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| Legal & General Investment Management America Inc
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|---|---|
| CRD # | 149156 |
| SEC # | 801-69862 |
| CIK # | 0001559265 |
| AUM | $222.4 BB (2024-08-07) |
| Employees | 286 (30% Investors, 1% Brokers) |
| Phone | 312-585-0300 |
| Address | 71 South Wacker Drive Chicago, IL 60606 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 30.7 | |
| MSFT | 1,918.2 | 27.6 | |
| NVDA | 399.6 | 26.3 | |
| AMZN | 1,093.0 | 13.5 | |
| GOOGL | 1,475.1 | 9.1 | |
| META | 434.9 | 9.1 | |
| GOOG | 1,482.6 | 7.7 | |
| LLY | 301.8 | 6.4 | |
| AVGO | 201.3 | 6.4 | |
| JPM | 340.2 | 4.8 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | LGIM America US Short Duration Opportunistic Fixed Income Fund LLC | [2024-08-07] | 50.0 | 50.7 |
| Other | LEGA & General Developed World Climate Index Fund LLC | 2020-03-24 | 0.0 | |
| Other | Legal & General Developed Multi-Factor SL Fund LLC | [2020-03-24] | 151.0 | 207.1 |
| Other | Legal & General MSCI ACWI Fund LLC | [2020-03-24] | 0.0 | 0.0 |
| Other | Legal & General Developed Ex-US Multi-Factor Fund LLC | 2019-03-20 | 0.0 | |
| Other | Legal & General US Multi-Factor Fund LLC | [2019-03-20] | 0.0 | 0.0 |
| Other | Legal & General Scientific Beta Emerging Markets Fund LLC | [2018-03-23] | 74.0 | 36.2 |
| HF | Legal & General S&P 500 SL Fund LLC | [2017-08-24] | 106.5 | 534.3 |
| HF | Legal & General MSCI EAFE SL Fund LLC | [2017-03-15] | 518.9 | 1,292.9 |
| HF | Legal & General S&P 400 SL Fund | [2017-03-15] | 511.2 | 246.7 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| 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 | 7.8 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 50 | 39.3 |
| (g) Pension and profit sharing plans | 104 | 44.7 |
| (h) Charitable organizations | 2 | 0.3 |
| (i) State or municipal government entities | 6 | 8.7 |
| (j) Other investment advisers | 17 | 107.8 |
| (k) Insurance companies | 9 | 7.8 |
| (l) Sovereign wealth funds and foreign official institutions | 1 | 0.5 |
| (m) Corporations or other businesses not listed above | 7 | 5.0 |
| (n) Other | 4 | 0.5 |
| Total | 559 | 222.4 |
| By Discretionary | ||
| Discretionary | 554 | 222.1 |
| Non-Discretionary | 5 | 0.3 |
| Total | 559 | 222.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 93.7 | |
| United States Persons | 128.7 | |
| Total | 559 | 222.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Patrick Ryan | 99 | |||
| John Bender | 72 | |||
| Chad Rakvin | 65 | |||
| Aaron Meder | 64 | |||
| Mark Zinkula | 63 | |||
| Jodan Ledford | 53 | |||
| Richard Davis | 46 | |||
| Robert Moore | 42 | |||
| Lawrence Griffin | 39 | |||
| Thomas Meyers | 24 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-NT | [0001559265] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Balyasny Asset Management LP
✚
|
IL | 248.0 |
|
Arrowstreet Capital Limited Partnership
✚
|
MA | 216.6 |
|
Rokos Capital Management LLP
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|
192.8 | |
|
HSBC Global Asset Management USA Inc
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|
NY | 150.5 |
|
LMR Partners LLC
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|
NY | 148.5 |
|
Garda Capital Partners LP
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|
MN | 137.8 |
|
AQR Capital Management LLC
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|
CT | 132.5 |
|
Squarepoint Ops LLC
✚
|
NY | 126.5 |
|
RBC Global Asset Management UK Limited
✚
|
121.9 | |
|
GQG Partners LLC
✚
|
FL | 120.6 |