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 | |
|---|---|---|---|---|---|---|
1901
Wabash National
WNC
$527M
| $2.35M | ﹤0.01% |
122,258
-3,564
| -3% | -$71.7K |
|
1902
Remitly
RELY
$5.14B
| $2.33M | ﹤0.01% |
174,322
+11,274
| +7% | +$153K |
|
1903
John B. Sanfilippo & Son
JBSS
$972M
| $2.33M | ﹤0.01% |
24,748
-107
| -0.4% | -$10.4K |
|
|
HSII
1904
DELISTED
Heidrick & Struggles
HSII
| $2.33M | ﹤0.01% |
60,005
+1,847
| +3% | +$66.8K |
|
1905
Deluxe
DLX
$1.15B
| $2.33M | ﹤0.01% |
119,431
-893
| -0.7% | -$18.6K |
|
1906
Monro
MNRO
$398M
| $2.33M | ﹤0.01% |
80,599
-920
| -1% | -$23.8K |
|
1907
Sonic Automotive
SAH
$2.61B
| $2.31M | ﹤0.01% |
39,434
-1,214
| -3% | -$70K |
|
1908
10x Genomics
TXG
$6.61B
| $2.3M | ﹤0.01% |
101,958
+12,642
| +14% | +$261K |
|
1909
Century Aluminum
CENX
$5.07B
| $2.3M | ﹤0.01% |
141,663
-2,630
| -2% | -$39.8K |
|
|
GRAL
1910
GRAIL Inc
GRAL
$3.1B
| $2.29M | ﹤0.01% |
166,696
-12,648
| -7% | -$192K |
|
1911
National Vision
EYE
$1.81B
| $2.29M | ﹤0.01% |
209,603
-2,323
| -1% | -$27.1K |
|
1912
Freshworks
FRSH
$3.27B
| $2.28M | ﹤0.01% |
198,425
+19,595
| +11% | +$235K |
|
1913
iShares MSCI South Korea ETF
EWY
$24.1B
| $2.27M | ﹤0.01% |
35,500
| – | – |
|
|
SPTN
1914
DELISTED
SpartanNash
SPTN
| $2.27M | ﹤0.01% |
101,073
-9,248
| -8% | -$191K |
|
1915
Scholastic
SCHL
$792M
| $2.25M | ﹤0.01% |
70,326
-2,674
| -4% | -$85.4K |
|
1916
Enviri
NVRI
$620M
| $2.25M | ﹤0.01% |
217,372
+10,099
| +5% | +$106K |
|
1917
Arcus Biosciences
RCUS
$3.64B
| $2.25M | ﹤0.01% |
146,974
-1,857
| -1% | -$29.3K |
|
1918
Baytex Energy
BTE
$2.92B
| $2.24M | ﹤0.01% |
750,489
+55,061
| +8% | +$187K |
|
1919
Kosmos Energy
KOS
$1.48B
| $2.23M | ﹤0.01% |
553,531
+26,161
| +5% | +$127K |
|
1920
Acushnet Holdings
GOLF
$5.45B
| $2.23M | ﹤0.01% |
34,912
+801
| +2% | +$52.8K |
|
1921
Clarivate
CLVT
$1.16B
| $2.23M | ﹤0.01% |
313,464
+6,203
| +2% | +$39.6K |
|
1922
IDEAYA Biosciences
IDYA
$3.56B
| $2.22M | ﹤0.01% |
70,070
+1,724
| +3% | +$65.4K |
|
1923
FIVE9
FIVN
$2.54B
| $2.22M | ﹤0.01% |
77,187
+3,174
| +4% | +$115K |
|
1924
Healthcare Services Group
HCSG
$1.53B
| $2.21M | ﹤0.01% |
198,178
-1,856
| -0.9% | -$20.4K |
|
1925
British American Tobacco
BTI
$128B
| $2.21M | ﹤0.01% |
60,375
| – | – |
|
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.