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 |
UBS Group
UBS
|
+$821M |
| 2 |
Alcon
ALC
|
+$352M |
| 3 |
Stellantis
STLA
|
+$352M |
| 4 |
Ferrovial N.V. Ordinary Shares
FER
|
+$295M |
| 5 |
CRH
CRH
|
+$285M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$724M |
| 2 |
PXD
Pioneer Natural Resource Co.
PXD
|
+$394M |
| 3 |
Microsoft
MSFT
|
+$389M |
| 4 |
GE Aerospace
GE
|
+$229M |
| 5 |
Amazon
AMZN
|
+$222M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 32.5% |
| 2 | Financials | 12.19% |
| 3 | Healthcare | 11.56% |
| 4 | Consumer Discretionary | 9.43% |
| 5 | Communication Services | 8.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2226
International Money Express
IMXI
$367M
| $912K | ﹤0.01% |
43,756
+14,897
| +52% | +$314K |
|
2227
First Advantage
FA
$4.12B
| $911K | ﹤0.01% |
56,695
+625
| +1% | +$10.1K |
|
|
UMH
2228
UMH Properties
UMH
$1.36B
| $909K | ﹤0.01% |
56,833
+663
| +1% | +$10.3K |
|
|
SA
2229
Seabridge Gold
SA
$3.35B
| $907K | ﹤0.01% |
66,401
+4,446
| +7% | +$67.4K |
|
2230
Stevanato
STVN
$5.54B
| $906K | ﹤0.01% |
49,478
+4,791
| +11% | +$111K |
|
|
HAPN
2231
Happen Inc
HAPN
$2.24B
| $902K | ﹤0.01% |
106,673
-2,233
| -2% | -$19.1K |
|
|
TPC
2232
Tutor Perini Cor
TPC
$5.21B
| $899K | ﹤0.01% |
41,288
+37,965
| +1,142% | +$698K |
|
2233
Adecoagro
AGRO
$1.36B
| $899K | ﹤0.01% |
92,395
| – | – |
|
|
NOVA
2234
DELISTED
Sunnova Energy
NOVA
| $897K | ﹤0.01% |
160,694
-57,560
| -26% | -$274K |
|
2235
Triple Flag Precious Metals
TFPM
$6.72B
| $892K | ﹤0.01% |
57,496
+9,077
| +19% | +$145K |
|
2236
Janux Therapeutics
JANX
$967M
| $892K | ﹤0.01% |
21,285
+5,178
| +32% | +$243K |
|
|
CNSL
2237
DELISTED
Consolidated Communications Holdings, Inc.
CNSL
| $885K | ﹤0.01% |
201,214
+8,306
| +4% | +$35.9K |
|
2238
Maravai LifeSciences
MRVI
$919M
| $875K | ﹤0.01% |
122,239
+9,692
| +9% | +$83.7K |
|
2239
Liquidia Corp
LQDA
$8.02B
| $874K | ﹤0.01% |
72,861
+4,307
| +6% | +$57.2K |
|
2240
FTAI Infrastructure
FIP
$505M
| $864K | ﹤0.01% |
100,130
+92,004
| +1,132% | +$701K |
|
2241
Astronics
ATRO
$3.84B
| $858K | ﹤0.01% |
51,384
+5,944
| +13% | +$92.2K |
|
2242
NovaGold Resources
NG
$3.33B
| $855K | ﹤0.01% |
244,367
+19,728
| +9% | +$65.5K |
|
2243
Designer Brands
DBI
$333M
| $854K | ﹤0.01% |
125,029
+175
| +0.1% | +$1.55K |
|
|
KEEL
2244
Keel Infrastructure Corp
KEEL
$2.34B
| $853K | ﹤0.01% |
330,667
+59,451
| +22% | +$128K |
|
2245
Establishment Labs
ESTA
$2.28B
| $850K | ﹤0.01% |
18,712
+2,095
| +13% | +$106K |
|
2246
Origin Bancorp
OBK
$1.66B
| $850K | ﹤0.01% |
26,856
+150
| +0.6% | +$4.59K |
|
2247
Globalstar
GSAT
$10.8B
| $850K | ﹤0.01% |
50,572
+1,342
| +3% | +$24.2K |
|
2248
FLEX LNG
FLNG
$1.67B
| $844K | ﹤0.01% |
30,707
+323
| +1% | +$8.77K |
|
2249
Sphere Entertainment
SPHR
$5.73B
| $834K | ﹤0.01% |
23,792
-1,182
| -5% | -$46K |
|
2250
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
| $833K | ﹤0.01% |
7,550
-6,090
| -45% | -$669K |
|
Similar funds
Legal & General Group's Q2 2024 Portfolio in Review
As of Q2 2024, Legal & General Group held 3,587 positions worth $354B, up 1.9% from $347B the previous quarter. Its ten largest holdings account for 31% of the portfolio.
Legal & General Group's Q2 2024 filing shows 227 new, 1,326 increased, 1,538 reduced and 175 closed positions. Its largest new stake was Ferrovial N.V. Ordinary Shares: 7,495,973 shares worth $289M. The largest sale was Apple, an estimated $724M.
By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 30% a quarter earlier, followed by Financials and Healthcare.
- Legal & General Group's largest Q2 2024 buy was Ferrovial N.V. Ordinary Shares: 7,495,973 shares worth $289M.
- Legal & General Group added most to UBS Group in Q2 2024, an estimated $821M increase.
- Legal & General Group's biggest Q2 2024 reduction was Apple, cutting an estimated $724M.
- Legal & General Group fully exited Pioneer Natural Resource Co. in Q2 2024, selling an estimated $394M.
- Legal & General Group's ten largest holdings make up 31% of its $354B portfolio in Q2 2024.
- Legal & General Group opened 227 new positions and closed 175 in Q2 2024.
- Legal & General Group's portfolio value rose 1.9% quarter-over-quarter to $354B.
Based on Legal & General Group's 13F filing for Q2 2024, filed 14 Aug 2024.