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 |
UBS Group
UBS
|
+$821M |
| 2 |
Alcon
ALC
|
+$352M |
| 3 |
Stellantis
STLA
|
+$352M |
| 4 |
Ferrovial N.V. Ordinary Shares
FER
|
+$295M |
| 5 |
CRH
CRH
|
+$285M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$724M |
| 2 |
PXD
Pioneer Natural Resource Co.
PXD
|
+$394M |
| 3 |
Microsoft
MSFT
|
+$389M |
| 4 |
GE Aerospace
GE
|
+$229M |
| 5 |
Amazon
AMZN
|
+$222M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 32.5% |
| 2 | Financials | 12.19% |
| 3 | Healthcare | 11.56% |
| 4 | Consumer Discretionary | 9.43% |
| 5 | Communication Services | 8.47% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
STKL
2451
DELISTED
SunOpta
STKL
| $451K | ﹤0.01% |
83,785
+4,340
| +5% | +$25.5K |
|
2452
Camden National
CAC
$976M
| $449K | ﹤0.01% |
13,608
| – | – |
|
2453
Conduent
CNDT
$264M
| $449K | ﹤0.01% |
137,716
| – | – |
|
2454
GoodRx Holdings
GDRX
$1.26B
| $446K | ﹤0.01% |
57,214
| – | – |
|
|
MLNK
2455
DELISTED
MeridianLink
MLNK
| $445K | ﹤0.01% |
20,849
+1,524
| +8% | +$28.4K |
|
2456
Equity Bancshares
EQBK
$1.05B
| $444K | ﹤0.01% |
12,604
-939
| -7% | -$31.5K |
|
2457
Stoke Therapeutics
STOK
$2.11B
| $443K | ﹤0.01% |
32,790
+30,512
| +1,339% | +$412K |
|
|
LPRO
2458
DELISTED
Open Lending Corp
LPRO
| $439K | ﹤0.01% |
78,710
-11,187
| -12% | -$64.3K |
|
|
RDUS
2459
DELISTED
Radius Recycling
RDUS
| $439K | ﹤0.01% |
28,756
-767
| -3% | -$13.4K |
|
2460
Diebold Nixdorf
DBD
$2.56B
| $439K | ﹤0.01% |
11,410
+2,868
| +34% | +$109K |
|
2461
Novartis
NVS
$297B
| $439K | ﹤0.01% |
4,124
-832
| -17% | -$83.5K |
|
2462
Standard BioTools
LAB
$314M
| $438K | ﹤0.01% |
247,203
+54,436
| +28% | +$133K |
|
|
LAZR
2463
DELISTED
Luminar Technologies
LAZR
| $436K | ﹤0.01% |
19,510
+453
| +2% | +$10.7K |
|
|
TUYA
2464
Tuya Inc
TUYA
$1.1B
| $436K | ﹤0.01% |
254,731
| – | – |
|
2465
Pliant Therapeutics
PLRX
$65M
| $434K | ﹤0.01% |
40,379
-1,246
| -3% | -$16.1K |
|
2466
Seneca Foods Class A
SENEA
$1.21B
| $434K | ﹤0.01% |
7,559
| – | – |
|
2467
nLIGHT
LASR
$3.17B
| $432K | ﹤0.01% |
39,486
| – | – |
|
2468
Clearfield
CLFD
$374M
| $429K | ﹤0.01% |
11,119
-623
| -5% | -$21.6K |
|
2469
Resources Connection
RGP
$145M
| $429K | ﹤0.01% |
38,826
-52,749
| -58% | -$593K |
|
2470
Orthofix Medical
OFIX
$419M
| $424K | ﹤0.01% |
31,984
| – | – |
|
2471
Acco Brands
ACCO
$407M
| $422K | ﹤0.01% |
89,700
| – | – |
|
|
ML
2472
DELISTED
MoneyLion Inc.
ML
| $421K | ﹤0.01% |
+5,731
| New | +$450K |
|
|
HTBK
2473
DELISTED
Heritage Commerce
HTBK
| $416K | ﹤0.01% |
47,862
+3,319
| +7% | +$27K |
|
2474
Granite Ridge Resources
GRNT
$644M
| $416K | ﹤0.01% |
65,732
+1,661
| +3% | +$10.7K |
|
|
KE
2475
Kimball Electronics
KE
$628M
| $416K | ﹤0.01% |
18,914
+1,046
| +6% | +$22.8K |
|
Similar funds
Legal & General Group's Q2 2024 Portfolio in Review
As of Q2 2024, Legal & General Group held 3,587 positions worth $354B, up 1.9% from $347B the previous quarter. Its ten largest holdings account for 31% of the portfolio.
Legal & General Group's Q2 2024 filing shows 227 new, 1,326 increased, 1,538 reduced and 175 closed positions. Its largest new stake was Ferrovial N.V. Ordinary Shares: 7,495,973 shares worth $289M. The largest sale was Apple, an estimated $724M.
By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 30% a quarter earlier, followed by Financials and Healthcare.
- Legal & General Group's largest Q2 2024 buy was Ferrovial N.V. Ordinary Shares: 7,495,973 shares worth $289M.
- Legal & General Group added most to UBS Group in Q2 2024, an estimated $821M increase.
- Legal & General Group's biggest Q2 2024 reduction was Apple, cutting an estimated $724M.
- Legal & General Group fully exited Pioneer Natural Resource Co. in Q2 2024, selling an estimated $394M.
- Legal & General Group's ten largest holdings make up 31% of its $354B portfolio in Q2 2024.
- Legal & General Group opened 227 new positions and closed 175 in Q2 2024.
- Legal & General Group's portfolio value rose 1.9% quarter-over-quarter to $354B.
Based on Legal & General Group's 13F filing for Q2 2024, filed 14 Aug 2024.