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 | |
|---|---|---|---|---|---|---|
1776
Dutch Bros
BROS
$9.26B
| $3.23M | ﹤0.01% |
100,818
+4,714
| +5% | +$166K |
|
|
DMC
1777
Del Monte Corp
DMC
$1.45B
| $3.22M | ﹤0.01% |
108,877
+703
| +0.6% | +$18.6K |
|
1778
Worthington Steel
WS
$1.95B
| $3.21M | ﹤0.01% |
94,479
+6,492
| +7% | +$223K |
|
1779
MGP Ingredients
MGPI
$375M
| $3.21M | ﹤0.01% |
38,555
-3,555
| -8% | -$294K |
|
|
FBRT
1780
Franklin BSP Realty Trust
FBRT
$657M
| $3.2M | ﹤0.01% |
245,297
-2,642
| -1% | -$34.7K |
|
|
ACH
1781
Accendra Health
ACH
$214M
| $3.2M | ﹤0.01% |
203,866
-187
| -0.1% | -$2.83K |
|
1782
Liberty Media Series A
FWONA
$23.6B
| $3.19M | ﹤0.01% |
44,642
-7,576
| -15% | -$532K |
|
|
KLG
1783
DELISTED
WK Kellogg Co
KLG
| $3.19M | ﹤0.01% |
186,475
-3,559
| -2% | -$61K |
|
1784
Kaiser Aluminum
KALU
$3.02B
| $3.19M | ﹤0.01% |
43,984
-532
| -1% | -$40.9K |
|
1785
MaxLinear
MXL
$6.8B
| $3.19M | ﹤0.01% |
220,088
-2,149
| -1% | -$34.1K |
|
1786
Pilgrim's Pride
PPC
$6.54B
| $3.18M | ﹤0.01% |
69,001
+4,788
| +7% | +$202K |
|
1787
Credit Acceptance
CACC
$6.08B
| $3.17M | ﹤0.01% |
7,145
+44
| +0.6% | +$21.6K |
|
1788
Pitney Bowes
PBI
$2.39B
| $3.17M | ﹤0.01% |
444,111
-4,933
| -1% | -$33.3K |
|
1789
Hafnia
HAFN
$3.75B
| $3.16M | ﹤0.01% |
443,592
+4,558
| +1% | +$34.9K |
|
1790
Dave & Buster's
PLAY
$357M
| $3.16M | ﹤0.01% |
92,763
-2,602
| -3% | -$88.7K |
|
1791
ACV Auctions
ACVA
$1.3B
| $3.15M | ﹤0.01% |
154,988
+10,374
| +7% | +$191K |
|
|
PENG
1792
Penguin Solutions Inc
PENG
$2.99B
| $3.15M | ﹤0.01% |
150,190
+8,249
| +6% | +$178K |
|
1793
Construction Partners
ROAD
$6.77B
| $3.11M | ﹤0.01% |
44,510
+1,632
| +4% | +$101K |
|
|
CWEN.A
1794
DELISTED
Clearway Energy Class A
CWEN.A
| $3.09M | ﹤0.01% |
108,424
+1,555
| +1% | +$39.8K |
|
1795
Alight
ALIT
$407M
| $3.09M | ﹤0.01% |
20,845
+1,430
| +7% | +$205K |
|
1796
Upstart Holdings
UPST
$3.03B
| $3.08M | ﹤0.01% |
77,005
+5,104
| +7% | +$170K |
|
1797
Axsome Therapeutics
AXSM
$10.9B
| $3.08M | ﹤0.01% |
34,263
+614
| +2% | +$53.6K |
|
|
BBT
1798
Beacon Financial Corp
BBT
$2.66B
| $3.07M | ﹤0.01% |
114,130
-1,710
| -1% | -$44.7K |
|
1799
iShares TIPS Bond ETF
TIP
$14.5B
| $3.07M | ﹤0.01% |
27,803
+2,588
| +10% | +$281K |
|
1800
Evolent Health
EVH
$447M
| $3.07M | ﹤0.01% |
108,625
-7,262
| -6% | -$187K |
|
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.