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 | |
|---|---|---|---|---|---|---|
2226
IES Holdings
IESC
$15.2B
| $909K | ﹤0.01% |
7,470
-64
| -0.8% | -$6.13K |
|
2227
SSR Mining
SSRM
$6.48B
| $899K | ﹤0.01% |
201,833
+7,199
| +4% | +$50.2K |
|
2228
Revolve Group
RVLV
$1.73B
| $899K | ﹤0.01% |
42,453
-776
| -2% | -$13.6K |
|
2229
Enact Holdings
ACT
$6.73B
| $895K | ﹤0.01% |
28,716
+55
| +0.2% | +$1.56K |
|
2230
Zentalis Pharmaceuticals
ZNTL
$302M
| $895K | ﹤0.01% |
56,803
+1,226
| +2% | +$16.9K |
|
|
ETNB
2231
DELISTED
89bio
ETNB
| $890K | ﹤0.01% |
76,472
+2,903
| +4% | +$32.1K |
|
2232
Pacific Biosciences
PACB
$370M
| $884K | ﹤0.01% |
235,610
-662
| -0.3% | -$3.88K |
|
|
DAWN
2233
DELISTED
Day One Biopharmaceuticals
DAWN
| $883K | ﹤0.01% |
53,424
-67
| -0.1% | -$1K |
|
2234
Aspen Aerogels
ASPN
$518M
| $882K | ﹤0.01% |
50,086
+5,307
| +12% | +$78.2K |
|
|
PDS
2235
Precision Drilling
PDS
$974M
| $881K | ﹤0.01% |
13,096
+827
| +7% | +$50K |
|
2236
Quanterix
QTRX
$190M
| $881K | ﹤0.01% |
37,406
-11
| -0% | -$272 |
|
2237
Nomad Foods
NOMD
$1.68B
| $881K | ﹤0.01% |
45,044
-3,753
| -8% | -$69.1K |
|
2238
MiMedx Group
MDXG
$633M
| $876K | ﹤0.01% |
113,552
| – | – |
|
2239
Smith & Wesson
SWBI
$637M
| $869K | ﹤0.01% |
50,074
+5,185
| +12% | +$74.8K |
|
2240
CryoPort
CYRX
$762M
| $865K | ﹤0.01% |
48,872
+1,282
| +3% | +$20.3K |
|
|
SPNS
2241
DELISTED
Sapiens International
SPNS
| $855K | ﹤0.01% |
26,576
-626
| -2% | -$18.2K |
|
2242
AMC Entertainment Holdings
AMC
$2.31B
| $855K | ﹤0.01% |
229,856
+27,677
| +14% | +$123K |
|
|
LBAI
2243
DELISTED
Lakeland Bancorp Inc
LBAI
| $854K | ﹤0.01% |
70,570
+2,112
| +3% | +$27.1K |
|
|
MODV
2244
DELISTED
ModivCare
MODV
| $853K | ﹤0.01% |
36,370
+26
| +0.1% | +$953 |
|
|
FLNA
2245
Filana Therapeutics
FLNA
$48.1M
| $853K | ﹤0.01% |
42,023
+1,209
| +3% | +$27.9K |
|
2246
Vita Coco
COCO
$3.6B
| $849K | ﹤0.01% |
34,772
+6,002
| +21% | +$139K |
|
2247
Establishment Labs
ESTA
$2.28B
| $846K | ﹤0.01% |
16,617
+1,398
| +9% | +$56.1K |
|
2248
Telefônica Brasil
VIV
$19.2B
| $845K | ﹤0.01% |
84,000
| – | – |
|
|
SII
2249
Sprott
SII
$3.03B
| $845K | ﹤0.01% |
22,888
+562
| +3% | +$20.2K |
|
2250
i3 Verticals
IIIV
$342M
| $843K | ﹤0.01% |
36,834
-1,567
| -4% | -$32.5K |
|
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.