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Legal & General Group

Legal & General Group Portfolio holdings

AUM $432B
1-Year Est. Return 29.4%
 

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.

This Quarter Est. Return
+11.5%
1 Year Est. Return
+29.4%
3 Year Est. Return
+97.7%
5 Year Est. Return
+129.51%
10 Year Est. Return
+472.83%
AUM
$331B
AUM Growth
+$23B
Cap. Flow
-$6.18B
Cap. Flow %
-1.87%
Top 10 Hldgs %
23.44%
Holding
3,635
New
138
Increased
1,738
Reduced
1,056
Closed
58

Top Buys

Rank Stock Value
1
JNJ icon
Johnson & Johnson
JNJ
+$155M
2
CP icon
Canadian Pacific Kansas City
CP
+$135M
3
O icon
Realty Income
O
+$131M
4
VMW
VMware, Inc
VMW
+$130M
5
BIDU icon
Baidu
BIDU
+$88.7M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$262M
2
KSU
Kansas City Southern
KSU
+$251M
3
JD icon
JD.com
JD
+$207M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$173M
5
AMZN icon
Amazon
AMZN
+$142M

Sector Composition

Rank Sector Weight
1 Technology 26.59%
2 Financials 12.79%
3 Healthcare 12.54%
4 Consumer Discretionary 11.03%
5 Communication Services 8.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RSI icon
2426
Rush Street Interactive
RSI
$2.88B
$478K ﹤0.01%
28,981
-163
-0.6% -$3.07K
FF icon
2427
Future Fuel
FF
$223M
$477K ﹤0.01%
62,429
+2,568
+4% +$19.9K
TSVT
2428
DELISTED
2seventy bio
TSVT
$474K ﹤0.01%
+18,510
New +$577K
CELL
2429
DELISTED
PhenomeX Inc. Common Stock
CELL
$471K ﹤0.01%
25,945
+78
+0.3% +$1.68K
CLNE icon
2430
Clean Energy Fuels
CLNE
$346M
$470K ﹤0.01%
76,653
+18,584
+32% +$146K
ISEE
2431
DELISTED
IVERIC bio, Inc. Common Stock
ISEE
$470K ﹤0.01%
28,098
+1,887
+7% +$30.9K
ZYXI
2432
DELISTED
Zynex
ZYXI
$469K ﹤0.01%
51,715
+2,073
+4% +$23K
CSV icon
2433
Carriage Services
CSV
$569M
$468K ﹤0.01%
7,263
-127
-2% -$6.58K
RKLB icon
2434
Rocket Lab Corp
RKLB
$51.8B
$468K ﹤0.01%
+38,062
New +$523K
CNOB icon
2435
Center Bancorp
CNOB
$1.78B
$466K ﹤0.01%
14,243
– –
ARCT icon
2436
Arcturus Therapeutics
ARCT
$211M
$465K ﹤0.01%
12,566
+2,985
+31% +$122K
FRG
2437
DELISTED
Franchise Group, Inc.
FRG
$463K ﹤0.01%
8,877
+47
+0.5% +$2.11K
XM
2438
DELISTED
Qualtrics International Inc. Class A Common Stock
XM
$462K ﹤0.01%
+13,041
New +$507K
GOEV
2439
DELISTED
Canoo Inc. Class A Common Stock
GOEV
$460K ﹤0.01%
130
– –
TIXT
2440
DELISTED
TELUS International
TIXT
$459K ﹤0.01%
13,893
+6,271
+82% +$219K
VRA icon
2441
Vera Bradley
VRA
$98.7M
$459K ﹤0.01%
53,909
+3,229
+6% +$31.1K
ZEUS
2442
DELISTED
Olympic Steel
ZEUS
$457K ﹤0.01%
19,428
+758
+4% +$18.3K
PAE
2443
DELISTED
PAE Incorporated Class A Common Stock
PAE
$456K ﹤0.01%
45,911
+191
+0.4% +$1.71K
ATRI
2444
DELISTED
Atrion Corp
ATRI
$453K ﹤0.01%
642
+3
+0.5% +$2.16K
BLNK icon
2445
Blink Charging
BLNK
$87.9M
$452K ﹤0.01%
17,060
+54
+0.3% +$1.74K
PAR icon
2446
PAR Technology
PAR
$735M
$452K ﹤0.01%
8,560
+128
+2% +$7.71K
ATSG
2447
DELISTED
Air Transport Services Group
ATSG
$452K ﹤0.01%
15,392
+303
+2% +$8.06K
MODN
2448
DELISTED
MODEL N, INC.
MODN
$452K ﹤0.01%
15,048
+67
+0.4% +$2.1K
AOSL icon
2449
Alpha and Omega Semiconductor
AOSL
$1.08B
$448K ﹤0.01%
7,395
+10
+0.1% +$433
ARCH
2450
DELISTED
Arch Resources, Inc.
ARCH
$448K ﹤0.01%
4,914
– –
96 97
98
99 100

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Legal & General Group's Q4 2021 Portfolio in Review

As of Q4 2021, Legal & General Group held 3,635 positions worth $331B, up 7.5% from $308B the previous quarter. Its ten largest holdings account for 23% of the portfolio.

Legal & General Group's Q4 2021 filing shows 138 new, 1,738 increased, 1,056 reduced and 58 closed positions. Its largest new stake was Rivian: 675,161 shares worth $70M. The largest sale was Microsoft, an estimated $262M.

By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 25% a quarter earlier, followed by Financials and Healthcare.

  • Legal & General Group's largest Q4 2021 buy was Rivian: 675,161 shares worth $70M.
  • Legal & General Group added most to Johnson & Johnson in Q4 2021, an estimated $155M increase.
  • Legal & General Group's biggest Q4 2021 reduction was Microsoft, cutting an estimated $262M.
  • Legal & General Group fully exited Kansas City Southern in Q4 2021, selling an estimated $251M.
  • Legal & General Group's ten largest holdings make up 23% of its $331B portfolio in Q4 2021.
  • Legal & General Group opened 138 new positions and closed 58 in Q4 2021.
  • Legal & General Group's portfolio value rose 7.5% quarter-over-quarter to $331B.

Based on Legal & General Group's 13F filing for Q4 2021, filed 14 Feb 2022.