Legal & General Group Portfolio holdings
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.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$337M |
| 2 |
Tesla
TSLA
|
+$226M |
| 3 |
Apple
AAPL
|
+$183M |
| 4 |
GE HealthCare
GEHC
|
+$157M |
| 5 |
Exelon
EXC
|
+$122M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Check Point Software Technologies
CHKP
|
+$183M |
| 2 |
GE Aerospace
GE
|
+$158M |
| 3 |
CYBR
CyberArk
CYBR
|
+$122M |
| 4 |
Cloudflare
NET
|
+$94.4M |
| 5 |
Akamai
AKAM
|
+$92.8M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 26.4% |
| 2 | Healthcare | 13.8% |
| 3 | Financials | 12.19% |
| 4 | Consumer Discretionary | 9.58% |
| 5 | Industrials | 8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
FIRY
3101
Firy Inc
FIRY
$163M
| $17.5K | ﹤0.01% |
1,475
-4,400
| -75% | -$58.3K |
|
3102
Blue Ridge Bankshares
BRBS
$332M
| $17.4K | ﹤0.01% |
1,708
| – | – |
|
3103
DHI Group
DHX
$173M
| $17.4K | ﹤0.01% |
4,478
| – | – |
|
|
DZSI
3104
DELISTED
DZS Inc. Common Stock
DZSI
| $17.3K | ﹤0.01% |
2,192
| – | – |
|
3105
Skillsoft
SKIL
$81.6M
| $17.2K | ﹤0.01% |
431
-922
| -68% | -$33K |
|
|
RENT
3106
Rent the Runway
RENT
$124M
| $17.1K | ﹤0.01% |
300
| – | – |
|
3107
Blend Labs
BLND
$386M
| $17.1K | ﹤0.01% |
17,277
| – | – |
|
3108
Rocky Brands
RCKY
$369M
| $17K | ﹤0.01% |
739
| – | – |
|
|
SOND
3109
DELISTED
Sonder
SOND
| $17K | ﹤0.01% |
1,125
| – | – |
|
3110
Information Services Group
III
$251M
| $17K | ﹤0.01% |
3,343
| – | – |
|
3111
Outdoor Holding Co
POWW
$247M
| $17K | ﹤0.01% |
8,629
-22,174
| -72% | -$45.8K |
|
|
AIFU
3112
AIFU Inc
AIFU
$221M
| $16.8K | ﹤0.01% |
5
| – | – |
|
3113
Colony Bankcorp
CBAN
$467M
| $16.7K | ﹤0.01% |
1,640
| – | – |
|
3114
Smartbird Inc
BIRD
$22.3M
| $16.7K | ﹤0.01% |
696
-951
| -58% | -$43.8K |
|
3115
PCB Bancorp
PCB
$391M
| $16.7K | ﹤0.01% |
1,152
| – | – |
|
3116
Alico
ALCO
$283M
| $16.7K | ﹤0.01% |
689
+160
| +30% | +$4.1K |
|
3117
BARK
BARK
$101M
| $16.6K | ﹤0.01% |
572
-700
| -55% | -$22.2K |
|
3118
Gran Tierra Energy
GTE
$317M
| $16.6K | ﹤0.01% |
1,884
-7,962
| -81% | -$68.8K |
|
|
BGFV
3119
DELISTED
Big 5 Sporting Goods
BGFV
| $16.5K | ﹤0.01% |
2,142
| – | – |
|
|
AKYA
3120
DELISTED
Akoya BioSciences
AKYA
| $16.4K | ﹤0.01% |
2,010
| – | – |
|
3121
MeiraGTx Holdings
MGTX
$1.21B
| $16.4K | ﹤0.01% |
3,170
-6,695
| -68% | -$46.4K |
|
3122
Quantum-Si Incorporated
QSI
$177M
| $16.3K | ﹤0.01% |
9,294
-22,523
| -71% | -$44.4K |
|
3123
Atomera
ATOM
$214M
| $16.2K | ﹤0.01% |
2,546
| – | – |
|
3124
NextNav
NN
$2.23B
| $16.2K | ﹤0.01% |
7,988
-8,748
| -52% | -$23.4K |
|
3125
eGain
EGAN
$201M
| $16.2K | ﹤0.01% |
2,134
| – | – |
|
Similar funds
Legal & General Group's Q1 2023 Portfolio in Review
As of Q1 2023, Legal & General Group held 3,448 positions worth $280B, up 7.3% from $261B the previous quarter. Its ten largest holdings account for 23% of the portfolio.
Trading was light in Q1 2023: portfolio turnover was 3%. Legal & General Group opened 32 new positions and exited 72, leaving the 3,448-position portfolio largely intact.
By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 23% a quarter earlier, followed by Healthcare and Financials.
- Legal & General Group's largest Q1 2023 buy was GE HealthCare: 2,192,516 shares worth $180M.
- Legal & General Group added most to Microsoft in Q1 2023, an estimated $337M increase.
- Legal & General Group's biggest Q1 2023 reduction was Check Point Software Technologies, cutting an estimated $183M.
- Legal & General Group fully exited SVB Financial Group in Q1 2023, selling an estimated $81.2M.
- Legal & General Group's ten largest holdings make up 23% of its $280B portfolio in Q1 2023.
- Legal & General Group opened 32 new positions and closed 72 in Q1 2023.
- Legal & General Group's portfolio value rose 7.3% quarter-over-quarter to $280B.
Based on Legal & General Group's 13F filing for Q1 2023, filed 15 May 2023.