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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
+3.45%
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
$94.9B
AUM Growth
+$4.59B
Cap. Flow
+$2.33B
Cap. Flow %
2.46%
Top 10 Hldgs %
16.18%
Holding
3,009
New
225
Increased
1,401
Reduced
239
Closed
103

Top Buys

Rank Stock Value
1
SPGI icon
S&P Global
SPGI
+$123M
2
CHTR icon
Charter Communications
CHTR
+$119M
3
BABA icon
Alibaba
BABA
+$76.1M
4
T icon
AT&T
T
+$75M
5
AAPL icon
Apple
AAPL
+$62.2M

Top Sells

Rank Stock Value
1
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
+$268M
2
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$118M
3
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
+$111M
4
SNDK
SANDISK CORP
SNDK
+$64.8M
5
CAM
CAMERON INTERNATIONAL CORPORATION
CAM
+$59.2M

Sector Composition

Rank Sector Weight
1 Financials 14.95%
2 Healthcare 13.26%
3 Technology 12.51%
4 Communication Services 9.79%
5 Consumer Staples 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ACW
2951
DELISTED
Accuride Corp
ACW
– –
-4,835
Closed -$8K
VMEM
2952
DELISTED
VIOLIN MEMORY, INC.
VMEM
– –
-3,723
Closed -$8K
PTX
2953
DELISTED
Pernix Therapeutics Holdings, Inc.
PTX
– –
-573
Closed -$6K
PCO
2954
DELISTED
Pendrell Corporation - Class A
PCO
– –
-23
Closed -$12K
SZMK
2955
DELISTED
SIZMEK INC COM STK (DE)
SZMK
– –
-3,035
Closed -$9K
SQNM
2956
DELISTED
SEQUENOM INC NEW
SQNM
– –
-22,628
Closed -$32K
FUR
2957
DELISTED
WINTHROP REALTY TRUST SHS BENE INT (NEW)
FUR
– –
-66,568
Closed -$874K
CVC
2958
DELISTED
CABLEVISION SYS CP NY GRP CL-A
CVC
– –
-870,414
Closed -$28.7M
TXTR
2959
DELISTED
TEXTURA CORPORATION COM
TXTR
– –
-3,471
Closed -$65K
AFOP
2960
DELISTED
Alliance Fiber Optic Prod Inc
AFOP
– –
-1,751
Closed -$26K
BXLT
2961
DELISTED
BAXALTA INC COM STK (DE)
BXLT
– –
-2,917,458
Closed -$118M
BIN
2962
DELISTED
PROGRESSIVE WASTE SOLUTIONS LTD COM
BIN
– –
-86,579
Closed -$2.7M
ARG
2963
DELISTED
Airgas Inc
ARG
– –
-233,782
Closed -$33.1M
CKP
2964
DELISTED
CHECKPOINT SYSTEMS INC
CKP
– –
-8,071
Closed -$83K
UNIS
2965
DELISTED
Unilife Corporation
UNIS
– –
-2,076
Closed -$14K
SNDK
2966
DELISTED
SANDISK CORP
SNDK
– –
-851,830
Closed -$64.8M
GSIG
2967
DELISTED
GSI GROUP INC COM STK (CDA)
GSIG
– –
-5,348
Closed -$75K
SZYM
2968
DELISTED
SOLAZYME INC COM STK (DE)
SZYM
– –
-11,355
Closed -$22K
POWR
2969
DELISTED
POWERSECURE INTL INC COM STK (DE)
POWR
– –
-3,769
Closed -$70K
NTLS
2970
DELISTED
NTELOS HLDGS CORP COM
NTLS
– –
-3,020
Closed -$28K
ADT
2971
DELISTED
ADT Corp
ADT
– –
-813,235
Closed -$33.6M
NEWP
2972
DELISTED
NEWPORT CORP
NEWP
– –
-5,594
Closed -$129K
MHFI
2973
DELISTED
MCGRAW-HILL FINANCIAL INC COM
MHFI
– –
-1,117,112
Closed -$111M
TFM
2974
DELISTED
THE FRESH MARKET, INC COM STK
TFM
– –
-8,942
Closed -$255K
HPY
2975
DELISTED
HEARTLAND PAYMENT SYSTEMS, INC. COM STK
HPY
– –
-7,980
Closed -$767K
117 118
119
120 121

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Legal & General Group's Q2 2016 Portfolio in Review

As of Q2 2016, Legal & General Group held 3,009 positions worth $94.9B, up 5.1% from $90.3B the previous quarter. Its ten largest holdings account for 16% of the portfolio.

Legal & General Group's Q2 2016 filing shows 225 new, 1,401 increased, 239 reduced and 103 closed positions. Its largest new stake was S&P Global: 1,148,166 shares worth $123M. The largest sale was TIME WARNER CABLE INC NEW COM STK, an estimated $268M.

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

  • Legal & General Group's largest Q2 2016 buy was S&P Global: 1,148,166 shares worth $123M.
  • Legal & General Group added most to Charter Communications in Q2 2016, an estimated $119M increase.
  • Legal & General Group's biggest Q2 2016 reduction was Under Armour, cutting an estimated $30.9M.
  • Legal & General Group fully exited TIME WARNER CABLE INC NEW COM STK in Q2 2016, selling an estimated $268M.
  • Legal & General Group's ten largest holdings make up 16% of its $94.9B portfolio in Q2 2016.
  • Legal & General Group opened 225 new positions and closed 103 in Q2 2016.
  • Legal & General Group's portfolio value rose 5.1% quarter-over-quarter to $94.9B.

Based on Legal & General Group's 13F filing for Q2 2016, filed 16 Aug 2016.