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
+9.78%
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
$280B
AUM Growth
+$19.1B
Cap. Flow
+$1.87B
Cap. Flow %
0.67%
Top 10 Hldgs %
22.81%
Holding
3,448
New
32
Increased
1,890
Reduced
1,038
Closed
72

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$337M
2
TSLA icon
Tesla
TSLA
+$226M
3
AAPL icon
Apple
AAPL
+$183M
4
GEHC icon
GE HealthCare
GEHC
+$157M
5
EXC icon
Exelon
EXC
+$122M

Top Sells

Rank Stock Value
1
CHKP icon
Check Point Software Technologies
CHKP
+$183M
2
GE icon
GE Aerospace
GE
+$158M
3
CYBR
CyberArk
CYBR
+$122M
4
NET icon
Cloudflare
NET
+$94.4M
5
AKAM icon
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
ABUS icon
2926
Arbutus Biopharma
ABUS
$915M
$37K ﹤0.01%
12,198
– –
CTO
2927
CTO Realty Growth
CTO
$815M
$36.7K ﹤0.01%
2,129
+440
+26% +$7.97K
CCNE icon
2928
CNB Financial Corp
CCNE
$1.03B
$36.6K ﹤0.01%
1,905
– –
CVT
2929
DELISTED
Cvent Holding Corp. Common Stock
CVT
$36.1K ﹤0.01%
4,319
– –
OOMA icon
2930
Ooma
OOMA
$604M
$35.1K ﹤0.01%
2,805
– –
IRMD icon
2931
iRadimed
IRMD
$1.18B
$35K ﹤0.01%
890
– –
SEER icon
2932
Seer Inc
SEER
$120M
$34.7K ﹤0.01%
9,016
-8,209
-48% -$37.8K
DAWN
2933
DELISTED
Day One Biopharmaceuticals
DAWN
$34.6K ﹤0.01%
2,585
– –
ATRO icon
2934
Astronics
ATRO
$3.84B
$34.5K ﹤0.01%
3,098
– –
ASX icon
2935
ASE Group
ASX
$82.2B
$34.4K ﹤0.01%
4,323
– –
DJCO icon
2936
Daily Journal
DJCO
$778M
$33.9K ﹤0.01%
119
– –
ESQ icon
2937
Esquire Financial Holdings
ESQ
$1.14B
$33.3K ﹤0.01%
851
– –
ACB
2938
Aurora Cannabis
ACB
$185M
$33.3K ﹤0.01%
4,790
– –
LGO
2939
Largo
LGO
$70.9M
$33K ﹤0.01%
6,374
– –
CARE icon
2940
Carter Bankshares
CARE
$731M
$33K ﹤0.01%
2,354
– –
MAXN
2941
DELISTED
Maxeon Solar Technologies
MAXN
$32.8K ﹤0.01%
12
– –
NPKI
2942
NPK International
NPKI
$1.14B
$32.7K ﹤0.01%
8,494
– –
FBP icon
2943
First Bancorp
FBP
$4.38B
$32.7K ﹤0.01%
2,863
– –
AMNB
2944
DELISTED
American National Bankshares Inc
AMNB
$32.6K ﹤0.01%
1,028
– –
DMRC icon
2945
Digimarc Corp
DMRC
$178M
$32.4K ﹤0.01%
1,647
-54
-3% -$1.09K
CAN
2946
Canaan Creative
CAN
$159M
$32.1K ﹤0.01%
11,899
– –
INSE icon
2947
Inspired Entertainment
INSE
$175M
$32K ﹤0.01%
2,501
+269
+12% +$3.88K
AEVA
2948
Aeva Technologies
AEVA
$1.86B
$31.8K ﹤0.01%
5,347
-4,273
-44% -$34.3K
TCX icon
2949
Tucows
TCX
$175M
$31.8K ﹤0.01%
1,634
-2,285
-58% -$65.9K
FMAO icon
2950
Farmers & Merchants Bancorp
FMAO
$481M
$31.1K ﹤0.01%
1,280
– –
116 117
118
119 120

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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.