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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
+4.13%
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
$130B
AUM Growth
-$1.44B
Cap. Flow
-$5.48B
Cap. Flow %
-4.23%
Top 10 Hldgs %
16.14%
Holding
3,492
New
209
Increased
1,163
Reduced
1,755
Closed
140

Top Buys

Rank Stock Value
1
T icon
AT&T
T
+$153M
2
EVRG icon
Evergy
EVRG
+$88.7M
3
BABA icon
Alibaba
BABA
+$28.7M
4
WH icon
Wyndham Hotels & Resorts
WH
+$26.5M
5
FSCT
ForeScout Technologies, Inc. Common Stock
FSCT
+$21.8M

Top Sells

Rank Stock Value
1
TWX
Time Warner Inc
TWX
+$348M
2
AAPL icon
Apple
AAPL
+$322M
3
MON
Monsanto Co
MON
+$264M
4
MSFT icon
Microsoft
MSFT
+$173M
5
AMZN icon
Amazon
AMZN
+$136M

Sector Composition

Rank Sector Weight
1 Technology 16.77%
2 Financials 15.93%
3 Healthcare 12.2%
4 Consumer Discretionary 10.21%
5 Communication Services 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CHMI
2926
Cherry Hill Mortgage Investment Corp
CHMI
$85.2M
$35K ﹤0.01%
1,949
+8
+0.4% +$145
CIVB icon
2927
Civista Bancshares
CIVB
$607M
$35K ﹤0.01%
1,441
-408
-22% -$9.73K
CVGI icon
2928
Commercial Vehicle Group
CVGI
$156M
$35K ﹤0.01%
4,777
-105
-2% -$809
IIPR icon
2929
Innovative Industrial Properties
IIPR
$1.7B
$35K ﹤0.01%
+960
New +$33K
LRMR icon
2930
Larimar Therapeutics
LRMR
$413M
$35K ﹤0.01%
+283
New +$24K
MRSN
2931
DELISTED
Mersana Therapeutics
MRSN
$35K ﹤0.01%
77
-1
-1% -$439
MX icon
2932
Magnachip Semiconductor
MX
$127M
$35K ﹤0.01%
3,400
– –
OOMA icon
2933
Ooma
OOMA
$590M
$35K ﹤0.01%
2,454
-739
-23% -$8.66K
RMTI icon
2934
Rockwell Medical
RMTI
$28.5M
$35K ﹤0.01%
65
-15
-19% -$8.99K
TWIN icon
2935
Twin Disc
TWIN
$334M
$35K ﹤0.01%
1,390
– –
WLDN icon
2936
Willdan Group
WLDN
$1.11B
$35K ﹤0.01%
1,146
-338
-23% -$9.76K
ARQ icon
2937
Arq
ARQ
$86.3M
$35K ﹤0.01%
3,099
– –
CMRX
2938
DELISTED
Chimerix, Inc.
CMRX
$35K ﹤0.01%
7,273
-1,976
-21% -$9.44K
TBNK
2939
DELISTED
Territorial Bancorp Inc.
TBNK
$35K ﹤0.01%
1,125
-286
-20% -$8.71K
HBMD
2940
DELISTED
Howard Bancorp, Inc. Common Stock
HBMD
$35K ﹤0.01%
1,949
+247
+15% +$4.57K
AT
2941
DELISTED
Atlantic Power Corporation
AT
$35K ﹤0.01%
15,704
-3,954
-20% -$8.69K
GCAP
2942
DELISTED
Gain Capital Holdings, Inc.
GCAP
$35K ﹤0.01%
4,573
-1,056
-19% -$8.36K
CVON
2943
DELISTED
ConvergeOne Holdings, Inc. Class A Common Stock
CVON
$35K ﹤0.01%
+3,689
New +$33.4K
SIGM
2944
DELISTED
Sigma Designs Inc
SIGM
$35K ﹤0.01%
5,677
-1,639
-22% -$10.2K
ACNB icon
2945
ACNB Corp
ACNB
$656M
$34K ﹤0.01%
986
-297
-23% -$9.23K
CWBC
2946
Community West Bancshares
CWBC
$691M
$34K ﹤0.01%
1,585
– –
ELP
2947
DELISTED
Companhia Paranaense de Energia (COPEL)
ELP
$34K ﹤0.01%
15,003
– –
FRBA icon
2948
First Bank
FRBA
$471M
$34K ﹤0.01%
+2,467
New +$34.5K
GAIA icon
2949
Gaia
GAIA
$47.3M
$34K ﹤0.01%
1,684
-164
-9% -$2.89K
JKS
2950
JinkoSolar
JKS
$824M
$34K ﹤0.01%
2,500
– –
116 117
118
119 120

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Legal & General Group's Q2 2018 Portfolio in Review

As of Q2 2018, Legal & General Group held 3,492 positions worth $130B, down 1.1% from $131B the previous quarter. Its ten largest holdings account for 16% of the portfolio.

Legal & General Group withdrew a net $5.48B in Q2 2018, closing 140 positions and reducing 1,755 holdings. Its most notable exit was Time Warner Inc, an estimated $348M position sold in full.

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

Against the trend, Legal & General Group opened a new position in Evergy worth $93M.

  • Legal & General Group's largest Q2 2018 buy was Evergy: 1,656,313 shares worth $93M.
  • Legal & General Group added most to AT&T in Q2 2018, an estimated $153M increase.
  • Legal & General Group's biggest Q2 2018 reduction was Apple, cutting an estimated $322M.
  • Legal & General Group fully exited Time Warner Inc in Q2 2018, selling an estimated $348M.
  • Legal & General Group's ten largest holdings make up 16% of its $130B portfolio in Q2 2018.
  • Legal & General Group opened 209 new positions and closed 140 in Q2 2018.
  • Legal & General Group's portfolio value fell 1.1% quarter-over-quarter to $130B.

Based on Legal & General Group's 13F filing for Q2 2018, filed 10 Aug 2018.