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 | |
|---|---|---|---|---|---|---|
2376
Sana Biotechnology
SANA
$980M
| $642K | ﹤0.01% |
154,380
+2,876
| +2% | +$15.1K |
|
|
TDAY
2377
USA Today Co
TDAY
$1.06B
| $642K | ﹤0.01% |
114,197
+101,730
| +816% | +$494K |
|
2378
Marcus Corp
MCS
$945M
| $638K | ﹤0.01% |
42,342
-676
| -2% | -$8.91K |
|
|
BASE
2379
DELISTED
Couchbase
BASE
| $637K | ﹤0.01% |
39,506
+1,145
| +3% | +$19.8K |
|
2380
Garrett Motion
GTX
$5.57B
| $635K | ﹤0.01% |
77,603
| – | – |
|
2381
First Financial Corp
THFF
$969M
| $634K | ﹤0.01% |
14,455
+4,988
| +53% | +$212K |
|
2382
Global Industrial
GIC
$1.49B
| $633K | ﹤0.01% |
18,648
+99
| +0.5% | +$3.25K |
|
|
NPKI
2383
NPK International
NPKI
$1.14B
| $633K | ﹤0.01% |
91,374
+14,754
| +19% | +$114K |
|
2384
New Fortress Energy
NFE
$101M
| $632K | ﹤0.01% |
69,498
+1,518
| +2% | +$23.4K |
|
2385
Amplitude
AMPL
$1.41B
| $628K | ﹤0.01% |
70,063
+2,849
| +4% | +$24.3K |
|
2386
ZipRecruiter
ZIP
$423M
| $628K | ﹤0.01% |
66,099
-185
| -0.3% | -$1.66K |
|
2387
Phathom Pharmaceuticals
PHAT
$692M
| $622K | ﹤0.01% |
34,378
+53
| +0.2% | +$741 |
|
2388
Vaalco Energy
EGY
$594M
| $621K | ﹤0.01% |
108,228
+22,524
| +26% | +$142K |
|
|
GOOD
2389
Gladstone Commercial Corp
GOOD
$627M
| $621K | ﹤0.01% |
38,222
+304
| +0.8% | +$4.56K |
|
2390
MetroCity Bankshares
MCBS
$1.03B
| $619K | ﹤0.01% |
20,201
+9,113
| +82% | +$265K |
|
2391
NETGEAR
NTGR
$635M
| $616K | ﹤0.01% |
30,712
+900
| +3% | +$14.9K |
|
2392
Bumble
BMBL
$373M
| $616K | ﹤0.01% |
96,510
+3,705
| +4% | +$27.9K |
|
2393
Immunome
IMNM
$2.83B
| $615K | ﹤0.01% |
42,083
+222
| +0.5% | +$3.15K |
|
|
RYZ
2394
Ryerson Holding Corp
RYZ
$1.46B
| $609K | ﹤0.01% |
30,596
| – | – |
|
2395
Rush Enterprises Class B
RUSHB
$6.14B
| $609K | ﹤0.01% |
12,701
| – | – |
|
2396
American Express Global Business Travel
GBTG
$4.94B
| $609K | ﹤0.01% |
79,179
+60,582
| +326% | +$420K |
|
2397
Vitesse Energy
VTS
$665M
| $606K | ﹤0.01% |
25,223
+741
| +3% | +$18.3K |
|
2398
Forestar Group
FOR
$1.51B
| $601K | ﹤0.01% |
18,570
+628
| +4% | +$19.6K |
|
2399
Xeris Biopharma Holdings
XERS
$1.45B
| $601K | ﹤0.01% |
210,843
+195,973
| +1,318% | +$503K |
|
2400
iShares Russell 2000 ETF
IWM
$83B
| $600K | ﹤0.01% |
2,722
+400
| +17% | +$85.6K |
|
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.