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 |
ExxonMobil
XOM
|
+$1.84B |
| 2 |
Apple
AAPL
|
+$1.78B |
| 3 |
Microsoft
MSFT
|
+$1.13B |
| 4 |
GE Aerospace
GE
|
+$1.12B |
| 5 |
Chevron
CVX
|
+$1.11B |
Top Sells
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 16.71% |
| 2 | Technology | 12.47% |
| 3 | Healthcare | 12.36% |
| 4 | Energy | 10.72% |
| 5 | Consumer Staples | 9.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Hartford Financial Services
HIG
$39.9B
| $67.5M | 0.09% |
+2,183,459
| New | +$63M |
|
252
Regeneron Pharmaceuticals
REGN
$72.9B
| $66.9M | 0.09% |
+297,704
| New | +$69.3M |
|
253
Gen Digital
GEN
$16.5B
| $66.6M | 0.09% |
+2,964,329
| New | +$69.7M |
|
|
CHK
254
DELISTED
Chesapeake Energy Corporation
CHK
| $66M | 0.09% |
+17,116
| New | +$65.7M |
|
255
Estee Lauder
EL
$30.4B
| $65.9M | 0.09% |
+1,002,224
| New | +$68.4M |
|
256
Progressive
PGR
$128B
| $65.6M | 0.09% |
+2,578,838
| New | +$65.2M |
|
257
Dollar General
DG
$28.4B
| $65.3M | 0.09% |
+1,294,443
| New | +$67.1M |
|
258
Newmont
NEM
$96.2B
| $65.2M | 0.09% |
+2,186,387
| New | +$73.4M |
|
259
Mattel
MAT
$4.47B
| $65M | 0.09% |
+1,435,100
| New | +$64.2M |
|
|
MHFI
260
DELISTED
MCGRAW-HILL FINANCIAL INC COM
MHFI
| $64.9M | 0.09% |
+1,219,726
| New | +$65.5M |
|
261
Western Digital
WDC
$159B
| $64.6M | 0.09% |
+1,375,712
| New | +$60.3M |
|
262
Loews
L
$24.5B
| $64.5M | 0.09% |
+1,452,146
| New | +$65.1M |
|
263
Conagra Brands
CAG
$7.42B
| $64.3M | 0.09% |
+2,364,387
| New | +$64M |
|
264
AutoZone
AZO
$51.3B
| $63.5M | 0.09% |
+149,817
| New | +$61.1M |
|
265
CenterPoint Energy
CNP
$28.3B
| $63.4M | 0.09% |
+2,697,335
| New | +$64.1M |
|
266
Carnival Corporation Ltd
CCL
$38.1B
| $63.4M | 0.09% |
+1,847,521
| New | +$62.6M |
|
267
Agilent Technologies
A
$39.6B
| $63.2M | 0.09% |
+2,065,172
| New | +$64.2M |
|
|
SNDK
268
DELISTED
SANDISK CORP
SNDK
| $63M | 0.09% |
+1,030,847
| New | +$58.8M |
|
269
Nucor
NUE
$58.3B
| $62.8M | 0.09% |
+1,450,001
| New | +$64.3M |
|
270
Humana
HUM
$43.9B
| $62.5M | 0.09% |
+740,257
| New | +$58.4M |
|
|
GGP
271
DELISTED
GGP Inc.
GGP
| $62.2M | 0.09% |
+3,131,983
| New | +$66.6M |
|
272
Boston Scientific
BSX
$68.4B
| $61.8M | 0.09% |
+6,671,068
| New | +$56.6M |
|
273
Regions Financial
RF
$26.4B
| $61.7M | 0.09% |
+6,472,117
| New | +$56.4M |
|
|
CERN
274
DELISTED
Cerner Corp
CERN
| $61.6M | 0.09% |
+1,283,046
| New | +$61.3M |
|
275
Parker-Hannifin
PH
$120B
| $61.6M | 0.09% |
+645,346
| New | +$60.5M |
|
Similar funds
Legal & General Group's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Legal & General Group, which disclosed 1,272 positions worth $72.4B. Its ten largest holdings account for 17% of the portfolio.
Its largest position is ExxonMobil: 20,478,679 shares worth $1.85B.
By sector, the portfolio is most concentrated in Financials at 17% of assets, followed by Technology and Healthcare.
- Legal & General Group's largest Q2 2013 buy was ExxonMobil: 20,478,679 shares worth $1.85B.
- Legal & General Group's ten largest holdings make up 17% of its $72.4B portfolio in Q2 2013.
- Legal & General Group disclosed 1,272 positions in Q2 2013, its first 13F filing on record.
Based on Legal & General Group's 13F filing for Q2 2013, filed 1 Aug 2013.