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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
+4.13%
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
$130B
AUM Growth
-$1.44B
Cap. Flow
-$5.48B
Cap. Flow %
-4.23%
Top 10 Hldgs %
16.14%
Holding
3,492
New
209
Increased
1,163
Reduced
1,755
Closed
140

Top Buys

Rank Stock Value
1
T icon
AT&T
T
+$153M
2
EVRG icon
Evergy
EVRG
+$88.7M
3
BABA icon
Alibaba
BABA
+$28.7M
4
WH icon
Wyndham Hotels & Resorts
WH
+$26.5M
5
FSCT
ForeScout Technologies, Inc. Common Stock
FSCT
+$21.8M

Top Sells

Rank Stock Value
1
TWX
Time Warner Inc
TWX
+$348M
2
AAPL icon
Apple
AAPL
+$322M
3
MON
Monsanto Co
MON
+$264M
4
MSFT icon
Microsoft
MSFT
+$173M
5
AMZN icon
Amazon
AMZN
+$136M

Sector Composition

Rank Sector Weight
1 Technology 16.77%
2 Financials 15.93%
3 Healthcare 12.2%
4 Consumer Discretionary 10.21%
5 Communication Services 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TACO
2626
DELISTED
Del Taco Restaurants, Inc. Common Stock
TACO
$67K ﹤0.01%
4,751
-1,119
-19% -$13.2K
AROW icon
2627
Arrow Financial
AROW
$667M
$66K ﹤0.01%
2,171
-350
-14% -$10.6K
JOUT icon
2628
Johnson Outdoors
JOUT
$502M
$66K ﹤0.01%
778
-16
-2% -$1.17K
RBB icon
2629
RBB Bancorp
RBB
$451M
$66K ﹤0.01%
2,044
+656
+47% +$19.3K
SWIR
2630
DELISTED
Sierra Wireless
SWIR
$66K ﹤0.01%
4,098
– –
STML
2631
DELISTED
Stemline Therapeutics, Inc.
STML
$66K ﹤0.01%
4,129
-566
-12% -$10.1K
PSDO
2632
DELISTED
Presidio, Inc. Common Stock
PSDO
$66K ﹤0.01%
5,005
-523
-9% -$7.61K
SODA
2633
DELISTED
SodaStream International Ltd
SODA
$66K ﹤0.01%
775
-1,433
-65% -$129K
FBNK
2634
DELISTED
First Connecticut Bancorp, Inc
FBNK
$66K ﹤0.01%
2,152
-385
-15% -$10.2K
AGS
2635
DELISTED
PlayAGS
AGS
$65K ﹤0.01%
2,403
-13,395
-85% -$312K
ILPT
2636
Industrial Logistics Properties Trust
ILPT
$584M
$65K ﹤0.01%
2,913
-43,311
-94% -$917K
IMKTA icon
2637
Ingles Markets
IMKTA
$1.74B
$65K ﹤0.01%
2,046
-327
-14% -$10.3K
LSAK icon
2638
Lesaka Technologies
LSAK
$401M
$65K ﹤0.01%
7,117
– –
NMTR
2639
DELISTED
9 Meters Biopharma
NMTR
$65K ﹤0.01%
+138
New +$50.8K
OMN
2640
DELISTED
OMNOVA Solutions Inc.
OMN
$65K ﹤0.01%
6,219
-1,739
-22% -$18.5K
BSRR icon
2641
Sierra Bancorp
BSRR
$524M
$64K ﹤0.01%
2,252
-84
-4% -$2.37K
CCNE icon
2642
CNB Financial Corp
CCNE
$1.05B
$64K ﹤0.01%
2,129
-647
-23% -$19.4K
GIC icon
2643
Global Industrial
GIC
$1.39B
$64K ﹤0.01%
1,871
-42
-2% -$1.34K
PACB icon
2644
Pacific Biosciences
PACB
$441M
$64K ﹤0.01%
17,990
-3,861
-18% -$10.7K
LGTY
2645
DELISTED
Logility Supply Chain Solutions, Inc. Common Stock
LGTY
$64K ﹤0.01%
4,411
-756
-15% -$10.2K
CAI
2646
DELISTED
CAI International, Inc.
CAI
$64K ﹤0.01%
2,741
-113
-4% -$2.62K
AXAS
2647
DELISTED
Abraxas Petroleum Corp
AXAS
$64K ﹤0.01%
1,116
-161
-13% -$8.72K
FBR
2648
DELISTED
Fibria Celulose Sa
FBR
$64K ﹤0.01%
3,450
– –
ORC
2649
Orchid Island Capital
ORC
$1.29B
$63K ﹤0.01%
1,673
+15
+0.9% +$553
PLUG icon
2650
Plug Power
PLUG
$2.9B
$63K ﹤0.01%
31,207
-9,918
-24% -$19.3K
104 105
106
107 108

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Legal & General Group's Q2 2018 Portfolio in Review

As of Q2 2018, Legal & General Group held 3,492 positions worth $130B, down 1.1% from $131B the previous quarter. Its ten largest holdings account for 16% of the portfolio.

Legal & General Group withdrew a net $5.48B in Q2 2018, closing 140 positions and reducing 1,755 holdings. Its most notable exit was Time Warner Inc, an estimated $348M position sold in full.

By sector, the portfolio is most concentrated in Technology at 17% of assets, up from 17% a quarter earlier, followed by Financials and Healthcare.

Against the trend, Legal & General Group opened a new position in Evergy worth $93M.

  • Legal & General Group's largest Q2 2018 buy was Evergy: 1,656,313 shares worth $93M.
  • Legal & General Group added most to AT&T in Q2 2018, an estimated $153M increase.
  • Legal & General Group's biggest Q2 2018 reduction was Apple, cutting an estimated $322M.
  • Legal & General Group fully exited Time Warner Inc in Q2 2018, selling an estimated $348M.
  • Legal & General Group's ten largest holdings make up 16% of its $130B portfolio in Q2 2018.
  • Legal & General Group opened 209 new positions and closed 140 in Q2 2018.
  • Legal & General Group's portfolio value fell 1.1% quarter-over-quarter to $130B.

Based on Legal & General Group's 13F filing for Q2 2018, filed 10 Aug 2018.