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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
+12.71%
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
$322B
AUM Growth
+$35.2B
Cap. Flow
+$2.13B
Cap. Flow %
0.66%
Top 10 Hldgs %
26.34%
Holding
3,426
New
15
Increased
1,304
Reduced
1,475
Closed
47

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$594M
2
MSFT icon
Microsoft
MSFT
+$460M
3
AVGO icon
Broadcom
AVGO
+$406M
4
CSCO icon
Cisco
CSCO
+$241M
5
META icon
Meta Platforms (Facebook)
META
+$217M

Top Sells

Rank Stock Value
1
ATVI
Activision Blizzard
ATVI
+$450M
2
VMW
VMware, Inc
VMW
+$293M
3
SGEN
Seagen Inc. Common Stock
SGEN
+$189M
4
SPLK
Splunk Inc
SPLK
+$165M
5
DHR icon
Danaher
DHR
+$124M

Sector Composition

Rank Sector Weight
1 Technology 29.62%
2 Healthcare 12.35%
3 Financials 12.25%
4 Consumer Discretionary 9.98%
5 Industrials 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PETQ
2426
DELISTED
PetIQ, Inc. Class A Common Stock
PETQ
$526K ﹤0.01%
26,653
+23,664
+792% +$454K
TTI icon
2427
TETRA Technologies
TTI
$1.28B
$526K ﹤0.01%
116,395
+20,788
+22% +$105K
DENN
2428
DELISTED
Denny's
DENN
$525K ﹤0.01%
48,293
-634
-1% -$5.96K
LWLG icon
2429
Lightwave Logic
LWLG
$1.17B
$525K ﹤0.01%
104,919
-2,703
-3% -$12.7K
AMRX icon
2430
Amneal Pharmaceuticals
AMRX
$5.71B
$525K ﹤0.01%
86,426
+76,124
+739% +$339K
ACEL icon
2431
Accel Entertainment
ACEL
$978M
$523K ﹤0.01%
50,968
-158
-0.3% -$1.63K
OLO
2432
DELISTED
Olo Inc
OLO
$522K ﹤0.01%
91,206
-198
-0.2% -$1.09K
RAPT
2433
DELISTED
RAPT Therapeutics
RAPT
$521K ﹤0.01%
2,621
-10
-0.4% -$1.24K
GLDD
2434
DELISTED
Great Lakes Dredge & Dock
GLDD
$521K ﹤0.01%
67,805
– –
PTVE
2435
DELISTED
Pactiv Evergreen Inc. Common stock
PTVE
$520K ﹤0.01%
37,936
– –
PLL
2436
DELISTED
Piedmont Lithium
PLL
$520K ﹤0.01%
18,412
– –
MLNK
2437
DELISTED
MeridianLink
MLNK
$514K ﹤0.01%
20,756
– –
CAC icon
2438
Camden National
CAC
$970M
$512K ﹤0.01%
13,608
– –
TITN icon
2439
Titan Machinery
TITN
$426M
$508K ﹤0.01%
17,586
– –
CNDT icon
2440
Conduent
CNDT
$242M
$507K ﹤0.01%
139,013
– –
IRON icon
2441
Disc Medicine
IRON
$3.01B
$507K ﹤0.01%
8,782
+7
+0.1% +$358
WASH icon
2442
Washington Trust Bancorp
WASH
$735M
$506K ﹤0.01%
15,636
– –
BSBR icon
2443
Santander
BSBR
$43.1B
$503K ﹤0.01%
76,800
– –
TMCI icon
2444
Treace Medical Concepts
TMCI
$304M
$503K ﹤0.01%
39,450
-131
-0.3% -$1.32K
GOOD
2445
Gladstone Commercial Corp
GOOD
$618M
$502K ﹤0.01%
37,918
– –
ALPN
2446
DELISTED
Alpine Immune Sciences Inc
ALPN
$501K ﹤0.01%
26,263
+3,548
+16% +$49.3K
KIDS icon
2447
OrthoPediatrics
KIDS
$608M
$499K ﹤0.01%
15,347
-52
-0.3% -$1.51K
DCGO icon
2448
DocGo
DCGO
$56.8M
$498K ﹤0.01%
89,107
-111
-0.1% -$637
FDMT icon
2449
4D Molecular Therapeutics
FDMT
$582M
$497K ﹤0.01%
24,549
+138
+0.6% +$1.82K
CFB
2450
DELISTED
CrossFirst Bankshares, Inc. Common Stock
CFB
$496K ﹤0.01%
36,542
+6,961
+24% +$79.7K
96 97
98
99 100

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Legal & General Group's Q4 2023 Portfolio in Review

As of Q4 2023, Legal & General Group held 3,426 positions worth $322B, up 12% from $287B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

Trading was light in Q4 2023: portfolio turnover was 1.8%. Legal & General Group opened 15 new positions and exited 47, leaving the 3,426-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 30% of assets, up from 28% a quarter earlier, followed by Healthcare and Financials.

  • Legal & General Group's largest Q4 2023 buy was WK Kellogg Co: 403,883 shares worth $5.31M.
  • Legal & General Group added most to Apple in Q4 2023, an estimated $594M increase.
  • Legal & General Group's biggest Q4 2023 reduction was Splunk Inc, cutting an estimated $165M.
  • Legal & General Group fully exited Activision Blizzard in Q4 2023, selling an estimated $450M.
  • Legal & General Group's ten largest holdings make up 26% of its $322B portfolio in Q4 2023.
  • Legal & General Group opened 15 new positions and closed 47 in Q4 2023.
  • Legal & General Group's portfolio value rose 12% quarter-over-quarter to $322B.

Based on Legal & General Group's 13F filing for Q4 2023, filed 15 Feb 2024.