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 | |
|---|---|---|---|---|---|---|
|
SVM
2301
Silvercorp Metals
SVM
$2.53B
| $810K | ﹤0.01% |
174,889
+40,152
| +30% | +$149K |
|
2302
Establishment Labs
ESTA
$2.28B
| $810K | ﹤0.01% |
18,712
| – | – |
|
2303
Tarsus Pharmaceuticals
TARS
$2.84B
| $808K | ﹤0.01% |
24,579
+93
| +0.4% | +$2.61K |
|
2304
Sable Offshore Corp
SOC
$911M
| $807K | ﹤0.01% |
34,202
+1,777
| +5% | +$32K |
|
2305
UWM Holdings
UWMC
$434M
| $806K | ﹤0.01% |
94,617
+4,686
| +5% | +$39.5K |
|
2306
Lifestance Health
LFST
$4.14B
| $804K | ﹤0.01% |
114,879
-2,733
| -2% | -$16.4K |
|
2307
Centrus Energy
LEU
$3.82B
| $804K | ﹤0.01% |
14,660
+1,370
| +10% | +$57.3K |
|
2308
Ceco Environmental
CECO
$4.14B
| $797K | ﹤0.01% |
28,265
+1,326
| +5% | +$37.3K |
|
2309
Praxis Precision Medicines
PRAX
$10.1B
| $796K | ﹤0.01% |
13,829
-212
| -2% | -$11.5K |
|
2310
Genco Shipping & Trading
GNK
$1.1B
| $796K | ﹤0.01% |
40,795
+2,022
| +5% | +$37.7K |
|
2311
Camden National
CAC
$976M
| $795K | ﹤0.01% |
19,246
+5,638
| +41% | +$214K |
|
|
PRO
2312
DELISTED
PROS Holdings
PRO
| $793K | ﹤0.01% |
42,845
+737
| +2% | +$15.6K |
|
2313
Algoma Steel
ASTL
$431M
| $791K | ﹤0.01% |
77,079
| – | – |
|
2314
Burke & Herbert Financial Services Corp
BHRB
$1.48B
| $784K | ﹤0.01% |
12,851
+11,212
| +684% | +$687K |
|
|
DAWN
2315
DELISTED
Day One Biopharmaceuticals
DAWN
| $784K | ﹤0.01% |
56,264
+1,087
| +2% | +$15.5K |
|
|
PETQ
2316
DELISTED
PetIQ, Inc. Class A Common Stock
PETQ
| $783K | ﹤0.01% |
25,446
+622
| +3% | +$16.8K |
|
2317
Clover Health Investments
CLOV
$2.51B
| $781K | ﹤0.01% |
+276,830
| New | +$634K |
|
|
VMEO
2318
DELISTED
Vimeo
VMEO
| $777K | ﹤0.01% |
153,791
+16,830
| +12% | +$76.4K |
|
2319
Old Second Bancorp
OSBC
$1.29B
| $776K | ﹤0.01% |
49,745
+271
| +0.5% | +$4.36K |
|
2320
iShares MSCI Canada ETF
EWC
$6.33B
| $774K | ﹤0.01% |
18,650
-3,700
| -17% | -$145K |
|
|
ETWO
2321
DELISTED
E2open Parent Holdings
ETWO
| $773K | ﹤0.01% |
175,274
-643
| -0.4% | -$2.81K |
|
2322
i3 Verticals
IIIV
$342M
| $767K | ﹤0.01% |
36,002
+1,867
| +5% | +$41.9K |
|
|
VZIO
2323
DELISTED
VIZIO Holding Corp.
VZIO
| $765K | ﹤0.01% |
68,530
+3,875
| +6% | +$42.9K |
|
2324
FIGS
FIGS
$2.37B
| $765K | ﹤0.01% |
111,851
+3,698
| +3% | +$21.6K |
|
|
CFB
2325
DELISTED
CrossFirst Bankshares, Inc. Common Stock
CFB
| $763K | ﹤0.01% |
45,733
+9,191
| +25% | +$155K |
|
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.