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 | |
|---|---|---|---|---|---|---|
2326
Garrett Motion
GTX
$5.57B
| $667K | ﹤0.01% |
77,603
+5,505
| +8% | +$50.8K |
|
2327
Kornit Digital
KRNT
$791M
| $666K | ﹤0.01% |
45,463
+4,172
| +10% | +$64.4K |
|
2328
Tarsus Pharmaceuticals
TARS
$2.84B
| $666K | ﹤0.01% |
24,486
+1,655
| +7% | +$55.6K |
|
|
LAR
2329
Lithium Argentina AG
LAR
$1.14B
| $661K | ﹤0.01% |
207,353
+5,089
| +3% | +$23.9K |
|
2330
Center Bancorp
CNOB
$1.78B
| $657K | ﹤0.01% |
34,797
+1,702
| +5% | +$32K |
|
|
BRSP
2331
BrightSpire Capital
BRSP
$648M
| $656K | ﹤0.01% |
115,062
+767
| +0.7% | +$4.71K |
|
|
SLNO
2332
DELISTED
Soleno Therapeutics
SLNO
| $654K | ﹤0.01% |
16,019
+3,736
| +30% | +$158K |
|
2333
Universal Technical Institute
UTI
$1.59B
| $644K | ﹤0.01% |
40,946
+37,499
| +1,088% | +$561K |
|
|
SAGE
2334
DELISTED
Sage Therapeutics
SAGE
| $642K | ﹤0.01% |
59,101
-688
| -1% | -$8.81K |
|
2335
PureCycle Technologies
PCT
$1.45B
| $641K | ﹤0.01% |
108,291
-6,681
| -6% | -$36.3K |
|
|
ATRI
2336
DELISTED
Atrion Corp
ATRI
| $640K | ﹤0.01% |
1,415
-28
| -2% | -$12.2K |
|
2337
Community Trust Bancorp
CTBI
$1.41B
| $637K | ﹤0.01% |
14,585
+760
| +5% | +$31.9K |
|
|
NPKI
2338
NPK International
NPKI
$1.14B
| $637K | ﹤0.01% |
76,620
+4,976
| +7% | +$38.3K |
|
|
UDMY
2339
DELISTED
Udemy
UDMY
| $635K | ﹤0.01% |
73,588
+2,779
| +4% | +$26.4K |
|
2340
Turning Point Brands
TPB
$1.74B
| $635K | ﹤0.01% |
19,776
+6,619
| +50% | +$204K |
|
2341
Riskified
RSKD
$716M
| $632K | ﹤0.01% |
98,965
+5,154
| +5% | +$29.2K |
|
2342
Disc Medicine
IRON
$2.97B
| $630K | ﹤0.01% |
13,982
+5,214
| +59% | +$177K |
|
2343
First Community Bankshares
FCBC
$911M
| $627K | ﹤0.01% |
17,012
+131
| +0.8% | +$4.45K |
|
2344
Digimarc Corp
DMRC
$178M
| $625K | ﹤0.01% |
20,150
+4,705
| +30% | +$120K |
|
2345
UWM Holdings
UWMC
$434M
| $623K | ﹤0.01% |
89,931
+4,208
| +5% | +$28.9K |
|
2346
4D Molecular Therapeutics
FDMT
$562M
| $622K | ﹤0.01% |
29,638
+4,451
| +18% | +$112K |
|
2347
BrightSpring Health Services
BTSG
$12.4B
| $619K | ﹤0.01% |
54,472
+49,296
| +952% | +$538K |
|
2348
Pennant Group
PNTG
$1.36B
| $618K | ﹤0.01% |
26,652
+2,399
| +10% | +$52.6K |
|
2349
Travere Therapeutics
TVTX
$5.78B
| $610K | ﹤0.01% |
74,240
-913
| -1% | -$6.15K |
|
2350
Dream Finders Homes
DFH
$1.36B
| $608K | ﹤0.01% |
23,471
+1,264
| +6% | +$40K |
|
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.