We are live on ! Find out more
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
+4.5%
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
$107B
AUM Growth
+$8.5B
Cap. Flow
+$5.14B
Cap. Flow %
4.79%
Top 10 Hldgs %
15.45%
Holding
3,339
New
462
Increased
2,302
Reduced
421
Closed
50

Top Buys

Rank Stock Value
1
MDT icon
Medtronic
MDT
+$525M
2
ACN icon
Accenture
ACN
+$382M
3
AGN
Allergan plc
AGN
+$348M
4
AVGO icon
Broadcom
AVGO
+$299M
5
CB icon
Chubb
CB
+$284M

Top Sells

Rank Stock Value
1
LNKD
LinkedIn Corporation
LNKD
+$87.2M
2
CVX icon
Chevron
CVX
+$55.9M
3
AA icon
Alcoa
AA
+$53.2M
4
YUM icon
Yum! Brands
YUM
+$47M
5
T icon
AT&T
T
+$39.6M

Sector Composition

Rank Sector Weight
1 Financials 17.34%
2 Technology 13.95%
3 Healthcare 12.6%
4 Industrials 9.35%
5 Communication Services 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CEMP
2876
DELISTED
Cempra, Inc.
CEMP
$53K ﹤0.01%
19,104
+9,292
+95% +$113K
PHIIK
2877
DELISTED
PHI, Inc. Non-Voting Common Stock
PHIIK
$53K ﹤0.01%
2,978
+666
+29% +$11.1K
MCRB icon
2878
Seres Therapeutics
MCRB
$48.7M
$52K ﹤0.01%
265
+121
+84% +$26.4K
VYGR icon
2879
Voyager Therapeutics
VYGR
$181M
$52K ﹤0.01%
4,052
+1,911
+89% +$24.5K
TEN
2880
Tsakos Energy Navigation Ltd
TEN
$1.19B
$52K ﹤0.01%
+2,200
New +$51.8K
CDXS icon
2881
Codexis
CDXS
$156M
$51K ﹤0.01%
11,199
+4,887
+77% +$22.9K
CRD.B icon
2882
Crawford & Co Class B
CRD.B
$506M
$51K ﹤0.01%
4,051
+1,745
+76% +$21.6K
PDSB icon
2883
PDS Biotechnology
PDSB
$40M
$51K ﹤0.01%
207
+55
+36% +$12.5K
IMGN
2884
DELISTED
Immunogen Inc
IMGN
$51K ﹤0.01%
28,065
+13,207
+89% +$26.5K
MYOK
2885
DELISTED
MyoKardia, Inc. Common Stock
MYOK
$51K ﹤0.01%
3,990
+1,919
+93% +$29.6K
TTPH
2886
DELISTED
Tetraphase Pharmaceuticals, Inc.
TTPH
$51K ﹤0.01%
615
+342
+125% +$27.1K
MX icon
2887
Magnachip Semiconductor
MX
$127M
$50K ﹤0.01%
8,000
– –
BRG
2888
DELISTED
Bluerock Residential Growth REIT, Inc.
BRG
$50K ﹤0.01%
3,611
+3,050
+544% +$39K
NVIV
2889
DELISTED
InVivo Therapeutics Holdings Corp
NVIV
$50K ﹤0.01%
+1
New +$89.4K
STRP
2890
DELISTED
Straight Path Communications Inc.
STRP
$50K ﹤0.01%
+1,464
New +$40.4K
DGAS
2891
DELISTED
Delta Natural Gas Co Inc
DGAS
$50K ﹤0.01%
1,703
+441
+35% +$11.2K
DWSN icon
2892
Dawson Geophysical
DWSN
$145M
$49K ﹤0.01%
6,378
+3,519
+123% +$25.3K
INST
2893
DELISTED
Instructure, Inc.
INST
$49K ﹤0.01%
2,536
+650
+34% +$13.9K
JMBA
2894
DELISTED
Jamba, Inc.
JMBA
$49K ﹤0.01%
4,759
+2,525
+113% +$26.2K
CMCM
2895
Cheetah Mobile
CMCM
$89.4M
$48K ﹤0.01%
+1,000
New +$53.1K
TGH
2896
DELISTED
Textainer Group Holdings limited
TGH
$48K ﹤0.01%
+6,427
New +$53.4K
SRNE
2897
DELISTED
Sorrento Therapeutics, Inc.
SRNE
$48K ﹤0.01%
9,536
+4,628
+94% +$27.8K
PLPM
2898
DELISTED
Planet Payment, Inc
PLPM
$48K ﹤0.01%
+11,714
New +$44.4K
BBW icon
2899
Build-A-Bear
BBW
$424M
$47K ﹤0.01%
3,387
+2,172
+179% +$28.8K
ACGN
2900
DELISTED
Aceragen Inc
ACGN
$47K ﹤0.01%
226
+125
+124% +$29.8K
114 115
116
117 118

Similar funds

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Legal & General Group's Q4 2016 Portfolio in Review

As of Q4 2016, Legal & General Group held 3,339 positions worth $107B, up 8.6% from $98.7B the previous quarter. Its ten largest holdings account for 15% of the portfolio.

Legal & General Group deployed $5.14B of net new capital in Q4 2016, opening 462 new positions and adding to 2,302 existing holdings. Its largest new stake was Medtronic: 6,678,082 shares worth $476M.

By sector, the portfolio is most concentrated in Financials at 17% of assets, up from 15% a quarter earlier, followed by Technology and Healthcare.

On the sell side, the largest reduction was Chevron, an estimated $55.9M trimmed.

  • Legal & General Group's largest Q4 2016 buy was Medtronic: 6,678,082 shares worth $476M.
  • Legal & General Group added most to Microsoft in Q4 2016, an estimated $55.7M increase.
  • Legal & General Group's biggest Q4 2016 reduction was Chevron, cutting an estimated $55.9M.
  • Legal & General Group fully exited LinkedIn Corporation in Q4 2016, selling an estimated $87.2M.
  • Legal & General Group's ten largest holdings make up 15% of its $107B portfolio in Q4 2016.
  • Legal & General Group opened 462 new positions and closed 50 in Q4 2016.
  • Legal & General Group's portfolio value rose 8.6% quarter-over-quarter to $107B.

Based on Legal & General Group's 13F filing for Q4 2016, filed 13 Feb 2017.