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 | |
|---|---|---|---|---|---|---|
2601
Hyster-Yale Materials Handling
HY
$665M
| $193K | ﹤0.01% |
3,859
+348
| +10% | +$12.8K |
|
|
HTBK
2602
DELISTED
Heritage Commerce
HTBK
| $192K | ﹤0.01% |
23,031
+726
| +3% | +$8.31K |
|
|
BRY
2603
DELISTED
Berry Corp
BRY
| $191K | ﹤0.01% |
24,305
+1,080
| +5% | +$9.36K |
|
2604
Artesian Resources
ARTNA
$358M
| $190K | ﹤0.01% |
3,439
-85,985
| -96% | -$4.92M |
|
2605
Sweetgreen
SG
$642M
| $190K | ﹤0.01% |
24,229
+1,071
| +5% | +$9.43K |
|
|
MAG
2606
DELISTED
MAG Silver
MAG
| $190K | ﹤0.01% |
15,038
| – | – |
|
2607
Karyopharm Therapeutics
KPTI
$48M
| $189K | ﹤0.01% |
3,234
+179
| +6% | +$8.84K |
|
2608
Peapack-Gladstone Financial
PGC
$812M
| $188K | ﹤0.01% |
6,337
+336
| +6% | +$11.9K |
|
2609
Arcutis Biotherapeutics
ARQT
$3.18B
| $187K | ﹤0.01% |
17,036
+1,100
| +7% | +$15.9K |
|
|
STKL
2610
DELISTED
SunOpta
STKL
| $187K | ﹤0.01% |
24,380
+1,149
| +5% | +$9.2K |
|
|
CFB
2611
DELISTED
CrossFirst Bankshares, Inc. Common Stock
CFB
| $187K | ﹤0.01% |
17,847
+890
| +5% | +$11.4K |
|
2612
Pennant Group
PNTG
$1.36B
| $187K | ﹤0.01% |
13,091
-56,423
| -81% | -$707K |
|
2613
Boston Omaha
BOC
$436M
| $187K | ﹤0.01% |
7,896
+558
| +8% | +$13.9K |
|
2614
Mission Produce
AVO
$1.17B
| $187K | ﹤0.01% |
16,821
+1,411
| +9% | +$16.5K |
|
2615
Mirum Pharmaceuticals
MIRM
$6.14B
| $187K | ﹤0.01% |
7,779
+498
| +7% | +$11.4K |
|
2616
BioXcel Therapeutics
BTAI
$27.8M
| $184K | ﹤0.01% |
618
+13
| +2% | +$5.55K |
|
2617
VSE Corp
VSEC
$6.12B
| $184K | ﹤0.01% |
4,104
+264
| +7% | +$13.4K |
|
|
CTIC
2618
DELISTED
CTI BioPharma Corp. (DE) Common Stock
CTIC
| $183K | ﹤0.01% |
43,520
+9,889
| +29% | +$51.3K |
|
2619
Global Industrial
GIC
$1.49B
| $182K | ﹤0.01% |
6,797
+445
| +7% | +$11.7K |
|
2620
First Financial Corp
THFF
$969M
| $182K | ﹤0.01% |
4,855
+393
| +9% | +$16.9K |
|
2621
AvePoint
AVPT
$2.71B
| $181K | ﹤0.01% |
43,910
+1,009
| +2% | +$4.55K |
|
2622
Quanterix
QTRX
$190M
| $181K | ﹤0.01% |
16,034
+615
| +4% | +$7.86K |
|
|
SFIX
2623
Stitch Fix
SFIX
$560M
| $180K | ﹤0.01% |
35,321
+1,213
| +4% | +$5.68K |
|
|
ORGN
2624
DELISTED
Origin Materials
ORGN
| $179K | ﹤0.01% |
1,401
+78
| +6% | +$11.5K |
|
2625
The RMR Group
RMR
$332M
| $179K | ﹤0.01% |
6,817
+272
| +4% | +$7.62K |
|
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.