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
|
+$403M |
| 2 |
Apple
AAPL
|
+$376M |
| 3 |
Tesla
TSLA
|
+$320M |
| 4 |
Amazon
AMZN
|
+$301M |
| 5 |
Johnson & Johnson
JNJ
|
+$169M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Canadian Pacific Kansas City
CP
|
+$469M |
| 2 |
Thomson Reuters
TRI
|
+$127M |
| 3 |
Chevron
CVX
|
+$93.7M |
| 4 |
SJR
Shaw Communications Inc.
SJR
|
+$67.2M |
| 5 |
iShares MSCI India ETF
INDA
|
+$52.4M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 28.75% |
| 2 | Healthcare | 13.35% |
| 3 | Financials | 11.75% |
| 4 | Consumer Discretionary | 10.07% |
| 5 | Industrials | 7.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2751
Angi Inc
ANGI
$196M
| $183K | ﹤0.01% |
5,557
+2,599
| +88% | +$72.8K |
|
|
OLP
2752
One Liberty Properties
OLP
$527M
| $181K | ﹤0.01% |
8,912
| – | – |
|
|
HRT
2753
DELISTED
HireRight Holdings Corporation
HRT
| $180K | ﹤0.01% |
15,881
+6,389
| +67% | +$67.1K |
|
2754
Five Star Bancorp
FSBC
$1.13B
| $179K | ﹤0.01% |
8,000
+3,763
| +89% | +$76.4K |
|
2755
BrightView Holdings
BV
$1.07B
| $179K | ﹤0.01% |
24,921
+11,209
| +82% | +$70.8K |
|
2756
Greif Class B
GEF.B
$4.21B
| $178K | ﹤0.01% |
2,303
-17
| -0.7% | -$1.3K |
|
2757
Legacy Housing
LEGH
$694M
| $177K | ﹤0.01% |
7,630
+6,812
| +833% | +$147K |
|
2758
Amalgamated Financial
AMAL
$1.49B
| $176K | ﹤0.01% |
10,965
+4,831
| +79% | +$77.6K |
|
|
HLVX
2759
DELISTED
HilleVax
HLVX
| $175K | ﹤0.01% |
10,161
+5,047
| +99% | +$78.2K |
|
2760
Fomento Económico Mexicano
FMX
$41.7B
| $175K | ﹤0.01% |
1,575
| – | – |
|
2761
Scholar Rock
SRRK
$6.44B
| $174K | ﹤0.01% |
23,070
+8,282
| +56% | +$62.5K |
|
2762
Identive
INVE
$61.9M
| $174K | ﹤0.01% |
20,707
+3,535
| +21% | +$24.1K |
|
2763
Entrada Therapeutics
TRDA
$267M
| $171K | ﹤0.01% |
11,301
+7,727
| +216% | +$106K |
|
2764
Clarus
CLAR
$143M
| $171K | ﹤0.01% |
18,689
+8,442
| +82% | +$74.5K |
|
2765
Veritone
VERI
$122M
| $171K | ﹤0.01% |
43,568
+39,705
| +1,028% | +$173K |
|
2766
SIGA Technologies
SIGA
$219M
| $171K | ﹤0.01% |
33,790
+14,448
| +75% | +$82.1K |
|
2767
Traeger
COOK
$172M
| $170K | ﹤0.01% |
801
+421
| +111% | +$76.1K |
|
|
ALLK
2768
DELISTED
Allakos
ALLK
| $168K | ﹤0.01% |
38,447
+15,724
| +69% | +$70.8K |
|
2769
ARS Pharmaceuticals
SPRY
$612M
| $167K | ﹤0.01% |
24,979
-39,564
| -61% | -$264K |
|
2770
Cellebrite
CLBT
$3.99B
| $167K | ﹤0.01% |
23,200
+16,603
| +252% | +$96.8K |
|
2771
Karyopharm Therapeutics
KPTI
$48M
| $167K | ﹤0.01% |
6,219
+2,985
| +92% | +$129K |
|
2772
Microvast
MVST
$302M
| $166K | ﹤0.01% |
103,705
+65,264
| +170% | +$93.1K |
|
|
SNPO
2773
DELISTED
Snap One Holdings Corp. Common Stock
SNPO
| $166K | ﹤0.01% |
14,209
+8,075
| +132% | +$75.8K |
|
2774
Braskem
BAK
$913M
| $165K | ﹤0.01% |
14,200
| – | – |
|
2775
Nuvation Bio
NUVB
$2.32B
| $165K | ﹤0.01% |
91,564
+45,975
| +101% | +$78.2K |
|
Similar funds
Legal & General Group's Q2 2023 Portfolio in Review
As of Q2 2023, Legal & General Group held 3,624 positions worth $307B, up 9.9% from $280B the previous quarter. Its ten largest holdings account for 26% of the portfolio.
Legal & General Group's Q2 2023 filing shows 248 new, 1,958 increased, 995 reduced and 215 closed positions. Its largest new stake was Eos Energy Enterprises: 8,222,102 shares worth $35.7M. The largest sale was Canadian Pacific Kansas City, an estimated $469M.
By sector, the portfolio is most concentrated in Technology at 29% of assets, up from 26% a quarter earlier, followed by Healthcare and Financials.
- Legal & General Group's largest Q2 2023 buy was Eos Energy Enterprises: 8,222,102 shares worth $35.7M.
- Legal & General Group added most to Microsoft in Q2 2023, an estimated $403M increase.
- Legal & General Group's biggest Q2 2023 reduction was Thomson Reuters, cutting an estimated $127M.
- Legal & General Group fully exited Canadian Pacific Kansas City in Q2 2023, selling an estimated $469M.
- Legal & General Group's ten largest holdings make up 26% of its $307B portfolio in Q2 2023.
- Legal & General Group opened 248 new positions and closed 215 in Q2 2023.
- Legal & General Group's portfolio value rose 9.9% quarter-over-quarter to $307B.
Based on Legal & General Group's 13F filing for Q2 2023, filed 14 Aug 2023.