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 | |
|---|---|---|---|---|---|---|
|
PTRA
2751
DELISTED
Proterra Inc. Common Stock
PTRA
| $114K | ﹤0.01% |
74,712
+4,219
| +6% | +$15.9K |
|
2752
Banco de Chile
BCH
$20.9B
| $113K | ﹤0.01% |
5,808
| – | – |
|
|
INDT
2753
DELISTED
INDUS Realty Trust, Inc. (MD) Common Stock
INDT
| $113K | ﹤0.01% |
1,702
+76
| +5% | +$4.92K |
|
|
ONTF
2754
DELISTED
ON24
ONTF
| $111K | ﹤0.01% |
12,712
+1,415
| +13% | +$12.5K |
|
|
BASE
2755
DELISTED
Couchbase
BASE
| $111K | ﹤0.01% |
7,916
+591
| +8% | +$8.72K |
|
2756
SIGA Technologies
SIGA
$219M
| $111K | ﹤0.01% |
19,342
+1,030
| +6% | +$6.88K |
|
2757
FuboTV Inc
FUBO
$273M
| $111K | ﹤0.01% |
7,657
+1,551
| +25% | +$35.5K |
|
2758
Banco Santander Chile
BSAC
$16.6B
| $110K | ﹤0.01% |
6,174
| – | – |
|
2759
Braskem
BAK
$913M
| $109K | ﹤0.01% |
14,200
| – | – |
|
2760
Amalgamated Financial
AMAL
$1.49B
| $109K | ﹤0.01% |
6,134
+261
| +4% | +$5.75K |
|
2761
Butterfly Network
BFLY
$2.35B
| $108K | ﹤0.01% |
57,487
-1,289,422
| -96% | -$3.01M |
|
2762
Wipro
WIT
$20B
| $108K | ﹤0.01% |
48,084
| – | – |
|
2763
First Watch Restaurant Group
FWRG
$766M
| $108K | ﹤0.01% |
6,728
+492
| +8% | +$7.7K |
|
2764
Dream Finders Homes
DFH
$1.36B
| $108K | ﹤0.01% |
8,151
+878
| +12% | +$10.4K |
|
2765
TaskUs
TASK
$669M
| $107K | ﹤0.01% |
7,443
+728
| +11% | +$12.7K |
|
2766
KRONOS Worldwide
KRO
$989M
| $107K | ﹤0.01% |
11,666
+1,370
| +13% | +$14.4K |
|
2767
MiMedx Group
MDXG
$633M
| $107K | ﹤0.01% |
31,454
+643
| +2% | +$2.49K |
|
2768
Identive
INVE
$61.9M
| $105K | ﹤0.01% |
17,172
+4,717
| +38% | +$34.7K |
|
2769
Motorcar Parts of America
MPAA
$258M
| $104K | ﹤0.01% |
14,010
-27,356
| -66% | -$326K |
|
2770
ProKidney
PROK
$337M
| $102K | ﹤0.01% |
9,000
+714
| +9% | +$7.6K |
|
|
ALLK
2771
DELISTED
Allakos
ALLK
| $101K | ﹤0.01% |
22,723
+5,767
| +34% | +$36.9K |
|
2772
ImmunityBio
IBRX
$8.1B
| $101K | ﹤0.01% |
55,527
+10,679
| +24% | +$33.2K |
|
|
HRT
2773
DELISTED
HireRight Holdings Corporation
HRT
| $101K | ﹤0.01% |
9,492
+254
| +3% | +$2.86K |
|
2774
Sight Sciences
SGHT
$412M
| $100K | ﹤0.01% |
11,442
+9,314
| +438% | +$103K |
|
2775
South Plains Financial
SPFI
$841M
| $99.7K | ﹤0.01% |
4,658
+843
| +22% | +$22K |
|
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.