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 | |
|---|---|---|---|---|---|---|
1001
Impinj
PI
$5.6B
| $13.9M | ﹤0.01% |
64,020
+39,386
| +160% | +$6.68M |
|
1002
Globe Life
GL
$14.3B
| $13.8M | ﹤0.01% |
130,651
-190,747
| -59% | -$18.3M |
|
1003
Lattice Semiconductor
LSCC
$18.5B
| $13.8M | ﹤0.01% |
260,418
-257,481
| -50% | -$13.2M |
|
1004
Mueller Water Products
MWA
$4.17B
| $13.8M | ﹤0.01% |
636,421
-140,859
| -18% | -$2.83M |
|
1005
Aaon
AAON
$7.77B
| $13.8M | ﹤0.01% |
128,021
-3,079
| -2% | -$281K |
|
1006
Sixth Street Specialty
TSLX
$1.82B
| $13.8M | ﹤0.01% |
670,463
-58,933
| -8% | -$1.24M |
|
|
BLDP
1007
Ballard Power Systems
BLDP
$793M
| $13.7M | ﹤0.01% |
7,640,071
-172,431
| -2% | -$345K |
|
1008
Marathon Digital Holdings
MARA
$3.85B
| $13.7M | ﹤0.01% |
843,568
+52,931
| +7% | +$959K |
|
1009
Autoliv
ALV
$9B
| $13.6M | ﹤0.01% |
146,088
-171,715
| -54% | -$17.1M |
|
1010
SM Energy
SM
$6.92B
| $13.6M | ﹤0.01% |
340,189
-21,799
| -6% | -$946K |
|
|
LNW
1011
DELISTED
Light & Wonder
LNW
| $13.6M | ﹤0.01% |
149,737
+3,229
| +2% | +$338K |
|
1012
Landstar System
LSTR
$6.21B
| $13.5M | ﹤0.01% |
71,582
+946
| +1% | +$175K |
|
1013
Box
BOX
$4.61B
| $13.5M | ﹤0.01% |
412,777
+4,295
| +1% | +$125K |
|
1014
Lindsay Corp
LNN
$1.18B
| $13.5M | ﹤0.01% |
108,258
+1,889
| +2% | +$227K |
|
1015
Axalta
AXTA
$8.17B
| $13.5M | ﹤0.01% |
372,282
+12,069
| +3% | +$424K |
|
1016
UGI
UGI
$7.33B
| $13.5M | ﹤0.01% |
538,190
+32,372
| +6% | +$780K |
|
1017
ADMA Biologics
ADMA
$2.22B
| $13.5M | ﹤0.01% |
672,837
+438,527
| +187% | +$6.82M |
|
1018
Cirrus Logic
CRUS
$6.26B
| $13.4M | ﹤0.01% |
107,934
+2,539
| +2% | +$336K |
|
1019
Iridium Communications
IRDM
$5.29B
| $13.4M | ﹤0.01% |
440,131
-32,967
| -7% | -$898K |
|
1020
Mine Safety
MSA
$7.49B
| $13.4M | ﹤0.01% |
75,529
+2,702
| +4% | +$491K |
|
1021
TKO Group
TKO
$13.6B
| $13.4M | ﹤0.01% |
108,202
+4,203
| +4% | +$481K |
|
1022
AGCO
AGCO
$7.2B
| $13.4M | ﹤0.01% |
136,426
+4,230
| +3% | +$394K |
|
1023
PVH
PVH
$4.04B
| $13.3M | ﹤0.01% |
132,264
-2,303
| -2% | -$229K |
|
1024
Bruker
BRKR
$8.14B
| $13.3M | ﹤0.01% |
192,904
+15,070
| +8% | +$974K |
|
|
JAMF
1025
DELISTED
Jamf
JAMF
| $13.3M | ﹤0.01% |
766,070
+33,487
| +5% | +$595K |
|
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.