Legal & General Group
UGI icon

Legal & General Group’s UGI UGI Stock Holding History

Legal & General Group’s Portfolio UGI Stock Details UGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.9M Sell
355,530
-70,336
-17% -$2.65M ﹤0.01% 1007
2025
Q4 		$15.9M Sell
425,866
-108,725
-20% -$3.85M ﹤0.01% 940
2025
Q3 		$17.8M Sell
534,591
-37,153
-6% -$1.3M ﹤0.01% 918
2025
Q2 		$20.8M Buy
571,744
+2,996
+0.5% +$103K 0.01% 835
2025
Q1 		$18.8M Buy
568,748
+12,687
+2% +$402K 0.01% 832
2024
Q4 		$15.7M Buy
556,061
+17,871
+3% +$464K ﹤0.01% 924
2024
Q3 		$13.5M Buy
538,190
+32,372
+6% +$780K ﹤0.01% 1016
2024
Q2 		$11.6M Sell
505,818
-52,566
-9% -$1.27M ﹤0.01% 1052
2024
Q1 		$13.7M Sell
558,384
-31,194
-5% -$749K ﹤0.01% 984
2023
Q4 		$14.5M Sell
589,578
-20,499
-3% -$452K ﹤0.01% 950
2023
Q3 		$14M Sell
610,077
-444,745
-42% -$11M ﹤0.01% 923
2023
Q2 		$28.4M Sell
1,054,822
-53,304
-5% -$1.62M 0.01% 740
2023
Q1 		$38.5M Sell
1,108,126
-100,026
-8% -$3.79M 0.01% 676
2022
Q4 		$44.8M Sell
1,208,152
-74,146
-6% -$2.68M 0.02% 648
2022
Q3 		$41.5M Sell
1,282,298
-21,307
-2% -$841K 0.02% 659
2022
Q2 		$50.3M Buy
1,303,605
+217,333
+20% +$8.42M 0.02% 636
2022
Q1 		$39.3M Buy
1,086,272
+73,096
+7% +$2.92M 0.01% 712
2021
Q4 		$46.5M Sell
1,013,176
-59,219
-6% -$2.63M 0.01% 691
2021
Q3 		$45.7M Sell
1,072,395
-26,013
-2% -$1.19M 0.01% 692
2021
Q2 		$50.9M Sell
1,098,408
-51,559
-4% -$2.32M 0.02% 685
2021
Q1 		$47.2M Sell
1,149,967
-34,844
-3% -$1.35M 0.02% 678
2020
Q4 		$41.4M Buy
1,184,811
+16,912
+1% +$592K 0.02% 698
2020
Q3 		$38.5M Sell
1,167,899
-25,421
-2% -$843K 0.02% 660
2020
Q2 		$37.9M Buy
1,193,320
+69,829
+6% +$2.12M 0.02% 643
2020
Q1 		$30M Buy
1,123,491
+62,849
+6% +$2.38M 0.02% 629
2019
Q4 		$47.9M Buy
1,060,642
+82,613
+8% +$3.78M 0.02% 611
2019
Q3 		$49.2M Buy
978,029
+134,386
+16% +$6.72M 0.03% 578
2019
Q2 		$45.1M Buy
843,643
+230,605
+38% +$12.3M 0.02% 602
2019
Q1 		$34M Buy
613,038
+190,244
+45% +$10.4M 0.02% 636
2018
Q4 		$22.6M Buy
422,794
+52,753
+14% +$2.93M 0.02% 658
2018
Q3 		$20.5M Buy
370,041
+4,408
+1% +$238K 0.01% 719
2018
Q2 		$19M Sell
365,633
-7,845
-2% -$380K 0.01% 726
2018
Q1 		$16.6M Buy
373,478
+19,847
+6% +$890K 0.01% 743
2017
Q4 		$16.6M Sell
353,631
-20,385
-5% -$974K 0.01% 719
2017
Q3 		$17.5M Buy
374,016
+29,338
+9% +$1.43M 0.01% 705
2017
Q2 		$16.7M Buy
344,678
+5,754
+2% +$286K 0.01% 690
2017
Q1 		$16.7M Buy
338,924
+76,337
+29% +$3.63M 0.01% 673
2016
Q4 		$12.1M Buy
262,587
+33,835
+15% +$1.51M 0.01% 693
2016
Q3 		$10.4M Buy
228,752
+16,466
+8% +$752K 0.01% 665
2016
Q2 		$9.6M Buy
212,286
+102,735
+94% +$4.33M 0.01% 672
2016
Q1 		$4.42M Sell
109,551
-8,380
-7% -$304K ﹤0.01% 761
2015
Q4 		$3.98M Buy
117,931
+17,287
+17% +$600K ﹤0.01% 792
2015
Q3 		$3.5M Sell
100,644
-6,458
-6% -$225K ﹤0.01% 796
2015
Q2 		$3.69M Buy
107,102
+3,841
+4% +$136K ﹤0.01% 790
2015
Q1 		$3.37M Buy
103,261
+22,119
+27% +$776K ﹤0.01% 796
2014
Q4 		$3.09M Sell
81,142
-4,972
-6% -$183K ﹤0.01% 811
2014
Q3 		$2.94M Buy
86,114
+10,205
+13% +$347K ﹤0.01% 798
2014
Q2 		$2.56M Buy
75,909
+2,055
+3% +$65K ﹤0.01% 815
2014
Q1 		$2.25M Buy
73,854
+1,168
+2% +$33.6K ﹤0.01% 808
2013
Q4 		$2.01M Buy
72,686
+4,860
+7% +$131K ﹤0.01% 817
2013
Q3 		$1.77M Buy
67,826
+22,287
+49% +$597K ﹤0.01% 829
2013
Q2 		$1.19M Buy
+45,539
New +$1.2M ﹤0.01% 852

Other funds holding UGI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legal & General Group's UGI Position: Q1 2026 in Review

Legal & General Group reduced its UGI (UGI) stake by 17% in Q1 2026, selling an estimated $2.65M and leaving 355,530 shares worth $12.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1007.

Legal & General Group first reported a position in UGI in Q2 2013 and has held it in 52 quarters since. The position peaked at $50.9M in Q2 2021. 594 funds tracked by Wall St. Rank hold UGI as of Q1 2026.

  • Legal & General Group held 355,530 shares of UGI worth $12.9M as of Q1 2026.
  • Legal & General Group sold 70,336 UGI shares in Q1 2026, an estimated $2.65M.
  • UGI made up ﹤0.01% of Legal & General Group's portfolio in Q1 2026, its #1007 holding.
  • Legal & General Group first reported a position in UGI in Q2 2013 and has held it in 52 quarters since.
  • Legal & General Group's UGI position peaked at $50.9M in Q2 2021.
  • 594 funds tracked by Wall St. Rank held UGI as of Q1 2026.

Based on Legal & General Group's 13F filing for Q1 2026, filed 8 May 2026.