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 |
Apple
AAPL
|
+$1.43B |
| 2 |
Chevron
CVX
|
+$314M |
| 3 |
ExxonMobil
XOM
|
+$282M |
| 4 |
Tesla
TSLA
|
+$253M |
| 5 |
Warner Bros
WBD
|
+$251M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
AT&T
T
|
+$278M |
| 2 |
CERN
Cerner Corp
CERN
|
+$275M |
| 3 |
MNDT
Mandiant, Inc. Common Stock
MNDT
|
+$149M |
| 4 |
Baidu
BIDU
|
+$137M |
| 5 |
DISCK
Discovery, Inc. Series C Common Stock
DISCK
|
+$47M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 24.42% |
| 2 | Healthcare | 14.2% |
| 3 | Financials | 13.14% |
| 4 | Consumer Discretionary | 9.41% |
| 5 | Industrials | 7.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1926
Sonic Automotive
SAH
$2.61B
| $1.84M | ﹤0.01% |
50,289
-4,530
| -8% | -$194K |
|
1927
uniQure
QURE
$3.22B
| $1.84M | ﹤0.01% |
98,572
+1,856
| +2% | +$29.5K |
|
1928
Valaris
VAL
$5.47B
| $1.83M | ﹤0.01% |
43,415
+768
| +2% | +$41.3K |
|
1929
Monarch Casino & Resort
MCRI
$2.23B
| $1.83M | ﹤0.01% |
31,231
+195
| +0.6% | +$13.7K |
|
1930
8x8 Inc
EGHT
$332M
| $1.82M | ﹤0.01% |
353,848
+21,892
| +7% | +$183K |
|
1931
Titan International
TWI
$475M
| $1.82M | ﹤0.01% |
120,589
+14,498
| +14% | +$234K |
|
1932
Artivion
AORT
$1.32B
| $1.82M | ﹤0.01% |
96,402
+856
| +0.9% | +$16.5K |
|
1933
CarGurus
CARG
$3.52B
| $1.82M | ﹤0.01% |
84,666
+1,650
| +2% | +$48.8K |
|
1934
CBIZ
CBZ
$2.96B
| $1.81M | ﹤0.01% |
45,412
+1,301
| +3% | +$52.6K |
|
1935
Metallus
MTUS
$898M
| $1.81M | ﹤0.01% |
96,857
-55,120
| -36% | -$1.17M |
|
|
DADA
1936
DELISTED
Dada Nexus
DADA
| $1.81M | ﹤0.01% |
222,947
-334,729
| -60% | -$2.57M |
|
1937
New Fortress Energy
NFE
$101M
| $1.81M | ﹤0.01% |
45,677
+3,258
| +8% | +$140K |
|
1938
Frontdoor
FTDR
$6.38B
| $1.81M | ﹤0.01% |
74,985
-39,464
| -34% | -$1.07M |
|
1939
WhiteHorse Finance
WHF
$146M
| $1.81M | ﹤0.01% |
137,417
+13,018
| +10% | +$185K |
|
|
PENG
1940
Penguin Solutions Inc
PENG
$2.99B
| $1.81M | ﹤0.01% |
110,349
+480
| +0.4% | +$10.9K |
|
1941
AngioDynamics
ANGO
$649M
| $1.8M | ﹤0.01% |
93,102
+851
| +0.9% | +$17.4K |
|
|
BBBY
1942
DELISTED
Bed Bath & Beyond Inc
BBBY
| $1.8M | ﹤0.01% |
362,475
-50,905
| -12% | -$592K |
|
1943
Interface
TILE
$2.22B
| $1.8M | ﹤0.01% |
143,268
+761
| +0.5% | +$10.1K |
|
|
ZIMV
1944
DELISTED
ZimVie
ZIMV
| $1.79M | ﹤0.01% |
112,080
-35,815
| -24% | -$790K |
|
1945
Appian
APPN
$2.54B
| $1.79M | ﹤0.01% |
37,741
+4,620
| +14% | +$232K |
|
1946
Ichor Holdings
ICHR
$2.56B
| $1.78M | ﹤0.01% |
68,591
-1,008
| -1% | -$29.2K |
|
1947
United Fire Group
UFCS
$1.4B
| $1.78M | ﹤0.01% |
52,013
+298
| +0.6% | +$9.29K |
|
|
NBP
1948
NovaBridge Biosciences American Depositary Shares
NBP
$202M
| $1.78M | ﹤0.01% |
157,432
-91,255
| -37% | -$1.09M |
|
1949
McGrath RentCorp
MGRC
$2.92B
| $1.77M | ﹤0.01% |
23,260
+1,325
| +6% | +$108K |
|
|
GBT
1950
DELISTED
Global Blood Therapeutics, Inc.
GBT
| $1.76M | ﹤0.01% |
55,231
+3,615
| +7% | +$106K |
|
Similar funds
Legal & General Group's Q2 2022 Portfolio in Review
As of Q2 2022, Legal & General Group held 3,787 positions worth $283B, down 14% from $329B the previous quarter. Its ten largest holdings account for 22% of the portfolio.
Legal & General Group's Q2 2022 filing shows 222 new, 1,979 increased, 1,147 reduced and 274 closed positions. Its largest new stake was Samsara: 1,199,080 shares worth $13.4M. The largest sale was AT&T, an estimated $278M.
By sector, the portfolio is most concentrated in Technology at 24% of assets, down from 26% a quarter earlier, followed by Healthcare and Financials.
- Legal & General Group's largest Q2 2022 buy was Samsara: 1,199,080 shares worth $13.4M.
- Legal & General Group added most to Apple in Q2 2022, an estimated $1.43B increase.
- Legal & General Group's biggest Q2 2022 reduction was AT&T, cutting an estimated $278M.
- Legal & General Group fully exited Cerner Corp in Q2 2022, selling an estimated $275M.
- Legal & General Group's ten largest holdings make up 22% of its $283B portfolio in Q2 2022.
- Legal & General Group opened 222 new positions and closed 274 in Q2 2022.
- Legal & General Group's portfolio value fell 14% quarter-over-quarter to $283B.
Based on Legal & General Group's 13F filing for Q2 2022, filed 22 Aug 2022.