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 | |
|---|---|---|---|---|---|---|
1226
ABM Industries
ABM
$2.84B
| $9.18M | ﹤0.01% |
174,036
-4,043
| -2% | -$214K |
|
1227
New Mountain Finance
NMFC
$732M
| $9.16M | ﹤0.01% |
763,709
-72,752
| -9% | -$888K |
|
1228
SiteOne Landscape Supply
SITE
$4.53B
| $9.16M | ﹤0.01% |
60,675
+1,687
| +3% | +$231K |
|
1229
Joby Aviation
JOBY
$8.55B
| $9.12M | ﹤0.01% |
1,813,813
-124,868
| -6% | -$679K |
|
|
CADE
1230
DELISTED
Cadence Bank
CADE
| $9.12M | ﹤0.01% |
286,325
+9,942
| +4% | +$308K |
|
1231
Semtech
SMTC
$13B
| $9.06M | ﹤0.01% |
198,527
+17,323
| +10% | +$637K |
|
1232
Polaris
PII
$4.07B
| $9.06M | ﹤0.01% |
108,892
+2,053
| +2% | +$167K |
|
1233
Olin
OLN
$2.12B
| $9.06M | ﹤0.01% |
188,873
+1,100
| +0.6% | +$49K |
|
1234
Brady Corp
BRC
$4.57B
| $9.06M | ﹤0.01% |
118,249
-5,141
| -4% | -$366K |
|
1235
Blackstone Mortgage Trust
BXMT
$2.38B
| $9.05M | ﹤0.01% |
476,025
-2,740
| -0.6% | -$50.3K |
|
1236
Post Holdings
POST
$3.57B
| $9.02M | ﹤0.01% |
77,968
+42
| +0.1% | +$4.71K |
|
1237
Rush Enterprises Class A
RUSHA
$6.22B
| $9.02M | ﹤0.01% |
170,790
-2,274
| -1% | -$113K |
|
1238
Acadia Healthcare
ACHC
$2.94B
| $9.02M | ﹤0.01% |
142,184
+2,591
| +2% | +$187K |
|
1239
Fulton Financial
FULT
$4.64B
| $9M | ﹤0.01% |
496,605
-5,838
| -1% | -$106K |
|
1240
TG Therapeutics
TGTX
$7.62B
| $9M | ﹤0.01% |
384,836
+229,735
| +148% | +$5.02M |
|
1241
Cytokinetics
CYTK
$10.4B
| $8.97M | ﹤0.01% |
169,977
+10,459
| +7% | +$583K |
|
1242
Flowers Foods
FLO
$1.57B
| $8.96M | ﹤0.01% |
388,579
-863
| -0.2% | -$19.6K |
|
1243
iQIYI
IQ
$1.28B
| $8.95M | ﹤0.01% |
3,129,670
+130,022
| +4% | +$377K |
|
1244
Northern Oil and Gas
NOG
$2.35B
| $8.94M | ﹤0.01% |
252,393
+10,266
| +4% | +$392K |
|
1245
Hexcel
HXL
$7.82B
| $8.91M | ﹤0.01% |
144,083
+332
| +0.2% | +$20.9K |
|
1246
Helmerich & Payne
HP
$3.71B
| $8.89M | ﹤0.01% |
292,204
+3,147
| +1% | +$109K |
|
1247
Grand Canyon Education
LOPE
$3.98B
| $8.84M | ﹤0.01% |
62,311
+2,215
| +4% | +$320K |
|
1248
Sensata Technologies
ST
$6.79B
| $8.83M | ﹤0.01% |
246,150
+16,332
| +7% | +$608K |
|
1249
Tenaris
TS
$26.8B
| $8.8M | ﹤0.01% |
276,756
| – | – |
|
1250
Simply Good Foods
SMPL
$982M
| $8.78M | ﹤0.01% |
252,645
-4,247
| -2% | -$144K |
|
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.