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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
+4.13%
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
$130B
AUM Growth
-$1.44B
Cap. Flow
-$5.48B
Cap. Flow %
-4.23%
Top 10 Hldgs %
16.14%
Holding
3,492
New
209
Increased
1,163
Reduced
1,755
Closed
140

Top Buys

Rank Stock Value
1
T icon
AT&T
T
+$153M
2
EVRG icon
Evergy
EVRG
+$88.7M
3
BABA icon
Alibaba
BABA
+$28.7M
4
WH icon
Wyndham Hotels & Resorts
WH
+$26.5M
5
FSCT
ForeScout Technologies, Inc. Common Stock
FSCT
+$21.8M

Top Sells

Rank Stock Value
1
TWX
Time Warner Inc
TWX
+$348M
2
AAPL icon
Apple
AAPL
+$322M
3
MON
Monsanto Co
MON
+$264M
4
MSFT icon
Microsoft
MSFT
+$173M
5
AMZN icon
Amazon
AMZN
+$136M

Sector Composition

Rank Sector Weight
1 Technology 16.77%
2 Financials 15.93%
3 Healthcare 12.2%
4 Consumer Discretionary 10.21%
5 Communication Services 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KIDS icon
3001
OrthoPediatrics
KIDS
$519M
$31K ﹤0.01%
1,145
+346
+43% +$7.38K
LCTX icon
3002
Lineage Cell Therapeutics
LCTX
$269M
$31K ﹤0.01%
17,418
+231
+1% +$465
NWPX icon
3003
NWPX Infrastructure Inc
NWPX
$1.19B
$31K ﹤0.01%
1,598
+1
+0.1% +$20
ODC icon
3004
Oil-Dri
ODC
$1.44B
$31K ﹤0.01%
1,486
-490
-25% -$9.88K
SGC icon
3005
Superior Group of Companies
SGC
$185M
$31K ﹤0.01%
1,498
+81
+6% +$1.97K
SPWH icon
3006
Sportsman's Warehouse
SPWH
$44.5M
$31K ﹤0.01%
6,108
+26
+0.4% +$131
UFPT icon
3007
UFP Technologies
UFPT
$1.97B
$31K ﹤0.01%
1,011
– –
UNTY icon
3008
Unity Bancorp
UNTY
$591M
$31K ﹤0.01%
1,351
-190
-12% -$4.31K
SBT
3009
DELISTED
Sterling Bancorp, Inc. Common Stock
SBT
$31K ﹤0.01%
2,355
-58,143
-96% -$787K
SBOW
3010
DELISTED
SilverBow Resources, Inc.
SBOW
$31K ﹤0.01%
1,080
-321
-23% -$9.42K
CURO
3011
DELISTED
CURO Group Holdings Corp.
CURO
$31K ﹤0.01%
1,255
– –
NPTN
3012
DELISTED
NEOPHOTONICS CORP
NPTN
$31K ﹤0.01%
5,025
-1,462
-23% -$9.3K
CNBKA
3013
DELISTED
Century Bancorp Inc/Mass
CNBKA
$31K ﹤0.01%
404
-105
-21% -$8.29K
PFBI
3014
DELISTED
Premier Financial Bancorp
PFBI
$31K ﹤0.01%
1,643
-657
-29% -$11.3K
ARA
3015
DELISTED
American Renal Associates Holdings, Inc
ARA
$31K ﹤0.01%
1,955
+88
+5% +$1.38K
INAP
3016
DELISTED
Internap Corporation
INAP
$31K ﹤0.01%
2,937
-832
-22% -$9.48K
LLEX
3017
DELISTED
Lilis Energy, Inc. Common Stock
LLEX
$31K ﹤0.01%
5,927
-2,463
-29% -$11.5K
CWCO icon
3018
Consolidated Water Co
CWCO
$467M
$30K ﹤0.01%
2,292
– –
FSBW icon
3019
FS Bancorp
FSBW
$319M
$30K ﹤0.01%
+948
New +$27.5K
ORRF icon
3020
Orrstown Financial Services
ORRF
$840M
$30K ﹤0.01%
1,170
– –
OVBC icon
3021
Ohio Valley Banc Corp
OVBC
$198M
$30K ﹤0.01%
568
-232
-29% -$11.1K
PAR icon
3022
PAR Technology
PAR
$699M
$30K ﹤0.01%
+1,683
New +$24.3K
RCKY icon
3023
Rocky Brands
RCKY
$366M
$30K ﹤0.01%
+1,016
New +$26.4K
ULH icon
3024
Universal Logistics Holdings
ULH
$353M
$30K ﹤0.01%
1,155
-385
-25% -$9.13K
YRD
3025
Yiren Digital
YRD
$97.1M
$30K ﹤0.01%
1,425
– –
119 120
121
122 123

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Legal & General Group's Q2 2018 Portfolio in Review

As of Q2 2018, Legal & General Group held 3,492 positions worth $130B, down 1.1% from $131B the previous quarter. Its ten largest holdings account for 16% of the portfolio.

Legal & General Group withdrew a net $5.48B in Q2 2018, closing 140 positions and reducing 1,755 holdings. Its most notable exit was Time Warner Inc, an estimated $348M position sold in full.

By sector, the portfolio is most concentrated in Technology at 17% of assets, up from 17% a quarter earlier, followed by Financials and Healthcare.

Against the trend, Legal & General Group opened a new position in Evergy worth $93M.

  • Legal & General Group's largest Q2 2018 buy was Evergy: 1,656,313 shares worth $93M.
  • Legal & General Group added most to AT&T in Q2 2018, an estimated $153M increase.
  • Legal & General Group's biggest Q2 2018 reduction was Apple, cutting an estimated $322M.
  • Legal & General Group fully exited Time Warner Inc in Q2 2018, selling an estimated $348M.
  • Legal & General Group's ten largest holdings make up 16% of its $130B portfolio in Q2 2018.
  • Legal & General Group opened 209 new positions and closed 140 in Q2 2018.
  • Legal & General Group's portfolio value fell 1.1% quarter-over-quarter to $130B.

Based on Legal & General Group's 13F filing for Q2 2018, filed 10 Aug 2018.