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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
+14.72%
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
$175B
AUM Growth
+$46.1B
Cap. Flow
+$27.5B
Cap. Flow %
15.7%
Top 10 Hldgs %
16.65%
Holding
3,405
New
23
Increased
2,377
Reduced
225
Closed
58

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$944M
2
MSFT icon
Microsoft
MSFT
+$935M
3
AMZN icon
Amazon
AMZN
+$851M
4
JNJ icon
Johnson & Johnson
JNJ
+$410M
5
JPM icon
JPMorgan Chase
JPM
+$389M

Top Sells

Rank Stock Value
1
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$309M
2
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$260M
3
EWY icon
iShares MSCI South Korea ETF
EWY
+$157M
4
TFCF
Twenty-First Century Fox, Inc. Class B
TFCF
+$121M
5
SCG
Scana
SCG
+$62.3M

Sector Composition

Rank Sector Weight
1 Technology 17.61%
2 Financials 15.01%
3 Healthcare 13.13%
4 Consumer Discretionary 10.52%
5 Communication Services 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FOR icon
2976
Forestar Group
FOR
$1.46B
$27K ﹤0.01%
1,571
-596
-28% -$9.77K
LPG icon
2977
Dorian LPG
LPG
$1.9B
$27K ﹤0.01%
4,161
– –
OCUL icon
2978
Ocular Therapeutix
OCUL
$2.03B
$27K ﹤0.01%
6,677
+1,835
+38% +$7.38K
PLPC icon
2979
Preformed Line Products
PLPC
$2.26B
$27K ﹤0.01%
511
+90
+21% +$5.08K
PWOD
2980
DELISTED
Penns Woods Bancorp
PWOD
$27K ﹤0.01%
968
– –
SYRE icon
2981
Spyre Therapeutics
SYRE
$9.29B
$27K ﹤0.01%
136
+39
+40% +$8.13K
TIPT icon
2982
Tiptree Inc
TIPT
$673M
$27K ﹤0.01%
4,266
– –
USX
2983
DELISTED
U.S. Xpress Enterprises, Inc. Class A Common Stock
USX
$27K ﹤0.01%
4,075
+929
+30% +$7.22K
BREW
2984
DELISTED
Craft Brew Alliance, Inc.
BREW
$27K ﹤0.01%
1,897
– –
MBTF
2985
DELISTED
MBT Financial Corporation
MBTF
$27K ﹤0.01%
2,680
– –
MTL
2986
DELISTED
Mechel PAO American Depository Shares, each representing two ordinary shares (ADSs)
MTL
$27K ﹤0.01%
13,419
– –
IHC
2987
DELISTED
Independence Holding Company
IHC
$27K ﹤0.01%
772
– –
ACTG icon
2988
Acacia Research
ACTG
$465M
$26K ﹤0.01%
7,955
– –
AXTI icon
2989
AXT Inc
AXTI
$4.83B
$26K ﹤0.01%
5,936
– –
CFFI icon
2990
C&F Financial
CFFI
$277M
$26K ﹤0.01%
511
– –
CLFD icon
2991
Clearfield
CLFD
$391M
$26K ﹤0.01%
1,750
– –
EPM icon
2992
Evolution Petroleum
EPM
$134M
$26K ﹤0.01%
3,823
– –
LCNB icon
2993
LCNB Corp
LCNB
$279M
$26K ﹤0.01%
1,493
– –
LSAK icon
2994
Lesaka Technologies
LSAK
$402M
$26K ﹤0.01%
7,117
– –
NODK icon
2995
NI Holdings
NODK
$314M
$26K ﹤0.01%
1,622
– –
PKBK icon
2996
Parke Bancorp
PKBK
$403M
$26K ﹤0.01%
1,375
– –
RVSB icon
2997
Riverview Bancorp
RVSB
$107M
$26K ﹤0.01%
3,610
– –
SONO icon
2998
Sonos
SONO
$1.83B
$26K ﹤0.01%
2,514
– –
XIN
2999
DELISTED
Xinyuan Real Estate
XIN
$26K ﹤0.01%
526
– –
PVLA
3000
Palvella Therapeutics
PVLA
$2.19B
$26K ﹤0.01%
97
– –
118 119
120
121 122

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Legal & General Group's Q1 2019 Portfolio in Review

As of Q1 2019, Legal & General Group held 3,405 positions worth $175B, up 36% from $129B the previous quarter. Its ten largest holdings account for 17% of the portfolio.

Legal & General Group deployed $27.5B of net new capital in Q1 2019, opening 23 new positions and adding to 2,377 existing holdings. Its largest new stake was Fox Class A: 2,002,209 shares worth $73.5M.

By sector, the portfolio is most concentrated in Technology at 18% of assets, up from 16% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was PG&E, an estimated $18.8M trimmed.

  • Legal & General Group's largest Q1 2019 buy was Fox Class A: 2,002,209 shares worth $73.5M.
  • Legal & General Group added most to Apple in Q1 2019, an estimated $944M increase.
  • Legal & General Group's biggest Q1 2019 reduction was PG&E, cutting an estimated $18.8M.
  • Legal & General Group fully exited iShares 20+ Year Treasury Bond ETF in Q1 2019, selling an estimated $309M.
  • Legal & General Group's ten largest holdings make up 17% of its $175B portfolio in Q1 2019.
  • Legal & General Group opened 23 new positions and closed 58 in Q1 2019.
  • Legal & General Group's portfolio value rose 36% quarter-over-quarter to $175B.

Based on Legal & General Group's 13F filing for Q1 2019, filed 15 May 2019.