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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
+4.13%
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
$130B
AUM Growth
-$1.44B
Cap. Flow
-$5.48B
Cap. Flow %
-4.23%
Top 10 Hldgs %
16.14%
Holding
3,492
New
209
Increased
1,163
Reduced
1,755
Closed
140

Top Buys

Rank Stock Value
1
T icon
AT&T
T
+$153M
2
EVRG icon
Evergy
EVRG
+$88.7M
3
BABA icon
Alibaba
BABA
+$28.7M
4
WH icon
Wyndham Hotels & Resorts
WH
+$26.5M
5
FSCT
ForeScout Technologies, Inc. Common Stock
FSCT
+$21.8M

Top Sells

Rank Stock Value
1
TWX
Time Warner Inc
TWX
+$348M
2
AAPL icon
Apple
AAPL
+$322M
3
MON
Monsanto Co
MON
+$264M
4
MSFT icon
Microsoft
MSFT
+$173M
5
AMZN icon
Amazon
AMZN
+$136M

Sector Composition

Rank Sector Weight
1 Technology 16.77%
2 Financials 15.93%
3 Healthcare 12.2%
4 Consumer Discretionary 10.21%
5 Communication Services 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KLDX
2751
DELISTED
KLONDEX MINES LTD
KLDX
$50K ﹤0.01%
21,807
-13,683
-39% -$33.3K
PDLI
2752
DELISTED
PDL BioPharma, Inc.
PDLI
$50K ﹤0.01%
21,481
-6,178
-22% -$17.2K
GSH
2753
DELISTED
Guangshen Railway Co. Ltd
GSH
$50K ﹤0.01%
1,789
– –
DX
2754
Dynex Capital
DX
$3.15B
$49K ﹤0.01%
2,499
-436
-15% -$8.5K
ELF icon
2755
e.l.f. Beauty
ELF
$4.87B
$49K ﹤0.01%
3,219
-514
-14% -$9.74K
PFIS icon
2756
Peoples Financial Services
PFIS
$704M
$49K ﹤0.01%
1,043
-221
-17% -$10.4K
RM icon
2757
Regional Management Corp
RM
$324M
$49K ﹤0.01%
1,408
-561
-28% -$19.6K
SFST icon
2758
Southern First Bancshares
SFST
$601M
$49K ﹤0.01%
1,104
+12
+1% +$558
GNMK
2759
DELISTED
GenMark Diagnostics, Inc
GNMK
$49K ﹤0.01%
7,608
-1,892
-20% -$12.5K
FTSI
2760
DELISTED
FTS International, Inc. Common Stock
FTSI
$49K ﹤0.01%
173
-3,077
-95% -$1.12M
BHR
2761
Braemar Hotels & Resorts
BHR
$148M
$48K ﹤0.01%
4,287
– –
BLBD icon
2762
Blue Bird Corp
BLBD
$2.36B
$48K ﹤0.01%
2,169
+181
+9% +$3.97K
CMCM
2763
Cheetah Mobile
CMCM
$89.4M
$48K ﹤0.01%
1,000
– –
CTSO icon
2764
Cytosorbents Corp
CTSO
$23.1M
$48K ﹤0.01%
+4,235
New +$40.1K
DMRC icon
2765
Digimarc Corp
DMRC
$161M
$48K ﹤0.01%
1,807
-96
-5% -$2.71K
EVC icon
2766
Entravision Communication
EVC
$1.02B
$48K ﹤0.01%
9,566
-1,796
-16% -$8.27K
FLWS icon
2767
1-800-Flowers.com
FLWS
$269M
$48K ﹤0.01%
3,832
-950
-20% -$12K
GLDD
2768
DELISTED
Great Lakes Dredge & Dock
GLDD
$48K ﹤0.01%
9,124
-134
-1% -$660
VVX icon
2769
V2X
VVX
$2.7B
$48K ﹤0.01%
1,572
-490
-24% -$16.6K
CATC
2770
DELISTED
CAMBRIDGE BANCORP
CATC
$48K ﹤0.01%
+552
New +$47.7K
PRTK
2771
DELISTED
Paratek Pharmaceuticals, Inc.
PRTK
$48K ﹤0.01%
4,703
-7
-0.1% -$79
ALBO
2772
DELISTED
Albireo Pharma Inc
ALBO
$48K ﹤0.01%
+1,359
New +$44K
TREC
2773
DELISTED
Trecora Resources
TREC
$48K ﹤0.01%
3,260
+48
+1% +$655
MRT
2774
DELISTED
MedEquities Realty Trust, Inc.
MRT
$48K ﹤0.01%
4,333
-1,015
-19% -$10.5K
SN
2775
DELISTED
Sanchez Energy Corporation
SN
$48K ﹤0.01%
10,576
-2,681
-20% -$9.96K
109 110
111
112 113

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Legal & General Group's Q2 2018 Portfolio in Review

As of Q2 2018, Legal & General Group held 3,492 positions worth $130B, down 1.1% from $131B the previous quarter. Its ten largest holdings account for 16% of the portfolio.

Legal & General Group withdrew a net $5.48B in Q2 2018, closing 140 positions and reducing 1,755 holdings. Its most notable exit was Time Warner Inc, an estimated $348M position sold in full.

By sector, the portfolio is most concentrated in Technology at 17% of assets, up from 17% a quarter earlier, followed by Financials and Healthcare.

Against the trend, Legal & General Group opened a new position in Evergy worth $93M.

  • Legal & General Group's largest Q2 2018 buy was Evergy: 1,656,313 shares worth $93M.
  • Legal & General Group added most to AT&T in Q2 2018, an estimated $153M increase.
  • Legal & General Group's biggest Q2 2018 reduction was Apple, cutting an estimated $322M.
  • Legal & General Group fully exited Time Warner Inc in Q2 2018, selling an estimated $348M.
  • Legal & General Group's ten largest holdings make up 16% of its $130B portfolio in Q2 2018.
  • Legal & General Group opened 209 new positions and closed 140 in Q2 2018.
  • Legal & General Group's portfolio value fell 1.1% quarter-over-quarter to $130B.

Based on Legal & General Group's 13F filing for Q2 2018, filed 10 Aug 2018.