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 | |
|---|---|---|---|---|---|---|
2026
TransAlta
TAC
$3.93B
| $1.59M | ﹤0.01% |
247,681
+1
| +0% | +$7 |
|
2027
Denison Mines
DNN
$2.91B
| $1.59M | ﹤0.01% |
811,917
+47,387
| +6% | +$89.9K |
|
2028
Zeta Global
ZETA
$6.69B
| $1.58M | ﹤0.01% |
144,370
+1,990
| +1% | +$19.9K |
|
2029
Cadre Holdings
CDRE
$1.41B
| $1.57M | ﹤0.01% |
43,467
+1,784
| +4% | +$62.1K |
|
2030
Ubiquiti
UI
$34.3B
| $1.56M | ﹤0.01% |
13,474
+2,306
| +21% | +$283K |
|
|
MRUS
2031
DELISTED
Merus
MRUS
| $1.56M | ﹤0.01% |
34,621
| – | – |
|
2032
Madison Square Garden
MSGE
$3.62B
| $1.56M | ﹤0.01% |
39,721
+272
| +0.7% | +$9.7K |
|
2033
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
| $1.56M | ﹤0.01% |
13,640
+9,370
| +219% | +$1.01M |
|
2034
Ero Copper
ERO
$3.58B
| $1.54M | ﹤0.01% |
79,762
+14,956
| +23% | +$247K |
|
2035
Hertz
HTZ
$809M
| $1.54M | ﹤0.01% |
196,445
-4,207
| -2% | -$34.4K |
|
2036
Usana Health Sciences
USNA
$286M
| $1.54M | ﹤0.01% |
31,665
-113
| -0.4% | -$5.53K |
|
2037
Appian
APPN
$2.48B
| $1.54M | ﹤0.01% |
38,437
+5,966
| +18% | +$207K |
|
|
INFA
2038
DELISTED
Informatica
INFA
| $1.53M | ﹤0.01% |
43,695
+8,893
| +26% | +$280K |
|
2039
Tilray
TLRY
$622M
| $1.53M | ﹤0.01% |
61,778
+6,461
| +12% | +$125K |
|
|
WSR
2040
DELISTED
Whitestone REIT
WSR
| $1.52M | ﹤0.01% |
121,276
-4,245
| -3% | -$52.4K |
|
2041
Ezcorp Inc
EZPW
$1.71B
| $1.52M | ﹤0.01% |
134,021
+942
| +0.7% | +$9.29K |
|
2042
Recursion Pharmaceuticals
RXRX
$1.73B
| $1.51M | ﹤0.01% |
151,739
+22,118
| +17% | +$246K |
|
2043
Clear Secure
YOU
$5.28B
| $1.51M | ﹤0.01% |
70,760
-6,667
| -9% | -$133K |
|
2044
Compass Minerals
CMP
$1.15B
| $1.5M | ﹤0.01% |
95,372
-435
| -0.5% | -$9.13K |
|
|
LAC
2045
Lithium Americas
LAC
$1.17B
| $1.49M | ﹤0.01% |
222,425
| – | – |
|
2046
Tootsie Roll Industries
TR
$2.98B
| $1.49M | ﹤0.01% |
49,344
-1,236
| -2% | -$37.4K |
|
2047
Repay Holdings
RPAY
$327M
| $1.49M | ﹤0.01% |
135,070
-5,595
| -4% | -$49.5K |
|
2048
Helios Technologies
HLIO
$2.76B
| $1.49M | ﹤0.01% |
33,238
-165
| -0.5% | -$7.08K |
|
2049
ADMA Biologics
ADMA
$2.22B
| $1.47M | ﹤0.01% |
223,406
+42,025
| +23% | +$230K |
|
2050
Heartland Express
HTLD
$956M
| $1.47M | ﹤0.01% |
123,275
-1,963
| -2% | -$25K |
|
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.