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 | |
|---|---|---|---|---|---|---|
|
HBI
1526
DELISTED
Hanesbrands
HBI
| $4.98M | ﹤0.01% |
1,010,084
+14,654
| +1% | +$71.8K |
|
1527
Triumph Financial Inc
TFIN
$1.81B
| $4.98M | ﹤0.01% |
60,869
-257
| -0.4% | -$19.2K |
|
1528
Privia Health
PRVA
$2.77B
| $4.96M | ﹤0.01% |
285,523
-44,052
| -13% | -$780K |
|
|
OPLN
1529
Openlane
OPLN
$4.62B
| $4.95M | ﹤0.01% |
298,245
+412
| +0.1% | +$7.07K |
|
1530
MakeMyTrip
MMYT
$5.65B
| $4.94M | ﹤0.01% |
58,794
+56,781
| +2,821% | +$4.24M |
|
1531
NeoGenomics
NEO
$2B
| $4.94M | ﹤0.01% |
356,396
-290
| -0.1% | -$4.11K |
|
1532
NCR Voyix
VYX
$1.15B
| $4.94M | ﹤0.01% |
400,172
+13,784
| +4% | +$174K |
|
1533
Guardant Health
GH
$21.1B
| $4.94M | ﹤0.01% |
171,051
-11,180
| -6% | -$260K |
|
1534
World Kinect Corp
WKC
$1.9B
| $4.94M | ﹤0.01% |
191,452
-7,050
| -4% | -$178K |
|
1535
Trustmark
TRMK
$2.79B
| $4.93M | ﹤0.01% |
164,171
-3,052
| -2% | -$87.6K |
|
|
INN
1536
Summit Hotel Properties
INN
$724M
| $4.93M | ﹤0.01% |
822,897
-89,940
| -10% | -$550K |
|
1537
Associated Banc-Corp
ASB
$5.88B
| $4.93M | ﹤0.01% |
233,042
+3,796
| +2% | +$79.9K |
|
1538
InMode
INMD
$869M
| $4.91M | ﹤0.01% |
269,290
+45,502
| +20% | +$836K |
|
1539
Travel + Leisure Co
TNL
$4.74B
| $4.91M | ﹤0.01% |
109,095
-6,818
| -6% | -$306K |
|
1540
Yeti Holdings
YETI
$3.93B
| $4.9M | ﹤0.01% |
128,365
-1,053
| -0.8% | -$41K |
|
1541
Extreme Networks
EXTR
$3.18B
| $4.9M | ﹤0.01% |
364,079
+3,775
| +1% | +$43.4K |
|
1542
Hayward Holdings
HAYW
$3.32B
| $4.89M | ﹤0.01% |
397,739
+1,682
| +0.4% | +$23.4K |
|
1543
Banc of California
BANC
$3.01B
| $4.89M | ﹤0.01% |
382,743
-3,156
| -0.8% | -$43.6K |
|
1544
Central Garden & Pet Co Class A
CENTA
$2.54B
| $4.86M | ﹤0.01% |
147,084
+157
| +0.1% | +$5.65K |
|
1545
Visteon
VC
$2.75B
| $4.83M | ﹤0.01% |
45,248
-68
| -0.2% | -$7.51K |
|
1546
Brighthouse Financial
BHF
$3.57B
| $4.82M | ﹤0.01% |
111,318
-7,642
| -6% | -$352K |
|
1547
Fidus Investment
FDUS
$781M
| $4.82M | ﹤0.01% |
247,313
+7,105
| +3% | +$141K |
|
1548
Doximity
DOCS
$3.77B
| $4.82M | ﹤0.01% |
172,333
-776
| -0.4% | -$20.5K |
|
1549
International Bancshares
IBOC
$4.67B
| $4.81M | ﹤0.01% |
84,025
+4,044
| +5% | +$228K |
|
1550
Helix Energy Solutions
HLX
$1.45B
| $4.76M | ﹤0.01% |
398,435
+3,850
| +1% | +$42.9K |
|
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.