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Legal & General Investment Management America Inc
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CRD # | 149156 |
SEC # | 801-69862 |
CIK # | 0001559265 |
AUM | $209.0 BB (2023-03-31) |
Employees | 263 (34% Investors, 3% Brokers) |
Phone | 312-585-0300 |
Address | 71 South Wacker Drive Chicago, IL 60606 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
AAPL | 2,382.8 | 18.7 | |
MSFT | 1,918.2 | 14.5 | |
AMZN | 1,093.0 | 5.6 | |
NVDA | 399.6 | 4.6 | |
GOOGL | 1,475.1 | 4.2 | |
GOOG | 1,482.6 | 3.7 | |
TSLA | 723.4 | 3.4 | |
UNH | 477.0 | 3.2 | |
JNJ | 465.6 | 2.9 | |
XOM | 385.5 | 2.5 | |
View All |
Holdings by Sector ($BB) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
Other | LEGA & General Developed World Climate Index Fund LLC | 2020-03-24 | 0.0 | |
Other | Legal & General Developed Multi-Factor SL Fund LLC | [2020-03-24] | 151.0 | 504.0 |
Other | Legal & General MSCI ACWI Fund LLC | [2020-03-24] | 0.0 | 0.0 |
Other | Legal & General Developed Ex-US Multi-Factor Fund LLC | 2019-03-20 | 0.0 | |
Other | Legal & General US Multi-Factor Fund LLC | [2019-03-20] | 0.0 | 0.0 |
Other | Legal & General Scientific Beta Emerging Markets Fund LLC | [2018-03-23] | 74.0 | 34.7 |
Other | Legal & General S&P 500 SL Fund LLC | [2017-08-24] | 106.5 | 665.5 |
Other | Legal & General MSCI EAFE SL Fund LLC | [2017-03-15] | 518.9 | 1,272.8 |
Other | Legal & General S&P 400 SL Fund | [2017-03-15] | 511.2 | 295.3 |
Other | Legal & General S&P 600 SL Fund LLC | [2017-03-15] | 586.1 | 335.9 |
View All |
AUM Breakdown | Accounts | AUM ($BB) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 0 | 0.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 7 | 7.2 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 48 | 58.1 |
(g) Pension and profit sharing plans | 123 | 56.8 |
(h) Charitable organizations | 2 | 0.3 |
(i) State or municipal government entities | 10 | 8.5 |
(j) Other investment advisers | 14 | 145.9 |
(k) Insurance companies | 10 | 6.8 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 8 | 3.1 |
(n) Other | 0 | 0.0 |
Total | 520 | 286.8 |
By Discretionary | ||
Discretionary | 520 | 286.8 |
Non-Discretionary | 0 | 0.0 |
Total | 520 | 286.8 |
By Non-United States Persons | ||
Non-United States Persons | 134.7 | |
United States Persons | 152.1 | |
Total | 520 | 286.8 |
Form D Directors | # Filings | # Firms | 2011 - 2024 | |
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Patrick Ryan | 93 | |||
John Bender | 69 | |||
Chad Rakvin | 65 | |||
Aaron Meder | 64 | |||
Mark Zinkula | 63 | |||
Jodan Ledford | 53 | |||
Richard Davis | 43 | |||
Lawrence Griffin | 39 | |||
Robert Moore | 39 | |||
Thomas Meyers | 24 | |||
View All |
EDGAR Form | CIK | 2011 - 2024 |
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13F-NT | [0001559265] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Balyasny Asset Management LP
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|
IL | 184.4 |
Arrowstreet Capital Limited Partnership
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|
MA | 171.4 |
Rokos Capital Management LLP
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|
138.4 | |
HSBC Global Asset Management USA Inc
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|
NY | 135.9 |
AQR Capital Management LLC
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|
CT | 120.0 |
Renaissance Technologies LLC
✚
|
NY | 106.0 |
Garda Capital Partners LP
✚
|
MN | 105.7 |
GC Opal Advisors LLC
✚
|
IL | 93.6 |
Acadian Asset Management LLC
✚
|
MA | 92.9 |
ExodusPoint Capital Management LP
✚
|
NY | 90.3 |