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 | |
|---|---|---|---|---|---|---|
|
NUTX
2726
Nutex Health
NUTX
$1.11B
| $125K | ﹤0.01% |
828
+52
| +7% | +$10.5K |
|
2727
Evolus
EOLS
$501M
| $125K | ﹤0.01% |
14,781
+323
| +2% | +$2.92K |
|
2728
Southern Missouri Bancorp
SMBC
$850M
| $125K | ﹤0.01% |
3,333
+522
| +19% | +$23.5K |
|
2729
Intrepid Potash
IPI
$469M
| $124K | ﹤0.01% |
4,500
+243
| +6% | +$7.39K |
|
|
EQRX
2730
DELISTED
EQRx, Inc. Common Stock
EQRX
| $124K | ﹤0.01% |
63,799
+4,326
| +7% | +$9.85K |
|
|
ENFN
2731
DELISTED
Enfusion, Inc.
ENFN
| $124K | ﹤0.01% |
11,784
+1,940
| +20% | +$21.4K |
|
2732
PLAYSTUDIOS Inc
MYPS
$90.1M
| $124K | ﹤0.01% |
33,507
+1,768
| +6% | +$7.16K |
|
2733
Forestar Group
FOR
$1.51B
| $123K | ﹤0.01% |
7,935
+1,096
| +16% | +$16.4K |
|
|
SBOW
2734
DELISTED
SilverBow Resources, Inc.
SBOW
| $123K | ﹤0.01% |
5,398
+365
| +7% | +$9.02K |
|
2735
Dyne Therapeutics
DYN
$4.9B
| $123K | ﹤0.01% |
10,704
+282
| +3% | +$3.66K |
|
|
BVH
2736
DELISTED
Bluegreen Vacations Holding Corporation
BVH
| $122K | ﹤0.01% |
4,446
+3,304
| +289% | +$98.3K |
|
|
AD
2737
Array Digital Infrastructure
AD
$3.05B
| $122K | ﹤0.01% |
5,871
+424
| +8% | +$9.48K |
|
2738
4D Molecular Therapeutics
FDMT
$562M
| $121K | ﹤0.01% |
7,068
+4,222
| +148% | +$82.1K |
|
2739
Algoma Steel
ASTL
$431M
| $121K | ﹤0.01% |
14,999
+531
| +4% | +$4.06K |
|
|
SVM
2740
Silvercorp Metals
SVM
$2.53B
| $121K | ﹤0.01% |
31,926
+2,720
| +9% | +$8.95K |
|
2741
Vuzix
VUZI
$224M
| $120K | ﹤0.01% |
28,881
-1,498
| -5% | -$6.74K |
|
|
EXK
2742
Endeavour Silver
EXK
$2.83B
| $119K | ﹤0.01% |
30,965
| – | – |
|
2743
Alkami Technology
ALKT
$2.11B
| $119K | ﹤0.01% |
9,391
+444
| +5% | +$6.55K |
|
2744
Scholar Rock
SRRK
$6.44B
| $118K | ﹤0.01% |
14,788
+523
| +4% | +$5.3K |
|
2745
Westrock Coffee
WEST
$803M
| $118K | ﹤0.01% |
9,629
+842
| +10% | +$10.4K |
|
2746
Xometry
XMTR
$5.34B
| $117K | ﹤0.01% |
7,831
+241
| +3% | +$6.34K |
|
2747
EverCommerce
EVCM
$1.93B
| $115K | ﹤0.01% |
10,897
+1,140
| +12% | +$11K |
|
2748
Ribbon Communications
RBBN
$383M
| $114K | ﹤0.01% |
33,378
+3,075
| +10% | +$11.2K |
|
2749
Kura Sushi USA
KRUS
$593M
| $114K | ﹤0.01% |
1,732
+97
| +6% | +$5.83K |
|
2750
Hyliion Holdings
HYLN
$690M
| $114K | ﹤0.01% |
57,356
+1,208
| +2% | +$3.36K |
|
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.