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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
+9.31%
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
$210B
AUM Growth
+$20.2B
Cap. Flow
+$4.59B
Cap. Flow %
2.19%
Top 10 Hldgs %
17.72%
Holding
3,425
New
77
Increased
2,516
Reduced
317
Closed
57

Top Buys

Rank Stock Value
1
BMY icon
Bristol-Myers Squibb
BMY
+$261M
2
BABA icon
Alibaba
BABA
+$233M
3
TFC icon
Truist Financial
TFC
+$191M
4
MSFT icon
Microsoft
MSFT
+$160M
5
AMZN icon
Amazon
AMZN
+$133M

Top Sells

Rank Stock Value
1
CELG
Celgene Corp
CELG
+$415M
2
STI
SunTrust Banks, Inc.
STI
+$186M
3
VIAB
Viacom Inc. Class B
VIAB
+$73.8M
4
ORCL icon
Oracle
ORCL
+$25.8M
5
CBLK
Carbon Black, Inc. Common Stock
CBLK
+$23.8M

Sector Composition

Rank Sector Weight
1 Technology 19.21%
2 Financials 15.12%
3 Healthcare 12.68%
4 Consumer Discretionary 10.28%
5 Communication Services 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RM icon
2826
Regional Management Corp
RM
$320M
$48K ﹤0.01%
1,584
+176
+13% +$5.34K
TEN
2827
Tsakos Energy Navigation Ltd
TEN
$1.19B
$48K ﹤0.01%
2,200
– –
AVID
2828
DELISTED
Avid Technology Inc
AVID
$48K ﹤0.01%
5,613
+1,117
+25% +$8.23K
TNAV
2829
DELISTED
Telenav Inc.
TNAV
$48K ﹤0.01%
9,929
+645
+7% +$3.14K
IOTS
2830
DELISTED
Adesto Technologies Corp
IOTS
$48K ﹤0.01%
5,652
+948
+20% +$7.45K
BCML icon
2831
BayCom
BCML
$338M
$47K ﹤0.01%
2,045
+152
+8% +$3.36K
CRESY
2832
Cresud
CRESY
$781M
$47K ﹤0.01%
+6,974
New +$36K
CULP icon
2833
Culp Inc
CULP
$43.7M
$47K ﹤0.01%
3,434
– –
DSGR icon
2834
Distribution Solutions Group
DSGR
$1.61B
$47K ﹤0.01%
1,792
+324
+22% +$7.66K
SFST icon
2835
Southern First Bancshares
SFST
$601M
$47K ﹤0.01%
1,104
– –
MCBC
2836
DELISTED
Macatawa Bank Corp
MCBC
$47K ﹤0.01%
4,184
– –
GBL
2837
DELISTED
GAMCO Investors, Inc.
GBL
$47K ﹤0.01%
2,420
+190
+9% +$3.35K
TACO
2838
DELISTED
Del Taco Restaurants, Inc. Common Stock
TACO
$47K ﹤0.01%
5,896
– –
AUTL
2839
Autolus Therapeutics
AUTL
$519M
$46K ﹤0.01%
3,515
+3,369
+2,308% +$44.1K
CHT icon
2840
Chunghwa Telecom
CHT
$32.5B
$46K ﹤0.01%
1,240
– –
CVM icon
2841
CEL-SCI Corp
CVM
$23.8M
$46K ﹤0.01%
176
+30
+21% +$7.07K
IMXI icon
2842
International Money Express
IMXI
$370M
$46K ﹤0.01%
3,786
+1,605
+74% +$21.8K
NKSH icon
2843
National Bankshares
NKSH
$262M
$46K ﹤0.01%
1,023
– –
PCYO icon
2844
Pure Cycle
PCYO
$258M
$46K ﹤0.01%
3,628
+687
+23% +$8.06K
PKOH icon
2845
Park-Ohio Holdings
PKOH
$581M
$46K ﹤0.01%
1,374
– –
STR
2846
DELISTED
Sitio Royalties
STR
$46K ﹤0.01%
1,637
+63
+4% +$1.6K
CALA
2847
DELISTED
Calithera Biosciences, Inc
CALA
$46K ﹤0.01%
404
+13
+3% +$978
CNBKA
2848
DELISTED
Century Bancorp Inc/Mass
CNBKA
$46K ﹤0.01%
508
+18
+4% +$1.57K
ADPT icon
2849
Adaptive Biotechnologies
ADPT
$3.9B
$45K ﹤0.01%
1,512
+656
+77% +$18.8K
FINV
2850
FinVolution Group
FINV
$1.16B
$45K ﹤0.01%
17,073
+10,600
+164% +$28.1K
112 113
114
115 116

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Legal & General Group's Q4 2019 Portfolio in Review

As of Q4 2019, Legal & General Group held 3,425 positions worth $210B, up 11% from $190B the previous quarter. Its ten largest holdings account for 18% of the portfolio.

Trading was light in Q4 2019: portfolio turnover was 3.9%. Legal & General Group opened 77 new positions and exited 57, leaving the 3,425-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 19% of assets, up from 18% a quarter earlier, followed by Financials and Healthcare.

  • Legal & General Group's largest Q4 2019 buy was iShares MSCI Emerging Markets ETF: 425,000 shares worth $19.1M.
  • Legal & General Group added most to Bristol-Myers Squibb in Q4 2019, an estimated $261M increase.
  • Legal & General Group's biggest Q4 2019 reduction was Oracle, cutting an estimated $25.8M.
  • Legal & General Group fully exited Celgene Corp in Q4 2019, selling an estimated $415M.
  • Legal & General Group's ten largest holdings make up 18% of its $210B portfolio in Q4 2019.
  • Legal & General Group opened 77 new positions and closed 57 in Q4 2019.
  • Legal & General Group's portfolio value rose 11% quarter-over-quarter to $210B.

Based on Legal & General Group's 13F filing for Q4 2019, filed 13 Feb 2020.