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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
+23.27%
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
$207B
AUM Growth
+$35.9B
Cap. Flow
+$1.78B
Cap. Flow %
0.86%
Top 10 Hldgs %
21.17%
Holding
3,579
New
222
Increased
1,974
Reduced
815
Closed
175

Top Buys

Rank Stock Value
1
TT icon
Trane Technologies
TT
+$169M
2
ABBV icon
AbbVie
ABBV
+$155M
3
OTIS icon
Otis Worldwide
OTIS
+$127M
4
BLK icon
Blackrock
BLK
+$110M
5
BABA icon
Alibaba
BABA
+$109M

Top Sells

Rank Stock Value
1
AGN
Allergan plc
AGN
+$372M
2
RTN
Raytheon Company
RTN
+$235M
3
AAPL icon
Apple
AAPL
+$143M
4
MSFT icon
Microsoft
MSFT
+$90.5M
5
MCD icon
McDonald's
MCD
+$56.1M

Sector Composition

Rank Sector Weight
1 Technology 22.87%
2 Healthcare 13.29%
3 Financials 12.68%
4 Consumer Discretionary 11.36%
5 Communication Services 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PI icon
2551
Impinj
PI
$5.6B
$93K ﹤0.01%
3,381
+150
+5% +$3.51K
BCOV
2552
DELISTED
Brightcove, Inc.
BCOV
$93K ﹤0.01%
11,793
+126
+1% +$1.01K
PEBO icon
2553
Peoples Bancorp
PEBO
$1.47B
$92K ﹤0.01%
4,349
+177
+4% +$3.87K
QTTB icon
2554
Q32 Bio
QTTB
$464M
$92K ﹤0.01%
338
+91
+37% +$24.3K
CETV
2555
DELISTED
Central European Media Enterprises Ltd
CETV
$92K ﹤0.01%
25,956
-434
-2% -$1.6K
ARTNA icon
2556
Artesian Resources
ARTNA
$358M
$91K ﹤0.01%
2,501
– –
QADA
2557
DELISTED
QAD Inc.
QADA
$91K ﹤0.01%
2,188
+215
+11% +$9.05K
CRNX icon
2558
Crinetics Pharmaceuticals
CRNX
$8.92B
$90K ﹤0.01%
5,129
+3,257
+174% +$55.5K
MBWM icon
2559
Mercantile Bank Corp
MBWM
$1.05B
$90K ﹤0.01%
3,992
– –
NAT icon
2560
Nordic American Tanker
NAT
$1.37B
$90K ﹤0.01%
22,257
+1,150
+5% +$5.45K
TLK icon
2561
Telkom Indonesia
TLK
$14.9B
$90K ﹤0.01%
4,094
– –
CIO
2562
DELISTED
City Office REIT
CIO
$89K ﹤0.01%
8,908
-422
-5% -$3.9K
PR
2563
Permian Resources
PR
$16.9B
$89K ﹤0.01%
100,015
-38,151
-28% -$33.6K
IBCP icon
2564
Independent Bank Corp
IBCP
$844M
$88K ﹤0.01%
5,935
-223
-4% -$3.08K
MLR icon
2565
Miller Industries
MLR
$619M
$88K ﹤0.01%
2,985
– –
QCRH icon
2566
QCR Holdings
QCRH
$1.7B
$88K ﹤0.01%
2,829
– –
MEET
2567
DELISTED
The Meet Group, Inc. Common Stock
MEET
$88K ﹤0.01%
14,048
+3,962
+39% +$24.4K
EQX icon
2568
Equinox Gold
EQX
$13.5B
$87K ﹤0.01%
7,812
– –
CCU icon
2569
Compañía de Cervecerías Unidas
CCU
$2.21B
$86K ﹤0.01%
5,992
– –
PARAA
2570
DELISTED
Paramount Global Class A
PARAA
$85K ﹤0.01%
3,325
+3,059
+1,150% +$68.2K
ATRS
2571
DELISTED
Antares Pharma, Inc.
ATRS
$85K ﹤0.01%
30,806
+1,598
+5% +$4.46K
ACEL icon
2572
Accel Entertainment
ACEL
$987M
$84K ﹤0.01%
+8,739
New +$79.9K
BFC icon
2573
Bank First Corp
BFC
$1.7B
$84K ﹤0.01%
1,312
+411
+46% +$23.6K
CPRX
2574
DELISTED
Catalyst Pharmaceutical
CPRX
$84K ﹤0.01%
18,056
+834
+5% +$3.75K
NIC icon
2575
Nicolet Bankshares
NIC
$3.62B
$84K ﹤0.01%
1,531
– –
101 102
103
104 105

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Legal & General Group's Q2 2020 Portfolio in Review

As of Q2 2020, Legal & General Group held 3,579 positions worth $207B, up 21% from $171B the previous quarter. Its ten largest holdings account for 21% of the portfolio.

Legal & General Group's Q2 2020 filing shows 222 new, 1,974 increased, 815 reduced and 175 closed positions. Its largest new stake was Otis Worldwide: 2,441,915 shares worth $139M. The largest sale was Allergan plc, an estimated $372M.

By sector, the portfolio is most concentrated in Technology at 23% of assets, up from 21% a quarter earlier, followed by Healthcare and Financials.

  • Legal & General Group's largest Q2 2020 buy was Otis Worldwide: 2,441,915 shares worth $139M.
  • Legal & General Group added most to Trane Technologies in Q2 2020, an estimated $169M increase.
  • Legal & General Group's biggest Q2 2020 reduction was Apple, cutting an estimated $143M.
  • Legal & General Group fully exited Allergan plc in Q2 2020, selling an estimated $372M.
  • Legal & General Group's ten largest holdings make up 21% of its $207B portfolio in Q2 2020.
  • Legal & General Group opened 222 new positions and closed 175 in Q2 2020.
  • Legal & General Group's portfolio value rose 21% quarter-over-quarter to $207B.

Based on Legal & General Group's 13F filing for Q2 2020, filed 14 Aug 2020.