2021.
- Legal & General Group's portfolio value rose 7.5% quarter-over-quarter to $331B.
Based on Legal & General Group's 13F filing for Q4 2021, filed 14 Feb 2022.