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Legal & General Group

Legal & General Group Portfolio holdings

AUM $432B
1-Year Est. Return 29.4%
 

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.

This Quarter Est. Return
-3.18%
1 Year Est. Return
+29.4%
3 Year Est. Return
+97.7%
5 Year Est. Return
+129.51%
10 Year Est. Return
+472.83%
AUM
$329B
AUM Growth
-$1.89B
Cap. Flow
+$15.4B
Cap. Flow %
4.68%
Top 10 Hldgs %
23.74%
Holding
3,619
New
42
Increased
1,796
Reduced
1,016
Closed
54

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$1.17B
2
MSFT icon
Microsoft
MSFT
+$870M
3
AMZN icon
Amazon
AMZN
+$662M
4
AMD icon
Advanced Micro Devices
AMD
+$412M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$346M

Top Sells

Rank Stock Value
1
XLNX
Xilinx Inc
XLNX
+$492M
2
INFO
IHS Markit Ltd. Common Shares
INFO
+$328M
3
BIDU icon
Baidu
BIDU
+$128M
4
EXC icon
Exelon
EXC
+$112M
5
MCFE
McAfee Corp. Class A Common Stock
MCFE
+$95.7M

Sector Composition

Rank Sector Weight
1 Technology 25.91%
2 Financials 13.21%
3 Healthcare 12.91%
4 Consumer Discretionary 10.49%
5 Communication Services 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ANIP icon
2276
ANI Pharmaceuticals
ANIP
$1.78B
$828K ﹤0.01%
29,446
+3,106
+12% +$116K
RPAY icon
2277
Repay Holdings
RPAY
$327M
$827K ﹤0.01%
56,007
+1,574
+3% +$26K
DV icon
2278
DoubleVerify
DV
$2.03B
$823K ﹤0.01%
32,697
+26,133
+398% +$680K
IMAX icon
2279
IMAX
IMAX
$2.66B
$820K ﹤0.01%
43,290
– –
RVNC
2280
DELISTED
Revance Therapeutics, Inc.
RVNC
$817K ﹤0.01%
41,900
+538
+1% +$8.16K
CWEN.A
2281
DELISTED
Clearway Energy Class A
CWEN.A
$813K ﹤0.01%
24,388
-975
-4% -$30.5K
FCRD
2282
DELISTED
First Eagle Alternative Capital BDC, Inc. Common Stock
FCRD
$812K ﹤0.01%
184,592
– –
CMRC
2283
Commerce.com Inc Series 1
CMRC
$184M
$811K ﹤0.01%
37,027
-9
-0% -$241
STEM icon
2284
Stem
STEM
$52.7M
$811K ﹤0.01%
3,681
+2,412
+190% +$561K
EVOP
2285
DELISTED
EVO Payments, Inc. Class A Common Stock
EVOP
$811K ﹤0.01%
35,106
+1,810
+5% +$43K
PLL
2286
DELISTED
Piedmont Lithium
PLL
$809K ﹤0.01%
11,088
-3,916
-26% -$220K
DM
2287
DELISTED
Desktop Metal, Inc.
DM
$801K ﹤0.01%
16,895
+273
+2% +$11.6K
HURN icon
2288
Huron Consulting
HURN
$2.42B
$793K ﹤0.01%
17,314
+22
+0.1% +$1.01K
MMYT icon
2289
MakeMyTrip
MMYT
$5.64B
$792K ﹤0.01%
29,520
– –
WASH icon
2290
Washington Trust Bancorp
WASH
$741M
$790K ﹤0.01%
15,048
-614
-4% -$34.3K
WE
2291
DELISTED
WeWork Inc.
WE
$789K ﹤0.01%
+2,892
New +$828K
OM icon
2292
Outset Medical
OM
$90.8M
$782K ﹤0.01%
1,149
+24
+2% +$14.4K
BRFS
2293
DELISTED
BRF SA
BRFS
$777K ﹤0.01%
196,021
– –
LGF.A
2294
DELISTED
Lions Gate Entertainment Corp. Class A Voting Shares
LGF.A
$760K ﹤0.01%
46,752
– –
IIIV icon
2295
i3 Verticals
IIIV
$342M
$752K ﹤0.01%
26,998
+1,401
+5% +$34.5K
OEC icon
2296
Orion
OEC
$409M
$750K ﹤0.01%
46,978
-10
-0% -$172
ZEUS
2297
DELISTED
Olympic Steel
ZEUS
$739K ﹤0.01%
19,204
-224
-1% -$6.06K
VVX icon
2298
V2X
VVX
$2.65B
$736K ﹤0.01%
20,527
– –
RETA
2299
DELISTED
Reata Pharmaceuticals, Inc. Class A Common Stock
RETA
$730K ﹤0.01%
22,282
-18
-0.1% -$534
CLBK icon
2300
Columbia Financial
CLBK
$1.13B
$726K ﹤0.01%
33,776
+72
+0.2% +$1.54K
90 91
92
93 94

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Legal & General Group's Q1 2022 Portfolio in Review

As of Q1 2022, Legal & General Group held 3,619 positions worth $329B, down 0.57% from $331B the previous quarter. Its ten largest holdings account for 24% of the portfolio.

Legal & General Group deployed $15.4B of net new capital in Q1 2022, opening 42 new positions and adding to 1,796 existing holdings. Its largest new stake was Constellation Energy: 1,971,254 shares worth $111M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 27% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Baidu, an estimated $128M trimmed.

  • Legal & General Group's largest Q1 2022 buy was Constellation Energy: 1,971,254 shares worth $111M.
  • Legal & General Group added most to Apple in Q1 2022, an estimated $1.17B increase.
  • Legal & General Group's biggest Q1 2022 reduction was Baidu, cutting an estimated $128M.
  • Legal & General Group fully exited Xilinx Inc in Q1 2022, selling an estimated $492M.
  • Legal & General Group's ten largest holdings make up 24% of its $329B portfolio in Q1 2022.
  • Legal & General Group opened 42 new positions and closed 54 in Q1 2022.
  • Legal & General Group's portfolio value fell 0.57% quarter-over-quarter to $329B.

Based on Legal & General Group's 13F filing for Q1 2022, filed 16 May 2022.