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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) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 28.2 | ||
| Microsoft Corp | 24.9 | ||
| Apple Inc | 22.1 | ||
| Amazon Com Inc | 12.0 | ||
| Facebook Inc | 10.2 | ||
| Broadcom Inc | 9.0 | ||
| Alphabet Inc | 6.8 | ||
| Tesla Motors Inc | 6.4 | ||
| Alphabet Inc | 5.7 | ||
| J P Morgan Chase & Co | 5.3 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| 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 | ||
| Lawrence Griffin | 39 | ||
| Thomas Meyers | 24 | ||
| Don Andrews | 23 | ||
| Siobhan Boylan | 21 | ||
| Mike Chick | 20 | ||
| Bethanne Panos | 20 | ||
| Mike Reiffsteck | 20 | ||
| Alexia Gottschalch | 20 | ||
| Jason Shoup | 20 | ||
| Kristina St Charles | 20 | ||
| Legal & General Investment Management America Inc | 19 | ||
| Kerrigan Procter | 18 | ||
| Michelle Scrimgeour | 18 | ||
| Michael Craston | 8 | ||
| Werner Vetsch | 7 | ||
| Legal& General Investment Management America Inc | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0001559265] |
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✚
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|
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