We are live on ! Find out more
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
+7.14%
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
$140B
AUM Growth
+$10.1B
Cap. Flow
+$2.35B
Cap. Flow %
1.68%
Top 10 Hldgs %
16.66%
Holding
3,435
New
84
Increased
1,839
Reduced
575
Closed
49

Top Buys

Rank Stock Value
1
WMB icon
Williams Companies
WMB
+$57.5M
2
XYZ
Block Inc
XYZ
+$54.2M
3
PLD icon
Prologis
PLD
+$51.4M
4
EVRG icon
Evergy
EVRG
+$47.5M
5
ABMD
Abiomed Inc
ABMD
+$41.2M

Top Sells

Rank Stock Value
1
GGP
GGP Inc.
GGP
+$110M
2
XL
XL Group Ltd.
XL
+$72.4M
3
AAPL icon
Apple
AAPL
+$60.6M
4
UPS icon
United Parcel Service
UPS
+$33.4M
5
TD icon
Toronto Dominion Bank
TD
+$31.8M

Sector Composition

Rank Sector Weight
1 Technology 17.68%
2 Financials 15.6%
3 Healthcare 13.13%
4 Consumer Discretionary 10.05%
5 Industrials 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CALX icon
2751
Calix
CALX
$2.42B
$52K ﹤0.01%
6,468
– –
CLNE icon
2752
Clean Energy Fuels
CLNE
$414M
$52K ﹤0.01%
19,962
– –
CDMO
2753
DELISTED
Avid Bioservices, Inc. Common Stock
CDMO
$52K ﹤0.01%
7,562
– –
PCSB
2754
DELISTED
PCSB Financial Corporation
PCSB
$52K ﹤0.01%
2,537
– –
JCAP
2755
DELISTED
Jernigan Capital, Inc.
JCAP
$52K ﹤0.01%
2,685
+437
+19% +$8.32K
AXAS
2756
DELISTED
Abraxas Petroleum Corp
AXAS
$52K ﹤0.01%
1,116
– –
BILI icon
2757
Bilibili
BILI
$7.78B
$51K ﹤0.01%
+3,798
New +$47.3K
EBTC
2758
DELISTED
Enterprise Bancorp
EBTC
$51K ﹤0.01%
1,489
– –
GEF.B icon
2759
Greif Class B
GEF.B
$4.23B
$51K ﹤0.01%
891
– –
HBCP icon
2760
Home Bancorp
HBCP
$567M
$51K ﹤0.01%
1,173
– –
KREF
2761
KKR Real Estate Finance Trust
KREF
$464M
$51K ﹤0.01%
2,507
– –
SMHI icon
2762
SEACOR Marine Holdings
SMHI
$256M
$51K ﹤0.01%
2,274
– –
HABT
2763
DELISTED
The Habit Restaurants, Inc. - Class A
HABT
$51K ﹤0.01%
3,185
– –
BHR
2764
Braemar Hotels & Resorts
BHR
$141M
$50K ﹤0.01%
4,287
– –
CIVB icon
2765
Civista Bancshares
CIVB
$600M
$50K ﹤0.01%
2,081
+640
+44% +$15.6K
FRST icon
2766
Primis Financial Corp
FRST
$409M
$50K ﹤0.01%
3,065
– –
GERN icon
2767
Geron
GERN
$1.05B
$50K ﹤0.01%
28,933
+5,135
+22% +$22.4K
LIND icon
2768
Lindblad Expeditions
LIND
$2.24B
$50K ﹤0.01%
3,365
– –
RBB icon
2769
RBB Bancorp
RBB
$456M
$50K ﹤0.01%
2,044
– –
SVRA icon
2770
Savara
SVRA
$1.13B
$50K ﹤0.01%
4,440
+714
+19% +$8.21K
TKC icon
2771
Turkcell
TKC
$4.73B
$50K ﹤0.01%
10,317
– –
CATC
2772
DELISTED
CAMBRIDGE BANCORP
CATC
$50K ﹤0.01%
552
– –
TGH
2773
DELISTED
Textainer Group Holdings limited
TGH
$50K ﹤0.01%
3,893
– –
XELA
2774
DELISTED
Exela Technologies, Inc. Common Stock
XELA
$50K ﹤0.01%
1
– –
KDMN
2775
DELISTED
Kadmon Holdings, Inc.
KDMN
$50K ﹤0.01%
14,956
+4,613
+45% +$16.4K
109 110
111
112 113

Similar funds

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Legal & General Group's Q3 2018 Portfolio in Review

As of Q3 2018, Legal & General Group held 3,435 positions worth $140B, up 7.8% from $130B the previous quarter. Its ten largest holdings account for 17% of the portfolio.

Trading was light in Q3 2018: portfolio turnover was 3.9%. Legal & General Group opened 84 new positions and exited 49, leaving the 3,435-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 18% of assets, up from 17% a quarter earlier, followed by Financials and Healthcare.

  • Legal & General Group's largest Q3 2018 buy was Brookfield Property REIT Inc. Class A Common Stock: 1,113,758 shares worth $23.3M.
  • Legal & General Group added most to Williams Companies in Q3 2018, an estimated $57.5M increase.
  • Legal & General Group's biggest Q3 2018 reduction was Apple, cutting an estimated $60.6M.
  • Legal & General Group fully exited GGP Inc. in Q3 2018, selling an estimated $110M.
  • Legal & General Group's ten largest holdings make up 17% of its $140B portfolio in Q3 2018.
  • Legal & General Group opened 84 new positions and closed 49 in Q3 2018.
  • Legal & General Group's portfolio value rose 7.8% quarter-over-quarter to $140B.

Based on Legal & General Group's 13F filing for Q3 2018, filed 20 Nov 2018.