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 |
Prologis
PLD
|
+$226M |
| 2 |
TSMC
TSM
|
+$61M |
| 3 |
Exelon
EXC
|
+$38.5M |
| 4 |
Ovintiv
OVV
|
+$38.1M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$35.7M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$880M |
| 2 |
Microsoft
MSFT
|
+$818M |
| 3 |
Brookfield
BN
|
+$290M |
| 4 |
Amazon
AMZN
|
+$273M |
| 5 |
DRE
Duke Realty Corp.
DRE
|
+$232M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 23.3% |
| 2 | Healthcare | 15.26% |
| 3 | Financials | 13.4% |
| 4 | Consumer Discretionary | 8.81% |
| 5 | Industrials | 8.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2876
Virax Biolabs
VRAX
$2.38M
| $73.5K | ﹤0.01% |
+410
| New | +$146K |
|
2877
EverCommerce
EVCM
$1.93B
| $72.6K | ﹤0.01% |
9,757
| – | – |
|
2878
Vivid Seats
SEAT
$85.4M
| $72.6K | ﹤0.01% |
497
+61
| +14% | +$9.47K |
|
|
FINV
2879
FinVolution Group
FINV
$1.15B
| $72.5K | ﹤0.01% |
14,625
| – | – |
|
2880
Clarus
CLAR
$143M
| $72.3K | ﹤0.01% |
9,219
| – | – |
|
2881
1-800-Flowers.com
FLWS
$258M
| $71.8K | ﹤0.01% |
7,515
+399
| +6% | +$3.17K |
|
2882
Aurora
AUR
$13.8B
| $71K | ﹤0.01% |
+58,708
| New | +$100K |
|
2883
Hippo Holdings
HIPO
$861M
| $70.8K | ﹤0.01% |
5,203
+820
| +19% | +$12.3K |
|
|
RIDE
2884
DELISTED
Lordstown Motors Corp. Class A Common Stock
RIDE
| $70.5K | ﹤0.01% |
4,122
+426
| +12% | +$9.89K |
|
2885
Innoviz Technologies
INVZ
$112M
| $70.4K | ﹤0.01% |
+17,917
| New | +$85.3K |
|
|
IAUX
2886
i-80 Gold Corp
IAUX
$1.4B
| $70.3K | ﹤0.01% |
25,194
| – | – |
|
2887
Rimini Street
RMNI
$471M
| $69.8K | ﹤0.01% |
18,328
| – | – |
|
|
NOAH
2888
Noah Holdings
NOAH
$603M
| $69.8K | ﹤0.01% |
4,503
| – | – |
|
2889
Adicet Bio
ACET
$74.7M
| $69.7K | ﹤0.01% |
487
+31
| +7% | +$7.74K |
|
|
IGMS
2890
DELISTED
IGM Biosciences
IGMS
| $68.9K | ﹤0.01% |
4,048
+399
| +11% | +$7.98K |
|
|
MGIC
2891
DELISTED
Magic Software Enterprises
MGIC
| $68.5K | ﹤0.01% |
4,312
| – | – |
|
|
RPTX
2892
DELISTED
Repare Therapeutics
RPTX
| $68.2K | ﹤0.01% |
4,633
| – | – |
|
2893
Evolv Technologies
EVLV
$1.1B
| $68K | ﹤0.01% |
26,245
+3,318
| +14% | +$9.77K |
|
|
LICY
2894
DELISTED
Li-Cycle Holdings Corp.
LICY
| $68K | ﹤0.01% |
1,787
| – | – |
|
|
TGB
2895
Trekor Metals
TGB
$3.05B
| $68K | ﹤0.01% |
46,511
| – | – |
|
2896
Costamare
CMRE
$1.77B
| $67.8K | ﹤0.01% |
7,302
-865
| -11% | -$8.12K |
|
2897
Nkarta
NKTX
$172M
| $66.3K | ﹤0.01% |
11,047
+7,614
| +222% | +$76.8K |
|
2898
Teekay Tankers
TNK
$2.68B
| $66K | ﹤0.01% |
2,143
| – | – |
|
|
AEVA
2899
Aeva Technologies
AEVA
$1.86B
| $65.4K | ﹤0.01% |
9,620
| – | – |
|
|
PAMT
2900
PAMT Corp
PAMT
$297M
| $65.1K | ﹤0.01% |
2,513
+1,786
| +246% | +$50.9K |
|
Similar funds
Legal & General Group's Q4 2022 Portfolio in Review
As of Q4 2022, Legal & General Group held 3,488 positions worth $261B, up 1.8% from $256B the previous quarter. Its ten largest holdings account for 20% of the portfolio.
Legal & General Group withdrew a net $13B in Q4 2022, closing 73 positions and reducing 1,182 holdings. Its most notable exit was Duke Realty Corp., an estimated $232M position sold in full.
By sector, the portfolio is most concentrated in Technology at 23% of assets, down from 24% a quarter earlier, followed by Healthcare and Financials.
Against the trend, Legal & General Group opened a new position in U-Haul Holding Co Series N worth $16.8M.
- Legal & General Group's largest Q4 2022 buy was U-Haul Holding Co Series N: 306,440 shares worth $16.8M.
- Legal & General Group added most to Prologis in Q4 2022, an estimated $226M increase.
- Legal & General Group's biggest Q4 2022 reduction was Apple, cutting an estimated $880M.
- Legal & General Group fully exited Duke Realty Corp. in Q4 2022, selling an estimated $232M.
- Legal & General Group's ten largest holdings make up 20% of its $261B portfolio in Q4 2022.
- Legal & General Group opened 35 new positions and closed 73 in Q4 2022.
- Legal & General Group's portfolio value rose 1.8% quarter-over-quarter to $261B.
Based on Legal & General Group's 13F filing for Q4 2022, filed 14 Feb 2023.