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 |
NVIDIA
NVDA
|
+$1.74B |
| 2 |
Apple
AAPL
|
+$1.16B |
| 3 |
Microsoft
MSFT
|
+$741M |
| 4 |
Broadcom
AVGO
|
+$480M |
| 5 |
Brookfield
BN
|
+$350M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$137M |
| 2 |
Costco
COST
|
+$107M |
| 3 |
NextEra Energy
NEE
|
+$106M |
| 4 |
Caterpillar
CAT
|
+$100M |
| 5 |
Walmart Inc
WMT
|
+$98.3M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 32.78% |
| 2 | Financials | 12.5% |
| 3 | Healthcare | 11.46% |
| 4 | Consumer Discretionary | 9.44% |
| 5 | Communication Services | 7.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2451
Enliven Therapeutics
ELVN
$4.43B
| $519K | ﹤0.01% |
20,328
+131
| +0.6% | +$3.03K |
|
2452
Equity Bancshares
EQBK
$1.05B
| $515K | ﹤0.01% |
12,604
| – | – |
|
2453
NerdWallet
NRDS
$652M
| $515K | ﹤0.01% |
40,487
+1,261
| +3% | +$16.7K |
|
2454
Golar LNG
GLNG
$5.13B
| $514K | ﹤0.01% |
13,974
+2,096
| +18% | +$70.1K |
|
2455
Washington Trust Bancorp
WASH
$741M
| $513K | ﹤0.01% |
15,913
-966
| -6% | -$29.5K |
|
2456
SI-BONE Inc
SIBN
$834M
| $512K | ﹤0.01% |
36,589
+238
| +0.7% | +$3.58K |
|
|
ALX
2457
Alexander's
ALX
$1.41B
| $506K | ﹤0.01% |
2,088
+74
| +4% | +$17.1K |
|
2458
Orthofix Medical
OFIX
$419M
| $500K | ﹤0.01% |
31,984
| – | – |
|
2459
Zymeworks
ZYME
$1.67B
| $497K | ﹤0.01% |
39,571
+4,031
| +11% | +$43.9K |
|
2460
Acco Brands
ACCO
$407M
| $496K | ﹤0.01% |
90,622
+922
| +1% | +$4.66K |
|
2461
Nu Skin
NUS
$267M
| $495K | ﹤0.01% |
67,109
-86,964
| -56% | -$813K |
|
2462
ChargePoint
CHPT
$161M
| $494K | ﹤0.01% |
18,036
-1,097
| -6% | -$38.1K |
|
2463
ARS Pharmaceuticals
SPRY
$612M
| $492K | ﹤0.01% |
33,922
+2,715
| +9% | +$32.3K |
|
|
TWKS
2464
DELISTED
Thoughtworks Holding, Inc. Common Stock
TWKS
| $492K | ﹤0.01% |
111,274
+34,589
| +45% | +$133K |
|
|
WNS
2465
DELISTED
WNS Holdings
WNS
| $492K | ﹤0.01% |
9,328
+6,752
| +262% | +$383K |
|
|
RPC
2466
Ridgepost Capital
RPC
$991M
| $491K | ﹤0.01% |
45,845
-140
| -0.3% | -$1.38K |
|
2467
Novartis
NVS
$297B
| $488K | ﹤0.01% |
4,247
+123
| +3% | +$14K |
|
2468
South Plains Financial
SPFI
$841M
| $488K | ﹤0.01% |
14,399
+146
| +1% | +$4.66K |
|
2469
Quanterix
QTRX
$190M
| $488K | ﹤0.01% |
37,681
+275
| +0.7% | +$3.67K |
|
2470
ImmunityBio
IBRX
$8.1B
| $488K | ﹤0.01% |
131,364
+464
| +0.4% | +$2.15K |
|
2471
MediaAlpha
MAX
$821M
| $487K | ﹤0.01% |
26,880
+472
| +2% | +$7.52K |
|
2472
nLIGHT
LASR
$3.17B
| $486K | ﹤0.01% |
45,481
+5,995
| +15% | +$67.8K |
|
2473
Kura Sushi USA
KRUS
$593M
| $484K | ﹤0.01% |
6,012
-12
| -0.2% | -$762 |
|
2474
Constellium
CSTM
$3.99B
| $484K | ﹤0.01% |
29,743
+5,416
| +22% | +$91.9K |
|
2475
Mission Produce
AVO
$1.17B
| $484K | ﹤0.01% |
37,721
-337
| -0.9% | -$3.74K |
|
Similar funds
Legal & General Group's Q3 2024 Portfolio in Review
As of Q3 2024, Legal & General Group held 3,448 positions worth $380B, up 7.4% from $354B the previous quarter. Its ten largest holdings account for 30% of the portfolio.
Trading was light in Q3 2024: portfolio turnover was 2.3%. Legal & General Group opened 36 new positions and exited 43, leaving the 3,448-position portfolio largely intact.
By sector, the portfolio is most concentrated in Technology at 33% of assets, up from 33% a quarter earlier, followed by Financials and Healthcare.
- Legal & General Group's largest Q3 2024 buy was Smurfit Westrock: 3,498,121 shares worth $174M.
- Legal & General Group added most to NVIDIA in Q3 2024, an estimated $1.74B increase.
- Legal & General Group's biggest Q3 2024 reduction was Amazon, cutting an estimated $137M.
- Legal & General Group fully exited WestRock Company in Q3 2024, selling an estimated $80.8M.
- Legal & General Group's ten largest holdings make up 30% of its $380B portfolio in Q3 2024.
- Legal & General Group opened 36 new positions and closed 43 in Q3 2024.
- Legal & General Group's portfolio value rose 7.4% quarter-over-quarter to $380B.
Based on Legal & General Group's 13F filing for Q3 2024, filed 14 Nov 2024.