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 | |
|---|---|---|---|---|---|---|
2276
Merchants Bancorp
MBIN
$2.49B
| $888K | ﹤0.01% |
19,741
+5,885
| +42% | +$261K |
|
2277
Origin Bancorp
OBK
$1.66B
| $884K | ﹤0.01% |
27,463
+607
| +2% | +$19.8K |
|
|
EXK
2278
Endeavour Silver
EXK
$2.83B
| $883K | ﹤0.01% |
223,358
| – | – |
|
|
SNCY
2279
DELISTED
Sun Country Airlines
SNCY
| $882K | ﹤0.01% |
78,651
-86
| -0.1% | -$971 |
|
2280
Atlas Energy Solutions
AESI
$1.41B
| $880K | ﹤0.01% |
40,355
+899
| +2% | +$18.6K |
|
2281
Dream Finders Homes
DFH
$1.36B
| $876K | ﹤0.01% |
24,147
+676
| +3% | +$20.8K |
|
|
FBMS
2282
DELISTED
The First Bancshares, Inc.
FBMS
| $873K | ﹤0.01% |
27,153
+153
| +0.6% | +$4.74K |
|
2283
Relay Therapeutics
RLAY
$4.33B
| $873K | ﹤0.01% |
123,297
+35,491
| +40% | +$265K |
|
2284
Limbach Holdings
LMB
$581M
| $863K | ﹤0.01% |
11,394
+9,775
| +604% | +$622K |
|
2285
Telefônica Brasil
VIV
$19.2B
| $863K | ﹤0.01% |
84,000
| – | – |
|
2286
F&G Annuities & Life
FG
$3.62B
| $862K | ﹤0.01% |
19,277
+500
| +3% | +$20.7K |
|
2287
Fiverr
FVRR
$339M
| $860K | ﹤0.01% |
33,248
| – | – |
|
2288
Spyre Therapeutics
SYRE
$9.25B
| $857K | ﹤0.01% |
29,155
+5,892
| +25% | +$164K |
|
2289
NuScale Power
SMR
$4.03B
| $846K | ﹤0.01% |
73,056
+59,368
| +434% | +$606K |
|
|
PFC
2290
DELISTED
Premier Financial Corp. Common Stock
PFC
| $837K | ﹤0.01% |
35,649
+1,171
| +3% | +$27.8K |
|
2291
Archer Aviation
ACHR
$4.26B
| $836K | ﹤0.01% |
275,861
+9,362
| +4% | +$35.8K |
|
2292
Ecovyst
ECVT
$1.14B
| $834K | ﹤0.01% |
121,779
+9,794
| +9% | +$74.6K |
|
2293
Evolus
EOLS
$501M
| $833K | ﹤0.01% |
51,416
+1,405
| +3% | +$19.6K |
|
2294
Castle Biosciences
CSTL
$979M
| $831K | ﹤0.01% |
29,120
+4,730
| +19% | +$120K |
|
2295
BlueLinx
BXC
$706M
| $829K | ﹤0.01% |
7,863
-8
| -0.1% | -$817 |
|
2296
International Money Express
IMXI
$367M
| $825K | ﹤0.01% |
44,599
+843
| +2% | +$16.1K |
|
2297
BrightSpring Health Services
BTSG
$12.4B
| $824K | ﹤0.01% |
56,108
+1,636
| +3% | +$20.5K |
|
2298
FLEX LNG
FLNG
$1.67B
| $823K | ﹤0.01% |
31,960
+1,253
| +4% | +$33.1K |
|
2299
Yext
YEXT
$574M
| $815K | ﹤0.01% |
117,760
+14,828
| +14% | +$82.4K |
|
|
GOLD
2300
Gold.com Inc
GOLD
$1.26B
| $814K | ﹤0.01% |
18,438
+531
| +3% | +$20.3K |
|
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.