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 | |
|---|---|---|---|---|---|---|
2276
Kimbell Royalty Partners
KRP
$1.48B
| $783K | ﹤0.01% |
47,841
+3,992
| +9% | +$65K |
|
2277
Fiverr
FVRR
$339M
| $779K | ﹤0.01% |
33,248
+2,706
| +9% | +$60.8K |
|
2278
Ceco Environmental
CECO
$4.14B
| $777K | ﹤0.01% |
26,939
+1,563
| +6% | +$37.9K |
|
2279
QCR Holdings
QCRH
$1.7B
| $776K | ﹤0.01% |
12,937
-595
| -4% | -$34K |
|
2280
PhenixFIN
PFX
$90M
| $775K | ﹤0.01% |
16,577
| – | – |
|
|
EVRI
2281
DELISTED
Everi Holdings
EVRI
| $775K | ﹤0.01% |
92,298
-2,470
| -3% | -$20.2K |
|
2282
Hyster-Yale Materials Handling
HY
$665M
| $772K | ﹤0.01% |
11,074
+875
| +9% | +$59.7K |
|
|
BELFB
2283
Bel Fuse Inc Class B
BELFB
$4.21B
| $769K | ﹤0.01% |
11,789
+221
| +2% | +$13.9K |
|
2284
Univest Financial
UVSP
$1.18B
| $767K | ﹤0.01% |
33,581
| – | – |
|
2285
XPeng
XPEV
$11.6B
| $762K | ﹤0.01% |
104,088
| – | – |
|
|
DAWN
2286
DELISTED
Day One Biopharmaceuticals
DAWN
| $760K | ﹤0.01% |
55,177
+1,753
| +3% | +$25.6K |
|
|
EFXT
2287
Enerflex
EFXT
$2.44B
| $759K | ﹤0.01% |
140,717
+12,277
| +10% | +$66.7K |
|
2288
i3 Verticals
IIIV
$342M
| $754K | ﹤0.01% |
34,135
-2,699
| -7% | -$56.9K |
|
2289
Independent Bank Corp
IBCP
$844M
| $754K | ﹤0.01% |
27,913
-1,302
| -4% | -$32.2K |
|
|
WAY
2290
Waystar Holding Corp
WAY
$4.65B
| $753K | ﹤0.01% |
+35,000
| New | +$758K |
|
2291
Alignment Healthcare
ALHC
$2.98B
| $747K | ﹤0.01% |
95,550
+1,755
| +2% | +$11.5K |
|
2292
Camping World
CWH
$653M
| $745K | ﹤0.01% |
41,732
-143
| -0.3% | -$3.01K |
|
|
LBPH
2293
DELISTED
Longboard Pharmaceuticals, Inc. Common Stock
LBPH
| $737K | ﹤0.01% |
27,277
+6,816
| +33% | +$134K |
|
2294
Aurinia Pharmaceuticals
AUPH
$2.11B
| $737K | ﹤0.01% |
128,985
-2,774
| -2% | -$14.6K |
|
|
BRY
2295
DELISTED
Berry Corp
BRY
| $734K | ﹤0.01% |
113,582
-3,507
| -3% | -$26.1K |
|
2296
Revolve Group
RVLV
$1.73B
| $734K | ﹤0.01% |
46,109
+3,656
| +9% | +$70K |
|
2297
BlueLinx
BXC
$706M
| $733K | ﹤0.01% |
7,871
-261
| -3% | -$27.7K |
|
2298
Old Second Bancorp
OSBC
$1.29B
| $733K | ﹤0.01% |
49,474
+5,046
| +11% | +$71K |
|
2299
United States Lime & Minerals
USLM
$3.44B
| $730K | ﹤0.01% |
10,020
+25
| +0.3% | +$1.67K |
|
|
RDFN
2300
DELISTED
Redfin
RDFN
| $727K | ﹤0.01% |
120,923
+5,003
| +4% | +$31.3K |
|
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.