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 | |
|---|---|---|---|---|---|---|
|
AMRS
2676
DELISTED
Amyris Inc.
AMRS
| $148K | ﹤0.01% |
108,615
-49,442
| -31% | -$70.6K |
|
2677
Vital Farms
VITL
$525M
| $148K | ﹤0.01% |
9,642
+247
| +3% | +$3.91K |
|
2678
Covenant Logistics
CVLG
$872M
| $147K | ﹤0.01% |
8,324
+542
| +7% | +$9.38K |
|
2679
United States Lime & Minerals
USLM
$3.44B
| $147K | ﹤0.01% |
4,815
+330
| +7% | +$10.1K |
|
|
FFWM
2680
DELISTED
First Foundation Inc
FFWM
| $147K | ﹤0.01% |
19,721
+1,206
| +7% | +$16.1K |
|
|
CD
2681
DELISTED
Chindata Group Holdings Limited American Depositary Shares
CD
| $147K | ﹤0.01% |
20,979
| – | – |
|
2682
Mid Penn Bancorp
MPB
$952M
| $146K | ﹤0.01% |
5,713
+815
| +17% | +$24.1K |
|
2683
Blue Bird Corp
BLBD
$2.18B
| $145K | ﹤0.01% |
7,119
+5,240
| +279% | +$93.5K |
|
2684
Sportsman's Warehouse
SPWH
$46M
| $145K | ﹤0.01% |
17,138
+1,623
| +10% | +$14.8K |
|
|
PDS
2685
Precision Drilling
PDS
$974M
| $145K | ﹤0.01% |
2,830
-261
| -8% | -$16.9K |
|
|
NNDM
2686
Nano Dimension
NNDM
$343M
| $145K | ﹤0.01% |
50,205
+5,226
| +12% | +$14.1K |
|
2687
Equity Bancshares
EQBK
$1.05B
| $144K | ﹤0.01% |
5,926
+702
| +13% | +$20.7K |
|
2688
MediaAlpha
MAX
$821M
| $144K | ﹤0.01% |
9,639
+344
| +4% | +$4.65K |
|
2689
DHT Holdings
DHT
$3.02B
| $144K | ﹤0.01% |
13,332
+321
| +2% | +$3.23K |
|
2690
Vita Coco
COCO
$3.6B
| $144K | ﹤0.01% |
7,334
+339
| +5% | +$5.31K |
|
|
SA
2691
Seabridge Gold
SA
$3.35B
| $144K | ﹤0.01% |
11,130
| – | – |
|
|
PTVE
2692
DELISTED
Pactiv Evergreen Inc. Common stock
PTVE
| $143K | ﹤0.01% |
17,933
+2,390
| +15% | +$24.6K |
|
2693
Senseonics Holdings Inc
SENS
$366M
| $143K | ﹤0.01% |
10,094
+568
| +6% | +$11.4K |
|
2694
Triple Flag Precious Metals
TFPM
$6.72B
| $143K | ﹤0.01% |
+9,599
| New | +$131K |
|
2695
Gevo
GEVO
$382M
| $143K | ﹤0.01% |
92,662
+6,862
| +8% | +$13K |
|
2696
SmartFinancial
SMBK
$888M
| $142K | ﹤0.01% |
6,148
+909
| +17% | +$23.7K |
|
|
SLGC
2697
DELISTED
SomaLogic, Inc. Class A Common Stock
SLGC
| $142K | ﹤0.01% |
55,722
+4,126
| +8% | +$11.8K |
|
2698
Bionano Genomics
BNGO
$13.3M
| $142K | ﹤0.01% |
213
+11
| +5% | +$9.77K |
|
|
WE
2699
DELISTED
WeWork Inc.
WE
| $142K | ﹤0.01% |
4,559
+1,365
| +43% | +$74.6K |
|
2700
Alta Equipment Group
ALTG
$245M
| $141K | ﹤0.01% |
8,918
+7,020
| +370% | +$118K |
|
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.