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 | |
|---|---|---|---|---|---|---|
1751
Impinj
PI
$5.6B
| $3.04M | ﹤0.01% |
23,689
-304
| -1% | -$31.9K |
|
1752
Gates Industrial Corporation Ltd.
GTES
$7.15B
| $3.04M | ﹤0.01% |
171,633
+15,173
| +10% | +$220K |
|
1753
Encore Capital Group
ECPG
$2.13B
| $3.04M | ﹤0.01% |
66,576
-276
| -0.4% | -$13.6K |
|
1754
Red Rock Resorts
RRR
$3.62B
| $3.03M | ﹤0.01% |
50,663
+4,055
| +9% | +$225K |
|
1755
Iovance Biotherapeutics
IOVA
$2.87B
| $3.02M | ﹤0.01% |
203,744
-24,507
| -11% | -$285K |
|
1756
Hecla Mining
HL
$11.3B
| $3M | ﹤0.01% |
623,445
+8,409
| +1% | +$33.6K |
|
1757
Crinetics Pharmaceuticals
CRNX
$8.92B
| $2.99M | ﹤0.01% |
63,952
+9,847
| +18% | +$385K |
|
1758
Cars.com
CARS
$660M
| $2.99M | ﹤0.01% |
173,820
-845
| -0.5% | -$15.1K |
|
1759
TPG
TPG
$7.86B
| $2.98M | ﹤0.01% |
66,630
+14,558
| +28% | +$624K |
|
1760
Freshworks
FRSH
$3.27B
| $2.97M | ﹤0.01% |
162,983
+16,404
| +11% | +$339K |
|
1761
Flutter Entertainment
FLUT
$16.4B
| $2.96M | ﹤0.01% |
+14,841
| New | +$3.17M |
|
1762
Cable One
CABO
$212M
| $2.96M | ﹤0.01% |
6,996
+53
| +0.8% | +$26.1K |
|
1763
WisdomTree
WT
$3.22B
| $2.95M | ﹤0.01% |
320,954
+4,639
| +1% | +$35.5K |
|
1764
Provident Financial Services
PFS
$3.19B
| $2.95M | ﹤0.01% |
202,203
+2,461
| +1% | +$39.1K |
|
1765
Twist Bioscience
TWST
$7.25B
| $2.93M | ﹤0.01% |
85,412
-14,689
| -15% | -$530K |
|
1766
Benchmark Electronics
BHE
$2.96B
| $2.93M | ﹤0.01% |
97,591
-544
| -0.6% | -$15.7K |
|
1767
PDF Solutions
PDFS
$2.07B
| $2.93M | ﹤0.01% |
86,958
-311
| -0.4% | -$10.2K |
|
1768
PagSeguro Digital
PAGS
$2.55B
| $2.92M | ﹤0.01% |
204,710
+1,335
| +0.7% | +$17.7K |
|
1769
MP Materials
MP
$9.1B
| $2.92M | ﹤0.01% |
204,067
+50
| +0% | +$791 |
|
1770
Monarch Casino & Resort
MCRI
$2.23B
| $2.9M | ﹤0.01% |
38,718
+1,133
| +3% | +$78.5K |
|
1771
First Majestic Silver
AG
$9.07B
| $2.9M | ﹤0.01% |
494,254
-15,344
| -3% | -$76.9K |
|
1772
ANI Pharmaceuticals
ANIP
$1.78B
| $2.89M | ﹤0.01% |
41,855
+200
| +0.5% | +$12.1K |
|
1773
PRA Group
PRAA
$755M
| $2.89M | ﹤0.01% |
110,839
+1,238
| +1% | +$30.2K |
|
1774
Scansource
SCSC
$1.12B
| $2.88M | ﹤0.01% |
65,456
-3,037
| -4% | -$124K |
|
1775
Scholastic
SCHL
$792M
| $2.87M | ﹤0.01% |
76,157
-3,267
| -4% | -$125K |
|
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.