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 |
UBS Group
UBS
|
+$821M |
| 2 |
Alcon
ALC
|
+$352M |
| 3 |
Stellantis
STLA
|
+$352M |
| 4 |
Ferrovial N.V. Ordinary Shares
FER
|
+$295M |
| 5 |
CRH
CRH
|
+$285M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$724M |
| 2 |
PXD
Pioneer Natural Resource Co.
PXD
|
+$394M |
| 3 |
Microsoft
MSFT
|
+$389M |
| 4 |
GE Aerospace
GE
|
+$229M |
| 5 |
Amazon
AMZN
|
+$222M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 32.5% |
| 2 | Financials | 12.19% |
| 3 | Healthcare | 11.56% |
| 4 | Consumer Discretionary | 9.43% |
| 5 | Communication Services | 8.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1376
SoFi Technologies
SOFI
$23.3B
| $6.53M | ﹤0.01% |
988,509
+84,889
| +9% | +$599K |
|
1377
B2Gold
BTG
$5.45B
| $6.52M | ﹤0.01% |
2,431,255
-218,457
| -8% | -$590K |
|
1378
FirstCash
FCFS
$8.93B
| $6.51M | ﹤0.01% |
62,080
+8
| +0% | +$946 |
|
1379
MYR Group
MYRG
$5.15B
| $6.48M | ﹤0.01% |
47,743
+553
| +1% | +$86.4K |
|
1380
CVB Financial
CVBF
$4.01B
| $6.47M | ﹤0.01% |
375,161
-2,939
| -0.8% | -$49K |
|
1381
Glacier Bancorp
GBCI
$6.33B
| $6.45M | ﹤0.01% |
172,958
+4,574
| +3% | +$170K |
|
1382
Amkor Technology
AMKR
$13.5B
| $6.45M | ﹤0.01% |
161,270
-6,885
| -4% | -$228K |
|
1383
Alvotech
ALVO
$1.28B
| $6.42M | ﹤0.01% |
+543,865
| New | +$7.27M |
|
1384
Agilysys
AGYS
$3.04B
| $6.42M | ﹤0.01% |
61,629
-34
| -0.1% | -$3.05K |
|
1385
Century Communities
CCS
$1.96B
| $6.41M | ﹤0.01% |
78,490
-1,274
| -2% | -$106K |
|
1386
iShares MSCI Emerging Markets ex China ETF
EMXC
$23.9B
| $6.4M | ﹤0.01% |
+108,400
| New | +$6.24M |
|
1387
Bankunited
BKU
$3.38B
| $6.35M | ﹤0.01% |
217,015
+3,114
| +1% | +$86.7K |
|
1388
Columbia Banking Systems
COLB
$8.78B
| $6.35M | ﹤0.01% |
319,296
+4,230
| +1% | +$80.4K |
|
1389
AZZ Inc
AZZ
$4.54B
| $6.3M | ﹤0.01% |
81,515
+14,569
| +22% | +$1.14M |
|
1390
Bank of Hawaii
BOH
$3.12B
| $6.29M | ﹤0.01% |
110,009
-1,601
| -1% | -$92.9K |
|
1391
Eldorado Gold
EGO
$9.36B
| $6.29M | ﹤0.01% |
426,088
+239,859
| +129% | +$3.64M |
|
1392
Werner Enterprises
WERN
$2.22B
| $6.29M | ﹤0.01% |
175,601
+78,186
| +80% | +$2.86M |
|
1393
Patrick Industries
PATK
$2.87B
| $6.27M | ﹤0.01% |
86,669
+611
| +0.7% | +$44.7K |
|
1394
Arrowhead Research
ARWR
$12.1B
| $6.26M | ﹤0.01% |
240,916
-33,134
| -12% | -$814K |
|
1395
Element Solutions
ESI
$9.36B
| $6.24M | ﹤0.01% |
230,271
+533
| +0.2% | +$13.1K |
|
1396
Materion
MTRN
$5.73B
| $6.24M | ﹤0.01% |
57,683
-850
| -1% | -$97.7K |
|
1397
Vericel Corp
VCEL
$2.3B
| $6.23M | ﹤0.01% |
135,746
+1,605
| +1% | +$75.7K |
|
1398
SiTime
SITM
$20.6B
| $6.22M | ﹤0.01% |
49,980
+2,550
| +5% | +$272K |
|
1399
Grocery Outlet
GO
$964M
| $6.15M | ﹤0.01% |
278,168
+133,181
| +92% | +$3.16M |
|
1400
OSI Systems
OSIS
$3.91B
| $6.15M | ﹤0.01% |
44,733
+163
| +0.4% | +$22.5K |
|
Similar funds
Legal & General Group's Q2 2024 Portfolio in Review
As of Q2 2024, Legal & General Group held 3,587 positions worth $354B, up 1.9% from $347B the previous quarter. Its ten largest holdings account for 31% of the portfolio.
Legal & General Group's Q2 2024 filing shows 227 new, 1,326 increased, 1,538 reduced and 175 closed positions. Its largest new stake was Ferrovial N.V. Ordinary Shares: 7,495,973 shares worth $289M. The largest sale was Apple, an estimated $724M.
By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 30% a quarter earlier, followed by Financials and Healthcare.
- Legal & General Group's largest Q2 2024 buy was Ferrovial N.V. Ordinary Shares: 7,495,973 shares worth $289M.
- Legal & General Group added most to UBS Group in Q2 2024, an estimated $821M increase.
- Legal & General Group's biggest Q2 2024 reduction was Apple, cutting an estimated $724M.
- Legal & General Group fully exited Pioneer Natural Resource Co. in Q2 2024, selling an estimated $394M.
- Legal & General Group's ten largest holdings make up 31% of its $354B portfolio in Q2 2024.
- Legal & General Group opened 227 new positions and closed 175 in Q2 2024.
- Legal & General Group's portfolio value rose 1.9% quarter-over-quarter to $354B.
Based on Legal & General Group's 13F filing for Q2 2024, filed 14 Aug 2024.