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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
+2.62%
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
$90.3B
AUM Growth
+$1.82B
Cap. Flow
+$489M
Cap. Flow %
0.54%
Top 10 Hldgs %
16.33%
Holding
2,833
New
35
Increased
1,396
Reduced
840
Closed
50

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$135M
2
AAPL icon
Apple
AAPL
+$47.9M
3
XOM icon
ExxonMobil
XOM
+$38.4M
4
EXR icon
Extra Space Storage
EXR
+$33.1M
5
WY icon
Weyerhaeuser
WY
+$32.5M

Top Sells

Rank Stock Value
1
CB
CHUBB CORPORATION
CB
+$162M
2
BRCM
BROADCOM CORP CL-A
BRCM
+$140M
3
PCP
PRECISION CASTPARTS CORP
PCP
+$136M
4
GMCR
KEURIG GREEN MTN INC
GMCR
+$45.3M
5
PRE
PARTNERRE LTD
PRE
+$40.8M

Sector Composition

Rank Sector Weight
1 Financials 15.33%
2 Technology 13.08%
3 Healthcare 12.88%
4 Communication Services 10.07%
5 Consumer Staples 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DMND
2801
DELISTED
DIAMOND FOODS, INC.
DMND
– –
-4,061
Closed -$157K
SIRO
2802
DELISTED
SIRONA DENTAL SYSTEMS INC COM STK
SIRO
– –
-15,767
Closed -$1.73M
FRM
2803
DELISTED
FURMANITE CORPORATION COM
FRM
– –
-5,741
Closed -$38K
ALU
2804
DELISTED
Alcatel-Lucent
ALU
– –
-210,790
Closed -$808K
PCL
2805
DELISTED
PLUM CREEK TIMBER CO (REIT)
PCL
– –
-788,204
Closed -$37.6M
METR
2806
DELISTED
METRO BANCORP, INC COMMON STOCK
METR
– –
-2,656
Closed -$84K
OCAT
2807
DELISTED
OCATA THERAPEUTICS, INC. COMMON STOCK
OCAT
– –
-1,562
Closed -$13K
ZINC
2808
DELISTED
HORSEHEAD HLDG CORP COM STK (DE)
ZINC
– –
-7,389
Closed -$15K
SFXE
2809
DELISTED
SFX ENTERTAINMENT, INC COM
SFXE
– –
-8,392
Closed -$2K
CTCT
2810
DELISTED
CONSTANT CONTACT, INC COM
CTCT
– –
-6,739
Closed -$196K
POZN
2811
DELISTED
POZEN INC
POZN
– –
-5,723
Closed -$40K
SWI
2812
DELISTED
SOLARWINDS INC COM STK (DE)
SWI
– –
-6,673
Closed -$393K
PBY
2813
DELISTED
PEP BOYS MANNY MOE& JACK
PBY
– –
-7,645
Closed -$141K
BRCM
2814
DELISTED
BROADCOM CORP CL-A
BRCM
– –
-2,412,743
Closed -$140M
SYA
2815
DELISTED
SYMETRA FINANCIAL CORPORATION COMMON STOCK
SYA
– –
-78,057
Closed -$2.48M
RENT
2816
DELISTED
RENTRAK CORP
RENT
– –
-1,351
Closed -$65K
PCP
2817
DELISTED
PRECISION CASTPARTS CORP
PCP
– –
-587,342
Closed -$136M
MW
2818
DELISTED
THE MENS WAREHOUSE INC
MW
– –
-29,435
Closed -$431K
OVTI
2819
DELISTED
OMNIVISION TECHNOLOGIES INC
OVTI
– –
-12,145
Closed -$352K
BMR
2820
DELISTED
BIOMED REALTY TRUST INC
BMR
– –
-435,761
Closed -$10.3M
MDAS
2821
DELISTED
MEDASSETS INC COM STK (DE)
MDAS
– –
-12,089
Closed -$374K
DYAX
2822
DELISTED
DYAX CORPORATION
DYAX
– –
-28,856
Closed -$1.09M
WPP
2823
DELISTED
WAUSAU PAPER CORP.
WPP
– –
-7,402
Closed -$76K
PMCS
2824
DELISTED
P M C SIERRA INC
PMCS
– –
-37,694
Closed -$440K
BDBD
2825
DELISTED
BOULDER BRANDS INC
BDBD
– –
-9,010
Closed -$99K
110 111 112
113
114

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Legal & General Group's Q1 2016 Portfolio in Review

As of Q1 2016, Legal & General Group held 2,833 positions worth $90.3B, up 2.1% from $88.5B the previous quarter. Its ten largest holdings account for 16% of the portfolio.

Trading was light in Q1 2016: portfolio turnover was 3%. Legal & General Group opened 35 new positions and exited 50, leaving the 2,833-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 15% of assets, down from 16% a quarter earlier, followed by Technology and Healthcare.

  • Legal & General Group's largest Q1 2016 buy was iShares Russell 1000 ETF: 18,780 shares worth $2.15M.
  • Legal & General Group added most to Microsoft in Q1 2016, an estimated $135M increase.
  • Legal & General Group's biggest Q1 2016 reduction was iShares MSCI India ETF, cutting an estimated $22.8M.
  • Legal & General Group fully exited CHUBB CORPORATION in Q1 2016, selling an estimated $162M.
  • Legal & General Group's ten largest holdings make up 16% of its $90.3B portfolio in Q1 2016.
  • Legal & General Group opened 35 new positions and closed 50 in Q1 2016.
  • Legal & General Group's portfolio value rose 2.1% quarter-over-quarter to $90.3B.

Based on Legal & General Group's 13F filing for Q1 2016, filed 16 May 2016.