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 |
Microsoft
MSFT
|
+$337M |
| 2 |
Tesla
TSLA
|
+$226M |
| 3 |
Apple
AAPL
|
+$183M |
| 4 |
GE HealthCare
GEHC
|
+$157M |
| 5 |
Exelon
EXC
|
+$122M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Check Point Software Technologies
CHKP
|
+$183M |
| 2 |
GE Aerospace
GE
|
+$158M |
| 3 |
CYBR
CyberArk
CYBR
|
+$122M |
| 4 |
Cloudflare
NET
|
+$94.4M |
| 5 |
Akamai
AKAM
|
+$92.8M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 26.4% |
| 2 | Healthcare | 13.8% |
| 3 | Financials | 12.19% |
| 4 | Consumer Discretionary | 9.58% |
| 5 | Industrials | 8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2501
IDT Corp
IDT
$1.62B
| $250K | ﹤0.01% |
7,344
+525
| +8% | +$16.2K |
|
2502
nLIGHT
LASR
$3.17B
| $250K | ﹤0.01% |
24,563
+5,679
| +30% | +$65.4K |
|
2503
Garrett Motion
GTX
$5.57B
| $250K | ﹤0.01% |
+32,653
| New | +$253K |
|
2504
Rush Enterprises Class B
RUSHB
$6.14B
| $250K | ﹤0.01% |
6,263
+3,393
| +118% | +$131K |
|
2505
Grupo Aeroportuario del Sureste
ASR
$8.3B
| $250K | ﹤0.01% |
816
| – | – |
|
|
AVDX
2506
DELISTED
AvidXchange
AVDX
| $250K | ﹤0.01% |
32,031
+896
| +3% | +$8.62K |
|
2507
SI-BONE Inc
SIBN
$834M
| $249K | ﹤0.01% |
12,640
+1,088
| +9% | +$19.3K |
|
2508
Titan Machinery
TITN
$445M
| $248K | ﹤0.01% |
8,158
+651
| +9% | +$26.5K |
|
2509
Ero Copper
ERO
$3.58B
| $248K | ﹤0.01% |
14,034
+1,283
| +10% | +$20.7K |
|
|
CRON
2510
Cronos Group
CRON
$1.14B
| $247K | ﹤0.01% |
128,440
| – | – |
|
2511
Stoneridge
SRI
$213M
| $246K | ﹤0.01% |
13,131
+757
| +6% | +$16.3K |
|
2512
Occidental Petroleum Corp Warrants
OXY.WS
$32B
| $245K | ﹤0.01% |
6,014
| – | – |
|
|
KE
2513
Kimball Electronics
KE
$628M
| $244K | ﹤0.01% |
10,124
+573
| +6% | +$14K |
|
2514
LSB Industries
LXU
$693M
| $243K | ﹤0.01% |
23,500
+942
| +4% | +$11.5K |
|
|
LUCK
2515
Lucky Strike Entertainment
LUCK
$911M
| $242K | ﹤0.01% |
14,265
+427
| +3% | +$6.33K |
|
2516
Montauk Renewables
MNTK
$255M
| $241K | ﹤0.01% |
30,563
+1,501
| +5% | +$15.2K |
|
2517
Intapp
INTA
$2.91B
| $240K | ﹤0.01% |
5,354
+78
| +1% | +$2.74K |
|
|
GOLD
2518
Gold.com Inc
GOLD
$1.26B
| $240K | ﹤0.01% |
6,924
+572
| +9% | +$19K |
|
2519
Seres Therapeutics
MCRB
$48.4M
| $240K | ﹤0.01% |
2,115
+127
| +6% | +$13.7K |
|
|
TWOU
2520
DELISTED
2U Inc
TWOU
| $239K | ﹤0.01% |
1,165
-1,128
| -49% | -$282K |
|
|
MOMO
2521
Hello Group
MOMO
$866M
| $239K | ﹤0.01% |
26,265
| – | – |
|
2522
Castle Biosciences
CSTL
$979M
| $238K | ﹤0.01% |
10,494
+674
| +7% | +$16.5K |
|
2523
Kimbell Royalty Partners
KRP
$1.48B
| $238K | ﹤0.01% |
15,615
+1,165
| +8% | +$18.3K |
|
2524
Brookdale Senior Living
BKD
$3.4B
| $237K | ﹤0.01% |
80,404
-104,087
| -56% | -$299K |
|
2525
Arcturus Therapeutics
ARCT
$211M
| $236K | ﹤0.01% |
9,860
+484
| +5% | +$8.68K |
|
Similar funds
Legal & General Group's Q1 2023 Portfolio in Review
As of Q1 2023, Legal & General Group held 3,448 positions worth $280B, up 7.3% from $261B the previous quarter. Its ten largest holdings account for 23% of the portfolio.
Trading was light in Q1 2023: portfolio turnover was 3%. Legal & General Group opened 32 new positions and exited 72, leaving the 3,448-position portfolio largely intact.
By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 23% a quarter earlier, followed by Healthcare and Financials.
- Legal & General Group's largest Q1 2023 buy was GE HealthCare: 2,192,516 shares worth $180M.
- Legal & General Group added most to Microsoft in Q1 2023, an estimated $337M increase.
- Legal & General Group's biggest Q1 2023 reduction was Check Point Software Technologies, cutting an estimated $183M.
- Legal & General Group fully exited SVB Financial Group in Q1 2023, selling an estimated $81.2M.
- Legal & General Group's ten largest holdings make up 23% of its $280B portfolio in Q1 2023.
- Legal & General Group opened 32 new positions and closed 72 in Q1 2023.
- Legal & General Group's portfolio value rose 7.3% quarter-over-quarter to $280B.
Based on Legal & General Group's 13F filing for Q1 2023, filed 15 May 2023.