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 | |
|---|---|---|---|---|---|---|
2426
Acco Brands
ACCO
$407M
| $503K | ﹤0.01% |
89,700
| – | – |
|
2427
Opko Health
OPK
$1.02B
| $502K | ﹤0.01% |
418,602
| – | – |
|
|
AD
2428
Array Digital Infrastructure
AD
$3.05B
| $497K | ﹤0.01% |
13,613
+595
| +5% | +$23.2K |
|
|
PTVE
2429
DELISTED
Pactiv Evergreen Inc. Common stock
PTVE
| $497K | ﹤0.01% |
34,692
-3,244
| -9% | -$46K |
|
2430
Franklin Covey
FC
$246M
| $497K | ﹤0.01% |
12,649
-31
| -0.2% | -$1.24K |
|
2431
Planet Labs
PL
$8.53B
| $494K | ﹤0.01% |
193,713
-649
| -0.3% | -$1.47K |
|
|
XRN
2432
Chiron Real Estate Inc
XRN
$477M
| $494K | ﹤0.01% |
11,289
+355
| +3% | +$17K |
|
|
STER
2433
DELISTED
Sterling Check Corp. Common Stock
STER
| $493K | ﹤0.01% |
30,679
-3,894
| -11% | -$55.6K |
|
2434
BrightView Holdings
BV
$1.07B
| $493K | ﹤0.01% |
41,389
+5,000
| +14% | +$45.5K |
|
|
NNDM
2435
Nano Dimension
NNDM
$343M
| $492K | ﹤0.01% |
176,592
-18,234
| -9% | -$47K |
|
2436
Scorpio Tankers
STNG
$3.81B
| $491K | ﹤0.01% |
6,862
+461
| +7% | +$31.2K |
|
2437
Clean Energy Fuels
CLNE
$346M
| $487K | ﹤0.01% |
181,770
+27,837
| +18% | +$83K |
|
2438
Summit Therapeutics
SMMT
$11.1B
| $487K | ﹤0.01% |
117,618
-1,386
| -1% | -$5.51K |
|
|
GOLD
2439
Gold.com Inc
GOLD
$1.26B
| $486K | ﹤0.01% |
15,833
-157
| -1% | -$4.32K |
|
2440
FuboTV Inc
FUBO
$273M
| $485K | ﹤0.01% |
25,573
| – | – |
|
2441
Gray Television
GTN
$552M
| $483K | ﹤0.01% |
76,436
-1,885
| -2% | -$14.4K |
|
2442
Solventum
SOLV
$14.1B
| $482K | ﹤0.01% |
+6,928
| New | +$519K |
|
2443
Arhaus
ARHS
$1.36B
| $481K | ﹤0.01% |
31,224
-289
| -0.9% | -$3.72K |
|
2444
Novartis
NVS
$297B
| $479K | ﹤0.01% |
+4,956
| New | +$508K |
|
2445
Ennis
EBF
$564M
| $478K | ﹤0.01% |
23,330
+1,328
| +6% | +$27.1K |
|
|
TELL
2446
DELISTED
Tellurian Inc.
TELL
| $476K | ﹤0.01% |
720,252
+256,043
| +55% | +$174K |
|
2447
Pennant Group
PNTG
$1.36B
| $476K | ﹤0.01% |
24,253
-86
| -0.4% | -$1.45K |
|
|
TBI
2448
Trueblue
TBI
$311M
| $474K | ﹤0.01% |
37,829
-55,150
| -59% | -$713K |
|
2449
Advantage Solutions
ADV
$361M
| $473K | ﹤0.01% |
4,369
+93
| +2% | +$9.15K |
|
2450
State Street SPDR S&P Biotech ETF
XBI
$10.3B
| $473K | ﹤0.01% |
+4,980
| New | +$462K |
|
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.