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 | |
|---|---|---|---|---|---|---|
1201
Insperity
NSP
$2.01B
| $9.04M | ﹤0.01% |
82,435
-4,786
| -5% | -$509K |
|
1202
Artisan Partners
APAM
$3.02B
| $9.02M | ﹤0.01% |
197,180
+1,658
| +0.8% | +$71.2K |
|
1203
Valvoline
VVV
$4.51B
| $9.02M | ﹤0.01% |
202,298
-5,826
| -3% | -$232K |
|
1204
Nexstar Media Group
NXST
$5.97B
| $9.01M | ﹤0.01% |
52,320
+141
| +0.3% | +$23.7K |
|
|
SNV
1205
DELISTED
Synovus
SNV
| $9.01M | ﹤0.01% |
224,950
+4,384
| +2% | +$165K |
|
1206
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$5.2B
| $8.92M | ﹤0.01% |
314,149
+8,982
| +3% | +$225K |
|
1207
Halozyme
HALO
$12.2B
| $8.87M | ﹤0.01% |
218,158
-8,302
| -4% | -$311K |
|
1208
Piper Sandler
PIPR
$5.29B
| $8.87M | ﹤0.01% |
178,828
+1,196
| +0.7% | +$54.7K |
|
1209
AXIS Capital
AXS
$7.55B
| $8.87M | ﹤0.01% |
136,452
-12,963
| -9% | -$776K |
|
|
SAFE
1210
Safehold
SAFE
$1.15B
| $8.87M | ﹤0.01% |
430,684
+26,376
| +7% | +$548K |
|
1211
Global E Online
GLBE
$7.11B
| $8.85M | ﹤0.01% |
243,561
-2,708
| -1% | -$100K |
|
1212
RadNet
RDNT
$5.69B
| $8.85M | ﹤0.01% |
181,870
+8,145
| +5% | +$328K |
|
1213
Outfront Media
OUT
$5.5B
| $8.85M | ﹤0.01% |
535,240
-281
| -0.1% | -$3.96K |
|
1214
Ryanair
RYAAY
$31.3B
| $8.82M | ﹤0.01% |
151,285
+4,842
| +3% | +$263K |
|
1215
Liberty Energy
LBRT
$3.25B
| $8.8M | ﹤0.01% |
424,539
-15,584
| -4% | -$308K |
|
1216
Simply Good Foods
SMPL
$982M
| $8.78M | ﹤0.01% |
258,020
+1,161
| +0.5% | +$42.8K |
|
1217
Cavco Industries
CVCO
$4.55B
| $8.77M | ﹤0.01% |
21,979
+13
| +0.1% | +$4.6K |
|
1218
Rocket Companies
RKT
$38.9B
| $8.76M | ﹤0.01% |
602,152
+37,693
| +7% | +$468K |
|
1219
Affiliated Managers Group
AMG
$9.76B
| $8.76M | ﹤0.01% |
52,305
+384
| +0.7% | +$59.7K |
|
1220
MasTec
MTZ
$21.9B
| $8.76M | ﹤0.01% |
93,930
+3,232
| +4% | +$246K |
|
|
UCB
1221
United Community Banks
UCB
$4.28B
| $8.71M | ﹤0.01% |
330,831
+1,562
| +0.5% | +$42.2K |
|
1222
Steven Madden
SHOO
$3.55B
| $8.69M | ﹤0.01% |
205,604
+2,406
| +1% | +$101K |
|
1223
LCI Industries
LCII
$2.65B
| $8.67M | ﹤0.01% |
70,455
-218
| -0.3% | -$25.6K |
|
|
NTST
1224
NETSTREIT Corp
NTST
$2.1B
| $8.66M | ﹤0.01% |
471,647
-4,896
| -1% | -$86.7K |
|
1225
Ameris Bancorp
ABCB
$5.89B
| $8.65M | ﹤0.01% |
178,853
-812
| -0.5% | -$39.3K |
|
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.