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Latest Legal & General Group Plc Stock Portfolio

$428Billion– No. of Holdings #3354

Legal & General Group Plc Performance:
2024 Q1: 8.41%YTD: 8.41%

Performance for 2024 Q1 is 8.41%, and YTD is 8.41%.

About Legal & General Group Plc and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Legal & General Group Plc reported an equity portfolio of $428.4 Billions as of 31 Mar, 2024.

The top stock holdings of Legal & General Group Plc are MSFT, AAPL, NVDA. The fund has invested 6.2% of it's portfolio in MICROSOFT CORP and 6.2% of portfolio in APPLE INC.

The fund managers got completely rid off SPLUNK INC (SPLK), COOPER COS INC (COO) and FLEETCOR TECHNOLOGIES INC (FLT) stocks. They significantly reduced their stock positions in EMEREN GROUP LTD (SOL), CADIZ INC (CDZI) and BABCOCK & WILCOX ENTERPRISES (BW). Legal & General Group Plc opened new stock positions in COOPER COS INC (COO), CORPAY INC and QIAGEN NV (QGEN). The fund showed a lot of confidence in some stocks as they added substantially to BLUEBIRD BIO INC (BLUE), CRAWFORD & CO and EYEPOINT PHARMACEUTICALS INC (EYPT).
Legal & General Group Plc Equity Portfolio Value
Last Reported on: 01 Jul, 2024

Legal & General Group Plc Annual Return Estimates Vs S&P 500

Our best estimate is that Legal & General Group Plc made a return of 8.41% in the last quarter. In trailing 12 months, it's portfolio return was Inf%.

New Buys

Ticker$ Bought
cooper cos inc154,409,000
corpay inc145,331,000

New stocks bought by Legal & General Group Plc

Additions

Ticker% Inc.
old dominion freight line in106
coinbase global inc43.2
ares management corporation42.77
ferguson plc new30.3
axon enterprise inc29.63
healthpeak properties inc21.00
cameco corp18.72
cboe global mkts inc14.93

Additions to existing portfolio by Legal & General Group Plc

Reductions

Ticker% Reduced
l3harris technologies inc-15.46
cyberark software ltd-13.13
ball corp-12.96
best buy inc-12.4
expeditors intl wash inc-10.26
deckers outdoor corp-9.48
paccar inc-8.75
gen digital inc-8.05

Legal & General Group Plc reduced stake in above stock

Sold off

None of the stocks were completely sold off by Legal & General Group Plc

Sector Distribution

Legal & General Group Plc has about 29.9% of it's holdings in Technology sector.

Sector%
Technology29.9
Healthcare11.8
Financial Services10.3
Consumer Cyclical9.1
Industrials7.8
Communication Services7.7
Others5.7
Consumer Defensive5.3
Real Estate4.1
Energy3.6
Utilities2.8
Basic Materials1.9

Market Cap. Distribution

Legal & General Group Plc has about 91% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
LARGE-CAP46.9
MEGA-CAP44.1
UNALLOCATED5.6
MID-CAP2.9

Stocks belong to which Index?

About 89.2% of the stocks held by Legal & General Group Plc either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50087.5
Others10.8
RUSSELL 20001.7
Top 5 Winners (%)%
AGLE
spyre therapeutics inc
OTLK
outlook therapeutics inc
2676.9 %
VKTX
viking therapeutics inc
337.3 %
JANX
janux therapeutics inc
256.3 %
SMCI
super micro computer inc
254.9 %
Top 5 Winners ($)$
NVDA
nvidia corporation
8643.8 M
MSFT
microsoft corp
2778.2 M
META
meta platforms inc
2374.2 M
AMZN
amazon com inc
1943.0 M
LLY
eli lilly & co
1390.7 M
Top 5 Losers (%)%
BKKT
bakkt holdings inc
-79.4 %
WW
ww intl inc
-74.5 %
SAVE
spirit airls inc
-70.4 %
IRBT
irobot corp
-69.7 %
AGG
ishares tr
-69.4 %
Top 5 Losers ($)$
AAPL
apple inc
-3084.0 M
TSLA
tesla inc
-1591.9 M
ADBE
adobe inc
-380.6 M
ODFL
old dominion freight line in
-319.6 M
UNH
unitedhealth group inc
-272.8 M

Legal & General Group Plc Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Legal & General Group Plc

Legal & General Group Plc has 3354 stocks in it's portfolio. About 29% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Legal & General Group Plc last quarter.

Last Reported on: 01 Jul, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions