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 |
Johnson & Johnson
JNJ
|
+$155M |
| 2 |
Canadian Pacific Kansas City
CP
|
+$135M |
| 3 |
Realty Income
O
|
+$131M |
| 4 |
VMW
VMware, Inc
VMW
|
+$130M |
| 5 |
Baidu
BIDU
|
+$88.7M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$262M |
| 2 |
KSU
Kansas City Southern
KSU
|
+$251M |
| 3 |
JD.com
JD
|
+$207M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$173M |
| 5 |
Amazon
AMZN
|
+$142M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 26.59% |
| 2 | Financials | 12.79% |
| 3 | Healthcare | 12.54% |
| 4 | Consumer Discretionary | 11.03% |
| 5 | Communication Services | 8.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2001
Rush Enterprises Class A
RUSHA
$6.22B
| $2.16M | ﹤0.01% |
58,209
+246
| +0.4% | +$8.59K |
|
|
RC
2002
Ready Capital
RC
$308M
| $2.15M | ﹤0.01% |
137,701
+7,743
| +6% | +$121K |
|
2003
Evolent Health
EVH
$447M
| $2.14M | ﹤0.01% |
77,333
+570
| +0.7% | +$16.4K |
|
2004
Cerus
CERS
$474M
| $2.13M | ﹤0.01% |
313,399
-51,971
| -14% | -$350K |
|
|
NOVA
2005
DELISTED
Sunnova Energy
NOVA
| $2.13M | ﹤0.01% |
76,270
-389
| -0.5% | -$14K |
|
2006
Shift4
FOUR
$3.26B
| $2.13M | ﹤0.01% |
36,697
+895
| +2% | +$56.9K |
|
2007
SSR Mining
SSRM
$6.48B
| $2.12M | ﹤0.01% |
119,817
+561
| +0.5% | +$9.6K |
|
|
VIVO
2008
DELISTED
Meridian Bioscience Inc
VIVO
| $2.12M | ﹤0.01% |
103,866
+3,382
| +3% | +$64.8K |
|
2009
Vanda Pharmaceuticals
VNDA
$302M
| $2.12M | ﹤0.01% |
134,998
+4,676
| +4% | +$81.5K |
|
2010
Heritage Financial
HFWA
$1.21B
| $2.11M | ﹤0.01% |
86,442
+1,976
| +2% | +$48.8K |
|
2011
Mercury Insurance
MCY
$6.07B
| $2.11M | ﹤0.01% |
39,777
+15
| +0% | +$806 |
|
|
CVGW
2012
DELISTED
Calavo Growers
CVGW
| $2.1M | ﹤0.01% |
49,598
+1,859
| +4% | +$76.1K |
|
2013
GrafTech
EAF
$212M
| $2.1M | ﹤0.01% |
17,754
-17
| -0.1% | -$1.97K |
|
|
HSII
2014
DELISTED
Heidrick & Struggles
HSII
| $2.1M | ﹤0.01% |
48,028
+1,702
| +4% | +$77.4K |
|
2015
iHeartMedia
IHRT
$583M
| $2.1M | ﹤0.01% |
99,825
+4,182
| +4% | +$88.6K |
|
2016
Shoals Technologies Group
SHLS
$1.5B
| $2.08M | ﹤0.01% |
85,829
+7,854
| +10% | +$226K |
|
|
KREF
2017
KKR Real Estate Finance Trust
KREF
$499M
| $2.08M | ﹤0.01% |
100,049
+13,016
| +15% | +$280K |
|
2018
TG Therapeutics
TGTX
$7.62B
| $2.08M | ﹤0.01% |
109,371
+328
| +0.3% | +$8.52K |
|
2019
Magnite
MGNI
$3.55B
| $2.07M | ﹤0.01% |
118,234
+6,984
| +6% | +$157K |
|
|
AXNX
2020
DELISTED
Axonics, Inc. Common Stock
AXNX
| $2.06M | ﹤0.01% |
36,866
+495
| +1% | +$30.2K |
|
2021
Caleres
CAL
$487M
| $2.06M | ﹤0.01% |
90,887
+3,147
| +4% | +$75.1K |
|
2022
Quanex
NX
$1.01B
| $2.05M | ﹤0.01% |
82,831
+2,556
| +3% | +$57K |
|
2023
Digi International
DGII
$3.1B
| $2.05M | ﹤0.01% |
83,474
+2,835
| +4% | +$64.9K |
|
2024
Amphastar Pharmaceuticals
AMPH
$916M
| $2.05M | ﹤0.01% |
87,875
+2,606
| +3% | +$53.3K |
|
2025
Forrester Research
FORR
$224M
| $2.04M | ﹤0.01% |
34,734
+870
| +3% | +$48.4K |
|
Similar funds
Legal & General Group's Q4 2021 Portfolio in Review
As of Q4 2021, Legal & General Group held 3,635 positions worth $331B, up 7.5% from $308B the previous quarter. Its ten largest holdings account for 23% of the portfolio.
Legal & General Group's Q4 2021 filing shows 138 new, 1,738 increased, 1,056 reduced and 58 closed positions. Its largest new stake was Rivian: 675,161 shares worth $70M. The largest sale was Microsoft, an estimated $262M.
By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 25% a quarter earlier, followed by Financials and Healthcare.
- Legal & General Group's largest Q4 2021 buy was Rivian: 675,161 shares worth $70M.
- Legal & General Group added most to Johnson & Johnson in Q4 2021, an estimated $155M increase.
- Legal & General Group's biggest Q4 2021 reduction was Microsoft, cutting an estimated $262M.
- Legal & General Group fully exited Kansas City Southern in Q4 2021, selling an estimated $251M.
- Legal & General Group's ten largest holdings make up 23% of its $331B portfolio in Q4 2021.
- Legal & General Group opened 138 new positions and closed 58 in Q4 2021.
- Legal & General Group's portfolio value rose 7.5% quarter-over-quarter to $331B.
Based on Legal & General Group's 13F filing for Q4 2021, filed 14 Feb 2022.