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 | |
|---|---|---|---|---|---|---|
1876
Dutch Bros
BROS
$9.26B
| $2.33M | ﹤0.01% |
70,715
+19,476
| +38% | +$575K |
|
1877
Primoris Services
PRIM
$4.45B
| $2.33M | ﹤0.01% |
54,846
+1,137
| +2% | +$42K |
|
1878
Fulgent Genetics
FLGT
$527M
| $2.33M | ﹤0.01% |
107,210
+6,896
| +7% | +$171K |
|
1879
Marcus & Millichap
MMI
$1.19B
| $2.32M | ﹤0.01% |
67,950
+1,873
| +3% | +$68.6K |
|
1880
Pediatrix Medical
MD
$2.2B
| $2.31M | ﹤0.01% |
230,556
+973
| +0.4% | +$9.05K |
|
1881
Clarivate
CLVT
$1.16B
| $2.31M | ﹤0.01% |
310,867
-3,350
| -1% | -$28K |
|
1882
Myers Industries
MYE
$1.29B
| $2.31M | ﹤0.01% |
99,634
+4,477
| +5% | +$88.6K |
|
1883
Cohen & Steers
CNS
$4.3B
| $2.3M | ﹤0.01% |
29,953
+896
| +3% | +$64K |
|
1884
Hims & Hers Health
HIMS
$7.31B
| $2.29M | ﹤0.01% |
148,282
+1,314
| +0.9% | +$14.8K |
|
|
PRSU
1885
Pursuit Attractions and Hospitality Inc
PRSU
$1.25B
| $2.29M | ﹤0.01% |
58,084
+384
| +0.7% | +$13.4K |
|
|
AVDX
1886
DELISTED
AvidXchange
AVDX
| $2.29M | ﹤0.01% |
173,932
+7,129
| +4% | +$85.6K |
|
1887
Sturm, Ruger & Co
RGR
$593M
| $2.28M | ﹤0.01% |
49,364
+172
| +0.3% | +$7.61K |
|
1888
Braze
BRZE
$2.99B
| $2.28M | ﹤0.01% |
51,384
+7,990
| +18% | +$431K |
|
|
SPTN
1889
DELISTED
SpartanNash
SPTN
| $2.28M | ﹤0.01% |
112,620
+12,481
| +12% | +$269K |
|
1890
Nabors Industries
NBR
$1.21B
| $2.28M | ﹤0.01% |
26,421
+835
| +3% | +$68.3K |
|
1891
TG Therapeutics
TGTX
$7.62B
| $2.27M | ﹤0.01% |
149,256
+2,158
| +1% | +$34.4K |
|
|
GDEN
1892
DELISTED
Golden Entertainment
GDEN
| $2.25M | ﹤0.01% |
61,220
+1,416
| +2% | +$52.4K |
|
1893
Acushnet Holdings
GOLF
$5.45B
| $2.25M | ﹤0.01% |
34,082
+247
| +0.7% | +$16K |
|
1894
Acadia Pharmaceuticals
ACAD
$5.03B
| $2.25M | ﹤0.01% |
121,546
+5,698
| +5% | +$141K |
|
|
CWEN.A
1895
DELISTED
Clearway Energy Class A
CWEN.A
| $2.24M | ﹤0.01% |
104,069
+5,262
| +5% | +$115K |
|
1896
HCI Group
HCI
$2.41B
| $2.23M | ﹤0.01% |
19,228
+1,551
| +9% | +$152K |
|
1897
WhiteHorse Finance
WHF
$146M
| $2.22M | ﹤0.01% |
179,085
+5,331
| +3% | +$67.2K |
|
1898
Ethan Allen Interiors
ETD
$603M
| $2.21M | ﹤0.01% |
64,048
+709
| +1% | +$22.2K |
|
1899
Procept Biorobotics
PRCT
$1.17B
| $2.21M | ﹤0.01% |
44,753
+1,172
| +3% | +$55.8K |
|
1900
Denali Therapeutics
DNLI
$3.97B
| $2.2M | ﹤0.01% |
107,450
+737
| +0.7% | +$13.9K |
|
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.