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 | |
|---|---|---|---|---|---|---|
|
FLNA
2126
Filana Therapeutics
FLNA
$48.1M
| $1.34M | ﹤0.01% |
45,626
-2,928
| -6% | -$67.4K |
|
2127
Myers Industries
MYE
$1.29B
| $1.34M | ﹤0.01% |
97,036
-2,169
| -2% | -$30.6K |
|
|
DQ
2128
Daqo New Energy
DQ
$996M
| $1.34M | ﹤0.01% |
65,774
-14,101
| -18% | -$228K |
|
2129
Agilon Health
AGL
$1.6B
| $1.33M | ﹤0.01% |
13,528
+194
| +1% | +$25.1K |
|
|
SILV
2130
DELISTED
SilverCrest Metals Inc. Common Shares
SILV
| $1.33M | ﹤0.01% |
143,022
+7,501
| +6% | +$66.4K |
|
2131
Axogen
AXGN
$2.5B
| $1.33M | ﹤0.01% |
94,761
-87,491
| -48% | -$968K |
|
2132
AvePoint
AVPT
$2.71B
| $1.33M | ﹤0.01% |
112,826
+3,356
| +3% | +$36.8K |
|
2133
Reddit
RDDT
$31.1B
| $1.32M | ﹤0.01% |
+20,073
| New | +$1.24M |
|
2134
Barrett Business Services
BBSI
$804M
| $1.32M | ﹤0.01% |
35,227
+528
| +2% | +$18.6K |
|
2135
Phibro Animal Health
PAHC
$1.39B
| $1.32M | ﹤0.01% |
58,601
-1,244
| -2% | -$24K |
|
|
SCS
2136
DELISTED
Steelcase
SCS
| $1.32M | ﹤0.01% |
97,801
+4,058
| +4% | +$54.4K |
|
2137
Tootsie Roll Industries
TR
$2.98B
| $1.32M | ﹤0.01% |
45,132
-3,283
| -7% | -$93.4K |
|
2138
Clearwater Paper
CLW
$376M
| $1.31M | ﹤0.01% |
45,939
-654
| -1% | -$25.5K |
|
2139
SoundHound AI
SOUN
$3.49B
| $1.31M | ﹤0.01% |
280,301
+1,788
| +0.6% | +$8.64K |
|
2140
Companhia Siderúrgica Nacional
SID
$1.23B
| $1.31M | ﹤0.01% |
547,459
| – | – |
|
|
INVX
2141
Innovex International
INVX
$1.97B
| $1.31M | ﹤0.01% |
88,912
-3,350
| -4% | -$53.8K |
|
2142
Brookdale Senior Living
BKD
$3.4B
| $1.3M | ﹤0.01% |
191,849
+2,496
| +1% | +$17.8K |
|
2143
SSR Mining
SSRM
$6.48B
| $1.3M | ﹤0.01% |
228,982
+2,953
| +1% | +$15.5K |
|
2144
German American Bancorp
GABC
$1.9B
| $1.3M | ﹤0.01% |
33,578
-334
| -1% | -$12.8K |
|
|
BCIC
2145
BCP Investment Corp
BCIC
$92.9M
| $1.3M | ﹤0.01% |
70,235
-5,924
| -8% | -$113K |
|
2146
Astronics
ATRO
$3.84B
| $1.3M | ﹤0.01% |
79,987
+28,603
| +56% | +$486K |
|
2147
JELD-WEN Holding
JELD
$164M
| $1.29M | ﹤0.01% |
81,778
+1,336
| +2% | +$19.6K |
|
2148
Ingles Markets
IMKTA
$1.67B
| $1.29M | ﹤0.01% |
17,276
+255
| +1% | +$18.8K |
|
2149
BW LPG
BWLP
$3.3B
| $1.27M | ﹤0.01% |
88,985
+1,289
| +1% | +$20.2K |
|
2150
Astera Labs
ALAB
$58B
| $1.27M | ﹤0.01% |
24,233
+22,921
| +1,747% | +$1.08M |
|
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.