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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
WTTR icon
2576
Select Water Solutions
WTTR
$2.77B
$105K ﹤0.01%
11,300
– –
AXNX
2577
DELISTED
Axonics, Inc. Common Stock
AXNX
$105K ﹤0.01%
3,779
+1,204
+47% +$28.7K
HCCI
2578
DELISTED
Heritage-Crystal Clean, Inc.
HCCI
$105K ﹤0.01%
3,353
+409
+14% +$11.7K
CALX icon
2579
Calix
CALX
$2.42B
$104K ﹤0.01%
12,987
+1,717
+15% +$12.8K
WINA icon
2580
Winmark
WINA
$1.3B
$104K ﹤0.01%
526
+38
+8% +$6.85K
WTRE
2581
DELISTED
Watford Holdings Ltd. Common Shares
WTRE
$104K ﹤0.01%
4,131
+757
+22% +$20.1K
AMAL icon
2582
Amalgamated Financial
AMAL
$1.5B
$103K ﹤0.01%
5,291
+2,947
+126% +$54.3K
DTIL icon
2583
Precision BioSciences
DTIL
$193M
$103K ﹤0.01%
247
+197
+394% +$61.9K
RILY icon
2584
BRC Group Holdings
RILY
$298M
$103K ﹤0.01%
4,062
+500
+14% +$13.2K
XIFR
2585
XPLR Infrastructure LP
XIFR
$1.09B
$103K ﹤0.01%
1,965
– –
BV icon
2586
BrightView Holdings
BV
$988M
$102K ﹤0.01%
6,062
– –
ELP
2587
DELISTED
Companhia Paranaense de Energia (COPEL)
ELP
$102K ﹤0.01%
15,003
– –
VKTX icon
2588
Viking Therapeutics
VKTX
$3.91B
$102K ﹤0.01%
12,688
+981
+8% +$7.15K
EGIO
2589
DELISTED
Edgio, Inc. Common Stock
EGIO
$101K ﹤0.01%
623
+82
+15% +$13K
HUD
2590
DELISTED
Hudson Ltd. Class A Common Shares
HUD
$101K ﹤0.01%
6,576
+96
+1% +$1.25K
FMBH icon
2591
First Mid Bancshares
FMBH
$1.39B
$99K ﹤0.01%
2,817
– –
BITA
2592
DELISTED
Bitauto Holdings Limited
BITA
$99K ﹤0.01%
6,700
+3,200
+91% +$48.3K
FTR
2593
DELISTED
Frontier Communications Corp.
FTR
$99K ﹤0.01%
110,930
-191,523
-63% -$156K
VALE icon
2594
Vale
VALE
$63.6B
$98K ﹤0.01%
7,384
– –
TWST icon
2595
Twist Bioscience
TWST
$7.16B
$97K ﹤0.01%
4,632
+1,082
+30% +$25.3K
TECX
2596
Tectonic Therapeutic
TECX
$558M
$97K ﹤0.01%
403
+71
+21% +$13.7K
CCNE icon
2597
CNB Financial Corp
CCNE
$1.05B
$96K ﹤0.01%
2,957
+566
+24% +$17.7K
CIA icon
2598
Citizens
CIA
$235M
$96K ﹤0.01%
14,186
– –
FC icon
2599
Franklin Covey
FC
$247M
$96K ﹤0.01%
2,986
+732
+32% +$26.5K
GOGO icon
2600
Gogo Inc
GOGO
$603M
$96K ﹤0.01%
14,998
+2,032
+16% +$11.8K
102 103
104
105 106

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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.