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 | |
|---|---|---|---|---|---|---|
|
OLO
2451
DELISTED
Olo Inc
OLO
| $472K | ﹤0.01% |
85,950
-5,256
| -6% | -$28.7K |
|
|
LUCK
2452
Lucky Strike Entertainment
LUCK
$911M
| $470K | ﹤0.01% |
34,330
-7,344
| -18% | -$94.7K |
|
2453
Theravance Biopharma
TBPH
$877M
| $470K | ﹤0.01% |
52,419
+2,025
| +4% | +$18.8K |
|
|
AXIA.PR
2454
DELISTED
AXIA Energia American Depositary Shares Preferred Class B1
AXIA.PR
| $466K | ﹤0.01% |
62,510
| – | – |
|
2455
Manitowoc
MTW
$675M
| $466K | ﹤0.01% |
32,924
| – | – |
|
2456
Conduent
CNDT
$264M
| $465K | ﹤0.01% |
137,716
-1,297
| -0.9% | -$4.5K |
|
2457
Equity Bancshares
EQBK
$1.05B
| $465K | ﹤0.01% |
13,543
+4,538
| +50% | +$148K |
|
2458
Alignment Healthcare
ALHC
$2.98B
| $465K | ﹤0.01% |
93,795
| – | – |
|
2459
Orthofix Medical
OFIX
$419M
| $464K | ﹤0.01% |
31,984
| – | – |
|
2460
Altimmune
ALT
$599M
| $464K | ﹤0.01% |
45,615
+41,230
| +940% | +$419K |
|
|
OBE
2461
Obsidian Energy
OBE
$662M
| $464K | ﹤0.01% |
56,156
-9,799
| -15% | -$68.5K |
|
2462
Clear Channel Outdoor Holdings
CCO
$1.23B
| $460K | ﹤0.01% |
279,035
-53,277
| -16% | -$91K |
|
|
CMRC
2463
Commerce.com Inc Series 1
CMRC
$184M
| $457K | ﹤0.01% |
66,378
-188
| -0.3% | -$1.51K |
|
2464
Anterix
ATEX
$1.94B
| $457K | ﹤0.01% |
13,602
+365
| +3% | +$12.3K |
|
2465
Bally's
BALY
$658M
| $457K | ﹤0.01% |
32,776
-73
| -0.2% | -$850 |
|
2466
Camden National
CAC
$976M
| $456K | ﹤0.01% |
13,608
| – | – |
|
|
DHIL
2467
DELISTED
Diamond Hill
DHIL
| $456K | ﹤0.01% |
2,958
+98
| +3% | +$15.3K |
|
2468
GDS Holdings
GDS
$6.41B
| $453K | ﹤0.01% |
68,104
+3,190
| +5% | +$21.6K |
|
|
EWCZ
2469
DELISTED
European Wax Center
EWCZ
| $451K | ﹤0.01% |
34,776
+1,189
| +4% | +$17K |
|
|
DHC
2470
Diversified Healthcare Trust
DHC
$2.14B
| $448K | ﹤0.01% |
182,311
| – | – |
|
2471
OrthoPediatrics
KIDS
$595M
| $448K | ﹤0.01% |
15,347
| – | – |
|
2472
Mission Produce
AVO
$1.17B
| $446K | ﹤0.01% |
37,561
| – | – |
|
|
TUYA
2473
Tuya Inc
TUYA
$1.1B
| $446K | ﹤0.01% |
254,731
-49,787
| -16% | -$94.6K |
|
2474
NETGEAR
NTGR
$635M
| $442K | ﹤0.01% |
28,047
| – | – |
|
|
LBPH
2475
DELISTED
Longboard Pharmaceuticals, Inc. Common Stock
LBPH
| $442K | ﹤0.01% |
20,461
+18,791
| +1,125% | +$410K |
|
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.