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 | |
|---|---|---|---|---|---|---|
1926
ADT
ADT
$5.58B
| $2.2M | ﹤0.01% |
304,613
+6,469
| +2% | +$47.5K |
|
|
NVEI
1927
DELISTED
Nuvei Corporation Subordinate Voting Shares
NVEI
| $2.18M | ﹤0.01% |
65,172
-5,775
| -8% | -$191K |
|
1928
Xenon Pharmaceuticals
XENE
$6.12B
| $2.17M | ﹤0.01% |
55,120
| – | – |
|
1929
Riot Platforms
RIOT
$7.76B
| $2.15M | ﹤0.01% |
290,409
+34,662
| +14% | +$300K |
|
1930
Central Pacific Financial
CPF
$1B
| $2.15M | ﹤0.01% |
72,727
-8,319
| -10% | -$214K |
|
1931
First Merchants
FRME
$2.67B
| $2.15M | ﹤0.01% |
57,686
+546
| +1% | +$20.2K |
|
1932
Marqeta
MQ
$1.66B
| $2.15M | ﹤0.01% |
109,021
+585
| +0.5% | +$12.2K |
|
1933
Mirion Technologies
MIR
$3.91B
| $2.15M | ﹤0.01% |
193,811
+25,627
| +15% | +$270K |
|
1934
Celldex Therapeutics
CLDX
$3.28B
| $2.14M | ﹤0.01% |
62,981
+4,653
| +8% | +$177K |
|
1935
Koppers
KOP
$969M
| $2.14M | ﹤0.01% |
58,541
-1,817
| -3% | -$67.8K |
|
|
AAMI
1936
Acadian Asset Management
AAMI
$3.19B
| $2.13M | ﹤0.01% |
84,007
-3,261
| -4% | -$78.2K |
|
1937
Protolabs
PRLB
$2.13B
| $2.13M | ﹤0.01% |
72,462
-1,045
| -1% | -$31.9K |
|
1938
Embecta
EMBC
$262M
| $2.12M | ﹤0.01% |
150,463
-3,268
| -2% | -$47.5K |
|
1939
Victory Capital Holdings
VCTR
$6.65B
| $2.12M | ﹤0.01% |
38,253
+2,088
| +6% | +$108K |
|
1940
Flywire
FLYW
$2.16B
| $2.11M | ﹤0.01% |
128,889
+1,940
| +2% | +$33.9K |
|
1941
HealthStream
HSTM
$840M
| $2.1M | ﹤0.01% |
72,964
-458
| -0.6% | -$13.1K |
|
1942
Hain Celestial
HAIN
$53.7M
| $2.1M | ﹤0.01% |
243,811
-4,946
| -2% | -$37.1K |
|
1943
TORM
TRMD
$3.02B
| $2.1M | ﹤0.01% |
61,717
+2,961
| +5% | +$109K |
|
1944
CVR Energy
CVI
$3.13B
| $2.08M | ﹤0.01% |
90,453
+6,423
| +8% | +$159K |
|
1945
International General Insurance
IGIC
$1.15B
| $2.08M | ﹤0.01% |
+109,235
| New | +$1.84M |
|
1946
Eagle Bancorp
EGBN
$845M
| $2.07M | ﹤0.01% |
91,838
-1,462
| -2% | -$30.7K |
|
1947
Kelly Services Class A
KELYA
$528M
| $2.07M | ﹤0.01% |
96,778
-312
| -0.3% | -$6.61K |
|
1948
International Seaways
INSW
$4.57B
| $2.07M | ﹤0.01% |
40,078
+3,235
| +9% | +$170K |
|
1949
BJ's Restaurants
BJRI
$1.48B
| $2.06M | ﹤0.01% |
63,265
-849
| -1% | -$27.4K |
|
1950
QuantumScape Corp
QS
$3.74B
| $2.06M | ﹤0.01% |
357,979
+25,742
| +8% | +$159K |
|
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.