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 | |
|---|---|---|---|---|---|---|
1626
Federated Hermes
FHI
$4.72B
| $4.44M | ﹤0.01% |
120,842
+718
| +0.6% | +$24.6K |
|
1627
Knowles
KN
$3.34B
| $4.44M | ﹤0.01% |
246,328
+2,188
| +0.9% | +$38.8K |
|
|
SUM
1628
DELISTED
Summit Materials, Inc. Class A Common Stock
SUM
| $4.44M | ﹤0.01% |
113,705
+5,336
| +5% | +$205K |
|
1629
National Healthcare
NHC
$3.38B
| $4.43M | ﹤0.01% |
35,256
-1,541
| -4% | -$194K |
|
|
HCP
1630
DELISTED
HashiCorp, Inc. Class A Common Stock
HCP
| $4.43M | ﹤0.01% |
130,809
+31,709
| +32% | +$1.07M |
|
1631
AMN Healthcare
AMN
$1.4B
| $4.43M | ﹤0.01% |
104,459
-1,730
| -2% | -$90.7K |
|
1632
Cemex
CX
$16.3B
| $4.43M | ﹤0.01% |
727,359
| – | – |
|
1633
Fidus Investment
FDUS
$772M
| $4.4M | ﹤0.01% |
224,675
-22,638
| -9% | -$445K |
|
|
CGAU
1634
Centerra Gold
CGAU
$4.15B
| $4.39M | ﹤0.01% |
611,377
+23,026
| +4% | +$158K |
|
1635
Benchmark Electronics
BHE
$2.96B
| $4.39M | ﹤0.01% |
98,945
-734
| -0.7% | -$30.6K |
|
1636
Photronics
PLAB
$1.93B
| $4.38M | ﹤0.01% |
176,855
+4,075
| +2% | +$98.6K |
|
1637
Aurora
AUR
$13.8B
| $4.37M | ﹤0.01% |
738,061
+76,099
| +11% | +$317K |
|
1638
Cannae Holdings
CNNE
$649M
| $4.36M | ﹤0.01% |
228,946
| – | – |
|
1639
Visteon
VC
$2.78B
| $4.35M | ﹤0.01% |
45,723
+475
| +1% | +$48.3K |
|
1640
Apogee Enterprises
APOG
$908M
| $4.34M | ﹤0.01% |
61,993
-772
| -1% | -$49.7K |
|
|
AXNX
1641
DELISTED
Axonics, Inc. Common Stock
AXNX
| $4.33M | ﹤0.01% |
62,215
+10,429
| +20% | +$715K |
|
1642
ZIM Integrated Shipping Services
ZIM
$3.24B
| $4.32M | ﹤0.01% |
168,449
+15,497
| +10% | +$301K |
|
1643
Hecla Mining
HL
$11.3B
| $4.32M | ﹤0.01% |
647,077
+9,591
| +2% | +$56.1K |
|
1644
Quanex
NX
$1.01B
| $4.31M | ﹤0.01% |
155,196
+64,746
| +72% | +$1.84M |
|
1645
TripAdvisor
TRIP
$1.26B
| $4.31M | ﹤0.01% |
297,156
-2,270
| -0.8% | -$35.2K |
|
|
CALY
1646
Callaway Golf Company
CALY
$3.14B
| $4.29M | ﹤0.01% |
390,372
-4,683
| -1% | -$58.9K |
|
1647
Crane NXT
CXT
$3.07B
| $4.28M | ﹤0.01% |
76,231
+924
| +1% | +$53.7K |
|
|
ESGR
1648
DELISTED
Enstar Group
ESGR
| $4.27M | ﹤0.01% |
13,284
+276
| +2% | +$89.4K |
|
1649
JetBlue
JBLU
$2.29B
| $4.27M | ﹤0.01% |
650,524
-64,676
| -9% | -$364K |
|
1650
Guardant Health
GH
$22.6B
| $4.21M | ﹤0.01% |
183,561
+12,510
| +7% | +$354K |
|
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.