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 | |
|---|---|---|---|---|---|---|
|
INBX
2551
DELISTED
Inhibrx, Inc. Common Stock
INBX
| $224K | ﹤0.01% |
11,877
+2,002
| +20% | +$46.6K |
|
|
ICPT
2552
DELISTED
Intercept Pharmaceuticals, Inc.
ICPT
| $223K | ﹤0.01% |
16,632
+4,084
| +33% | +$70.7K |
|
2553
Amerant Bancorp
AMTB
$1.13B
| $223K | ﹤0.01% |
10,262
+266
| +3% | +$7.08K |
|
2554
ARKO Corp
ARKO
$635M
| $222K | ﹤0.01% |
26,101
+1,541
| +6% | +$12.8K |
|
|
INFA
2555
DELISTED
Informatica
INFA
| $222K | ﹤0.01% |
13,511
+631
| +5% | +$10.7K |
|
2556
W&T Offshore
WTI
$518M
| $221K | ﹤0.01% |
43,531
+2,962
| +7% | +$16.6K |
|
|
ACLX
2557
DELISTED
Arcellx
ACLX
| $220K | ﹤0.01% |
7,153
+489
| +7% | +$14.8K |
|
|
NWLI
2558
DELISTED
National Western Life Group, Inc. Class A
NWLI
| $220K | ﹤0.01% |
907
+64
| +8% | +$16.7K |
|
2559
Carriage Services
CSV
$569M
| $218K | ﹤0.01% |
7,140
+114
| +2% | +$3.62K |
|
2560
Microvision
MVIS
$79M
| $217K | ﹤0.01% |
5,406
-5,408
| -50% | -$205K |
|
|
SOVO
2561
DELISTED
Sovos Brands, Inc. Common Stock
SOVO
| $216K | ﹤0.01% |
12,964
+684
| +6% | +$9.61K |
|
2562
Navitas Semiconductor
NVTS
$3.63B
| $216K | ﹤0.01% |
29,483
+12,786
| +77% | +$71.7K |
|
2563
Pulmonx
LUNG
$87.6M
| $215K | ﹤0.01% |
19,271
+7,293
| +61% | +$72K |
|
|
HONE
2564
DELISTED
HarborOne Bancorp
HONE
| $215K | ﹤0.01% |
17,625
+1,207
| +7% | +$16.1K |
|
2565
IDEAYA Biosciences
IDYA
$3.56B
| $211K | ﹤0.01% |
15,401
+826
| +6% | +$13.8K |
|
2566
Clear Channel Outdoor Holdings
CCO
$1.23B
| $211K | ﹤0.01% |
176,494
+8,043
| +5% | +$11.9K |
|
2567
Victory Capital Holdings
VCTR
$6.65B
| $211K | ﹤0.01% |
7,194
+352
| +5% | +$10.7K |
|
2568
Allient
ALNT
$1.92B
| $211K | ﹤0.01% |
5,448
+312
| +6% | +$12.4K |
|
2569
Great Southern Bancorp
GSBC
$878M
| $209K | ﹤0.01% |
4,119
+434
| +12% | +$24.6K |
|
|
FPI
2570
Farmland Partners
FPI
$432M
| $208K | ﹤0.01% |
19,461
+1,629
| +9% | +$19.1K |
|
|
TRTX
2571
TPG RE Finance Trust
TRTX
$618M
| $208K | ﹤0.01% |
28,583
+7,742
| +37% | +$61.5K |
|
2572
SandRidge Energy
SD
$503M
| $207K | ﹤0.01% |
14,395
+2,200
| +18% | +$33.6K |
|
2573
Horizon Bancorp
HBNC
$1.04B
| $207K | ﹤0.01% |
18,700
+1,137
| +6% | +$16.3K |
|
2574
EVgo
EVGO
$229M
| $206K | ﹤0.01% |
26,496
+1,050
| +4% | +$6.17K |
|
|
ACRE
2575
Ares Commercial Real Estate
ACRE
$270M
| $206K | ﹤0.01% |
22,701
+1,356
| +6% | +$14.8K |
|
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.