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 | |
|---|---|---|---|---|---|---|
|
CZOO
2776
DELISTED
Cazoo Group Ltd
CZOO
| $99.2K | ﹤0.01% |
398
-110
| -22% | -$35.8K |
|
|
BLU
2777
DELISTED
BELLUS Health Inc.
BLU
| $99.1K | ﹤0.01% |
13,819
| – | – |
|
|
ESMT
2778
DELISTED
EngageSmart, Inc.
ESMT
| $98.7K | ﹤0.01% |
5,128
+207
| +4% | +$4K |
|
2779
EverQuote
EVER
$906M
| $97.7K | ﹤0.01% |
7,032
+4,647
| +195% | +$69.4K |
|
2780
Clarus
CLAR
$143M
| $96.8K | ﹤0.01% |
10,247
+1,028
| +11% | +$9.66K |
|
2781
Teekay Tankers
TNK
$2.68B
| $95.5K | ﹤0.01% |
2,226
+83
| +4% | +$3.08K |
|
2782
SES AI
SES
$208M
| $95.4K | ﹤0.01% |
32,343
+2,703
| +9% | +$8.52K |
|
2783
1-800-Flowers.com
FLWS
$258M
| $95.3K | ﹤0.01% |
8,285
+770
| +10% | +$7.88K |
|
2784
Donegal Group Class A
DGICA
$714M
| $95K | ﹤0.01% |
6,220
+298
| +5% | +$4.48K |
|
|
SRDX
2785
DELISTED
Surmodics
SRDX
| $94.8K | ﹤0.01% |
4,162
-31,482
| -88% | -$811K |
|
2786
NextDecade
NEXT
$1.78B
| $94.2K | ﹤0.01% |
18,944
+1,589
| +9% | +$9.23K |
|
|
GLDD
2787
DELISTED
Great Lakes Dredge & Dock
GLDD
| $92.4K | ﹤0.01% |
17,016
-14,708
| -46% | -$88.1K |
|
2788
Tarsus Pharmaceuticals
TARS
$2.84B
| $92.3K | ﹤0.01% |
7,345
+442
| +6% | +$6.46K |
|
2789
Five Star Bancorp
FSBC
$1.13B
| $90.4K | ﹤0.01% |
4,237
+245
| +6% | +$6.35K |
|
2790
ProFrac Holding
ACDC
$787M
| $89.9K | ﹤0.01% |
7,098
+411
| +6% | +$7.99K |
|
2791
Ranpak Holdings
PACK
$473M
| $89K | ﹤0.01% |
17,043
+1,835
| +12% | +$11.7K |
|
2792
Universal Logistics Holdings
ULH
$529M
| $88.4K | ﹤0.01% |
3,034
+318
| +12% | +$10.3K |
|
2793
Rimini Street
RMNI
$471M
| $88.1K | ﹤0.01% |
21,392
+3,064
| +17% | +$13.8K |
|
2794
KNOT Offshore Partners
KNOP
$366M
| $87.8K | ﹤0.01% |
16,418
-484
| -3% | -$3.11K |
|
2795
Ramaco Resources Class A
METC
$649M
| $87.6K | ﹤0.01% |
10,279
+1,378
| +15% | +$12.9K |
|
2796
Hippo Holdings
HIPO
$861M
| $86.4K | ﹤0.01% |
5,326
+123
| +2% | +$2.01K |
|
|
CMBM
2797
DELISTED
Cambium Networks
CMBM
| $85.7K | ﹤0.01% |
4,837
+38
| +0.8% | +$773 |
|
2798
HBT Financial
HBT
$1.32B
| $85.4K | ﹤0.01% |
4,331
+1,429
| +49% | +$29.9K |
|
2799
Taboola.com
TBLA
$1.11B
| $85.3K | ﹤0.01% |
31,466
+5,025
| +19% | +$16.9K |
|
2800
Zegna
ZGN
$4B
| $85.2K | ﹤0.01% |
6,250
+270
| +5% | +$3.34K |
|
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.