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 | |
|---|---|---|---|---|---|---|
1651
Credo Technology Group
CRDO
$46.6B
| $4.2M | ﹤0.01% |
136,357
+6,352
| +5% | +$189K |
|
1652
National Bank Holdings
NBHC
$1.9B
| $4.2M | ﹤0.01% |
99,735
-996
| -1% | -$41.4K |
|
1653
Rocket Lab Corp
RKLB
$51.8B
| $4.18M | ﹤0.01% |
429,335
+28,803
| +7% | +$175K |
|
1654
Upbound Group
UPBD
$1.16B
| $4.17M | ﹤0.01% |
130,475
+4,934
| +4% | +$159K |
|
1655
Columbia Sportswear
COLM
$2.94B
| $4.17M | ﹤0.01% |
50,110
-428
| -0.8% | -$34.4K |
|
1656
Hilltop Holdings
HTH
$2.24B
| $4.17M | ﹤0.01% |
129,607
-129
| -0.1% | -$4.14K |
|
|
VRN
1657
DELISTED
Veren
VRN
| $4.14M | ﹤0.01% |
671,890
+12,350
| +2% | +$88.3K |
|
|
CCC
1658
CCC Intelligent Solutions
CCC
$4.08B
| $4.14M | ﹤0.01% |
374,382
+86,375
| +30% | +$932K |
|
1659
Gentherm
THRM
$1.27B
| $4.13M | ﹤0.01% |
88,728
-831
| -0.9% | -$41.2K |
|
1660
Sonos
SONO
$1.85B
| $4.13M | ﹤0.01% |
335,707
-5,611
| -2% | -$71.3K |
|
1661
Hope Bancorp
HOPE
$1.79B
| $4.12M | ﹤0.01% |
328,097
+1,243
| +0.4% | +$15.2K |
|
1662
Integra LifeSciences
IART
$1.34B
| $4.12M | ﹤0.01% |
226,784
-2,943
| -1% | -$68.2K |
|
1663
Denali Therapeutics
DNLI
$3.97B
| $4.12M | ﹤0.01% |
141,405
+12,059
| +9% | +$299K |
|
1664
Twist Bioscience
TWST
$7.25B
| $4.11M | ﹤0.01% |
91,068
+7,734
| +9% | +$368K |
|
|
AMWD
1665
DELISTED
American Woodmark
AMWD
| $4.1M | ﹤0.01% |
43,917
-970
| -2% | -$87.3K |
|
1666
Boston Beer
SAM
$1.92B
| $4.09M | ﹤0.01% |
14,149
+170
| +1% | +$47.4K |
|
1667
Hawaiian Electric Industries
HE
$2.14B
| $4.09M | ﹤0.01% |
422,538
+51,151
| +14% | +$634K |
|
1668
Hilton Grand Vacations
HGV
$3.55B
| $4.07M | ﹤0.01% |
112,025
-1,352
| -1% | -$52.4K |
|
1669
CTS Corp
CTS
$1.89B
| $4.07M | ﹤0.01% |
84,087
-1,083
| -1% | -$52.6K |
|
|
CSGS
1670
DELISTED
CSG Systems International
CSGS
| $4.06M | ﹤0.01% |
83,490
-957
| -1% | -$43.6K |
|
|
EQC
1671
DELISTED
Equity Commonwealth
EQC
| $4.06M | ﹤0.01% |
203,935
+18,227
| +10% | +$363K |
|
1672
Chewy
CHWY
$9.63B
| $4.05M | ﹤0.01% |
138,244
+12,375
| +10% | +$330K |
|
1673
Horace Mann Educators
HMN
$2.11B
| $4.05M | ﹤0.01% |
115,743
+5,527
| +5% | +$189K |
|
|
RNAM
1674
DELISTED
Avidity Biosciences
RNAM
| $4.04M | ﹤0.01% |
87,989
+2,784
| +3% | +$121K |
|
1675
Chefs' Warehouse
CHEF
$4.5B
| $4.04M | ﹤0.01% |
96,085
-2,301
| -2% | -$92.8K |
|
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.