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 | |
|---|---|---|---|---|---|---|
|
SCS
2126
DELISTED
Steelcase
SCS
| $1.23M | ﹤0.01% |
93,743
| – | – |
|
2127
Sphere Entertainment
SPHR
$5.73B
| $1.23M | ﹤0.01% |
24,974
+470
| +2% | +$18.8K |
|
|
ALPN
2128
DELISTED
Alpine Immune Sciences Inc
ALPN
| $1.22M | ﹤0.01% |
30,901
+4,638
| +18% | +$137K |
|
|
PWSC
2129
DELISTED
PowerSchool Holdings, Inc.
PWSC
| $1.21M | ﹤0.01% |
57,024
-342
| -0.6% | -$7.77K |
|
2130
Schneider National
SNDR
$6.25B
| $1.21M | ﹤0.01% |
53,483
+4,445
| +9% | +$105K |
|
2131
Methode Electronics
MEI
$592M
| $1.21M | ﹤0.01% |
99,028
-11
| -0% | -$208 |
|
2132
Resources Connection
RGP
$145M
| $1.21M | ﹤0.01% |
91,575
-682
| -0.7% | -$9.11K |
|
2133
United Fire Group
UFCS
$1.4B
| $1.19M | ﹤0.01% |
54,825
-2,714
| -5% | -$60.3K |
|
2134
Marcus Corp
MCS
$945M
| $1.19M | ﹤0.01% |
83,641
+18,769
| +29% | +$265K |
|
2135
Columbus McKinnon
CMCO
$584M
| $1.18M | ﹤0.01% |
26,515
-127
| -0.5% | -$5.14K |
|
2136
OneSpaWorld
OSW
$2.66B
| $1.18M | ﹤0.01% |
89,154
+1,328
| +2% | +$18K |
|
|
THR
2137
DELISTED
Thermon Group Holdings
THR
| $1.18M | ﹤0.01% |
36,047
+759
| +2% | +$22.3K |
|
2138
Claros Mortgage Trust
CMTG
$274M
| $1.17M | ﹤0.01% |
120,261
-473
| -0.4% | -$5.12K |
|
2139
Camping World
CWH
$653M
| $1.17M | ﹤0.01% |
41,875
-246
| -0.6% | -$6.34K |
|
2140
Phreesia
PHR
$773M
| $1.16M | ﹤0.01% |
48,640
+1,239
| +3% | +$30.8K |
|
2141
Ecovyst
ECVT
$1.14B
| $1.16M | ﹤0.01% |
103,958
+2,244
| +2% | +$21.2K |
|
2142
Archer Aviation
ACHR
$4.26B
| $1.16M | ﹤0.01% |
250,231
+80,141
| +47% | +$402K |
|
2143
Movado Group
MOV
$841M
| $1.15M | ﹤0.01% |
41,351
-854
| -2% | -$23.9K |
|
2144
Liquidity Services
LQDT
$1.32B
| $1.15M | ﹤0.01% |
62,071
-442
| -0.7% | -$7.67K |
|
2145
CRH
CRH
$66.8B
| $1.14M | ﹤0.01% |
13,220
-51,387
| -80% | -$3.93M |
|
2146
Brookdale Senior Living
BKD
$3.4B
| $1.14M | ﹤0.01% |
172,392
-728
| -0.4% | -$4.25K |
|
2147
Utz Brands
UTZ
$1.25B
| $1.14M | ﹤0.01% |
61,724
-386
| -0.6% | -$6.87K |
|
2148
Adtran
ADTN
$616M
| $1.14M | ﹤0.01% |
209,150
-418
| -0.2% | -$2.67K |
|
2149
First Busey Corp
BUSE
$2.56B
| $1.14M | ﹤0.01% |
47,298
-224
| -0.5% | -$5.26K |
|
|
INFN
2150
DELISTED
Infinera Corporation Common Stock
INFN
| $1.14M | ﹤0.01% |
188,585
+2,640
| +1% | +$13.2K |
|
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.