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 | |
|---|---|---|---|---|---|---|
|
SAND
2526
DELISTED
Sandstorm Gold
SAND
| $234K | ﹤0.01% |
40,245
+2,182
| +6% | +$11.9K |
|
2527
Immunovant
IMVT
$8.25B
| $234K | ﹤0.01% |
15,066
+867
| +6% | +$15K |
|
|
GOOD
2528
Gladstone Commercial Corp
GOOD
$627M
| $234K | ﹤0.01% |
18,497
+928
| +5% | +$14.1K |
|
|
VTNR
2529
DELISTED
Vertex Energy, Inc
VTNR
| $233K | ﹤0.01% |
23,608
+1,493
| +7% | +$11.8K |
|
|
FNA
2530
DELISTED
Paragon 28, Inc.
FNA
| $233K | ﹤0.01% |
13,630
+961
| +8% | +$17.1K |
|
2531
Carvana
CVNA
$77.9B
| $233K | ﹤0.01% |
118,780
-289,335
| -71% | -$502K |
|
|
LAND
2532
Gladstone Land Corp
LAND
$360M
| $232K | ﹤0.01% |
13,944
+931
| +7% | +$16.8K |
|
|
HCCI
2533
DELISTED
Heritage-Crystal Clean, Inc.
HCCI
| $232K | ﹤0.01% |
6,513
+620
| +11% | +$22.3K |
|
|
VRAY
2534
DELISTED
ViewRay, Inc.
VRAY
| $232K | ﹤0.01% |
67,016
+3,312
| +5% | +$14K |
|
|
FBMS
2535
DELISTED
The First Bancshares, Inc.
FBMS
| $232K | ﹤0.01% |
8,970
+1,067
| +14% | +$31.4K |
|
2536
Mercantile Bank Corp
MBWM
$1.05B
| $231K | ﹤0.01% |
7,568
+303
| +4% | +$10.1K |
|
|
LGTY
2537
DELISTED
Logility Supply Chain Solutions, Inc. Common Stock
LGTY
| $231K | ﹤0.01% |
18,341
+846
| +5% | +$11.9K |
|
2538
Franklin Covey
FC
$246M
| $231K | ﹤0.01% |
6,010
+236
| +4% | +$10.9K |
|
|
EWCZ
2539
DELISTED
European Wax Center
EWCZ
| $230K | ﹤0.01% |
12,125
+2,535
| +26% | +$44.4K |
|
2540
Select Water Solutions
WTTR
$2.61B
| $230K | ﹤0.01% |
33,070
+1,292
| +4% | +$10.1K |
|
2541
Bank First Corp
BFC
$1.7B
| $229K | ﹤0.01% |
3,119
+192
| +7% | +$15.3K |
|
2542
Sana Biotechnology
SANA
$980M
| $229K | ﹤0.01% |
70,009
+2,443
| +4% | +$9.76K |
|
|
CATC
2543
DELISTED
CAMBRIDGE BANCORP
CATC
| $228K | ﹤0.01% |
3,514
+1,025
| +41% | +$79.3K |
|
2544
Sprinklr
CXM
$1.61B
| $228K | ﹤0.01% |
17,560
+3,337
| +23% | +$33.8K |
|
|
PNT
2545
DELISTED
POINT Biopharma Global Inc. Common Stock
PNT
| $227K | ﹤0.01% |
31,271
+1,334
| +4% | +$9.9K |
|
|
WOW
2546
DELISTED
WideOpenWest
WOW
| $227K | ﹤0.01% |
21,349
+1,595
| +8% | +$17.3K |
|
|
XRN
2547
Chiron Real Estate Inc
XRN
$477M
| $226K | ﹤0.01% |
4,953
+442
| +10% | +$22.2K |
|
2548
Accel Entertainment
ACEL
$987M
| $225K | ﹤0.01% |
24,733
+1,846
| +8% | +$16.6K |
|
2549
Kinetik
KNTK
$7.98B
| $225K | ﹤0.01% |
7,187
+417
| +6% | +$12.8K |
|
|
RAPT
2550
DELISTED
RAPT Therapeutics
RAPT
| $224K | ﹤0.01% |
1,528
+243
| +19% | +$49.1K |
|
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.