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 | |
|---|---|---|---|---|---|---|
2201
United Fire Group
UFCS
$1.4B
| $1.09M | ﹤0.01% |
52,253
-1,139
| -2% | -$23.6K |
|
2202
V2X
VVX
$2.65B
| $1.09M | ﹤0.01% |
19,551
-7,282
| -27% | -$371K |
|
2203
State Street Utilities Select Sector SPDR ETF
XLU
$22.7B
| $1.09M | ﹤0.01% |
27,100
| – | – |
|
|
MRC
2204
DELISTED
MRC Global
MRC
| $1.09M | ﹤0.01% |
85,524
+2,478
| +3% | +$32.1K |
|
2205
Amneal Pharmaceuticals
AMRX
$5.79B
| $1.09M | ﹤0.01% |
130,641
+393
| +0.3% | +$3.07K |
|
|
MTTR
2206
DELISTED
Matterport, Inc. Class A Common Stock
MTTR
| $1.08M | ﹤0.01% |
240,522
-56,664
| -19% | -$247K |
|
2207
Titan International
TWI
$475M
| $1.08M | ﹤0.01% |
132,840
-6,086
| -4% | -$48.3K |
|
2208
Center Bancorp
CNOB
$1.78B
| $1.07M | ﹤0.01% |
42,890
+8,093
| +23% | +$186K |
|
2209
Energy Fuels
UUUU
$3.53B
| $1.07M | ﹤0.01% |
195,218
+17,108
| +10% | +$89K |
|
2210
Transcat
TRNS
$871M
| $1.07M | ﹤0.01% |
8,887
+25
| +0.3% | +$3.11K |
|
2211
Liberty Live Group Series A
LLYVA
$9.09B
| $1.06M | ﹤0.01% |
21,427
+304
| +1% | +$11.9K |
|
2212
Malibu Boats
MBUU
$567M
| $1.06M | ﹤0.01% |
27,283
+529
| +2% | +$19K |
|
|
THR
2213
DELISTED
Thermon Group Holdings
THR
| $1.06M | ﹤0.01% |
35,456
+659
| +2% | +$19.9K |
|
2214
Sphere Entertainment
SPHR
$5.73B
| $1.06M | ﹤0.01% |
23,937
+145
| +0.6% | +$6.24K |
|
2215
Kura Oncology
KURA
$850M
| $1.06M | ﹤0.01% |
54,090
-1,610
| -3% | -$32.6K |
|
2216
Stevanato
STVN
$5.54B
| $1.06M | ﹤0.01% |
52,830
+3,352
| +7% | +$67.5K |
|
2217
Applied Digital
APLD
$8.41B
| $1.05M | ﹤0.01% |
127,290
+117,122
| +1,152% | +$621K |
|
2218
TriMas Corp
TRS
$1.44B
| $1.05M | ﹤0.01% |
40,937
+1,015
| +3% | +$25.5K |
|
2219
National Presto Industries
NPK
$989M
| $1.04M | ﹤0.01% |
13,907
-1,001
| -7% | -$74.7K |
|
2220
Asana
ASAN
$2.13B
| $1.04M | ﹤0.01% |
89,678
+297
| +0.3% | +$3.92K |
|
2221
Bilibili
BILI
$7.84B
| $1.04M | ﹤0.01% |
44,332
-861
| -2% | -$13.4K |
|
2222
IDT Corp
IDT
$1.62B
| $1.03M | ﹤0.01% |
27,075
+11,327
| +72% | +$421K |
|
2223
NB Bancorp
NBBK
$989M
| $1.03M | ﹤0.01% |
55,318
+51,957
| +1,546% | +$919K |
|
|
CNSL
2224
DELISTED
Consolidated Communications Holdings, Inc.
CNSL
| $1.02M | ﹤0.01% |
220,777
+19,563
| +10% | +$88.9K |
|
2225
Adecoagro
AGRO
$1.36B
| $1.02M | ﹤0.01% |
92,395
| – | – |
|
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.