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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
+9.31%
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
$210B
AUM Growth
+$20.2B
Cap. Flow
+$4.59B
Cap. Flow %
2.19%
Top 10 Hldgs %
17.72%
Holding
3,425
New
77
Increased
2,516
Reduced
317
Closed
57

Top Buys

Rank Stock Value
1
BMY icon
Bristol-Myers Squibb
BMY
+$261M
2
BABA icon
Alibaba
BABA
+$233M
3
TFC icon
Truist Financial
TFC
+$191M
4
MSFT icon
Microsoft
MSFT
+$160M
5
AMZN icon
Amazon
AMZN
+$133M

Top Sells

Rank Stock Value
1
CELG
Celgene Corp
CELG
+$415M
2
STI
SunTrust Banks, Inc.
STI
+$186M
3
VIAB
Viacom Inc. Class B
VIAB
+$73.8M
4
ORCL icon
Oracle
ORCL
+$25.8M
5
CBLK
Carbon Black, Inc. Common Stock
CBLK
+$23.8M

Sector Composition

Rank Sector Weight
1 Technology 19.21%
2 Financials 15.12%
3 Healthcare 12.68%
4 Consumer Discretionary 10.28%
5 Communication Services 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ENFC
2951
DELISTED
Entegra Financial Corp.
ENFC
$37K ﹤0.01%
1,241
– –
BWFG icon
2952
Bankwell Financial Group
BWFG
$537M
$36K ﹤0.01%
1,254
– –
CNTY icon
2953
Century Casinos
CNTY
$34.3M
$36K ﹤0.01%
4,525
– –
FBIZ icon
2954
First Business Financial Services
FBIZ
$602M
$36K ﹤0.01%
1,374
– –
FVCB icon
2955
FVCBankcorp
FVCB
$342M
$36K ﹤0.01%
2,580
– –
CBIO
2956
Crescent Biopharma
CBIO
$608M
$36K ﹤0.01%
68
+7
+11% +$3.79K
LAND
2957
Gladstone Land Corp
LAND
$352M
$36K ﹤0.01%
2,772
– –
NWFL icon
2958
Norwood Financial Corp
NWFL
$371M
$36K ﹤0.01%
935
– –
PTN
2959
Palatin Technologies
PTN
$14.3M
$36K ﹤0.01%
36
+6
+20% +$6.08K
REPL icon
2960
Replimune Group
REPL
$1B
$36K ﹤0.01%
2,492
+448
+22% +$6.46K
RGCO icon
2961
RGC Resources
RGCO
$232M
$36K ﹤0.01%
1,259
– –
WOW
2962
DELISTED
WideOpenWest
WOW
$36K ﹤0.01%
4,893
– –
ASTH icon
2963
Astrana Health
ASTH
$1.77B
$36K ﹤0.01%
1,940
-3,243
-63% -$53.8K
ONIT
2964
Onity Group
ONIT
$321M
$36K ﹤0.01%
1,774
– –
NESR
2965
National Energy Services Reunited Corp
NESR
$2.9B
$36K ﹤0.01%
3,947
– –
EVBN
2966
DELISTED
Evans Bancorp Inc
EVBN
$36K ﹤0.01%
892
– –
RFP
2967
DELISTED
Resolute Forest Products Inc.
RFP
$36K ﹤0.01%
8,525
-2,184
-20% -$9.07K
ZAGG
2968
DELISTED
ZAGG Inc Common Stock (Delaware)
ZAGG
$36K ﹤0.01%
4,395
– –
ARA
2969
DELISTED
American Renal Associates Holdings, Inc
ARA
$36K ﹤0.01%
3,435
+334
+11% +$2.86K
SBBX
2970
DELISTED
SB One Bancorp Common Stock
SBBX
$36K ﹤0.01%
1,432
– –
HABT
2971
DELISTED
The Habit Restaurants, Inc. - Class A
HABT
$36K ﹤0.01%
3,456
+271
+9% +$2.7K
APLT
2972
DELISTED
Applied Therapeutics
APLT
$35K ﹤0.01%
+1,296
New +$22.2K
CASI
2973
DELISTED
CASI Pharmaceuticals
CASI
$35K ﹤0.01%
1,118
+374
+50% +$12.1K
CHMI
2974
Cherry Hill Mortgage Investment Corp
CHMI
$84.5M
$35K ﹤0.01%
2,383
– –
EGAN icon
2975
eGain
EGAN
$200M
$35K ﹤0.01%
4,432
+771
+21% +$5.96K
117 118
119
120 121

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Legal & General Group's Q4 2019 Portfolio in Review

As of Q4 2019, Legal & General Group held 3,425 positions worth $210B, up 11% from $190B the previous quarter. Its ten largest holdings account for 18% of the portfolio.

Trading was light in Q4 2019: portfolio turnover was 3.9%. Legal & General Group opened 77 new positions and exited 57, leaving the 3,425-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 19% of assets, up from 18% a quarter earlier, followed by Financials and Healthcare.

  • Legal & General Group's largest Q4 2019 buy was iShares MSCI Emerging Markets ETF: 425,000 shares worth $19.1M.
  • Legal & General Group added most to Bristol-Myers Squibb in Q4 2019, an estimated $261M increase.
  • Legal & General Group's biggest Q4 2019 reduction was Oracle, cutting an estimated $25.8M.
  • Legal & General Group fully exited Celgene Corp in Q4 2019, selling an estimated $415M.
  • Legal & General Group's ten largest holdings make up 18% of its $210B portfolio in Q4 2019.
  • Legal & General Group opened 77 new positions and closed 57 in Q4 2019.
  • Legal & General Group's portfolio value rose 11% quarter-over-quarter to $210B.

Based on Legal & General Group's 13F filing for Q4 2019, filed 13 Feb 2020.