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 | |
|---|---|---|---|---|---|---|
1251
SiTime
SITM
$21.8B
| $8.77M | ﹤0.01% |
51,112
+1,132
| +2% | +$162K |
|
|
ALTR
1252
DELISTED
Altair Engineering Inc
ALTR
| $8.76M | ﹤0.01% |
91,764
+3,719
| +4% | +$338K |
|
1253
Ashland
ASH
$3.5B
| $8.75M | ﹤0.01% |
100,636
+827
| +0.8% | +$74.1K |
|
|
EFOR
1254
Everforth Inc
EFOR
$1.32B
| $8.74M | ﹤0.01% |
93,726
+809
| +0.9% | +$75.1K |
|
|
SRCL
1255
DELISTED
Stericycle Inc
SRCL
| $8.72M | ﹤0.01% |
142,992
+5,522
| +4% | +$328K |
|
1256
Warner Music
WMG
$13.8B
| $8.71M | ﹤0.01% |
278,171
+15,417
| +6% | +$457K |
|
1257
PJT Partners
PJT
$4.38B
| $8.7M | ﹤0.01% |
65,266
+1,956
| +3% | +$239K |
|
1258
Affiliated Managers Group
AMG
$9.76B
| $8.69M | ﹤0.01% |
48,903
-1,636
| -3% | -$278K |
|
1259
Artisan Partners
APAM
$3.02B
| $8.68M | ﹤0.01% |
200,326
+2,233
| +1% | +$92.2K |
|
1260
Valvoline
VVV
$4.51B
| $8.67M | ﹤0.01% |
207,065
+2,833
| +1% | +$120K |
|
1261
APi Group
APG
$18B
| $8.66M | ﹤0.01% |
393,621
+28,425
| +8% | +$667K |
|
1262
Sylvamo
SLVM
$1.63B
| $8.65M | ﹤0.01% |
100,746
-1,785
| -2% | -$133K |
|
1263
Option Care Health
OPCH
$3.56B
| $8.65M | ﹤0.01% |
276,218
+2,545
| +0.9% | +$78.1K |
|
1264
Otter Tail
OTTR
$3.94B
| $8.64M | ﹤0.01% |
110,564
-5,244
| -5% | -$454K |
|
1265
LCI Industries
LCII
$2.65B
| $8.53M | ﹤0.01% |
70,753
+1,076
| +2% | +$122K |
|
1266
Murphy Oil
MUR
$4.78B
| $8.53M | ﹤0.01% |
252,693
-21,475
| -8% | -$811K |
|
1267
CorVel
CRVL
$3.19B
| $8.47M | ﹤0.01% |
77,694
+393
| +0.5% | +$39.3K |
|
1268
OneMain Financial
OMF
$7.47B
| $8.45M | ﹤0.01% |
179,575
+8,800
| +5% | +$423K |
|
1269
MSC Industrial Direct
MSM
$6.86B
| $8.44M | ﹤0.01% |
98,121
-6
| -0% | -$491 |
|
1270
Dorman Products
DORM
$4.18B
| $8.44M | ﹤0.01% |
74,635
-1,545
| -2% | -$162K |
|
1271
Community Bank
CBU
$3.41B
| $8.44M | ﹤0.01% |
145,384
-2,532
| -2% | -$145K |
|
1272
ManpowerGroup
MAN
$2.63B
| $8.43M | ﹤0.01% |
114,638
+1,757
| +2% | +$126K |
|
1273
Kohl's
KSS
$2.19B
| $8.42M | ﹤0.01% |
399,138
+3,233
| +0.8% | +$65.9K |
|
|
BPMC
1274
DELISTED
Blueprint Medicines
BPMC
| $8.42M | ﹤0.01% |
91,031
+3,816
| +4% | +$379K |
|
1275
Unifirst Corp
UNF
$5.25B
| $8.41M | ﹤0.01% |
42,357
-161
| -0.4% | -$29.7K |
|
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.