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 | |
|---|---|---|---|---|---|---|
2801
Evolv Technologies
EVLV
$1.1B
| $84.6K | ﹤0.01% |
27,120
+875
| +3% | +$2.5K |
|
|
HLVX
2802
DELISTED
HilleVax
HLVX
| $84.5K | ﹤0.01% |
5,114
+297
| +6% | +$4.75K |
|
2803
James Hardie Industries
JHX
$17.5B
| $83.3K | ﹤0.01% |
3,854
-11,744
| -75% | -$249K |
|
|
SRG
2804
Seritage Growth Properties
SRG
$136M
| $83.2K | ﹤0.01% |
10,574
+969
| +10% | +$10.7K |
|
|
LICY
2805
DELISTED
Li-Cycle Holdings Corp.
LICY
| $79.3K | ﹤0.01% |
1,763
-24
| -1% | -$1.06K |
|
2806
Traeger
COOK
$172M
| $78.2K | ﹤0.01% |
380
+63
| +20% | +$11.3K |
|
2807
Cricut
CRCT
$1.22B
| $77.8K | ﹤0.01% |
7,627
+714
| +10% | +$6.89K |
|
2808
BrightView Holdings
BV
$1.07B
| $77.1K | ﹤0.01% |
13,712
+720
| +6% | +$4.86K |
|
|
UDMY
2809
DELISTED
Udemy
UDMY
| $77K | ﹤0.01% |
8,725
-106
| -1% | -$1.12K |
|
|
TGB
2810
Trekor Metals
TGB
$3.05B
| $77K | ﹤0.01% |
46,511
| – | – |
|
2811
Vivid Seats
SEAT
$85.4M
| $77K | ﹤0.01% |
504
+7
| +1% | +$1.09K |
|
2812
Nordic American Tanker
NAT
$1.37B
| $76.8K | ﹤0.01% |
19,430
| – | – |
|
|
PAMT
2813
PAMT Corp
PAMT
$297M
| $76.5K | ﹤0.01% |
2,672
+159
| +6% | +$4.48K |
|
2814
Erasca
ERAS
$6.39B
| $76.4K | ﹤0.01% |
25,368
+2,894
| +13% | +$10.5K |
|
|
VZIO
2815
DELISTED
VIZIO Holding Corp.
VZIO
| $76.2K | ﹤0.01% |
8,298
-133
| -2% | -$1.2K |
|
2816
Nuvation Bio
NUVB
$2.32B
| $75.7K | ﹤0.01% |
45,589
+4,635
| +11% | +$9.39K |
|
|
NOAH
2817
Noah Holdings
NOAH
$603M
| $74.5K | ﹤0.01% |
4,503
| – | – |
|
2818
Bridgewater Bancshares
BWB
$603M
| $74.1K | ﹤0.01% |
6,835
-474
| -6% | -$6.96K |
|
2819
Tango Therapeutics
TNGX
$4.41B
| $73.8K | ﹤0.01% |
18,691
+1,223
| +7% | +$7.1K |
|
|
NGMS
2820
DELISTED
NeoGames S.A. Ordinary Shares
NGMS
| $73.6K | ﹤0.01% |
4,842
+242
| +5% | +$3.4K |
|
2821
Lexicon Pharmaceuticals
LXRX
$1.1B
| $73K | ﹤0.01% |
30,056
+3,403
| +13% | +$7.8K |
|
|
OBE
2822
Obsidian Energy
OBE
$662M
| $72.9K | ﹤0.01% |
11,436
| – | – |
|
|
WW
2823
DELISTED
WW International
WW
| $71.4K | ﹤0.01% |
17,326
-113,403
| -87% | -$496K |
|
|
CIO
2824
DELISTED
City Office REIT
CIO
| $69.9K | ﹤0.01% |
10,125
-9,584
| -49% | -$81K |
|
|
ABST
2825
DELISTED
Absolute Software Corp
ABST
| $69.3K | ﹤0.01% |
8,870
-2,258,997
| -100% | -$22.1M |
|
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.