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 | |
|---|---|---|---|---|---|---|
2651
Denison Mines
DNN
$2.91B
| $164K | ﹤0.01% |
151,324
+12,170
| +9% | +$15K |
|
|
TARO
2652
DELISTED
Taro Pharmaceutical Industries Ltd.
TARO
| $164K | ﹤0.01% |
6,732
| – | – |
|
|
LOVE
2653
LoveSac
LOVE
$261M
| $163K | ﹤0.01% |
5,639
+234
| +4% | +$6.18K |
|
|
TGH
2654
DELISTED
Textainer Group Holdings limited
TGH
| $163K | ﹤0.01% |
5,067
| – | – |
|
|
CVAC
2655
DELISTED
CureVac
CVAC
| $161K | ﹤0.01% |
23,158
| – | – |
|
|
ROVR
2656
DELISTED
Rover Group, Inc. Class A Common Stock
ROVR
| $161K | ﹤0.01% |
35,577
+1,216
| +4% | +$4.9K |
|
2657
Radware
RDWR
$1.19B
| $160K | ﹤0.01% |
7,435
-2,562,591
| -100% | -$53.6M |
|
2658
IES Holdings
IESC
$15.2B
| $160K | ﹤0.01% |
3,709
+154
| +4% | +$6.32K |
|
|
FLIC
2659
DELISTED
First of Long Island Corp
FLIC
| $158K | ﹤0.01% |
11,736
+1,653
| +16% | +$27.7K |
|
2660
Coastal Financial
CCB
$693M
| $158K | ﹤0.01% |
4,382
+262
| +6% | +$11.3K |
|
2661
Target Hospitality
TH
$1.64B
| $158K | ﹤0.01% |
11,992
+561
| +5% | +$8.98K |
|
2662
Aurora
AUR
$13.8B
| $157K | ﹤0.01% |
112,852
+54,144
| +92% | +$80K |
|
|
MRUS
2663
DELISTED
Merus
MRUS
| $157K | ﹤0.01% |
8,516
+451
| +6% | +$7.86K |
|
2664
Babcock & Wilcox
BW
$1.39B
| $157K | ﹤0.01% |
25,854
-657,755
| -96% | -$4.06M |
|
2665
Perella Weinberg Partners
PWP
$1.3B
| $156K | ﹤0.01% |
17,151
+630
| +4% | +$6.29K |
|
2666
Excelerate Energy
EE
$1.11B
| $156K | ﹤0.01% |
7,046
+473
| +7% | +$10.5K |
|
2667
Business First Bancshares
BFST
$1.03B
| $156K | ﹤0.01% |
9,104
+591
| +7% | +$11.8K |
|
2668
Bar Harbor Bankshares
BHB
$666M
| $153K | ﹤0.01% |
5,800
+331
| +6% | +$9.81K |
|
|
EFXT
2669
Enerflex
EFXT
$2.44B
| $151K | ﹤0.01% |
25,468
-5,246
| -17% | -$34.3K |
|
2670
Fomento Económico Mexicano
FMX
$41.7B
| $150K | ﹤0.01% |
1,575
| – | – |
|
|
MRSN
2671
DELISTED
Mersana Therapeutics
MRSN
| $150K | ﹤0.01% |
1,458
+50
| +4% | +$7.02K |
|
2672
Tejon Ranch
TRC
$451M
| $149K | ﹤0.01% |
8,179
+485
| +6% | +$9.32K |
|
|
AMPS
2673
DELISTED
Altus Power
AMPS
| $149K | ﹤0.01% |
27,229
+5,280
| +24% | +$37K |
|
|
MLNK
2674
DELISTED
MeridianLink
MLNK
| $148K | ﹤0.01% |
8,567
+619
| +8% | +$9.96K |
|
2675
SoundThinking
SSTI
$103M
| $148K | ﹤0.01% |
3,768
+217
| +6% | +$7.83K |
|
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.