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Legal & General Group

Legal & General Group Portfolio holdings

AUM $432B
1-Year Est. Return 29.4%
 

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.

This Quarter Est. Return
+9.31%
1 Year Est. Return
+29.4%
3 Year Est. Return
+97.7%
5 Year Est. Return
+129.51%
10 Year Est. Return
+472.83%
AUM
$210B
AUM Growth
+$20.2B
Cap. Flow
+$4.59B
Cap. Flow %
2.19%
Top 10 Hldgs %
17.72%
Holding
3,425
New
77
Increased
2,516
Reduced
317
Closed
57

Top Buys

Rank Stock Value
1
BMY icon
Bristol-Myers Squibb
BMY
+$261M
2
BABA icon
Alibaba
BABA
+$233M
3
TFC icon
Truist Financial
TFC
+$191M
4
MSFT icon
Microsoft
MSFT
+$160M
5
AMZN icon
Amazon
AMZN
+$133M

Top Sells

Rank Stock Value
1
CELG
Celgene Corp
CELG
+$415M
2
STI
SunTrust Banks, Inc.
STI
+$186M
3
VIAB
Viacom Inc. Class B
VIAB
+$73.8M
4
ORCL icon
Oracle
ORCL
+$25.8M
5
CBLK
Carbon Black, Inc. Common Stock
CBLK
+$23.8M

Sector Composition

Rank Sector Weight
1 Technology 19.21%
2 Financials 15.12%
3 Healthcare 12.68%
4 Consumer Discretionary 10.28%
5 Communication Services 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
APPS icon
2501
Digital Turbine
APPS
$1.59B
$135K ﹤0.01%
18,928
+6,041
+47% +$44.9K
LTS
2502
DELISTED
Ladenburg Thalmann Financial Services Inc
LTS
$135K ﹤0.01%
38,728
+4,477
+13% +$13K
THOR
2503
DELISTED
Synthorx, Inc. Common Stock
THOR
$135K ﹤0.01%
1,928
+341
+21% +$9.74K
AMRN
2504
Amarin Corp
AMRN
$302M
$134K ﹤0.01%
314
+176
+128% +$66.8K
BCRX icon
2505
BioCryst Pharmaceuticals
BCRX
$2.31B
$134K ﹤0.01%
38,725
+10,143
+35% +$25.5K
MLR icon
2506
Miller Industries
MLR
$579M
$134K ﹤0.01%
3,622
+27
+0.8% +$949
GTS
2507
DELISTED
Triple-S Management Corporation
GTS
$134K ﹤0.01%
7,243
– –
MSBI icon
2508
Midland States Bancorp
MSBI
$711M
$133K ﹤0.01%
4,576
+563
+14% +$15.5K
TX icon
2509
Ternium
TX
$10.5B
$133K ﹤0.01%
6,035
+1,021
+20% +$20.8K
KIDS icon
2510
OrthoPediatrics
KIDS
$573M
$132K ﹤0.01%
2,797
+1,249
+81% +$48.4K
MGNX icon
2511
MacroGenics
MGNX
$248M
$131K ﹤0.01%
11,996
+874
+8% +$8.65K
QNCX icon
2512
Quince Therapeutics
QNCX
$28.2M
$131K ﹤0.01%
12
+10
+500% +$60.3K
VRS
2513
DELISTED
Verso Corporation
VRS
$130K ﹤0.01%
7,192
+422
+6% +$6.77K
CYRX icon
2514
CryoPort
CYRX
$769M
$129K ﹤0.01%
7,825
+2,567
+49% +$38.2K
WTBA icon
2515
West Bancorporation
WTBA
$482M
$129K ﹤0.01%
5,009
+134
+3% +$3.19K
PETQ
2516
DELISTED
PetIQ, Inc. Class A Common Stock
PETQ
$129K ﹤0.01%
5,116
+1,035
+25% +$25.7K
NIC icon
2517
Nicolet Bankshares
NIC
$3.65B
$128K ﹤0.01%
1,732
– –
FBMS
2518
DELISTED
The First Bancshares, Inc.
FBMS
$128K ﹤0.01%
3,584
– –
TGE
2519
DELISTED
Tallgrass Energy, LP Class A Shares
TGE
$128K ﹤0.01%
5,789
– –
EMBJ
2520
Embraer S.A. ADS
EMBJ
$13B
$127K ﹤0.01%
6,490
– –
TGS icon
2521
Transportadora de Gas del Sur
TGS
$4.45B
$127K ﹤0.01%
17,665
-276,691
-94% -$1.92M
TSC
2522
DELISTED
TriState Capital Holdings, Inc.
TSC
$127K ﹤0.01%
4,860
+249
+5% +$5.93K
LBRT icon
2523
Liberty Energy
LBRT
$3.17B
$126K ﹤0.01%
11,342
+621
+6% +$5.89K
WTI icon
2524
W&T Offshore
WTI
$484M
$126K ﹤0.01%
22,737
– –
BDSI
2525
DELISTED
BioDelivery Sciences International, Inc.
BDSI
$126K ﹤0.01%
19,923
+6,337
+47% +$37.2K
99 100
101
102 103

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Legal & General Group's Q4 2019 Portfolio in Review

As of Q4 2019, Legal & General Group held 3,425 positions worth $210B, up 11% from $190B the previous quarter. Its ten largest holdings account for 18% of the portfolio.

Trading was light in Q4 2019: portfolio turnover was 3.9%. Legal & General Group opened 77 new positions and exited 57, leaving the 3,425-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 19% of assets, up from 18% a quarter earlier, followed by Financials and Healthcare.

  • Legal & General Group's largest Q4 2019 buy was iShares MSCI Emerging Markets ETF: 425,000 shares worth $19.1M.
  • Legal & General Group added most to Bristol-Myers Squibb in Q4 2019, an estimated $261M increase.
  • Legal & General Group's biggest Q4 2019 reduction was Oracle, cutting an estimated $25.8M.
  • Legal & General Group fully exited Celgene Corp in Q4 2019, selling an estimated $415M.
  • Legal & General Group's ten largest holdings make up 18% of its $210B portfolio in Q4 2019.
  • Legal & General Group opened 77 new positions and closed 57 in Q4 2019.
  • Legal & General Group's portfolio value rose 11% quarter-over-quarter to $210B.

Based on Legal & General Group's 13F filing for Q4 2019, filed 13 Feb 2020.