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 |
Amazon
AMZN
|
+$65.3M |
| 2 |
Johnson & Johnson
JNJ
|
+$64M |
| 3 |
Moody's
MCO
|
+$59.1M |
| 4 |
Realty Income
O
|
+$58.6M |
| 5 |
Coinbase
COIN
|
+$55.2M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$365M |
| 2 |
SPLK
Splunk Inc
SPLK
|
+$140M |
| 3 |
Microsoft
MSFT
|
+$138M |
| 4 |
Chevron
CVX
|
+$128M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$103M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 30.19% |
| 2 | Financials | 12.53% |
| 3 | Healthcare | 12.22% |
| 4 | Consumer Discretionary | 9.63% |
| 5 | Communication Services | 8.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1526
Adient
ADNT
$1.5B
| $4.93M | ﹤0.01% |
149,613
+177
| +0.1% | +$6.03K |
|
1527
Phinia Inc
PHIN
$2.74B
| $4.91M | ﹤0.01% |
127,828
-990
| -0.8% | -$32.2K |
|
1528
Teladoc Health
TDOC
$1.3B
| $4.9M | ﹤0.01% |
324,812
-10,364
| -3% | -$188K |
|
1529
NCR Voyix
VYX
$1.14B
| $4.88M | ﹤0.01% |
386,388
+6,250
| +2% | +$90K |
|
1530
Herc Holdings
HRI
$5.61B
| $4.87M | ﹤0.01% |
28,941
+742
| +3% | +$113K |
|
1531
NBT Bancorp
NBTB
$2.74B
| $4.86M | ﹤0.01% |
132,573
-436
| -0.3% | -$15.8K |
|
1532
BridgeBio Pharma
BBIO
$16.5B
| $4.85M | ﹤0.01% |
156,987
+60,022
| +62% | +$2.04M |
|
1533
Triumph Financial Inc
TFIN
$1.82B
| $4.85M | ﹤0.01% |
61,126
-110
| -0.2% | -$8.31K |
|
|
ALTR
1534
DELISTED
Altair Engineering Inc
ALTR
| $4.84M | ﹤0.01% |
56,225
+1,752
| +3% | +$149K |
|
1535
Cheesecake Factory
CAKE
$5.33B
| $4.84M | ﹤0.01% |
133,984
-1,196
| -0.9% | -$41.6K |
|
1536
Dana Inc
DAN
$3.06B
| $4.84M | ﹤0.01% |
381,345
+659
| +0.2% | +$8.54K |
|
1537
InMode
INMD
$880M
| $4.84M | ﹤0.01% |
223,788
+115,695
| +107% | +$2.59M |
|
1538
Renasant Corp
RNST
$3.91B
| $4.82M | ﹤0.01% |
153,912
+29
| +0% | +$909 |
|
1539
Semtech
SMTC
$13B
| $4.82M | ﹤0.01% |
175,329
+174
| +0.1% | +$3.72K |
|
1540
GitLab
GTLB
$6.58B
| $4.82M | ﹤0.01% |
82,564
+6,038
| +8% | +$396K |
|
1541
Lakeland Financial Corp
LKFN
$1.53B
| $4.78M | ﹤0.01% |
72,109
+424
| +0.6% | +$27.4K |
|
1542
Addus HomeCare
ADUS
$2.23B
| $4.76M | ﹤0.01% |
46,061
-251
| -0.5% | -$23.5K |
|
|
TGNA
1543
DELISTED
TEGNA Inc
TGNA
| $4.76M | ﹤0.01% |
318,521
-2,545
| -0.8% | -$37.8K |
|
1544
National Vision
EYE
$1.81B
| $4.75M | ﹤0.01% |
214,139
+641
| +0.3% | +$13.5K |
|
1545
Fidus Investment
FDUS
$772M
| $4.74M | ﹤0.01% |
240,208
+47,365
| +25% | +$926K |
|
1546
Oxford Industries
OXM
$552M
| $4.72M | ﹤0.01% |
41,987
+317
| +0.8% | +$31.9K |
|
|
ECHO
1547
EchoStar
ECHO
$26.2B
| $4.72M | ﹤0.01% |
330,990
+259,900
| +366% | +$3.62M |
|
1548
Amphastar Pharmaceuticals
AMPH
$916M
| $4.71M | ﹤0.01% |
107,327
+241
| +0.2% | +$12.4K |
|
1549
Mercury Systems
MRCY
$6.52B
| $4.71M | ﹤0.01% |
159,627
+324
| +0.2% | +$9.76K |
|
1550
Trustmark
TRMK
$2.75B
| $4.7M | ﹤0.01% |
167,223
+189
| +0.1% | +$5.1K |
|
Similar funds
Legal & General Group's Q1 2024 Portfolio in Review
As of Q1 2024, Legal & General Group held 3,413 positions worth $347B, up 7.9% from $322B the previous quarter. Its ten largest holdings account for 28% of the portfolio.
Trading was light in Q1 2024: portfolio turnover was 2.5%. Legal & General Group opened 34 new positions and exited 53, leaving the 3,413-position portfolio largely intact.
By sector, the portfolio is most concentrated in Technology at 30% of assets, up from 30% a quarter earlier, followed by Financials and Healthcare.
- Legal & General Group's largest Q1 2024 buy was Kaspi.kz JSC: 320,714 shares worth $41.3M.
- Legal & General Group added most to Amazon in Q1 2024, an estimated $65.3M increase.
- Legal & General Group's biggest Q1 2024 reduction was Apple, cutting an estimated $365M.
- Legal & General Group fully exited Splunk Inc in Q1 2024, selling an estimated $140M.
- Legal & General Group's ten largest holdings make up 28% of its $347B portfolio in Q1 2024.
- Legal & General Group opened 34 new positions and closed 53 in Q1 2024.
- Legal & General Group's portfolio value rose 7.9% quarter-over-quarter to $347B.
Based on Legal & General Group's 13F filing for Q1 2024, filed 14 May 2024.