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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
+23.27%
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
$207B
AUM Growth
+$35.9B
Cap. Flow
+$1.78B
Cap. Flow %
0.86%
Top 10 Hldgs %
21.17%
Holding
3,579
New
222
Increased
1,974
Reduced
815
Closed
175

Top Buys

Rank Stock Value
1
TT icon
Trane Technologies
TT
+$169M
2
ABBV icon
AbbVie
ABBV
+$155M
3
OTIS icon
Otis Worldwide
OTIS
+$127M
4
BLK icon
Blackrock
BLK
+$110M
5
BABA icon
Alibaba
BABA
+$109M

Top Sells

Rank Stock Value
1
AGN
Allergan plc
AGN
+$372M
2
RTN
Raytheon Company
RTN
+$235M
3
AAPL icon
Apple
AAPL
+$143M
4
MSFT icon
Microsoft
MSFT
+$90.5M
5
MCD icon
McDonald's
MCD
+$56.1M

Sector Composition

Rank Sector Weight
1 Technology 22.87%
2 Healthcare 13.29%
3 Financials 12.68%
4 Consumer Discretionary 11.36%
5 Communication Services 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AIU
2851
DELISTED
Meta Data Limited American Depositary Shares, each representing ten (10) Class A Ordinary Shares
AIU
$33K ﹤0.01%
66
– –
ASAP
2852
DELISTED
Waitr Holdings Inc. Common Stock
ASAP
$33K ﹤0.01%
626
+245
+64% +$9.4K
FNHC
2853
DELISTED
FedNat Holding Company Common Stock
FNHC
$33K ﹤0.01%
2,981
-198
-6% -$2.31K
TPCO
2854
DELISTED
Tribune Publishing Company Common Stock
TPCO
$33K ﹤0.01%
3,296
– –
ASPS icon
2855
Altisource Portfolio Solutions
ASPS
$65.8M
$32K ﹤0.01%
270
-2
-0.7% -$164
BYSI icon
2856
BeyondSpring
BYSI
$35.8M
$32K ﹤0.01%
2,161
+1
+0% +$15
DGICA icon
2857
Donegal Group Class A
DGICA
$714M
$32K ﹤0.01%
2,254
– –
GLRE icon
2858
Greenlight Captial
GLRE
$506M
$32K ﹤0.01%
4,968
– –
GRWG icon
2859
GrowGeneration
GRWG
$90.7M
$32K ﹤0.01%
+4,668
New +$25.7K
HIFS icon
2860
Hingham Institution for Saving
HIFS
$663M
$32K ﹤0.01%
191
-19
-9% -$2.95K
IMXI icon
2861
International Money Express
IMXI
$367M
$32K ﹤0.01%
2,529
-426
-14% -$4.33K
LFVN icon
2862
LifeVantage
LFVN
$85.3M
$32K ﹤0.01%
2,354
+9
+0.4% +$125
OTRK
2863
DELISTED
Ontrak
OTRK
$32K ﹤0.01%
14
+2
+17% +$4.01K
PFIS icon
2864
Peoples Financial Services
PFIS
$707M
$32K ﹤0.01%
844
– –
UTI icon
2865
Universal Technical Institute
UTI
$1.59B
$32K ﹤0.01%
+4,637
New +$30.4K
NAGE
2866
Niagen Bioscience
NAGE
$247M
$32K ﹤0.01%
6,997
+9
+0.1% +$40
CMRX
2867
DELISTED
Chimerix, Inc.
CMRX
$32K ﹤0.01%
10,152
+1,133
+13% +$2.93K
ITI
2868
DELISTED
Iteris, Inc.
ITI
$32K ﹤0.01%
6,822
+18
+0.3% +$75
TCRR
2869
DELISTED
TCR2 Therapeutics Inc. Common Stock
TCRR
$32K ﹤0.01%
2,110
+538
+34% +$6.21K
GBL
2870
DELISTED
GAMCO Investors, Inc.
GBL
$32K ﹤0.01%
2,420
– –
TREC
2871
DELISTED
Trecora Resources
TREC
$32K ﹤0.01%
5,178
– –
RBNC
2872
DELISTED
Reliant Bancorp, Inc. Common Stock
RBNC
$32K ﹤0.01%
1,974
+595
+43% +$7.95K
CHMA
2873
DELISTED
Chiasma, Inc. Common Stock
CHMA
$32K ﹤0.01%
5,884
+71
+1% +$391
AMNB
2874
DELISTED
American National Bankshares Inc
AMNB
$32K ﹤0.01%
1,289
– –
ADMA icon
2875
ADMA Biologics
ADMA
$2.22B
$31K ﹤0.01%
10,460
– –
113 114
115
116 117

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Legal & General Group's Q2 2020 Portfolio in Review

As of Q2 2020, Legal & General Group held 3,579 positions worth $207B, up 21% from $171B the previous quarter. Its ten largest holdings account for 21% of the portfolio.

Legal & General Group's Q2 2020 filing shows 222 new, 1,974 increased, 815 reduced and 175 closed positions. Its largest new stake was Otis Worldwide: 2,441,915 shares worth $139M. The largest sale was Allergan plc, an estimated $372M.

By sector, the portfolio is most concentrated in Technology at 23% of assets, up from 21% a quarter earlier, followed by Healthcare and Financials.

  • Legal & General Group's largest Q2 2020 buy was Otis Worldwide: 2,441,915 shares worth $139M.
  • Legal & General Group added most to Trane Technologies in Q2 2020, an estimated $169M increase.
  • Legal & General Group's biggest Q2 2020 reduction was Apple, cutting an estimated $143M.
  • Legal & General Group fully exited Allergan plc in Q2 2020, selling an estimated $372M.
  • Legal & General Group's ten largest holdings make up 21% of its $207B portfolio in Q2 2020.
  • Legal & General Group opened 222 new positions and closed 175 in Q2 2020.
  • Legal & General Group's portfolio value rose 21% quarter-over-quarter to $207B.

Based on Legal & General Group's 13F filing for Q2 2020, filed 14 Aug 2020.