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 |
UBS Group
UBS
|
+$821M |
| 2 |
Alcon
ALC
|
+$352M |
| 3 |
Stellantis
STLA
|
+$352M |
| 4 |
Ferrovial N.V. Ordinary Shares
FER
|
+$295M |
| 5 |
CRH
CRH
|
+$285M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$724M |
| 2 |
PXD
Pioneer Natural Resource Co.
PXD
|
+$394M |
| 3 |
Microsoft
MSFT
|
+$389M |
| 4 |
GE Aerospace
GE
|
+$229M |
| 5 |
Amazon
AMZN
|
+$222M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 32.5% |
| 2 | Financials | 12.19% |
| 3 | Healthcare | 11.56% |
| 4 | Consumer Discretionary | 9.43% |
| 5 | Communication Services | 8.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1751
Sprinklr
CXM
$1.55B
| $3.14M | ﹤0.01% |
326,469
+9,031
| +3% | +$101K |
|
1752
Employers Holdings
EIG
$908M
| $3.14M | ﹤0.01% |
73,608
-1,017
| -1% | -$43.3K |
|
1753
MGP Ingredients
MGPI
$371M
| $3.13M | ﹤0.01% |
42,110
-435
| -1% | -$33.9K |
|
|
KLG
1754
DELISTED
WK Kellogg Co
KLG
| $3.13M | ﹤0.01% |
190,034
-15,087
| -7% | -$306K |
|
|
FBRT
1755
Franklin BSP Realty Trust
FBRT
$635M
| $3.12M | ﹤0.01% |
247,939
-4,228
| -2% | -$53.8K |
|
1756
Buckle
BKE
$2.36B
| $3.11M | ﹤0.01% |
84,279
-344
| -0.4% | -$12.9K |
|
1757
Hecla Mining
HL
$10.7B
| $3.09M | ﹤0.01% |
637,486
+14,041
| +2% | +$74.9K |
|
1758
PDF Solutions
PDFS
$1.92B
| $3.09M | ﹤0.01% |
84,868
-2,090
| -2% | -$69.9K |
|
1759
Crinetics Pharmaceuticals
CRNX
$8.9B
| $3.08M | ﹤0.01% |
68,758
+4,806
| +8% | +$222K |
|
1760
Mobileye
MBLY
$2.13B
| $3.08M | ﹤0.01% |
109,594
+44,070
| +67% | +$1.28M |
|
1761
Safety Insurance
SAFT
$1.52B
| $3.08M | ﹤0.01% |
41,014
-346
| -0.8% | -$27.2K |
|
1762
Sweetgreen
SG
$698M
| $3.06M | ﹤0.01% |
101,602
+14,394
| +17% | +$395K |
|
|
JOYY
1763
JOYY Inc
JOYY
$3.77B
| $3.02M | ﹤0.01% |
100,420
-3,175
| -3% | -$101K |
|
|
CERE
1764
DELISTED
Cerevel Therapeutics Holdings, Inc. Common Stock
CERE
| $3.02M | ﹤0.01% |
73,771
+1,164
| +2% | +$48.5K |
|
1765
G-III Apparel Group
GIII
$1.51B
| $3.01M | ﹤0.01% |
111,319
-2,773
| -2% | -$77.8K |
|
1766
Denali Therapeutics
DNLI
$3.92B
| $3M | ﹤0.01% |
129,346
+21,896
| +20% | +$420K |
|
1767
Marten Transport
MRTN
$1.21B
| $3M | ﹤0.01% |
162,742
-4,613
| -3% | -$80.9K |
|
1768
Gates Industrial Corporation Ltd.
GTES
$7.24B
| $2.99M | ﹤0.01% |
189,233
+17,600
| +10% | +$298K |
|
1769
Hess Midstream
HESM
$5.13B
| $2.99M | ﹤0.01% |
82,074
+8,252
| +11% | +$291K |
|
1770
Wolverine World Wide
WWW
$1.56B
| $2.99M | ﹤0.01% |
221,063
-127
| -0.1% | -$1.53K |
|
1771
StoneCo
STNE
$2.69B
| $2.98M | ﹤0.01% |
248,402
+10,413
| +4% | +$154K |
|
1772
Core Laboratories
CLB
$513M
| $2.97M | ﹤0.01% |
146,400
+145,790
| +23,900% | +$2.58M |
|
1773
Avis
CAR
$4.89B
| $2.95M | ﹤0.01% |
28,242
+2
| +0% | +$224 |
|
1774
Trupanion
TRUP
$1.24B
| $2.95M | ﹤0.01% |
100,349
-1,205
| -1% | -$31.9K |
|
1775
Collegium Pharmaceutical
COLL
$944M
| $2.94M | ﹤0.01% |
91,445
-123
| -0.1% | -$4.26K |
|
Similar funds
Legal & General Group's Q2 2024 Portfolio in Review
As of Q2 2024, Legal & General Group held 3,587 positions worth $354B, up 1.9% from $347B the previous quarter. Its ten largest holdings account for 31% of the portfolio.
Legal & General Group's Q2 2024 filing shows 227 new, 1,326 increased, 1,538 reduced and 175 closed positions. Its largest new stake was Ferrovial N.V. Ordinary Shares: 7,495,973 shares worth $289M. The largest sale was Apple, an estimated $724M.
By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 30% a quarter earlier, followed by Financials and Healthcare.
- Legal & General Group's largest Q2 2024 buy was Ferrovial N.V. Ordinary Shares: 7,495,973 shares worth $289M.
- Legal & General Group added most to UBS Group in Q2 2024, an estimated $821M increase.
- Legal & General Group's biggest Q2 2024 reduction was Apple, cutting an estimated $724M.
- Legal & General Group fully exited Pioneer Natural Resource Co. in Q2 2024, selling an estimated $394M.
- Legal & General Group's ten largest holdings make up 31% of its $354B portfolio in Q2 2024.
- Legal & General Group opened 227 new positions and closed 175 in Q2 2024.
- Legal & General Group's portfolio value rose 1.9% quarter-over-quarter to $354B.
Based on Legal & General Group's 13F filing for Q2 2024, filed 14 Aug 2024.