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 | |
|---|---|---|---|---|---|---|
2576
Vishay Precision Group
VPG
$914M
| $206K | ﹤0.01% |
4,939
+274
| +6% | +$11.6K |
|
|
OLP
2577
One Liberty Properties
OLP
$527M
| $204K | ﹤0.01% |
8,912
+1,561
| +21% | +$36K |
|
2578
AnaptysBio
ANAB
$1.68B
| $204K | ﹤0.01% |
9,369
+505
| +6% | +$12.3K |
|
2579
AbCellera Biologics
ABCL
$2.12B
| $204K | ﹤0.01% |
27,044
-280
| -1% | -$2.54K |
|
2580
Acco Brands
ACCO
$407M
| $204K | ﹤0.01% |
38,289
-38,069
| -50% | -$218K |
|
2581
ACM Research
ACMR
$5.79B
| $203K | ﹤0.01% |
17,390
+1,733
| +11% | +$20K |
|
|
VERV
2582
DELISTED
Verve Therapeutics
VERV
| $203K | ﹤0.01% |
14,084
+814
| +6% | +$15.9K |
|
2583
Arrow Financial
AROW
$652M
| $203K | ﹤0.01% |
8,388
+846
| +11% | +$24.9K |
|
2584
Copa Holdings
CPA
$5.8B
| $203K | ﹤0.01% |
2,194
-36
| -2% | -$3.27K |
|
2585
Vaalco Energy
EGY
$594M
| $203K | ﹤0.01% |
44,719
+2,593
| +6% | +$11.9K |
|
2586
Blink Charging
BLNK
$87.9M
| $202K | ﹤0.01% |
23,402
+4,421
| +23% | +$46.6K |
|
2587
Old Second Bancorp
OSBC
$1.29B
| $202K | ﹤0.01% |
14,359
+990
| +7% | +$15.8K |
|
2588
Hackett Group
HCKT
$287M
| $201K | ﹤0.01% |
10,892
+43
| +0.4% | +$867 |
|
2589
Procept Biorobotics
PRCT
$1.17B
| $201K | ﹤0.01% |
7,060
+217
| +3% | +$7.65K |
|
2590
First Mid Bancshares
FMBH
$1.36B
| $199K | ﹤0.01% |
7,329
+355
| +5% | +$10.8K |
|
2591
Viper Energy
VNOM
$14.7B
| $199K | ﹤0.01% |
7,104
+4,073
| +134% | +$122K |
|
|
AGEN
2592
Agenus
AGEN
$290M
| $199K | ﹤0.01% |
6,661
+1,067
| +19% | +$45.1K |
|
2593
Independent Bank Corp
IBCP
$844M
| $198K | ﹤0.01% |
11,144
+1,066
| +11% | +$23K |
|
2594
Anterix
ATEX
$1.94B
| $198K | ﹤0.01% |
5,987
+489
| +9% | +$16K |
|
2595
Life Time Group Holdings
LTH
$9.79B
| $197K | ﹤0.01% |
12,346
+547
| +5% | +$9.38K |
|
2596
Farmers National Banc Corp
FMNB
$930M
| $196K | ﹤0.01% |
15,473
+3,167
| +26% | +$43.8K |
|
2597
Domo
DOMO
$184M
| $195K | ﹤0.01% |
13,744
+1,231
| +10% | +$17.3K |
|
2598
Byline Bancorp
BY
$1.76B
| $194K | ﹤0.01% |
8,978
+936
| +12% | +$21.8K |
|
|
TSVT
2599
DELISTED
2seventy bio
TSVT
| $193K | ﹤0.01% |
18,968
+4,835
| +34% | +$55.3K |
|
2600
UWM Holdings
UWMC
$434M
| $193K | ﹤0.01% |
39,277
+3,908
| +11% | +$17.1K |
|
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.