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 | |
|---|---|---|---|---|---|---|
2701
MaxCyte
MXCT
$126M
| $141K | ﹤0.01% |
28,508
+1,785
| +7% | +$8.79K |
|
2702
Clover Health Investments
CLOV
$2.51B
| $141K | ﹤0.01% |
166,771
+13,717
| +9% | +$15K |
|
|
MOFG
2703
DELISTED
MidWestOne Financial Group
MOFG
| $140K | ﹤0.01% |
5,752
+312
| +6% | +$9.2K |
|
|
BAND
2704
Bandwidth Inc
BAND
$1.61B
| $140K | ﹤0.01% |
9,218
+519
| +6% | +$10.4K |
|
2705
Johnson Outdoors
JOUT
$505M
| $140K | ﹤0.01% |
2,218
+95
| +4% | +$6.14K |
|
2706
FRP Holdings
FRPH
$421M
| $139K | ﹤0.01% |
4,820
+198
| +4% | +$5.58K |
|
2707
MetroCity Bankshares
MCBS
$1.03B
| $139K | ﹤0.01% |
8,156
+1,190
| +17% | +$23.2K |
|
|
SII
2708
Sprott
SII
$3.03B
| $138K | ﹤0.01% |
3,773
+193
| +5% | +$7.22K |
|
2709
Bank of Marin Bancorp
BMRC
$459M
| $137K | ﹤0.01% |
6,260
+15
| +0.2% | +$433 |
|
2710
Funko
FNKO
$328M
| $135K | ﹤0.01% |
14,292
+915
| +7% | +$9.49K |
|
2711
Centrus Energy
LEU
$3.82B
| $135K | ﹤0.01% |
4,181
+373
| +10% | +$14.3K |
|
2712
Metropolitan Bank Holding Corp
MCB
$1.15B
| $134K | ﹤0.01% |
3,965
+215
| +6% | +$11.2K |
|
2713
Magnachip Semiconductor
MX
$145M
| $134K | ﹤0.01% |
14,441
+1,183
| +9% | +$11.7K |
|
2714
Kiniksa Pharmaceuticals
KNSA
$5.93B
| $134K | ﹤0.01% |
12,425
+713
| +6% | +$9.39K |
|
2715
GoodRx Holdings
GDRX
$1.26B
| $133K | ﹤0.01% |
21,234
+2,634
| +14% | +$14.7K |
|
2716
Solid Power
SLDP
$532M
| $132K | ﹤0.01% |
43,976
+3,366
| +8% | +$10.2K |
|
2717
SmartRent
SMRT
$272M
| $132K | ﹤0.01% |
51,747
+2,583
| +5% | +$6.92K |
|
|
DCBO
2718
Docebo
DCBO
$566M
| $132K | ﹤0.01% |
3,242
+386
| +14% | +$14.2K |
|
2719
Distribution Solutions Group
DSGR
$1.61B
| $131K | ﹤0.01% |
5,746
+4,662
| +430% | +$97.9K |
|
2720
Nurix Therapeutics
NRIX
$2.65B
| $130K | ﹤0.01% |
14,606
+610
| +4% | +$6.36K |
|
|
BLUE
2721
DELISTED
bluebird bio
BLUE
| $130K | ﹤0.01% |
2,039
+635
| +45% | +$72.5K |
|
2722
Turning Point Brands
TPB
$1.74B
| $129K | ﹤0.01% |
6,151
+476
| +8% | +$10.5K |
|
|
SEMR
2723
DELISTED
Semrush
SEMR
| $128K | ﹤0.01% |
12,784
+1,063
| +9% | +$9.37K |
|
2724
Hingham Institution for Saving
HIFS
$663M
| $128K | ﹤0.01% |
548
+51
| +10% | +$14K |
|
2725
Lindblad Expeditions
LIND
$2.22B
| $127K | ﹤0.01% |
13,288
+809
| +6% | +$8.13K |
|
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.