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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
BFIN
2701
DELISTED
BankFinancial
BFIN
$70K ﹤0.01%
5,372
– –
DQ
2702
Daqo New Energy
DQ
$878M
$70K ﹤0.01%
6,870
+5,500
+401% +$46.8K
HRTG icon
2703
Heritage Insurance Holdings
HRTG
$923M
$70K ﹤0.01%
5,329
+114
+2% +$1.57K
TK icon
2704
Teekay
TK
$969M
$70K ﹤0.01%
13,323
-33,756
-72% -$167K
WHG icon
2705
Westwood Holdings Group
WHG
$182M
$70K ﹤0.01%
2,359
– –
SIEN
2706
DELISTED
Sientra, Inc.
SIEN
$69K ﹤0.01%
778
+133
+21% +$10K
SCU
2707
DELISTED
Sculptor Capital Management, Inc. Class A Common Stock
SCU
$69K ﹤0.01%
+3,139
New +$58.3K
AHT
2708
Ashford Hospitality Trust
AHT
$20.8M
$68K ﹤0.01%
24
-1
-4% -$2.8K
ALNT icon
2709
Allient
ALNT
$1.61B
$68K ﹤0.01%
2,099
+426
+25% +$11.9K
CUE icon
2710
Cue Biopharma
CUE
$113M
$68K ﹤0.01%
142
+24
+20% +$7.54K
RCUS icon
2711
Arcus Biosciences
RCUS
$3.61B
$68K ﹤0.01%
6,670
– –
VNET
2712
VNET Group
VNET
$2.08B
$68K ﹤0.01%
9,361
+6,600
+239% +$50.1K
AMNB
2713
DELISTED
American National Bankshares Inc
AMNB
$68K ﹤0.01%
1,713
– –
FMNB icon
2714
Farmers National Banc Corp
FMNB
$946M
$67K ﹤0.01%
4,082
– –
GERN icon
2715
Geron
GERN
$1.03B
$67K ﹤0.01%
49,870
– –
MRLN
2716
DELISTED
Marlin Business Services Corp
MRLN
$67K ﹤0.01%
3,051
+107
+4% +$2.43K
PHAT icon
2717
Phathom Pharmaceuticals
PHAT
$686M
$66K ﹤0.01%
+2,117
New +$53.2K
REVG
2718
DELISTED
REV Group
REVG
$66K ﹤0.01%
5,371
+173
+3% +$2.19K
SGRY icon
2719
Surgery Partners
SGRY
$2.03B
$66K ﹤0.01%
4,192
+89
+2% +$1.01K
KRTX
2720
DELISTED
Karuna Therapeutics, Inc. Common Stock
KRTX
$66K ﹤0.01%
873
+146
+20% +$6.39K
BHB icon
2721
Bar Harbor Bankshares
BHB
$682M
$65K ﹤0.01%
2,570
– –
CRBP icon
2722
Corbus Pharmaceuticals
CRBP
$178M
$65K ﹤0.01%
398
+80
+25% +$11.8K
PFNX
2723
DELISTED
Pfenex Inc.
PFNX
$65K ﹤0.01%
5,905
+1,133
+24% +$11.3K
MEET
2724
DELISTED
The Meet Group, Inc. Common Stock
MEET
$65K ﹤0.01%
13,006
+1,863
+17% +$8.76K
AMRC icon
2725
Ameresco
AMRC
$1.41B
$64K ﹤0.01%
3,668
– –
107 108
109
110 111

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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.