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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
CMCO icon
2451
Columbus McKinnon
CMCO
$584M
$401K ﹤0.01%
9,475
+268
+3% +$12.1K
DNUT icon
2452
Krispy Kreme
DNUT
$577M
$400K ﹤0.01%
26,939
+6,205
+30% +$93.1K
CANO
2453
DELISTED
Cano Health, Inc.
CANO
$400K ﹤0.01%
630
+18
+3% +$11.3K
VRA icon
2454
Vera Bradley
VRA
$98.7M
$399K ﹤0.01%
51,990
-1,919
-4% -$15.2K
GABC icon
2455
German American Bancorp
GABC
$1.9B
$398K ﹤0.01%
10,469
– –
GLDD
2456
DELISTED
Great Lakes Dredge & Dock
GLDD
$395K ﹤0.01%
28,149
– –
LAND
2457
Gladstone Land Corp
LAND
$360M
$395K ﹤0.01%
10,846
+590
+6% +$19K
AVXL icon
2458
Anavex Life Sciences
AVXL
$310M
$392K ﹤0.01%
31,819
+612
+2% +$7.53K
NE icon
2459
Noble Corp
NE
$6.51B
$391K ﹤0.01%
+11,151
New +$314K
AXIA.PR
2460
DELISTED
AXIA Energia American Depositary Shares Preferred Class B1
AXIA.PR
$390K ﹤0.01%
62,510
– –
CSV icon
2461
Carriage Services
CSV
$569M
$387K ﹤0.01%
7,263
– –
FA icon
2462
First Advantage
FA
$4.12B
$387K ﹤0.01%
19,157
+6,231
+48% +$107K
FULC icon
2463
Fulcrum Therapeutics
FULC
$297M
$385K ﹤0.01%
16,328
-1,930
-11% -$27.3K
XM
2464
DELISTED
Qualtrics International Inc. Class A Common Stock
XM
$384K ﹤0.01%
13,453
+412
+3% +$11.9K
DENN
2465
DELISTED
Denny's
DENN
$382K ﹤0.01%
26,660
-36
-0.1% -$548
GEVO icon
2466
Gevo
GEVO
$382M
$381K ﹤0.01%
81,352
+1,650
+2% +$6.31K
IMGN
2467
DELISTED
Immunogen Inc
IMGN
$380K ﹤0.01%
79,880
+1,837
+2% +$10.2K
HEPS
2468
D-Market Electronic Services & Trading
HEPS
$990M
$379K ﹤0.01%
166,730
+34,553
+26% +$66.9K
QTRX icon
2469
Quanterix
QTRX
$190M
$379K ﹤0.01%
13,004
-23
-0.2% -$703
MRC
2470
DELISTED
MRC Global
MRC
$378K ﹤0.01%
31,737
– –
FRG
2471
DELISTED
Franchise Group, Inc.
FRG
$377K ﹤0.01%
9,095
+218
+2% +$10.1K
CRK icon
2472
Comstock Resources
CRK
$3.94B
$375K ﹤0.01%
28,707
– –
BNGO icon
2473
Bionano Genomics
BNGO
$13.3M
$374K ﹤0.01%
241
+7
+3% +$9.45K
KROS icon
2474
Keros Therapeutics
KROS
$221M
$373K ﹤0.01%
6,854
+704
+11% +$36.1K
MYOV
2475
DELISTED
Myovant Sciences Ltd.
MYOV
$373K ﹤0.01%
28,061
+592
+2% +$7.94K
97 98
99
100 101

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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.