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 |
Zoom
ZM
|
+$158M |
| 2 |
Match Group
MTCH
|
+$112M |
| 3 |
Algonquin Power & Utilities
AQN
|
+$62M |
| 4 |
Adobe
ADBE
|
+$51M |
| 5 |
KKR & Co
KKR
|
+$46.4M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$486M |
| 2 |
PPLI
People Inc
PPLI
|
+$117M |
| 3 |
Microsoft
MSFT
|
+$110M |
| 4 |
Alibaba
BABA
|
+$109M |
| 5 |
Fastly Inc
FSLY
|
+$85M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 23.49% |
| 2 | Healthcare | 12.99% |
| 3 | Consumer Discretionary | 12.41% |
| 4 | Financials | 12.09% |
| 5 | Communication Services | 9.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2951
AXT Inc
AXTI
$5.8B
| $21K | ﹤0.01% |
3,444
-1,268
| -27% | -$6.45K |
|
2952
Citi Trends
CTRN
$605M
| $21K | ﹤0.01% |
840
-622
| -43% | -$12.4K |
|
2953
Grid Dynamics Holdings
GDYN
$615M
| $21K | ﹤0.01% |
2,719
-809
| -23% | -$5.84K |
|
2954
HF Foods Group
HFFG
$83.4M
| $21K | ﹤0.01% |
3,137
-1,388
| -31% | -$11.3K |
|
2955
Peoples Financial Services
PFIS
$707M
| $21K | ﹤0.01% |
617
-227
| -27% | -$8.32K |
|
|
SUPV
2956
Grupo Supervielle
SUPV
$753M
| $21K | ﹤0.01% |
11,600
| – | – |
|
|
YARW
2957
Yarrow Bioscience, Inc. Common Stock
YARW
$111M
| $21K | ﹤0.01% |
4
| – | – |
|
|
ITI
2958
DELISTED
Iteris, Inc.
ITI
| $21K | ﹤0.01% |
5,083
-1,739
| -25% | -$8.05K |
|
2959
Aspen Aerogels
ASPN
$518M
| $20K | ﹤0.01% |
1,801
-700
| -28% | -$5.54K |
|
2960
Corbus Pharmaceuticals
CRBP
$190M
| $20K | ﹤0.01% |
366
-90
| -20% | -$16.3K |
|
2961
Distribution Solutions Group
DSGR
$1.61B
| $20K | ﹤0.01% |
990
-322
| -25% | -$5.69K |
|
|
ETNB
2962
DELISTED
89bio
ETNB
| $20K | ﹤0.01% |
770
+358
| +87% | +$11.4K |
|
2963
Goldgroup Mining Inc.
GORO
$191M
| $20K | ﹤0.01% |
5,751
-2,222
| -28% | -$9.05K |
|
2964
LifeVantage
LFVN
$85.3M
| $20K | ﹤0.01% |
1,680
-674
| -29% | -$9.11K |
|
2965
MetroCity Bankshares
MCBS
$1.03B
| $20K | ﹤0.01% |
1,529
-561
| -27% | -$7.58K |
|
|
NTST
2966
NETSTREIT Corp
NTST
$2.1B
| $20K | ﹤0.01% |
+1,079
| New | +$19.5K |
|
2967
Oportun Financial
OPRT
$372M
| $20K | ﹤0.01% |
1,715
-732
| -30% | -$9.87K |
|
2968
Pulse Biosciences
PLSE
$3.02B
| $20K | ﹤0.01% |
1,683
-433
| -20% | -$4.66K |
|
2969
Stereotaxis
STXS
$141M
| $20K | ﹤0.01% |
5,552
-1,750
| -24% | -$6.75K |
|
2970
Tilray
TLRY
$622M
| $20K | ﹤0.01% |
417
+337
| +421% | +$22.5K |
|
2971
Taysha Gene Therapies
TSHA
$1.89B
| $20K | ﹤0.01% |
+900
| New | +$21.2K |
|
2972
Verastem
VSTM
$610M
| $20K | ﹤0.01% |
1,410
-535
| -28% | -$8.86K |
|
|
NAGE
2973
Niagen Bioscience
NAGE
$247M
| $20K | ﹤0.01% |
4,979
-2,018
| -29% | -$9.73K |
|
|
CMRX
2974
DELISTED
Chimerix, Inc.
CMRX
| $20K | ﹤0.01% |
7,988
-2,164
| -21% | -$6.4K |
|
|
SI
2975
DELISTED
Silvergate Capital Corporation
SI
| $20K | ﹤0.01% |
1,358
-604
| -31% | -$8.66K |
|
Similar funds
Legal & General Group's Q3 2020 Portfolio in Review
As of Q3 2020, Legal & General Group held 3,476 positions worth $224B, up 8.1% from $207B the previous quarter. Its ten largest holdings account for 22% of the portfolio.
Trading was light in Q3 2020: portfolio turnover was 3.2%. Legal & General Group opened 73 new positions and exited 39, leaving the 3,476-position portfolio largely intact.
By sector, the portfolio is most concentrated in Technology at 23% of assets, up from 23% a quarter earlier, followed by Healthcare and Consumer Discretionary.
- Legal & General Group's largest Q3 2020 buy was AstraZeneca: 305,330 shares worth $33.5M.
- Legal & General Group added most to Zoom in Q3 2020, an estimated $158M increase.
- Legal & General Group's biggest Q3 2020 reduction was Apple, cutting an estimated $486M.
- Legal & General Group fully exited 58.com Inc in Q3 2020, selling an estimated $44.9M.
- Legal & General Group's ten largest holdings make up 22% of its $224B portfolio in Q3 2020.
- Legal & General Group opened 73 new positions and closed 39 in Q3 2020.
- Legal & General Group's portfolio value rose 8.1% quarter-over-quarter to $224B.
Based on Legal & General Group's 13F filing for Q3 2020, filed 13 Nov 2020.