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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
CRVS icon
3126
Corvus Pharmaceuticals
CRVS
$1.12B
$23K ﹤0.01%
2,059
+864
+72% +$9.64K
ESCA icon
3127
Escalade
ESCA
$273M
$23K ﹤0.01%
1,624
– –
ESSA
3128
DELISTED
ESSA Bancorp
ESSA
$23K ﹤0.01%
1,450
– –
FNKO icon
3129
Funko
FNKO
$326M
$23K ﹤0.01%
1,813
– –
HSDT icon
3130
Solana Company
HSDT
$96.3M
– –
0
– –
III icon
3131
Information Services Group
III
$199M
$23K ﹤0.01%
5,591
– –
MVBF icon
3132
MVB Financial
MVBF
$397M
$23K ﹤0.01%
+1,266
New +$24.1K
PCYO icon
3133
Pure Cycle
PCYO
$253M
$23K ﹤0.01%
2,439
-1,081
-31% -$10.2K
SAMG icon
3134
Silvercrest Asset Management
SAMG
$79M
$23K ﹤0.01%
1,404
-9
-0.6% -$143
SB icon
3135
Safe Bulkers
SB
$795M
$23K ﹤0.01%
6,676
-3,226
-33% -$10.7K
SGA icon
3136
Saga Communications
SGA
$57M
$23K ﹤0.01%
602
– –
SYBX
3137
DELISTED
Synlogic
SYBX
$23K ﹤0.01%
+153
New +$24.6K
XIN
3138
DELISTED
Xinyuan Real Estate
XIN
$23K ﹤0.01%
526
– –
AVID
3139
DELISTED
Avid Technology Inc
AVID
$23K ﹤0.01%
4,496
-1,889
-30% -$9.22K
AMRS
3140
DELISTED
Amyris Inc.
AMRS
$23K ﹤0.01%
+3,629
New +$21.8K
MLVF
3141
DELISTED
Malvern Bancorp, Inc.
MLVF
$23K ﹤0.01%
931
-331
-26% -$8.45K
ALNA
3142
DELISTED
Allena Pharmaceuticals
ALNA
$23K ﹤0.01%
1,728
+810
+88% +$11.7K
SLCT
3143
DELISTED
Select Bancorp, Inc.
SLCT
$23K ﹤0.01%
+1,693
New +$22.2K
TNAV
3144
DELISTED
Telenav Inc.
TNAV
$23K ﹤0.01%
4,104
-1,923
-32% -$10.5K
IOTS
3145
DELISTED
Adesto Technologies Corp
IOTS
$23K ﹤0.01%
+2,684
New +$23.5K
JMEI
3146
DELISTED
Jumei International Holding Limited American depositary shares, each representing ten Class A ordina
JMEI
$23K ﹤0.01%
900
– –
SPA
3147
DELISTED
Sparton
SPA
$23K ﹤0.01%
1,194
-451
-27% -$8.31K
ABCD
3148
DELISTED
Cambium Learning Group, Inc.
ABCD
$23K ﹤0.01%
2,065
– –
KEG
3149
DELISTED
Key Energy Services, Inc. Common Stock
KEG
$23K ﹤0.01%
1,394
-724
-34% -$11.3K
CCO icon
3150
Clear Channel Outdoor Holdings
CCO
$1.23B
$22K ﹤0.01%
5,189
-2,020
-28% -$9.46K
124 125
126
127 128

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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.