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 | |
|---|---|---|---|---|---|---|
151
EOG Resources
EOG
$76.4B
| $453M | 0.13% |
3,546,197
-197,029
| -5% | -$23M |
|
152
NXP Semiconductors
NXPI
$59.9B
| $452M | 0.13% |
1,825,686
-10,544
| -0.6% | -$2.44M |
|
153
Public Service Enterprise Group
PEG
$38B
| $451M | 0.13% |
6,760,586
-46,674
| -0.7% | -$2.86M |
|
154
Travelers Companies
TRV
$78.7B
| $451M | 0.13% |
1,960,129
-33,625
| -2% | -$7.18M |
|
155
Cintas
CTAS
$81.5B
| $450M | 0.13% |
2,618,972
-43,464
| -2% | -$6.69M |
|
156
HCA Healthcare
HCA
$86.8B
| $448M | 0.13% |
1,342,545
-26,139
| -2% | -$7.99M |
|
157
O'Reilly Automotive
ORLY
$74.9B
| $443M | 0.13% |
5,882,775
+38,130
| +0.7% | +$2.67M |
|
158
Autodesk
ADSK
$50.1B
| $442M | 0.13% |
1,696,449
+26,829
| +2% | +$6.79M |
|
159
3M
MMM
$93.6B
| $441M | 0.13% |
4,977,081
-250,604
| -5% | -$20.8M |
|
160
Airbnb
ABNB
$89B
| $440M | 0.13% |
2,665,593
+17,178
| +0.6% | +$2.6M |
|
161
Pinduoduo
PDD
$130B
| $439M | 0.13% |
3,772,849
-17,104
| -0.5% | -$2.24M |
|
162
Parker-Hannifin
PH
$125B
| $437M | 0.13% |
785,568
-1,043
| -0.1% | -$530K |
|
163
US Bancorp
USB
$100B
| $435M | 0.13% |
9,740,301
+44,043
| +0.5% | +$1.86M |
|
164
Ferrari
RACE
$70.8B
| $435M | 0.13% |
996,127
-13,038
| -1% | -$5.05M |
|
165
Fortinet
FTNT
$123B
| $432M | 0.12% |
6,320,780
+201,714
| +3% | +$13.4M |
|
166
Edwards Lifesciences
EW
$51.6B
| $428M | 0.12% |
4,480,419
-65,858
| -1% | -$5.53M |
|
167
Amphenol
APH
$211B
| $425M | 0.12% |
7,376,344
-31,146
| -0.4% | -$1.63M |
|
168
PNC Financial Services
PNC
$101B
| $423M | 0.12% |
2,618,893
-20,235
| -0.8% | -$3.05M |
|
169
Motorola Solutions
MSI
$73.5B
| $423M | 0.12% |
1,192,197
-2,978
| -0.2% | -$980K |
|
170
Cummins
CMI
$87.8B
| $419M | 0.12% |
1,422,559
+38,014
| +3% | +$9.8M |
|
171
Williams Companies
WMB
$87.5B
| $417M | 0.12% |
10,708,901
-170,155
| -2% | -$6.05M |
|
172
AvalonBay Communities
AVB
$27B
| $417M | 0.12% |
2,245,658
-76,118
| -3% | -$13.7M |
|
173
Apollo Global Management
APO
$76.8B
| $414M | 0.12% |
3,679,514
+133,576
| +4% | +$14.1M |
|
174
PACCAR
PCAR
$71.6B
| $413M | 0.12% |
3,337,156
-391,897
| -11% | -$42.1M |
|
175
Oneok
OKE
$55.2B
| $413M | 0.12% |
5,154,814
+67,835
| +1% | +$4.95M |
|
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.