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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
+23.27%
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
$207B
AUM Growth
+$35.9B
Cap. Flow
+$1.78B
Cap. Flow %
0.86%
Top 10 Hldgs %
21.17%
Holding
3,579
New
222
Increased
1,974
Reduced
815
Closed
175

Top Buys

Rank Stock Value
1
TT icon
Trane Technologies
TT
+$169M
2
ABBV icon
AbbVie
ABBV
+$155M
3
OTIS icon
Otis Worldwide
OTIS
+$127M
4
BLK icon
Blackrock
BLK
+$110M
5
BABA icon
Alibaba
BABA
+$109M

Top Sells

Rank Stock Value
1
AGN
Allergan plc
AGN
+$372M
2
RTN
Raytheon Company
RTN
+$235M
3
AAPL icon
Apple
AAPL
+$143M
4
MSFT icon
Microsoft
MSFT
+$90.5M
5
MCD icon
McDonald's
MCD
+$56.1M

Sector Composition

Rank Sector Weight
1 Technology 22.87%
2 Healthcare 13.29%
3 Financials 12.68%
4 Consumer Discretionary 11.36%
5 Communication Services 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HUD
2976
DELISTED
Hudson Ltd. Class A Common Shares
HUD
$25K ﹤0.01%
5,217
– –
CARE icon
2977
Carter Bankshares
CARE
$735M
$24K ﹤0.01%
2,985
-879
-23% -$7.07K
CCO icon
2978
Clear Channel Outdoor Holdings
CCO
$1.23B
$24K ﹤0.01%
23,412
-11,358
-33% -$10.7K
CLFD icon
2979
Clearfield
CLFD
$378M
$24K ﹤0.01%
1,724
-53
-3% -$686
FARM
2980
DELISTED
Farmer Brothers
FARM
$24K ﹤0.01%
3,206
+117
+4% +$941
FDBC icon
2981
Fidelity D&D Bancorp
FDBC
$313M
$24K ﹤0.01%
501
+83
+20% +$3.32K
GDYN icon
2982
Grid Dynamics Holdings
GDYN
$604M
$24K ﹤0.01%
+3,528
New +$28.9K
NKSH icon
2983
National Bankshares
NKSH
$269M
$24K ﹤0.01%
833
– –
ODC icon
2984
Oil-Dri
ODC
$1.32B
$24K ﹤0.01%
1,386
– –
SMSI icon
2985
Smith Micro Software
SMSI
$15.8M
$24K ﹤0.01%
+137
New +$24.8K
VATE icon
2986
INNOVATE Corp
VATE
$161M
$24K ﹤0.01%
+715
New +$20.2K
VNOM icon
2987
Viper Energy
VNOM
$14.9B
$24K ﹤0.01%
2,322
– –
VRCA icon
2988
Verrica Pharmaceuticals
VRCA
$85.2M
$24K ﹤0.01%
216
+26
+14% +$3.01K
YARW
2989
Yarrow Bioscience, Inc. Common Stock
YARW
$114M
$24K ﹤0.01%
4
+2
+100% +$13.5K
RPT
2990
Rithm Property Trust
RPT
$94.5M
$24K ﹤0.01%
437
+82
+23% +$4K
PVLA
2991
Palvella Therapeutics
PVLA
$2.27B
$24K ﹤0.01%
97
– –
NARI
2992
DELISTED
Inari Medical, Inc. Common Stock
NARI
$24K ﹤0.01%
+500
New +$23.9K
TELL
2993
DELISTED
Tellurian Inc.
TELL
$24K ﹤0.01%
20,818
+2,153
+12% +$2.73K
SMMF
2994
DELISTED
Summit Financial Group, Inc.
SMMF
$24K ﹤0.01%
1,444
– –
CASA
2995
DELISTED
Casa Systems, Inc. Common Stock
CASA
$24K ﹤0.01%
5,753
+7
+0.1% +$30
AZRE
2996
DELISTED
Azure Power Global Limited
AZRE
$24K ﹤0.01%
+1,487
New +$22.4K
PCSB
2997
DELISTED
PCSB Financial Corporation
PCSB
$24K ﹤0.01%
1,885
-66
-3% -$860
HLG
2998
DELISTED
Hailiang Education Group Inc. American Depositary Shares
HLG
$24K ﹤0.01%
589
– –
BREW
2999
DELISTED
Craft Brew Alliance, Inc.
BREW
$24K ﹤0.01%
1,531
– –
ATLO icon
3000
AMES National
ATLO
$277M
$23K ﹤0.01%
1,175
– –
118 119
120
121 122

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Legal & General Group's Q2 2020 Portfolio in Review

As of Q2 2020, Legal & General Group held 3,579 positions worth $207B, up 21% from $171B the previous quarter. Its ten largest holdings account for 21% of the portfolio.

Legal & General Group's Q2 2020 filing shows 222 new, 1,974 increased, 815 reduced and 175 closed positions. Its largest new stake was Otis Worldwide: 2,441,915 shares worth $139M. The largest sale was Allergan plc, an estimated $372M.

By sector, the portfolio is most concentrated in Technology at 23% of assets, up from 21% a quarter earlier, followed by Healthcare and Financials.

  • Legal & General Group's largest Q2 2020 buy was Otis Worldwide: 2,441,915 shares worth $139M.
  • Legal & General Group added most to Trane Technologies in Q2 2020, an estimated $169M increase.
  • Legal & General Group's biggest Q2 2020 reduction was Apple, cutting an estimated $143M.
  • Legal & General Group fully exited Allergan plc in Q2 2020, selling an estimated $372M.
  • Legal & General Group's ten largest holdings make up 21% of its $207B portfolio in Q2 2020.
  • Legal & General Group opened 222 new positions and closed 175 in Q2 2020.
  • Legal & General Group's portfolio value rose 21% quarter-over-quarter to $207B.

Based on Legal & General Group's 13F filing for Q2 2020, filed 14 Aug 2020.