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 |
ExxonMobil
XOM
|
+$1.84B |
| 2 |
Apple
AAPL
|
+$1.78B |
| 3 |
Microsoft
MSFT
|
+$1.13B |
| 4 |
GE Aerospace
GE
|
+$1.12B |
| 5 |
Chevron
CVX
|
+$1.11B |
Top Sells
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 16.71% |
| 2 | Technology | 12.47% |
| 3 | Healthcare | 12.36% |
| 4 | Energy | 10.72% |
| 5 | Consumer Staples | 9.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
NWS
276
DELISTED
THE NEWS CORPORATION LTD CL-B
NWS
| $61.4M | 0.08% |
+1,870,596
| New | +$59.9M |
|
|
CTRA
277
DELISTED
Coterra Energy
CTRA
| $61.2M | 0.08% |
+1,723,652
| New | +$59.3M |
|
278
Hershey
HSY
$37.3B
| $61M | 0.08% |
+682,985
| New | +$60.3M |
|
279
Northern Trust
NTRS
$21.8B
| $60.9M | 0.08% |
+1,051,375
| New | +$58.8M |
|
280
Roper Technologies
ROP
$40.4B
| $60.3M | 0.08% |
+485,575
| New | +$59.5M |
|
281
Marriott International
MAR
$100B
| $60.3M | 0.08% |
+1,495,153
| New | +$62.4M |
|
|
STJ
282
DELISTED
St Jude Medical
STJ
| $59.6M | 0.08% |
+1,305,964
| New | +$56.6M |
|
283
M&T Bank
MTB
$36.3B
| $59.4M | 0.08% |
+531,794
| New | +$54.8M |
|
284
Analog Devices
ADI
$172B
| $58.5M | 0.08% |
+1,298,901
| New | +$58.5M |
|
285
WEC Energy
WEC
$36.3B
| $58.2M | 0.08% |
+1,418,651
| New | +$60.2M |
|
286
Zimmer Biomet
ZBH
$18.8B
| $57.8M | 0.08% |
+795,082
| New | +$59.4M |
|
287
Dover
DOV
$26.7B
| $57.5M | 0.08% |
+1,104,662
| New | +$55.3M |
|
288
TechnipFMC
FTI
$28.6B
| $57.1M | 0.08% |
+1,379,201
| New | +$56.2M |
|
|
LIFE
289
DELISTED
LIFE TECHNOLOGIES CORP COM STK (DE)
LIFE
| $56.6M | 0.08% |
+765,307
| New | +$55.6M |
|
|
AGU
290
DELISTED
Agrium
AGU
| $56.4M | 0.08% |
+652,603
| New | +$59.5M |
|
291
Viatris
VTRS
$20.8B
| $56.4M | 0.08% |
+1,816,809
| New | +$54.3M |
|
292
Principal Financial Group
PFG
$24.3B
| $56.1M | 0.08% |
+1,498,651
| New | +$54.8M |
|
293
Ross Stores
ROST
$80.8B
| $55.8M | 0.08% |
+1,722,002
| New | +$55.1M |
|
294
Ovintiv
OVV
$17B
| $55.8M | 0.08% |
+661,210
| New | +$61.2M |
|
295
Xerox
XRX
$345M
| $55.7M | 0.08% |
+2,331,868
| New | +$54.5M |
|
296
O'Reilly Automotive
ORLY
$75.1B
| $55.7M | 0.08% |
+7,420,560
| New | +$53.4M |
|
297
Fastenal
FAST
$54.8B
| $55.6M | 0.08% |
+4,852,496
| New | +$59.5M |
|
298
Intercontinental Exchange
ICE
$87.2B
| $55.5M | 0.08% |
+1,561,985
| New | +$52.4M |
|
|
SWN
299
DELISTED
Southwestern Energy Company
SWN
| $55.5M | 0.08% |
+1,519,622
| New | +$56.5M |
|
300
Stanley Black & Decker
SWK
$14.5B
| $55M | 0.08% |
+711,968
| New | +$55.8M |
|
Similar funds
Legal & General Group's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Legal & General Group, which disclosed 1,272 positions worth $72.4B. Its ten largest holdings account for 17% of the portfolio.
Its largest position is ExxonMobil: 20,478,679 shares worth $1.85B.
By sector, the portfolio is most concentrated in Financials at 17% of assets, followed by Technology and Healthcare.
- Legal & General Group's largest Q2 2013 buy was ExxonMobil: 20,478,679 shares worth $1.85B.
- Legal & General Group's ten largest holdings make up 17% of its $72.4B portfolio in Q2 2013.
- Legal & General Group disclosed 1,272 positions in Q2 2013, its first 13F filing on record.
Based on Legal & General Group's 13F filing for Q2 2013, filed 1 Aug 2013.