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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
YELL
2776
DELISTED
Yellow Corporation Common Stock
YELL
$48K ﹤0.01%
4,797
-1,145
-19% -$11.3K
ARTNA icon
2777
Artesian Resources
ARTNA
$352M
$47K ﹤0.01%
1,204
-272
-18% -$10.3K
NKSH icon
2778
National Bankshares
NKSH
$262M
$47K ﹤0.01%
1,023
-223
-18% -$10.4K
WNEB icon
2779
Western New England Bancorp
WNEB
$263M
$47K ﹤0.01%
4,312
-926
-18% -$10K
WOW
2780
DELISTED
WideOpenWest
WOW
$47K ﹤0.01%
4,893
-75
-2% -$604
TPCO
2781
DELISTED
Tribune Publishing Company Common Stock
TPCO
$47K ﹤0.01%
2,726
-1,067
-28% -$18.6K
RST
2782
DELISTED
ROSETTA STONE INC
RST
$47K ﹤0.01%
2,920
+100
+4% +$1.5K
ARII
2783
DELISTED
American Railcar Industries, Inc.
ARII
$47K ﹤0.01%
1,196
+1
+0.1% +$39
EGC
2784
DELISTED
Energy XXI Gulf Coast, Inc. Common Stock
EGC
$47K ﹤0.01%
5,369
-309
-5% -$2.11K
CPRX
2785
DELISTED
Catalyst Pharmaceutical
CPRX
$46K ﹤0.01%
14,738
-686
-4% -$2.08K
CZNC icon
2786
Citizens & Northern Corp
CZNC
$454M
$46K ﹤0.01%
1,776
-414
-19% -$10.4K
GBLI icon
2787
Global Indemnity Group
GBLI
$402M
$46K ﹤0.01%
1,185
-204
-15% -$8.13K
HURC icon
2788
Hurco Companies Inc
HURC
$142M
$46K ﹤0.01%
1,017
+18
+2% +$827
LMNR icon
2789
Limoneira
LMNR
$239M
$46K ﹤0.01%
1,877
-421
-18% -$10.3K
PBPB
2790
DELISTED
Potbelly
PBPB
$46K ﹤0.01%
3,559
-816
-19% -$10.3K
SIGA icon
2791
SIGA Technologies
SIGA
$230M
$46K ﹤0.01%
+7,733
New +$50.2K
PENG
2792
Penguin Solutions Inc
PENG
$2.7B
$46K ﹤0.01%
2,908
-442
-13% -$9.47K
NXEO
2793
DELISTED
Nexeo Solutions, Inc. Common Stock
NXEO
$46K ﹤0.01%
5,007
+25
+0.5% +$249
AMNB
2794
DELISTED
American National Bankshares Inc
AMNB
$46K ﹤0.01%
1,152
-213
-16% -$8.45K
CHT icon
2795
Chunghwa Telecom
CHT
$32.9B
$45K ﹤0.01%
1,240
– –
CLSD
2796
DELISTED
Clearside Biomedical
CLSD
$45K ﹤0.01%
278
+29
+12% +$4.89K
FOR icon
2797
Forestar Group
FOR
$1.47B
$45K ﹤0.01%
2,167
-456
-17% -$10.2K
LIND icon
2798
Lindblad Expeditions
LIND
$2.17B
$45K ﹤0.01%
3,365
-63
-2% -$748
PHX
2799
DELISTED
PHX Minerals
PHX
$45K ﹤0.01%
2,361
-515
-18% -$10.3K
HCCI
2800
DELISTED
Heritage-Crystal Clean, Inc.
HCCI
$45K ﹤0.01%
2,237
-442
-16% -$9.25K
110 111
112
113 114

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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.