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 | |
|---|---|---|---|---|---|---|
1201
Boyd Gaming
BYD
$6.06B
| $9.47M | ﹤0.01% |
146,520
-337
| -0.2% | -$19.9K |
|
|
UCB
1202
United Community Banks
UCB
$4.28B
| $9.45M | ﹤0.01% |
325,010
-2,140
| -0.7% | -$61.4K |
|
1203
ESAB
ESAB
$5.71B
| $9.44M | ﹤0.01% |
88,791
+2,248
| +3% | +$223K |
|
1204
NMI Holdings
NMIH
$3.36B
| $9.4M | ﹤0.01% |
228,203
+2,901
| +1% | +$112K |
|
1205
Cavco Industries
CVCO
$4.55B
| $9.36M | ﹤0.01% |
21,863
+496
| +2% | +$196K |
|
1206
Enpro
NPO
$7.05B
| $9.36M | ﹤0.01% |
57,723
-122
| -0.2% | -$19K |
|
|
VRE
1207
DELISTED
Veris Residential
VRE
| $9.36M | ﹤0.01% |
523,910
-42,671
| -8% | -$703K |
|
1208
Blue Owl Capital
OWL
$18.5B
| $9.35M | ﹤0.01% |
482,780
+61,611
| +15% | +$1.1M |
|
1209
Madison Square Garden
MSGS
$9.39B
| $9.34M | ﹤0.01% |
44,841
-204
| -0.5% | -$41K |
|
1210
Axos Financial
AX
$5.68B
| $9.34M | ﹤0.01% |
148,487
+5,482
| +4% | +$360K |
|
1211
California Resources
CRC
$4.62B
| $9.31M | ﹤0.01% |
177,454
+12,199
| +7% | +$617K |
|
1212
Cal-Maine
CALM
$3.99B
| $9.31M | ﹤0.01% |
124,413
+2,670
| +2% | +$185K |
|
1213
Atlantic Union Bankshares
AUB
$5.93B
| $9.3M | ﹤0.01% |
246,833
-2,594
| -1% | -$97.6K |
|
1214
BGC Group
BGC
$4.89B
| $9.27M | ﹤0.01% |
1,009,876
-27,414
| -3% | -$256K |
|
1215
ESCO Technologies
ESE
$7.92B
| $9.25M | ﹤0.01% |
71,730
-64
| -0.1% | -$7.54K |
|
|
SAFE
1216
Safehold
SAFE
$1.15B
| $9.25M | ﹤0.01% |
352,574
-42,107
| -11% | -$994K |
|
1217
StepStone Group
STEP
$3.82B
| $9.24M | ﹤0.01% |
162,622
+19,177
| +13% | +$977K |
|
1218
PagSeguro Digital
PAGS
$2.55B
| $9.24M | ﹤0.01% |
1,073,315
+861,397
| +406% | +$9.96M |
|
1219
Ollie's Bargain Outlet
OLLI
$4.94B
| $9.24M | ﹤0.01% |
95,066
+1,769
| +2% | +$171K |
|
1220
Five Below
FIVE
$13.5B
| $9.21M | ﹤0.01% |
104,239
+3,587
| +4% | +$302K |
|
1221
Allison Transmission
ALSN
$9.82B
| $9.2M | ﹤0.01% |
95,806
+327
| +0.3% | +$28K |
|
1222
FNB Corp
FNB
$6.75B
| $9.2M | ﹤0.01% |
652,290
+8,509
| +1% | +$121K |
|
1223
Darling Ingredients
DAR
$9.44B
| $9.2M | ﹤0.01% |
247,581
-496,839
| -67% | -$18.7M |
|
1224
Vontier
VNT
$4.94B
| $9.2M | ﹤0.01% |
272,674
+7,067
| +3% | +$251K |
|
|
GAP
1225
The Gap Inc
GAP
$7.37B
| $9.19M | ﹤0.01% |
416,772
-7,148
| -2% | -$159K |
|
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.