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 | |
|---|---|---|---|---|---|---|
1976
Kforce
KFRC
$1.06B
| $1.84M | ﹤0.01% |
26,149
+2,529
| +11% | +$173K |
|
1977
British American Tobacco
BTI
$128B
| $1.84M | ﹤0.01% |
60,375
| – | – |
|
1978
Agilon Health
AGL
$1.6B
| $1.84M | ﹤0.01% |
12,063
+104
| +0.9% | +$17.3K |
|
1979
Simulations Plus
SLP
$371M
| $1.83M | ﹤0.01% |
44,358
-523
| -1% | -$21.4K |
|
1980
iShares MSCI Qatar ETF
QAT
$64M
| $1.81M | ﹤0.01% |
103,000
| – | – |
|
1981
International Seaways
INSW
$4.57B
| $1.8M | ﹤0.01% |
33,868
-1,754
| -5% | -$90.9K |
|
1982
Hillman Solutions
HLMN
$1.79B
| $1.79M | ﹤0.01% |
168,454
-14,739
| -8% | -$138K |
|
1983
StepStone Group
STEP
$3.82B
| $1.79M | ﹤0.01% |
50,051
+476
| +1% | +$16.1K |
|
|
CCRN
1984
DELISTED
Cross Country Healthcare
CCRN
| $1.79M | ﹤0.01% |
95,521
+557
| +0.6% | +$11.1K |
|
1985
Vermilion Energy
VET
$1.66B
| $1.79M | ﹤0.01% |
143,526
-1,160
| -0.8% | -$13K |
|
1986
Titan International
TWI
$475M
| $1.78M | ﹤0.01% |
143,176
-141
| -0.1% | -$1.94K |
|
1987
Rocket Pharmaceuticals
RCKT
$394M
| $1.78M | ﹤0.01% |
66,197
-243
| -0.4% | -$6.9K |
|
1988
MarineMax
HZO
$788M
| $1.78M | ﹤0.01% |
53,613
-781
| -1% | -$25K |
|
|
HOUS
1989
DELISTED
Anywhere Real Estate
HOUS
| $1.78M | ﹤0.01% |
287,686
-9,514
| -3% | -$62.7K |
|
|
PRA
1990
DELISTED
ProAssurance
PRA
| $1.77M | ﹤0.01% |
137,523
-2,440
| -2% | -$31.4K |
|
1991
Cerence
CRNC
$413M
| $1.77M | ﹤0.01% |
112,194
+1,247
| +1% | +$21.1K |
|
1992
Federal Agricultural Mortgage
AGM
$2.56B
| $1.76M | ﹤0.01% |
8,925
+88
| +1% | +$16.4K |
|
|
ADAM
1993
Adamas Trust
ADAM
$883M
| $1.75M | ﹤0.01% |
243,276
-3,525
| -1% | -$26.9K |
|
1994
Chewy
CHWY
$9.63B
| $1.75M | ﹤0.01% |
109,932
+11,343
| +12% | +$204K |
|
1995
WesBanco
WSBC
$4B
| $1.72M | ﹤0.01% |
57,831
+569
| +1% | +$16.6K |
|
1996
Immunovant
IMVT
$8.25B
| $1.72M | ﹤0.01% |
53,266
-222
| -0.4% | -$8.1K |
|
1997
Ardelyx
ARDX
$997M
| $1.71M | ﹤0.01% |
234,835
+14,598
| +7% | +$125K |
|
1998
Companhia Siderúrgica Nacional
SID
$1.23B
| $1.71M | ﹤0.01% |
547,459
| – | – |
|
1999
Kymera Therapeutics
KYMR
$8.94B
| $1.71M | ﹤0.01% |
42,485
+4,095
| +11% | +$147K |
|
|
SHOE
2000
Shoe Station Group
SHOE
$428M
| $1.71M | ﹤0.01% |
46,568
-436
| -0.9% | -$12.9K |
|
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.