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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
PZN
3101
DELISTED
Pzena Investment Management, Inc. Class A
PZN
$25K ﹤0.01%
2,746
– –
FCCY
3102
DELISTED
1st Constitution Bancorp
FCCY
$25K ﹤0.01%
+1,100
New +$23.8K
WAAS
3103
DELISTED
AquaVenture Holdings Limited
WAAS
$25K ﹤0.01%
1,584
-740
-32% -$10.6K
ACNT icon
3104
Ascent Industries
ACNT
$140M
$24K ﹤0.01%
+1,220
New +$22.2K
AGEN
3105
Agenus
AGEN
$312M
$24K ﹤0.01%
544
-120
-18% -$8.09K
ASUR icon
3106
Asure Software
ASUR
$232M
$24K ﹤0.01%
+1,474
New +$24.1K
CBFV icon
3107
CB Financial Services
CBFV
$186M
$24K ﹤0.01%
+703
New +$23.7K
CELC icon
3108
Celcuity
CELC
$4.21B
$24K ﹤0.01%
951
+454
+91% +$8.83K
EOLS icon
3109
Evolus
EOLS
$385M
$24K ﹤0.01%
864
– –
ESQ icon
3110
Esquire Financial Holdings
ESQ
$1.12B
$24K ﹤0.01%
+897
New +$22.5K
NCSM icon
3111
NCS Multistage Holdings
NCSM
$123M
$24K ﹤0.01%
82
– –
OPBK icon
3112
OP Bancorp
OPBK
$232M
$24K ﹤0.01%
+1,864
New +$23.2K
OVLY icon
3113
Oak Valley Bancorp
OVLY
$285M
$24K ﹤0.01%
+1,041
New +$22.2K
RVSB icon
3114
Riverview Bancorp
RVSB
$107M
$24K ﹤0.01%
2,807
-897
-24% -$7.99K
RYZ
3115
Ryerson Holding Corp
RYZ
$1.44B
$24K ﹤0.01%
2,120
-859
-29% -$9.42K
TBCH
3116
Turtle Beach Corp
TBCH
$243M
$24K ﹤0.01%
+1,174
New +$14.8K
LUMO
3117
DELISTED
Lumos Pharma, Inc. Common Stock
LUMO
$24K ﹤0.01%
560
-10
-2% -$458
IEA
3118
DELISTED
Infrastructure and Energy Alternatives, Inc. Common Stock
IEA
$24K ﹤0.01%
+2,599
New +$24K
ICBK
3119
DELISTED
County Bancorp, Inc. Common Stock
ICBK
$24K ﹤0.01%
878
+40
+5% +$1.12K
PMBC
3120
DELISTED
Pacific Mercantile Bancorp
PMBC
$24K ﹤0.01%
2,422
– –
JAX
3121
DELISTED
J. Alexander's Holdings, Inc.
JAX
$24K ﹤0.01%
2,151
– –
TTPH
3122
DELISTED
Tetraphase Pharmaceuticals, Inc.
TTPH
$24K ﹤0.01%
342
-137
-29% -$9.67K
BGSF icon
3123
BGSF Inc
BGSF
$59.5M
$23K ﹤0.01%
980
– –
CHMG icon
3124
Chemung Financial Corp
CHMG
$393M
$23K ﹤0.01%
452
-181
-29% -$8.86K
CLAR icon
3125
Clarus
CLAR
$123M
$23K ﹤0.01%
2,845
-1,219
-30% -$8.78K
123 124
125
126 127

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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.