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 | |
|---|---|---|---|---|---|---|
1326
Century Communities
CCS
$2.03B
| $7.86M | ﹤0.01% |
76,348
-2,142
| -3% | -$205K |
|
1327
Patterson-UTI
PTEN
$3.76B
| $7.86M | ﹤0.01% |
1,027,640
+84,933
| +9% | +$783K |
|
1328
RH
RH
$3.71B
| $7.85M | ﹤0.01% |
23,459
+431
| +2% | +$119K |
|
1329
Doximity
DOCS
$4.88B
| $7.84M | ﹤0.01% |
179,984
+7,651
| +4% | +$255K |
|
1330
GitLab
GTLB
$6.58B
| $7.81M | ﹤0.01% |
151,542
+819
| +0.5% | +$40.9K |
|
1331
FirstCash
FCFS
$8.78B
| $7.79M | ﹤0.01% |
67,842
+5,762
| +9% | +$652K |
|
1332
Stratasys
SSYS
$774M
| $7.78M | ﹤0.01% |
935,866
-9,871
| -1% | -$77.8K |
|
1333
Hancock Whitney
HWC
$6.24B
| $7.77M | ﹤0.01% |
151,929
+1,561
| +1% | +$79.4K |
|
|
SMAR
1334
DELISTED
Smartsheet Inc.
SMAR
| $7.75M | ﹤0.01% |
139,968
+6,599
| +5% | +$320K |
|
1335
Albany International
AIN
$1.78B
| $7.74M | ﹤0.01% |
87,110
-28
| -0% | -$2.46K |
|
1336
HUB Group
HUBG
$2.92B
| $7.73M | ﹤0.01% |
170,064
-3,644
| -2% | -$161K |
|
1337
CNX Resources
CNX
$5.2B
| $7.72M | ﹤0.01% |
237,145
-905
| -0.4% | -$24.4K |
|
1338
Bain Capital Specialty
BCSF
$850M
| $7.71M | ﹤0.01% |
463,227
-65,980
| -12% | -$1.09M |
|
1339
Wayfair
W
$14.6B
| $7.7M | ﹤0.01% |
137,096
+7,783
| +6% | +$375K |
|
1340
Tandem Diabetes Care
TNDM
$1.56B
| $7.68M | ﹤0.01% |
181,174
-1,769
| -1% | -$75K |
|
1341
Cohen & Steers
CNS
$4.3B
| $7.68M | ﹤0.01% |
80,045
+2,929
| +4% | +$249K |
|
1342
Enlight Renewable Energy
ENLT
$11.9B
| $7.68M | ﹤0.01% |
456,583
+29,229
| +7% | +$467K |
|
1343
WaFd
WAFD
$2.75B
| $7.67M | ﹤0.01% |
220,057
+32,719
| +17% | +$1.11M |
|
1344
Eldorado Gold
EGO
$9.89B
| $7.66M | ﹤0.01% |
439,991
+13,903
| +3% | +$234K |
|
1345
Belden
BDC
$5.19B
| $7.62M | ﹤0.01% |
65,054
+540
| +0.8% | +$54.1K |
|
1346
Silicon Laboratories
SLAB
$7.23B
| $7.62M | ﹤0.01% |
65,907
+645
| +1% | +$72K |
|
1347
Bankunited
BKU
$3.36B
| $7.58M | ﹤0.01% |
207,989
-9,026
| -4% | -$320K |
|
1348
J&J Snack Foods
JJSF
$1.71B
| $7.57M | ﹤0.01% |
43,966
-328
| -0.7% | -$55K |
|
1349
PENN Entertainment
PENN
$2.71B
| $7.51M | ﹤0.01% |
398,270
-10,025
| -2% | -$191K |
|
1350
Simmons First National
SFNC
$3.39B
| $7.49M | ﹤0.01% |
347,760
+4,351
| +1% | +$88.3K |
|
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.