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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
FRBA icon
2976
First Bank
FRBA
$468M
$35K ﹤0.01%
3,163
– –
IESC icon
2977
IES Holdings
IESC
$15.1B
$35K ﹤0.01%
1,373
+150
+12% +$3.25K
LITS
2978
Lite Strategy Inc
LITS
$32.1M
$35K ﹤0.01%
707
+135
+24% +$5.02K
PCB icon
2979
PCB Bancorp
PCB
$395M
$35K ﹤0.01%
2,033
– –
TIPT icon
2980
Tiptree Inc
TIPT
$665M
$35K ﹤0.01%
4,266
– –
PVLA
2981
Palvella Therapeutics
PVLA
$2.18B
$35K ﹤0.01%
119
+22
+23% +$6.1K
VAPO
2982
DELISTED
Vapotherm, Inc. Common Stock
VAPO
$35K ﹤0.01%
374
+66
+21% +$5.57K
SPNE
2983
DELISTED
SeaSpine Holdings Corporation Common Stock
SPNE
$35K ﹤0.01%
2,903
– –
ATHX
2984
DELISTED
Athersys, Inc. Common Stock
ATHX
$35K ﹤0.01%
1,153
+206
+22% +$6.75K
RTLR
2985
DELISTED
Rattler Midstream LP Common Units
RTLR
$35K ﹤0.01%
+1,944
New +$30.9K
BOCH
2986
DELISTED
Bank of Commerce Holdings (CA)
BOCH
$35K ﹤0.01%
3,057
– –
CHMA
2987
DELISTED
Chiasma, Inc. Common Stock
CHMA
$35K ﹤0.01%
7,157
+1,284
+22% +$6.69K
PKD
2988
DELISTED
Parker Drilling Company
PKD
$35K ﹤0.01%
1,547
– –
ACTG icon
2989
Acacia Research
ACTG
$445M
$34K ﹤0.01%
12,949
– –
ESQ icon
2990
Esquire Financial Holdings
ESQ
$1.13B
$34K ﹤0.01%
1,322
+99
+8% +$2.42K
IHRT icon
2991
iHeartMedia
IHRT
$582M
$34K ﹤0.01%
+2,127
New +$32.2K
KNSA icon
2992
Kiniksa Pharmaceuticals
KNSA
$5.93B
$34K ﹤0.01%
3,092
+537
+21% +$4.67K
LEVI icon
2993
Levi Strauss
LEVI
$9.43B
$34K ﹤0.01%
1,738
-95,618
-98% -$1.71M
RJET
2994
Republic Airways Holdings
RJET
$1.03B
$34K ﹤0.01%
257
+26
+11% +$3K
MPB icon
2995
Mid Penn Bancorp
MPB
$971M
$34K ﹤0.01%
1,178
– –
MRSN
2996
DELISTED
Mersana Therapeutics
MRSN
$34K ﹤0.01%
240
– –
TH icon
2997
Target Hospitality
TH
$1.59B
$34K ﹤0.01%
6,828
+1,301
+24% +$6.84K
HALL
2998
DELISTED
Hallmark Financial Services, Inc.
HALL
$34K ﹤0.01%
195
– –
SIC
2999
DELISTED
Select Interior Concepts, Inc. Class A Common Stock
SIC
$34K ﹤0.01%
3,791
+235
+7% +$2.5K
BBBY
3000
Bed Bath & Beyond
BBBY
$530M
$33K ﹤0.01%
6,268
+313
+5% +$2.1K
118 119
120
121 122

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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.