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 |
Amazon
AMZN
|
+$65.3M |
| 2 |
Johnson & Johnson
JNJ
|
+$64M |
| 3 |
Moody's
MCO
|
+$59.1M |
| 4 |
Realty Income
O
|
+$58.6M |
| 5 |
Coinbase
COIN
|
+$55.2M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$365M |
| 2 |
SPLK
Splunk Inc
SPLK
|
+$140M |
| 3 |
Microsoft
MSFT
|
+$138M |
| 4 |
Chevron
CVX
|
+$128M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$103M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 30.19% |
| 2 | Financials | 12.53% |
| 3 | Healthcare | 12.22% |
| 4 | Consumer Discretionary | 9.63% |
| 5 | Communication Services | 8.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2376
Vitesse Energy
VTS
$665M
| $575K | ﹤0.01% |
24,224
+3,218
| +15% | +$70.6K |
|
2377
E.W. Scripps
SSP
$304M
| $573K | ﹤0.01% |
145,870
-8,003
| -5% | -$47.9K |
|
2378
Argan
AGX
$8.37B
| $573K | ﹤0.01% |
11,340
-91
| -0.8% | -$4.27K |
|
2379
Cellebrite
CLBT
$3.99B
| $572K | ﹤0.01% |
51,583
+6,055
| +13% | +$61.8K |
|
2380
Amerant Bancorp
AMTB
$1.13B
| $564K | ﹤0.01% |
24,204
+1,190
| +5% | +$26.9K |
|
|
LAZR
2381
DELISTED
Luminar Technologies
LAZR
| $563K | ﹤0.01% |
19,057
-254,750
| -93% | -$9.29M |
|
|
LPRO
2382
DELISTED
Open Lending Corp
LPRO
| $563K | ﹤0.01% |
89,897
+4,850
| +6% | +$35.8K |
|
2383
Lifestance Health
LFST
$4.14B
| $562K | ﹤0.01% |
91,013
+21,751
| +31% | +$146K |
|
2384
Virgin Galactic
SPCE
$398M
| $560K | ﹤0.01% |
18,922
+593
| +3% | +$21.5K |
|
2385
Horizon Bancorp
HBNC
$1.04B
| $557K | ﹤0.01% |
43,380
| – | – |
|
2386
Stoneridge
SRI
$213M
| $556K | ﹤0.01% |
30,146
-82
| -0.3% | -$1.46K |
|
2387
TTEC Holdings
TTEC
$124M
| $551K | ﹤0.01% |
53,174
+43
| +0.1% | +$720 |
|
2388
Castle Biosciences
CSTL
$979M
| $549K | ﹤0.01% |
24,771
-50
| -0.2% | -$1.09K |
|
|
GOOS
2389
Canada Goose Holdings
GOOS
$856M
| $548K | ﹤0.01% |
45,472
| – | – |
|
2390
Disc Medicine
IRON
$2.97B
| $546K | ﹤0.01% |
8,768
-14
| -0.2% | -$908 |
|
|
STKL
2391
DELISTED
SunOpta
STKL
| $545K | ﹤0.01% |
79,445
+5,104
| +7% | +$31.5K |
|
|
EGLE
2392
DELISTED
Eagle Bulk Shipping Inc.
EGLE
| $541K | ﹤0.01% |
8,659
-1,264
| -13% | -$73.8K |
|
2393
Silicon Motion
SIMO
$8.68B
| $540K | ﹤0.01% |
7,014
+1,220
| +21% | +$83.3K |
|
2394
Vaalco Energy
EGY
$594M
| $539K | ﹤0.01% |
77,336
-4,871
| -6% | -$22.8K |
|
2395
Novavax
NVAX
$1.31B
| $538K | ﹤0.01% |
112,631
+13,286
| +13% | +$61.6K |
|
|
VMEO
2396
DELISTED
Vimeo
VMEO
| $538K | ﹤0.01% |
131,502
+5,116
| +4% | +$21.8K |
|
2397
Centrus Energy
LEU
$3.82B
| $535K | ﹤0.01% |
12,881
| – | – |
|
2398
Mercantile Bank Corp
MBWM
$1.05B
| $535K | ﹤0.01% |
13,895
| – | – |
|
2399
NerdWallet
NRDS
$652M
| $534K | ﹤0.01% |
36,311
+7,084
| +24% | +$110K |
|
|
NVRO
2400
DELISTED
NEVRO CORP.
NVRO
| $533K | ﹤0.01% |
36,934
| – | – |
|
Similar funds
Legal & General Group's Q1 2024 Portfolio in Review
As of Q1 2024, Legal & General Group held 3,413 positions worth $347B, up 7.9% from $322B the previous quarter. Its ten largest holdings account for 28% of the portfolio.
Trading was light in Q1 2024: portfolio turnover was 2.5%. Legal & General Group opened 34 new positions and exited 53, leaving the 3,413-position portfolio largely intact.
By sector, the portfolio is most concentrated in Technology at 30% of assets, up from 30% a quarter earlier, followed by Financials and Healthcare.
- Legal & General Group's largest Q1 2024 buy was Kaspi.kz JSC: 320,714 shares worth $41.3M.
- Legal & General Group added most to Amazon in Q1 2024, an estimated $65.3M increase.
- Legal & General Group's biggest Q1 2024 reduction was Apple, cutting an estimated $365M.
- Legal & General Group fully exited Splunk Inc in Q1 2024, selling an estimated $140M.
- Legal & General Group's ten largest holdings make up 28% of its $347B portfolio in Q1 2024.
- Legal & General Group opened 34 new positions and closed 53 in Q1 2024.
- Legal & General Group's portfolio value rose 7.9% quarter-over-quarter to $347B.
Based on Legal & General Group's 13F filing for Q1 2024, filed 14 May 2024.