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 | |
|---|---|---|---|---|---|---|
2851
Purple Innovation
PRPL
$41.7M
| $57.8K | ﹤0.01% |
876
+62
| +8% | +$6.92K |
|
|
SNPO
2852
DELISTED
Snap One Holdings Corp. Common Stock
SNPO
| $57.4K | ﹤0.01% |
6,134
+825
| +16% | +$8.14K |
|
2853
Janux Therapeutics
JANX
$967M
| $57K | ﹤0.01% |
4,710
+2,968
| +170% | +$49.4K |
|
2854
Ardmore Shipping
ASC
$683M
| $56.7K | ﹤0.01% |
3,820
| – | – |
|
|
MGIC
2855
DELISTED
Magic Software Enterprises
MGIC
| $56.5K | ﹤0.01% |
4,312
| – | – |
|
2856
Arhaus
ARHS
$1.36B
| $56.4K | ﹤0.01% |
+6,805
| New | +$82.1K |
|
2857
Coca-Cola Femsa
KOF
$23.2B
| $56.4K | ﹤0.01% |
700
| – | – |
|
|
SHCO
2858
DELISTED
Soho House & Co
SHCO
| $55.2K | ﹤0.01% |
8,436
+994
| +13% | +$5.9K |
|
2859
Unisys
UIS
$217M
| $55K | ﹤0.01% |
14,177
-152,396
| -91% | -$736K |
|
|
SGMO
2860
DELISTED
SANGAMO THERAPEUTICS INC
SGMO
| $54.6K | ﹤0.01% |
31,013
-28,653
| -48% | -$81.8K |
|
|
LBC
2861
DELISTED
Luther Burbank Corporation Common Stock
LBC
| $54K | ﹤0.01% |
5,700
+542
| +11% | +$6.01K |
|
|
HUYA
2862
Huya Inc
HUYA
$558M
| $53.6K | ﹤0.01% |
14,836
| – | – |
|
2863
Ituran Location and Control
ITRN
$1.05B
| $53.4K | ﹤0.01% |
2,451
| – | – |
|
|
BRFS
2864
DELISTED
BRF SA
BRFS
| $53.1K | ﹤0.01% |
41,628
-154,393
| -79% | -$217K |
|
|
NXDR
2865
Nextdoor Holdings
NXDR
$986M
| $52.8K | ﹤0.01% |
24,545
+2,166
| +10% | +$4.62K |
|
|
VLD
2866
DELISTED
Velo3D, Inc.
VLD
| $52.6K | ﹤0.01% |
662
+66
| +11% | +$5.92K |
|
|
LX
2867
LexinFintech Holdings
LX
$241M
| $52.1K | ﹤0.01% |
19,212
| – | – |
|
2868
Entrada Therapeutics
TRDA
$267M
| $51.8K | ﹤0.01% |
3,574
+637
| +22% | +$8.51K |
|
2869
Workhorse Group
WKHS
$36.3M
| $51.3K | ﹤0.01% |
13
-12
| -48% | -$66.2K |
|
|
RPTX
2870
DELISTED
Repare Therapeutics
RPTX
| $51.3K | ﹤0.01% |
5,210
+577
| +12% | +$6.62K |
|
2871
Lifestance Health
LFST
$4.14B
| $51.1K | ﹤0.01% |
6,884
| – | – |
|
|
BZUN
2872
Baozun
BZUN
$172M
| $50.6K | ﹤0.01% |
8,401
-2,274
| -21% | -$15K |
|
|
NGM
2873
DELISTED
NGM Biopharmaceuticals, Inc. Common Stock
NGM
| $50.6K | ﹤0.01% |
12,402
+796
| +7% | +$3.68K |
|
2874
Atlanticus Holdings
ATLC
$1.52B
| $50.6K | ﹤0.01% |
1,865
+134
| +8% | +$4.03K |
|
2875
NerdWallet
NRDS
$652M
| $50.3K | ﹤0.01% |
3,113
+222
| +8% | +$3.34K |
|
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.