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
|
+$403M |
| 2 |
Apple
AAPL
|
+$376M |
| 3 |
Tesla
TSLA
|
+$320M |
| 4 |
Amazon
AMZN
|
+$301M |
| 5 |
Johnson & Johnson
JNJ
|
+$169M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Canadian Pacific Kansas City
CP
|
+$469M |
| 2 |
Thomson Reuters
TRI
|
+$127M |
| 3 |
Chevron
CVX
|
+$93.7M |
| 4 |
SJR
Shaw Communications Inc.
SJR
|
+$67.2M |
| 5 |
iShares MSCI India ETF
INDA
|
+$52.4M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 28.75% |
| 2 | Healthcare | 13.35% |
| 3 | Financials | 11.75% |
| 4 | Consumer Discretionary | 10.07% |
| 5 | Industrials | 7.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
MRNS
2851
DELISTED
Marinus Pharmaceuticals, Inc
MRNS
| $65.6K | ﹤0.01% |
+6,036
| New | +$51.7K |
|
2852
Ardmore Shipping
ASC
$683M
| $64.3K | ﹤0.01% |
5,208
+1,388
| +36% | +$18.5K |
|
2853
Orchestra BioMed
OBIO
$254M
| $63.9K | ﹤0.01% |
+9,138
| New | +$139K |
|
|
NOAH
2854
Noah Holdings
NOAH
$603M
| $63.4K | ﹤0.01% |
4,503
| – | – |
|
2855
James Hardie Industries
JHX
$17.5B
| $63.4K | ﹤0.01% |
2,358
-1,496
| -39% | -$36.1K |
|
2856
GCM Grosvenor
GCMG
$820M
| $63.3K | ﹤0.01% |
8,393
-49,455
| -85% | -$369K |
|
2857
Archer Aviation
ACHR
$4.26B
| $60.5K | ﹤0.01% |
14,675
| – | – |
|
2858
iRadimed
IRMD
$1.18B
| $59.7K | ﹤0.01% |
1,250
+360
| +40% | +$16.2K |
|
2859
Coca-Cola Femsa
KOF
$23.2B
| $58.3K | ﹤0.01% |
700
| – | – |
|
2860
Vera Therapeutics
VERA
$2.36B
| $58.1K | ﹤0.01% |
3,617
+1,038
| +40% | +$9.38K |
|
|
INST
2861
DELISTED
Instructure Holdings, Inc.
INST
| $57.6K | ﹤0.01% |
2,291
+546
| +31% | +$13.7K |
|
2862
Weatherford International
WFRD
$6.22B
| $57.5K | ﹤0.01% |
866
+142
| +20% | +$8.74K |
|
|
HDSN
2863
Hudson Technologies
HDSN
$235M
| $57.5K | ﹤0.01% |
5,979
+723
| +14% | +$6.29K |
|
2864
Teekay
TK
$985M
| $56.2K | ﹤0.01% |
9,307
+2,956
| +47% | +$17.3K |
|
|
GPMT
2865
Granite Point Mortgage Trust
GPMT
$61.2M
| $54.9K | ﹤0.01% |
10,359
+1,066
| +11% | +$5.06K |
|
2866
Voyager Therapeutics
VYGR
$201M
| $54K | ﹤0.01% |
+4,718
| New | +$48.8K |
|
|
CTLP
2867
DELISTED
Cantaloupe
CTLP
| $53.7K | ﹤0.01% |
6,742
+194
| +3% | +$1.26K |
|
|
HUYA
2868
Huya Inc
HUYA
$558M
| $53.1K | ﹤0.01% |
14,836
| – | – |
|
2869
Viemed Healthcare
VMD
$371M
| $53K | ﹤0.01% |
+5,427
| New | +$55.1K |
|
2870
MakeMyTrip
MMYT
$5.64B
| $52.6K | ﹤0.01% |
1,948
+844
| +76% | +$21.7K |
|
|
PETQ
2871
DELISTED
PetIQ, Inc. Class A Common Stock
PETQ
| $52K | ﹤0.01% |
3,431
+114
| +3% | +$1.46K |
|
|
SRDX
2872
DELISTED
Surmodics
SRDX
| $51.8K | ﹤0.01% |
1,654
-2,508
| -60% | -$57.2K |
|
2873
Avita Medical
RCEL
$240M
| $51.8K | ﹤0.01% |
+3,044
| New | +$44.7K |
|
|
DHC
2874
Diversified Healthcare Trust
DHC
$2.14B
| $51.7K | ﹤0.01% |
22,988
| – | – |
|
2875
Digimarc Corp
DMRC
$178M
| $50.8K | ﹤0.01% |
1,726
+79
| +5% | +$1.94K |
|
Similar funds
Legal & General Group's Q2 2023 Portfolio in Review
As of Q2 2023, Legal & General Group held 3,624 positions worth $307B, up 9.9% from $280B the previous quarter. Its ten largest holdings account for 26% of the portfolio.
Legal & General Group's Q2 2023 filing shows 248 new, 1,958 increased, 995 reduced and 215 closed positions. Its largest new stake was Eos Energy Enterprises: 8,222,102 shares worth $35.7M. The largest sale was Canadian Pacific Kansas City, an estimated $469M.
By sector, the portfolio is most concentrated in Technology at 29% of assets, up from 26% a quarter earlier, followed by Healthcare and Financials.
- Legal & General Group's largest Q2 2023 buy was Eos Energy Enterprises: 8,222,102 shares worth $35.7M.
- Legal & General Group added most to Microsoft in Q2 2023, an estimated $403M increase.
- Legal & General Group's biggest Q2 2023 reduction was Thomson Reuters, cutting an estimated $127M.
- Legal & General Group fully exited Canadian Pacific Kansas City in Q2 2023, selling an estimated $469M.
- Legal & General Group's ten largest holdings make up 26% of its $307B portfolio in Q2 2023.
- Legal & General Group opened 248 new positions and closed 215 in Q2 2023.
- Legal & General Group's portfolio value rose 9.9% quarter-over-quarter to $307B.
Based on Legal & General Group's 13F filing for Q2 2023, filed 14 Aug 2023.