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 | |
|---|---|---|---|---|---|---|
1651
Deutsche Bank
DB
$71.5B
| $3.8M | ﹤0.01% |
241,180
-32,346
| -12% | -$442K |
|
1652
Sally Beauty Holdings
SBH
$1.58B
| $3.77M | ﹤0.01% |
303,827
-2,525
| -0.8% | -$31.6K |
|
|
NVEE
1653
DELISTED
NV5 Global
NVEE
| $3.77M | ﹤0.01% |
153,876
-604
| -0.4% | -$15.7K |
|
1654
Guardant Health
GH
$22.6B
| $3.76M | ﹤0.01% |
182,231
+22,536
| +14% | +$483K |
|
1655
Pacira BioSciences
PCRX
$997M
| $3.75M | ﹤0.01% |
128,440
+171
| +0.1% | +$5.25K |
|
1656
Chefs' Warehouse
CHEF
$4.5B
| $3.74M | ﹤0.01% |
99,314
+1,222
| +1% | +$41.9K |
|
|
SPR
1657
DELISTED
Spirit AeroSystems
SPR
| $3.73M | ﹤0.01% |
103,310
+9,785
| +10% | +$297K |
|
1658
FB Financial Corp
FBK
$3.04B
| $3.71M | ﹤0.01% |
98,385
+784
| +0.8% | +$28.8K |
|
1659
PennyMac Financial
PFSI
$4.02B
| $3.7M | ﹤0.01% |
40,645
+1,597
| +4% | +$140K |
|
1660
Evolent Health
EVH
$447M
| $3.68M | ﹤0.01% |
112,147
-103
| -0.1% | -$3.29K |
|
1661
LeMaitre Vascular
LMAT
$1.86B
| $3.67M | ﹤0.01% |
55,339
+119
| +0.2% | +$7.34K |
|
1662
National Bank Holdings
NBHC
$1.9B
| $3.67M | ﹤0.01% |
101,741
-809
| -0.8% | -$28.1K |
|
1663
MGP Ingredients
MGPI
$375M
| $3.66M | ﹤0.01% |
42,545
-149
| -0.3% | -$12.9K |
|
|
PMT
1664
PennyMac Mortgage Investment
PMT
$842M
| $3.66M | ﹤0.01% |
249,575
+1,387
| +0.6% | +$19.8K |
|
|
TWO
1665
Two Harbors Investment
TWO
$1.27B
| $3.66M | ﹤0.01% |
276,571
+6,673
| +2% | +$86.9K |
|
|
PENG
1666
Penguin Solutions Inc
PENG
$2.99B
| $3.66M | ﹤0.01% |
139,080
+1,308
| +0.9% | +$28.6K |
|
1667
NCR Atleos
NATL
$3.44B
| $3.66M | ﹤0.01% |
185,202
+496
| +0.3% | +$10.6K |
|
1668
Artivion
AORT
$1.32B
| $3.64M | ﹤0.01% |
171,825
-3,803
| -2% | -$70.8K |
|
1669
Artesian Resources
ARTNA
$358M
| $3.63M | ﹤0.01% |
97,845
-15,067
| -13% | -$549K |
|
1670
Bausch Health
BHC
$2.34B
| $3.63M | ﹤0.01% |
342,501
+22,088
| +7% | +$193K |
|
1671
Viasat
VSAT
$11.1B
| $3.63M | ﹤0.01% |
200,501
+2,811
| +1% | +$59K |
|
1672
Genius Sports
GENI
$2.11B
| $3.63M | ﹤0.01% |
634,464
+7,667
| +1% | +$49.3K |
|
1673
Leggett & Platt
LEG
$1.31B
| $3.62M | ﹤0.01% |
188,892
-10,492
| -5% | -$228K |
|
1674
NexGen Energy
NXE
$6.99B
| $3.61M | ﹤0.01% |
464,450
+78,425
| +20% | +$582K |
|
1675
Powell Industries
POWL
$7.71B
| $3.6M | ﹤0.01% |
75,822
+1,611
| +2% | +$68.9K |
|
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.