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 | |
|---|---|---|---|---|---|---|
1751
TPG
TPG
$7.86B
| $3.44M | ﹤0.01% |
59,786
+2,698
| +5% | +$133K |
|
1752
Endava
DAVA
$156M
| $3.44M | ﹤0.01% |
134,534
-3,773
| -3% | -$113K |
|
|
DNB
1753
DELISTED
Dun & Bradstreet
DNB
| $3.43M | ﹤0.01% |
298,191
+16,814
| +6% | +$187K |
|
|
BWIN
1754
Baldwin Insurance Group
BWIN
$2.86B
| $3.42M | ﹤0.01% |
68,649
+2,539
| +4% | +$110K |
|
1755
G-III Apparel Group
GIII
$1.5B
| $3.41M | ﹤0.01% |
111,893
+574
| +0.5% | +$15.7K |
|
1756
Hims & Hers Health
HIMS
$7.31B
| $3.41M | ﹤0.01% |
185,038
+17,241
| +10% | +$309K |
|
1757
Wolfspeed
WOLF
$1.71B
| $3.4M | ﹤0.01% |
350,500
+160,517
| +84% | +$2.36M |
|
|
ACLX
1758
DELISTED
Arcellx
ACLX
| $3.4M | ﹤0.01% |
40,702
+5,297
| +15% | +$353K |
|
|
JOYY
1759
JOYY Inc
JOYY
$3.75B
| $3.38M | ﹤0.01% |
93,308
-7,112
| -7% | -$245K |
|
1760
WisdomTree
WT
$3.22B
| $3.37M | ﹤0.01% |
337,303
+9,826
| +3% | +$99.9K |
|
1761
CEMIG Preferred Shares
CIG
$6.01B
| $3.37M | ﹤0.01% |
1,621,852
| – | – |
|
1762
Xencor
XNCR
$1.55B
| $3.36M | ﹤0.01% |
166,936
-17,139
| -9% | -$322K |
|
|
RC
1763
Ready Capital
RC
$308M
| $3.35M | ﹤0.01% |
439,386
+11,085
| +3% | +$94K |
|
1764
Methanex
MEOH
$4.12B
| $3.35M | ﹤0.01% |
80,955
-304
| -0.4% | -$13.6K |
|
1765
Eastern Bankshares
EBC
$5.23B
| $3.34M | ﹤0.01% |
204,051
+48,706
| +31% | +$770K |
|
1766
Cohu
COHU
$2.5B
| $3.34M | ﹤0.01% |
130,074
+866
| +0.7% | +$24.3K |
|
|
NUVL
1767
DELISTED
Nuvalent
NUVL
| $3.34M | ﹤0.01% |
32,675
+430
| +1% | +$35.7K |
|
|
ARI
1768
Apollo Commercial Real Estate
ARI
$885M
| $3.34M | ﹤0.01% |
363,430
-711
| -0.2% | -$7.25K |
|
1769
Pegasystems
PEGA
$5.38B
| $3.32M | ﹤0.01% |
90,832
+2,830
| +3% | +$93.2K |
|
|
STEL
1770
DELISTED
Stellar Bancorp
STEL
| $3.31M | ﹤0.01% |
127,781
-429
| -0.3% | -$11K |
|
|
PNNT
1771
Pennant Park Investment Corp
PNNT
$241M
| $3.3M | ﹤0.01% |
471,773
-56,845
| -11% | -$406K |
|
1772
Dorian LPG
LPG
$1.96B
| $3.28M | ﹤0.01% |
95,326
+5,311
| +6% | +$201K |
|
1773
Arlo Technologies
ARLO
$1.65B
| $3.28M | ﹤0.01% |
270,828
+5,541
| +2% | +$73.4K |
|
|
ARIS
1774
Aris Mining
ARIS
$3.59B
| $3.26M | ﹤0.01% |
705,560
+165,992
| +31% | +$729K |
|
1775
Caleres
CAL
$487M
| $3.24M | ﹤0.01% |
98,128
+1,964
| +2% | +$71.3K |
|
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.