Legal & General Group Portfolio holdings
Legal & General Group Plc, founded in 1836 by six lawyers in London, is a British multinational financial services company headquartered in London, renowned for its leadership in insurance, pensions, and investment management. Managing trillions in assets, the firm operates through key divisions like Legal & General Investment Management (LGIM), one of the UK’s largest asset managers, focusing on index funds, active strategies, and sustainable investing for institutional clients like pension funds. It also provides life insurance, retirement products, and general insurance, serving millions of customers with a strong emphasis on long-term financial security and infrastructure investment, such as affordable housing. With a heritage of stability and a modern push toward ESG (environmental, social, governance) principles, Legal & General remains a cornerstone of the UK financial landscape with a growing global presence.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$944M |
| 2 |
Microsoft
MSFT
|
+$935M |
| 3 |
Amazon
AMZN
|
+$851M |
| 4 |
Johnson & Johnson
JNJ
|
+$410M |
| 5 |
JPMorgan Chase
JPM
|
+$389M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$309M |
| 2 |
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
|
+$260M |
| 3 |
iShares MSCI South Korea ETF
EWY
|
+$157M |
| 4 |
TFCF
Twenty-First Century Fox, Inc. Class B
TFCF
|
+$121M |
| 5 |
SCG
Scana
SCG
|
+$62.3M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 17.61% |
| 2 | Financials | 15.01% |
| 3 | Healthcare | 13.13% |
| 4 | Consumer Discretionary | 10.52% |
| 5 | Communication Services | 9.07% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1526
James River Group Holdings
JRVR
$200M
| $2.82M | ﹤0.01% |
70,320
+6,726
| +11% | +$264K |
|
1527
Nutanix
NTNX
$18.4B
| $2.82M | ﹤0.01% |
74,669
+11,201
| +18% | +$512K |
|
1528
PENN Entertainment
PENN
$2.53B
| $2.8M | ﹤0.01% |
139,255
+660
| +0.5% | +$15.4K |
|
|
EBIX
1529
DELISTED
Ebix Inc
EBIX
| $2.8M | ﹤0.01% |
56,657
+3,993
| +8% | +$211K |
|
1530
Commault Systems
CVLT
$6.26B
| $2.8M | ﹤0.01% |
43,197
+611
| +1% | +$39.5K |
|
1531
Methode Electronics
MEI
$593M
| $2.8M | ﹤0.01% |
97,141
+8,686
| +10% | +$237K |
|
1532
Piper Sandler
PIPR
$5.54B
| $2.79M | ﹤0.01% |
153,512
+11,440
| +8% | +$203K |
|
|
NP
1533
DELISTED
Neenah, Inc. Common Stock
NP
| $2.79M | ﹤0.01% |
43,292
+3,617
| +9% | +$240K |
|
|
UNVR
1534
DELISTED
Univar Solutions Inc.
UNVR
| $2.79M | ﹤0.01% |
125,643
+31,097
| +33% | +$670K |
|
1535
Credit Acceptance
CACC
$6.05B
| $2.78M | ﹤0.01% |
6,157
+87
| +1% | +$37.4K |
|
|
CRAY
1536
DELISTED
Cray, Inc.
CRAY
| $2.78M | ﹤0.01% |
106,756
+8,909
| +9% | +$207K |
|
1537
Caleres
CAL
$461M
| $2.78M | ﹤0.01% |
112,567
+10,898
| +11% | +$312K |
|
|
ARRY
1538
DELISTED
Array Biopharma Inc
ARRY
| $2.78M | ﹤0.01% |
113,943
+23,971
| +27% | +$499K |
|
|
CRZO
1539
DELISTED
Carrizo Oil & Gas Inc
CRZO
| $2.77M | ﹤0.01% |
222,510
+18,467
| +9% | +$220K |
|
1540
Deluxe
DLX
$1.11B
| $2.77M | ﹤0.01% |
63,450
+811
| +1% | +$36.4K |
|
1541
HubSpot
HUBS
$12B
| $2.77M | ﹤0.01% |
16,690
+400
| +2% | +$63.4K |
|
|
RDC
1542
DELISTED
Rowan Companies Plc
RDC
| $2.77M | ﹤0.01% |
256,652
+36,326
| +16% | +$423K |
|
1543
AZZ Inc
AZZ
$4.52B
| $2.77M | ﹤0.01% |
67,618
+5,734
| +9% | +$254K |
|
|
ALX
1544
Alexander's
ALX
$1.4B
| $2.76M | ﹤0.01% |
7,339
+461
| +7% | +$161K |
|
1545
MillerKnoll
MLKN
$1.62B
| $2.76M | ﹤0.01% |
78,401
+3,325
| +4% | +$116K |
|
1546
Orthofix Medical
OFIX
$415M
| $2.75M | ﹤0.01% |
48,722
+4,452
| +10% | +$250K |
|
1547
eHealth
EHTH
$38.8M
| $2.74M | ﹤0.01% |
43,962
+8,625
| +24% | +$475K |
|
1548
NETGEAR
NTGR
$647M
| $2.74M | ﹤0.01% |
82,630
+6,826
| +9% | +$248K |
|
1549
Armstrong World Industries
AWI
$7.68B
| $2.74M | ﹤0.01% |
34,456
+1,214
| +4% | +$84.6K |
|
1550
Lindsay Corp
LNN
$1.17B
| $2.73M | ﹤0.01% |
28,233
+2,736
| +11% | +$248K |
|
Similar funds
Legal & General Group's Q1 2019 Portfolio in Review
As of Q1 2019, Legal & General Group held 3,405 positions worth $175B, up 36% from $129B the previous quarter. Its ten largest holdings account for 17% of the portfolio.
Legal & General Group deployed $27.5B of net new capital in Q1 2019, opening 23 new positions and adding to 2,377 existing holdings. Its largest new stake was Fox Class A: 2,002,209 shares worth $73.5M.
By sector, the portfolio is most concentrated in Technology at 18% of assets, up from 16% a quarter earlier, followed by Financials and Healthcare.
On the sell side, the largest reduction was PG&E, an estimated $18.8M trimmed.
- Legal & General Group's largest Q1 2019 buy was Fox Class A: 2,002,209 shares worth $73.5M.
- Legal & General Group added most to Apple in Q1 2019, an estimated $944M increase.
- Legal & General Group's biggest Q1 2019 reduction was PG&E, cutting an estimated $18.8M.
- Legal & General Group fully exited iShares 20+ Year Treasury Bond ETF in Q1 2019, selling an estimated $309M.
- Legal & General Group's ten largest holdings make up 17% of its $175B portfolio in Q1 2019.
- Legal & General Group opened 23 new positions and closed 58 in Q1 2019.
- Legal & General Group's portfolio value rose 36% quarter-over-quarter to $175B.
Based on Legal & General Group's 13F filing for Q1 2019, filed 15 May 2019.