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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
+10.82%
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
$224B
AUM Growth
+$16.8B
Cap. Flow
-$1.06B
Cap. Flow %
-0.47%
Top 10 Hldgs %
21.85%
Holding
3,476
New
73
Increased
1,384
Reduced
1,848
Closed
39

Top Buys

Rank Stock Value
1
ZM icon
Zoom
ZM
+$158M
2
MTCH icon
Match Group
MTCH
+$112M
3
AQN icon
Algonquin Power & Utilities
AQN
+$62M
4
ADBE icon
Adobe
ADBE
+$51M
5
KKR icon
KKR & Co
KKR
+$46.4M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$486M
2
PPLI
People Inc
PPLI
+$117M
3
MSFT icon
Microsoft
MSFT
+$110M
4
BABA icon
Alibaba
BABA
+$109M
5
FSLY icon
Fastly Inc
FSLY
+$85M

Sector Composition

Rank Sector Weight
1 Technology 23.49%
2 Healthcare 12.99%
3 Consumer Discretionary 12.41%
4 Financials 12.09%
5 Communication Services 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
STRO icon
2851
Sutro Biopharma
STRO
$421M
$30K ﹤0.01%
294
+29
+11% +$2.74K
AVXL icon
2852
Anavex Life Sciences
AVXL
$310M
$29K ﹤0.01%
6,417
-1,891
-23% -$8.14K
BLBD icon
2853
Blue Bird Corp
BLBD
$2.18B
$29K ﹤0.01%
2,410
-639
-21% -$7.99K
EMBJ
2854
Embraer S.A. ADS
EMBJ
$13B
$29K ﹤0.01%
6,490
– –
GRFS
2855
Grifois
GRFS
$5.4B
$29K ﹤0.01%
1,671
– –
ITOS
2856
DELISTED
iTeos Therapeutics
ITOS
$29K ﹤0.01%
+1,193
New +$32.1K
KOF icon
2857
Coca-Cola Femsa
KOF
$23.2B
$29K ﹤0.01%
700
– –
LOMA
2858
Loma Negra
LOMA
$1.22B
$29K ﹤0.01%
6,700
– –
OXY.WS icon
2859
Occidental Petroleum Corp Warrants
OXY.WS
$32B
$29K ﹤0.01%
+9,775
New +$31.3K
PGC icon
2860
Peapack-Gladstone Financial
PGC
$812M
$29K ﹤0.01%
1,972
-762
-28% -$12.8K
AWH
2861
DELISTED
Aspira Women's Health Inc. Common Stock
AWH
$29K ﹤0.01%
618
+104
+20% +$5.34K
DSKE
2862
DELISTED
Daseke, Inc. Common Stock
DSKE
$29K ﹤0.01%
5,493
-2,235
-29% -$11.5K
HLG
2863
DELISTED
Hailiang Education Group Inc. American Depositary Shares
HLG
$29K ﹤0.01%
589
– –
AMSC icon
2864
American Superconductor
AMSC
$1.59B
$28K ﹤0.01%
1,941
-799
-29% -$8.94K
BHB icon
2865
Bar Harbor Bankshares
BHB
$666M
$28K ﹤0.01%
1,388
-733
-35% -$15.1K
CLFD icon
2866
Clearfield
CLFD
$374M
$28K ﹤0.01%
1,384
-340
-20% -$6.09K
EQBK icon
2867
Equity Bancshares
EQBK
$1.05B
$28K ﹤0.01%
1,784
-681
-28% -$10.4K
HIMX
2868
Himax Technologies
HIMX
$2.55B
$28K ﹤0.01%
7,883
– –
JYNT icon
2869
The Joint Corp
JYNT
$119M
$28K ﹤0.01%
1,598
-618
-28% -$10.1K
PASG icon
2870
Passage Bio
PASG
$14.1M
$28K ﹤0.01%
105
-27
-20% -$9.29K
WEYS icon
2871
Weyco Group
WEYS
$440M
$28K ﹤0.01%
1,728
-208
-11% -$3.8K
SDC
2872
DELISTED
SmileDirectClub, Inc. Class A Common Stock
SDC
$28K ﹤0.01%
2,435
– –
TPCO
2873
DELISTED
Tribune Publishing Company Common Stock
TPCO
$28K ﹤0.01%
2,408
-888
-27% -$9.5K
ASC icon
2874
Ardmore Shipping
ASC
$683M
$27K ﹤0.01%
7,630
-1,442
-16% -$5.64K
CCNE icon
2875
CNB Financial Corp
CCNE
$1.03B
$27K ﹤0.01%
1,845
-434
-19% -$7.12K
113 114
115
116 117

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Legal & General Group's Q3 2020 Portfolio in Review

As of Q3 2020, Legal & General Group held 3,476 positions worth $224B, up 8.1% from $207B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

Trading was light in Q3 2020: portfolio turnover was 3.2%. Legal & General Group opened 73 new positions and exited 39, leaving the 3,476-position portfolio largely intact.

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

  • Legal & General Group's largest Q3 2020 buy was AstraZeneca: 305,330 shares worth $33.5M.
  • Legal & General Group added most to Zoom in Q3 2020, an estimated $158M increase.
  • Legal & General Group's biggest Q3 2020 reduction was Apple, cutting an estimated $486M.
  • Legal & General Group fully exited 58.com Inc in Q3 2020, selling an estimated $44.9M.
  • Legal & General Group's ten largest holdings make up 22% of its $224B portfolio in Q3 2020.
  • Legal & General Group opened 73 new positions and closed 39 in Q3 2020.
  • Legal & General Group's portfolio value rose 8.1% quarter-over-quarter to $224B.

Based on Legal & General Group's 13F filing for Q3 2020, filed 13 Nov 2020.