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 | |
|---|---|---|---|---|---|---|
1901
Sweetgreen
SG
$642M
| $2.2M | ﹤0.01% |
87,208
-258
| -0.3% | -$3.76K |
|
1902
Pilgrim's Pride
PPC
$6.54B
| $2.2M | ﹤0.01% |
64,179
-3,959
| -6% | -$119K |
|
1903
Eagle Bancorp
EGBN
$845M
| $2.19M | ﹤0.01% |
93,136
-269
| -0.3% | -$6.67K |
|
1904
Laureate Education
LAUR
$5.28B
| $2.18M | ﹤0.01% |
149,733
+3,200
| +2% | +$42.4K |
|
|
AGNT
1905
AGNT Inc
AGNT
$734M
| $2.17M | ﹤0.01% |
210,451
-448
| -0.2% | -$5.5K |
|
|
AAMI
1906
Acadian Asset Management
AAMI
$3.19B
| $2.17M | ﹤0.01% |
94,974
+522
| +0.6% | +$11.3K |
|
1907
Century Aluminum
CENX
$5.07B
| $2.17M | ﹤0.01% |
140,846
-1,228
| -0.9% | -$13.8K |
|
1908
Towne Bank
TOWN
$3.42B
| $2.16M | ﹤0.01% |
76,969
+581
| +0.8% | +$16.1K |
|
1909
United Parks & Resorts
PRKS
$2.12B
| $2.15M | ﹤0.01% |
38,215
+1,424
| +4% | +$72.3K |
|
1910
PagerDuty
PD
$902M
| $2.14M | ﹤0.01% |
94,449
+4,647
| +5% | +$110K |
|
1911
Hudbay
HBM
$12.3B
| $2.13M | ﹤0.01% |
304,718
+42,824
| +16% | +$249K |
|
|
RWT
1912
Redwood Trust
RWT
$594M
| $2.13M | ﹤0.01% |
334,102
+14,428
| +5% | +$94.2K |
|
1913
Lightspeed Commerce
LSPD
$1.35B
| $2.13M | ﹤0.01% |
151,203
-986
| -0.6% | -$15.6K |
|
|
INVX
1914
Innovex International
INVX
$1.97B
| $2.12M | ﹤0.01% |
94,282
+548
| +0.6% | +$12K |
|
|
NUVL
1915
DELISTED
Nuvalent
NUVL
| $2.12M | ﹤0.01% |
28,252
+70
| +0.2% | +$5.57K |
|
1916
Nu Skin
NUS
$267M
| $2.12M | ﹤0.01% |
153,129
+12,382
| +9% | +$193K |
|
1917
PC Connection
CNXN
$2.12B
| $2.11M | ﹤0.01% |
32,042
-1,289
| -4% | -$84.5K |
|
1918
Mobileye
MBLY
$2.2B
| $2.11M | ﹤0.01% |
65,524
+3,242
| +5% | +$92K |
|
1919
DigitalOcean
DOCN
$14.6B
| $2.1M | ﹤0.01% |
55,022
+127
| +0.2% | +$4.72K |
|
1920
Tronox
TROX
$1.04B
| $2.1M | ﹤0.01% |
120,808
-307
| -0.3% | -$4.47K |
|
1921
PTC Therapeutics
PTCT
$6.12B
| $2.09M | ﹤0.01% |
71,898
-16,449
| -19% | -$461K |
|
1922
Under Armour
UAA
$2.6B
| $2.09M | ﹤0.01% |
283,030
+9,632
| +4% | +$76.6K |
|
1923
Oscar Health
OSCR
$8.61B
| $2.09M | ﹤0.01% |
140,261
+26,220
| +23% | +$359K |
|
1924
Eastern Bankshares
EBC
$5.23B
| $2.09M | ﹤0.01% |
151,313
-337
| -0.2% | -$4.58K |
|
1925
Embecta
EMBC
$262M
| $2.08M | ﹤0.01% |
157,049
+850
| +0.5% | +$13.2K |
|
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.