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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
AOSL icon
2626
Alpha and Omega Semiconductor
AOSL
$974M
$90K ﹤0.01%
6,574
+454
+7% +$5.74K
CTMX icon
2627
CytomX Therapeutics
CTMX
$721M
$90K ﹤0.01%
10,822
+1,723
+19% +$11.6K
LIND icon
2628
Lindblad Expeditions
LIND
$2.23B
$90K ﹤0.01%
5,509
+748
+16% +$12K
MGNI icon
2629
Magnite
MGNI
$2.92B
$89K ﹤0.01%
10,890
+2,923
+37% +$24K
CDMO
2630
DELISTED
Avid Bioservices, Inc. Common Stock
CDMO
$89K ﹤0.01%
11,597
+1,968
+20% +$11.5K
SRNE
2631
DELISTED
Sorrento Therapeutics, Inc.
SRNE
$89K ﹤0.01%
26,405
+2,916
+12% +$6.95K
BY icon
2632
Byline Bancorp
BY
$1.79B
$88K ﹤0.01%
4,499
– –
LFCR icon
2633
Lifecore Biomedical
LFCR
$165M
$88K ﹤0.01%
7,806
+564
+8% +$6K
SLP icon
2634
Simulations Plus
SLP
$371M
$88K ﹤0.01%
3,026
+1,138
+60% +$38.5K
ANH
2635
DELISTED
Anworth Mortgage Asset Corporation
ANH
$88K ﹤0.01%
24,838
– –
BLBD icon
2636
Blue Bird Corp
BLBD
$2.44B
$87K ﹤0.01%
3,787
+303
+9% +$6.05K
INO icon
2637
Inovio Pharmaceuticals
INO
$69.5M
$87K ﹤0.01%
2,197
+80
+4% +$2.41K
IRS
2638
IRSA Inversiones y Representaciones
IRS
$1.27B
$87K ﹤0.01%
+12,122
New +$69.6K
NEXA icon
2639
Nexa Resources
NEXA
$1.89B
$87K ﹤0.01%
10,720
– –
CLNE icon
2640
Clean Energy Fuels
CLNE
$403M
$86K ﹤0.01%
36,693
– –
IIIV icon
2641
i3 Verticals
IIIV
$434M
$85K ﹤0.01%
2,998
+562
+23% +$13.3K
MG icon
2642
Mistras Group
MG
$505M
$85K ﹤0.01%
5,976
+99
+2% +$1.4K
NSSC icon
2643
Napco Security Technologies
NSSC
$1.44B
$85K ﹤0.01%
5,782
+1,814
+46% +$26.3K
RST
2644
DELISTED
ROSETTA STONE INC
RST
$85K ﹤0.01%
4,735
+478
+11% +$8.15K
CCBG icon
2645
Capital City Bank Group
CCBG
$901M
$84K ﹤0.01%
2,765
+466
+20% +$13.4K
CTO
2646
CTO Realty Growth
CTO
$815M
$84K ﹤0.01%
5,099
– –
KE
2647
Kimball Electronics
KE
$649M
$84K ﹤0.01%
4,806
+60
+1% +$986
ENLC
2648
DELISTED
ENLINK MIDSTREAM, LLC
ENLC
$84K ﹤0.01%
13,742
+4,601
+50% +$27.9K
DSSI
2649
DELISTED
Diamond S Shipping Inc. Common Shares
DSSI
$84K ﹤0.01%
5,023
+1,401
+39% +$20.9K
JCAP
2650
DELISTED
Jernigan Capital, Inc.
JCAP
$84K ﹤0.01%
4,367
+824
+23% +$15.2K
104 105
106
107 108

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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.