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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
-3.18%
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
$329B
AUM Growth
-$1.89B
Cap. Flow
+$15.4B
Cap. Flow %
4.68%
Top 10 Hldgs %
23.74%
Holding
3,619
New
42
Increased
1,796
Reduced
1,016
Closed
54

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$1.17B
2
MSFT icon
Microsoft
MSFT
+$870M
3
AMZN icon
Amazon
AMZN
+$662M
4
AMD icon
Advanced Micro Devices
AMD
+$412M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$346M

Top Sells

Rank Stock Value
1
XLNX
Xilinx Inc
XLNX
+$492M
2
INFO
IHS Markit Ltd. Common Shares
INFO
+$328M
3
BIDU icon
Baidu
BIDU
+$128M
4
EXC icon
Exelon
EXC
+$112M
5
MCFE
McAfee Corp. Class A Common Stock
MCFE
+$95.7M

Sector Composition

Rank Sector Weight
1 Technology 25.91%
2 Financials 13.21%
3 Healthcare 12.91%
4 Consumer Discretionary 10.49%
5 Communication Services 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMYT
2426
DELISTED
Amryt Pharma plc American Depositary Shares
AMYT
$438K ﹤0.01%
+52,985
New +$478K
SEB icon
2427
Seaboard Corp
SEB
$4.06B
$437K ﹤0.01%
104
+7
+7% +$27.1K
GHL
2428
DELISTED
Greenhill & Co., Inc.
GHL
$437K ﹤0.01%
28,229
-1,290
-4% -$22.6K
AVID
2429
DELISTED
Avid Technology Inc
AVID
$437K ﹤0.01%
12,513
+2
+0% +$62
AGM icon
2430
Federal Agricultural Mortgage
AGM
$2.56B
$435K ﹤0.01%
4,010
– –
KRYS icon
2431
Krystal Biotech
KRYS
$9.66B
$435K ﹤0.01%
6,533
+370
+6% +$23.1K
LEVI icon
2432
Levi Strauss
LEVI
$9.39B
$435K ﹤0.01%
21,998
+969
+5% +$20.9K
WKHS icon
2433
Workhorse Group
WKHS
$36.3M
$434K ﹤0.01%
29
-11
-28% -$121K
AD
2434
Array Digital Infrastructure
AD
$3.05B
$429K ﹤0.01%
14,183
– –
BALY icon
2435
Bally's
BALY
$658M
$428K ﹤0.01%
13,910
+286
+2% +$9.65K
GLBE icon
2436
Global E Online
GLBE
$7.11B
$422K ﹤0.01%
+12,484
New +$471K
LBAI
2437
DELISTED
Lakeland Bancorp Inc
LBAI
$421K ﹤0.01%
25,223
+4,660
+23% +$86.1K
HRTX icon
2438
Heron Therapeutics
HRTX
$92.9M
$418K ﹤0.01%
73,233
+1,187
+2% +$8.69K
AOSL icon
2439
Alpha and Omega Semiconductor
AOSL
$1.08B
$417K ﹤0.01%
7,637
+242
+3% +$12.6K
PI icon
2440
Impinj
PI
$5.6B
$417K ﹤0.01%
6,561
-349
-5% -$25.2K
FFWM
2441
DELISTED
First Foundation Inc
FFWM
$415K ﹤0.01%
17,054
+795
+5% +$20.7K
MODN
2442
DELISTED
MODEL N, INC.
MODN
$415K ﹤0.01%
15,401
+353
+2% +$9.21K
SCOA
2443
DELISTED
ScION Tech Growth I Class A Ordinary Shares
SCOA
$414K ﹤0.01%
+42,158
New +$412K
CSTL icon
2444
Castle Biosciences
CSTL
$979M
$413K ﹤0.01%
9,207
+223
+2% +$9.21K
UGP icon
2445
Ultrapar
UGP
$6.54B
$409K ﹤0.01%
135,500
– –
AMBP icon
2446
Ardagh Metal Packaging
AMBP
$3.01B
$406K ﹤0.01%
+49,965
New +$433K
CPA icon
2447
Copa Holdings
CPA
$5.8B
$405K ﹤0.01%
4,852
+146
+3% +$12K
GOGO icon
2448
Gogo Inc
GOGO
$492M
$405K ﹤0.01%
21,237
– –
MNRL
2449
DELISTED
Brigham Minerals, Inc. Class A Common Stock
MNRL
$403K ﹤0.01%
15,758
+478
+3% +$11.1K
SENS icon
2450
Senseonics Holdings Inc
SENS
$366M
$402K ﹤0.01%
10,183
+1
+0% +$46
96 97
98
99 100

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Legal & General Group's Q1 2022 Portfolio in Review

As of Q1 2022, Legal & General Group held 3,619 positions worth $329B, down 0.57% from $331B the previous quarter. Its ten largest holdings account for 24% of the portfolio.

Legal & General Group deployed $15.4B of net new capital in Q1 2022, opening 42 new positions and adding to 1,796 existing holdings. Its largest new stake was Constellation Energy: 1,971,254 shares worth $111M.

By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 27% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was Baidu, an estimated $128M trimmed.

  • Legal & General Group's largest Q1 2022 buy was Constellation Energy: 1,971,254 shares worth $111M.
  • Legal & General Group added most to Apple in Q1 2022, an estimated $1.17B increase.
  • Legal & General Group's biggest Q1 2022 reduction was Baidu, cutting an estimated $128M.
  • Legal & General Group fully exited Xilinx Inc in Q1 2022, selling an estimated $492M.
  • Legal & General Group's ten largest holdings make up 24% of its $329B portfolio in Q1 2022.
  • Legal & General Group opened 42 new positions and closed 54 in Q1 2022.
  • Legal & General Group's portfolio value fell 0.57% quarter-over-quarter to $329B.

Based on Legal & General Group's 13F filing for Q1 2022, filed 16 May 2022.