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| Legal & General Investment Management America Inc
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| CRD # | 149156 |
| SEC # | 801-69862 |
| CIK # | 0001559265 |
| AUM | $233.2 B (2025-05-09) |
| Employees | 279 (36% Investors, 0% Brokers) |
| Phone | 312-585-0300 |
| Address | 71 South Wacker Drive Chicago, IL 60606 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001559265 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 28.2 | ||
| Microsoft Corp | 24.9 | ||
| Apple Inc | 22.1 | ||
| Amazon Com Inc | 12.0 | ||
| Facebook Inc | 10.2 | ||
| Broadcom Inc | 9.0 | ||
| Alphabet Inc | 6.8 | ||
| Tesla Motors Inc | 6.4 | ||
| Alphabet Inc | 5.7 | ||
| J P Morgan Chase & Co | 5.3 | ||
| VISA Inc | 4.3 | ||
| Lilly Eli & Co | 4.1 | ||
| Netflix Inc | 3.4 | ||
| Mastercard Inc | 3.1 | ||
| Johnson & Johnson | 2.9 | ||
| Procter & Gamble Co | 2.6 | ||
| Wal Mart Stores Inc | 2.6 | ||
| Costco Wholesale Corp /NEW | 2.6 | ||
| Oracle Corp | 2.5 | ||
| Cisco Systems Inc | 2.4 | ||
| Home Depot Inc | 2.2 | ||
| AbbVie Inc | 2.1 | ||
| Exxon Mobil Corp | 2.1 | ||
| International Business Machines Corp | 2.1 | ||
| Bank of America Corp /DE/ | 2.0 | ||
| Coca Cola Co | 1.9 | ||
| UnitedHealth Group Inc | 1.9 | ||
| Salesforce Com Inc | 1.8 | ||
| Palantir Technologies Inc | 1.8 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | LGIM America Russell 1000 Growth SL Fund LLC | [2025-05-09] | 407.6 | 413.1 |
| HF | LGIM America Russell 1000 Value SL Fund LLC | [2025-05-09] | 186.0 | 288.4 |
| HF | LGIM America US Intermediate Credit Fund LLC | [2024-09-26] | 82.4 | 83.2 |
| HF | LGIM America US Short Duration Opportunistic Fixed Income Fund LLC | [2024-08-07] | 155.8 | 150.9 |
| Other | LEGA & General Developed World Climate Index Fund LLC | 2020-03-24 | 0.0 | |
| Other | Legal & General Developed Multi-Factor SL Fund LLC | [2020-03-24] | 151.0 | 191.6 |
| Other | Legal & General MSCI ACWI Fund LLC | [2020-03-24] | 0.0 | 0.0 |
| Other | Legal & General Developed Ex-US Multi-Factor Fund LLC | 2019-03-20 | 0.0 | |
| Other | Legal & General US Multi-Factor Fund LLC | [2019-03-20] | 0.0 | 0.0 |
| Other | Legal & General Scientific Beta Emerging Markets Fund LLC | [2018-03-23] | 74.0 | 66.8 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| 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 | 2 | 8.8 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 51 | 41.8 |
| (g) Pension and profit sharing plans | 103 | 38.8 |
| (h) Charitable organizations | 2 | 0.7 |
| (i) State or municipal government entities | 5 | 6.7 |
| (j) Other investment advisers | 16 | 120.6 |
| (k) Insurance companies | 11 | 10.5 |
| (l) Sovereign wealth funds and foreign official institutions | 1 | 0.5 |
| (m) Corporations or other businesses not listed above | 7 | 4.6 |
| (n) Other | 3 | 0.4 |
| Total | 555 | 233.2 |
| By Discretionary | ||
| Discretionary | 547 | 232.9 |
| Non-Discretionary | 8 | 0.3 |
| Total | 555 | 233.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 111.4 | |
| United States Persons | 121.9 | |
| Total | 555 | 233.2 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Jed Plafker | 6 | |||
| Patrick Ryan | 103 | |||
| Eric Adler | 53 | |||
| John Bender | 74 | |||
| Chad Rakvin | 65 | |||
| Aaron Meder | 64 | |||
| Mark Zinkula | 63 | |||
| Jodan Ledford | 53 | |||
| Richard Davis | 48 | |||
| Robert Moore | 42 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001559265] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Balyasny Asset Management LP
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|
IL | 265.2 |
|
Arrowstreet Capital Limited Partnership
✚
|
MA | 253.6 |
|
Rokos Capital Management LLP
✚
|
229.8 | |
|
Squarepoint Ops LLC
✚
|
NY | 182.2 |
|
Taula Capital Management Jersey Limited
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|
160.4 | |
|
Alphadyne Asset Management LP
✚
|
NY | 147.4 |
|
Schonfeld Strategic Advisors LLC
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|
NY | 146.3 |
|
RBC Global Asset Management UK Limited
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|
137.8 | |
|
Verition Fund Management LLC
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|
CT | 130.5 |
|
HSBC Global Asset Management USA Inc
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|
NY | 130.5 |