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 |
Apple
AAPL
|
+$1.43B |
| 2 |
Chevron
CVX
|
+$314M |
| 3 |
ExxonMobil
XOM
|
+$282M |
| 4 |
Tesla
TSLA
|
+$253M |
| 5 |
Warner Bros
WBD
|
+$251M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
AT&T
T
|
+$278M |
| 2 |
CERN
Cerner Corp
CERN
|
+$275M |
| 3 |
MNDT
Mandiant, Inc. Common Stock
MNDT
|
+$149M |
| 4 |
Baidu
BIDU
|
+$137M |
| 5 |
DISCK
Discovery, Inc. Series C Common Stock
DISCK
|
+$47M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 24.42% |
| 2 | Healthcare | 14.2% |
| 3 | Financials | 13.14% |
| 4 | Consumer Discretionary | 9.41% |
| 5 | Industrials | 7.53% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2451
Franklin Covey
FC
$246M
| $340K | ﹤0.01% |
7,360
+6,028
| +453% | +$240K |
|
2452
Vaxcyte
PCVX
$8.64B
| $337K | ﹤0.01% |
15,435
+6,591
| +75% | +$153K |
|
2453
Sociedad Química y Minera de Chile
SQM
$20.6B
| $337K | ﹤0.01% |
4,033
| – | – |
|
2454
Anavex Life Sciences
AVXL
$310M
| $336K | ﹤0.01% |
33,556
+1,737
| +5% | +$16.5K |
|
2455
Syndax Pharmaceuticals
SNDX
$1.82B
| $336K | ﹤0.01% |
17,472
+4,107
| +31% | +$68.4K |
|
2456
Amplitude
AMPL
$1.41B
| $335K | ﹤0.01% |
+23,459
| New | +$412K |
|
2457
Outset Medical
OM
$90.8M
| $333K | ﹤0.01% |
1,494
+345
| +30% | +$148K |
|
|
ISEE
2458
DELISTED
IVERIC bio, Inc. Common Stock
ISEE
| $331K | ﹤0.01% |
34,405
+4,591
| +15% | +$57.6K |
|
2459
Krispy Kreme
DNUT
$577M
| $327K | ﹤0.01% |
24,009
-2,930
| -11% | -$40.4K |
|
|
DCPH
2460
DELISTED
Deciphera Pharmaceuticals, Inc. Common Stock
DCPH
| $327K | ﹤0.01% |
24,882
+8,487
| +52% | +$93.7K |
|
|
ESTE
2461
DELISTED
Earthstone Energy Inc. Class A Common Stock
ESTE
| $326K | ﹤0.01% |
23,950
+21,288
| +800% | +$335K |
|
|
YMAB
2462
DELISTED
Y-mAbs Therapeutics
YMAB
| $325K | ﹤0.01% |
21,468
+11,469
| +115% | +$134K |
|
|
EQRX
2463
DELISTED
EQRx, Inc. Common Stock
EQRX
| $324K | ﹤0.01% |
+68,982
| New | +$311K |
|
2464
Goosehead Insurance
GSHD
$2.32B
| $322K | ﹤0.01% |
7,040
+125
| +2% | +$6.82K |
|
2465
Hillman Solutions
HLMN
$1.79B
| $319K | ﹤0.01% |
36,922
+12,966
| +54% | +$143K |
|
2466
Ultrapar
UGP
$6.54B
| $319K | ﹤0.01% |
135,500
| – | – |
|
|
ACCD
2467
DELISTED
Accolade Inc
ACCD
| $319K | ﹤0.01% |
43,012
+3,895
| +10% | +$34.1K |
|
|
CVAC
2468
DELISTED
CureVac
CVAC
| $315K | ﹤0.01% |
23,158
-6,975
| -23% | -$115K |
|
2469
Payoneer
PAYO
$2.41B
| $315K | ﹤0.01% |
80,460
-21,496
| -21% | -$95.8K |
|
2470
Nicolet Bankshares
NIC
$3.62B
| $314K | ﹤0.01% |
4,335
+359
| +9% | +$29K |
|
|
ONT
2471
Onterris Inc
ONT
$580M
| $313K | ﹤0.01% |
9,268
+501
| +6% | +$20.9K |
|
2472
Utz Brands
UTZ
$1.25B
| $313K | ﹤0.01% |
22,622
-213
| -0.9% | -$2.96K |
|
|
PTRA
2473
DELISTED
Proterra Inc. Common Stock
PTRA
| $312K | ﹤0.01% |
67,469
+24,585
| +57% | +$150K |
|
2474
Montauk Renewables
MNTK
$255M
| $311K | ﹤0.01% |
+31,034
| New | +$370K |
|
2475
ACM Research
ACMR
$5.79B
| $310K | ﹤0.01% |
18,435
+5,184
| +39% | +$79.9K |
|
Similar funds
Legal & General Group's Q2 2022 Portfolio in Review
As of Q2 2022, Legal & General Group held 3,787 positions worth $283B, down 14% from $329B the previous quarter. Its ten largest holdings account for 22% of the portfolio.
Legal & General Group's Q2 2022 filing shows 222 new, 1,979 increased, 1,147 reduced and 274 closed positions. Its largest new stake was Samsara: 1,199,080 shares worth $13.4M. The largest sale was AT&T, an estimated $278M.
By sector, the portfolio is most concentrated in Technology at 24% of assets, down from 26% a quarter earlier, followed by Healthcare and Financials.
- Legal & General Group's largest Q2 2022 buy was Samsara: 1,199,080 shares worth $13.4M.
- Legal & General Group added most to Apple in Q2 2022, an estimated $1.43B increase.
- Legal & General Group's biggest Q2 2022 reduction was AT&T, cutting an estimated $278M.
- Legal & General Group fully exited Cerner Corp in Q2 2022, selling an estimated $275M.
- Legal & General Group's ten largest holdings make up 22% of its $283B portfolio in Q2 2022.
- Legal & General Group opened 222 new positions and closed 274 in Q2 2022.
- Legal & General Group's portfolio value fell 14% quarter-over-quarter to $283B.
Based on Legal & General Group's 13F filing for Q2 2022, filed 22 Aug 2022.