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 | |
|---|---|---|---|---|---|---|
2626
First Community Bankshares
FCBC
$911M
| $178K | ﹤0.01% |
7,113
+1,603
| +29% | +$49.3K |
|
2627
Greif Class B
GEF.B
$4.21B
| $178K | ﹤0.01% |
2,320
+578
| +33% | +$45.2K |
|
|
SILV
2628
DELISTED
SilverCrest Metals Inc. Common Shares
SILV
| $177K | ﹤0.01% |
24,917
| – | – |
|
2629
Crescent Energy
CRGY
$3.82B
| $176K | ﹤0.01% |
15,530
+924
| +6% | +$10.7K |
|
2630
Zymeworks
ZYME
$1.67B
| $175K | ﹤0.01% |
+19,362
| New | +$169K |
|
|
ORLA
2631
DELISTED
Orla Mining
ORLA
| $175K | ﹤0.01% |
36,890
+3,729
| +11% | +$15.9K |
|
2632
Definitive Healthcare
DH
$75.3M
| $174K | ﹤0.01% |
16,867
+3,648
| +28% | +$43K |
|
2633
Waterstone Financial
WSBF
$375M
| $174K | ﹤0.01% |
11,486
+1,340
| +13% | +$21.6K |
|
2634
Capital City Bank Group
CCBG
$890M
| $173K | ﹤0.01% |
5,919
+978
| +20% | +$31.8K |
|
2635
Midland States Bancorp
MSBI
$695M
| $173K | ﹤0.01% |
8,092
+672
| +9% | +$16.9K |
|
2636
NuScale Power
SMR
$4.03B
| $173K | ﹤0.01% |
19,047
+11,478
| +152% | +$115K |
|
2637
Aspen Aerogels
ASPN
$518M
| $173K | ﹤0.01% |
23,228
+3,631
| +19% | +$36.1K |
|
2638
Tiptree Inc
TIPT
$675M
| $171K | ﹤0.01% |
11,748
+9,345
| +389% | +$142K |
|
|
REVG
2639
DELISTED
REV Group
REVG
| $171K | ﹤0.01% |
14,226
+483
| +4% | +$6.02K |
|
2640
Aclaris Therapeutics
ACRS
$869M
| $170K | ﹤0.01% |
21,048
+939
| +5% | +$11.9K |
|
2641
Merchants Bancorp
MBIN
$2.49B
| $169K | ﹤0.01% |
6,506
+454
| +8% | +$12.6K |
|
2642
Frontier Group Holdings
ULCC
$1.7B
| $169K | ﹤0.01% |
17,147
+951
| +6% | +$10.6K |
|
2643
MBIA
MBI
$260M
| $168K | ﹤0.01% |
18,173
+835
| +5% | +$9.97K |
|
2644
Omega Flex
OFLX
$312M
| $168K | ﹤0.01% |
1,508
+46
| +3% | +$4.99K |
|
2645
Cogent Biosciences
COGT
$7.24B
| $168K | ﹤0.01% |
15,547
+1,128
| +8% | +$14.4K |
|
2646
Axogen
AXGN
$2.5B
| $167K | ﹤0.01% |
17,658
-86,710
| -83% | -$793K |
|
|
FFIC
2647
DELISTED
Flushing Financial
FFIC
| $165K | ﹤0.01% |
11,109
+913
| +9% | +$16.8K |
|
2648
Oscar Health
OSCR
$8.61B
| $165K | ﹤0.01% |
25,206
+2,218
| +10% | +$9.05K |
|
|
SFE
2649
DELISTED
Safeguard Scientifics, Inc.
SFE
| $165K | ﹤0.01% |
95,711
| – | – |
|
|
CBL
2650
CBL Properties
CBL
$1.75B
| $165K | ﹤0.01% |
6,417
+409
| +7% | +$10.4K |
|
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.