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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
+10.82%
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
$224B
AUM Growth
+$16.8B
Cap. Flow
-$1.06B
Cap. Flow %
-0.47%
Top 10 Hldgs %
21.85%
Holding
3,476
New
73
Increased
1,384
Reduced
1,848
Closed
39

Top Buys

Rank Stock Value
1
ZM icon
Zoom
ZM
+$158M
2
MTCH icon
Match Group
MTCH
+$112M
3
AQN icon
Algonquin Power & Utilities
AQN
+$62M
4
ADBE icon
Adobe
ADBE
+$51M
5
KKR icon
KKR & Co
KKR
+$46.4M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$486M
2
PPLI
People Inc
PPLI
+$117M
3
MSFT icon
Microsoft
MSFT
+$110M
4
BABA icon
Alibaba
BABA
+$109M
5
FSLY icon
Fastly Inc
FSLY
+$85M

Sector Composition

Rank Sector Weight
1 Technology 23.49%
2 Healthcare 12.99%
3 Consumer Discretionary 12.41%
4 Financials 12.09%
5 Communication Services 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CORR
3176
DELISTED
CorEnergy Infrastructure Trust, Inc.
CORR
$12K ﹤0.01%
1,994
-480
-19% -$3.97K
NYMX
3177
DELISTED
Nymox Pharmaceutical Corp
NYMX
$12K ﹤0.01%
4,778
-1,539
-24% -$4.48K
JNCE
3178
DELISTED
Jounce Therapeutics, Inc. Common Stock
JNCE
$12K ﹤0.01%
1,520
-606
-29% -$3.76K
PFHD
3179
DELISTED
Professional Holding Corp. Class A Common stock
PFHD
$12K ﹤0.01%
930
+262
+39% +$3.29K
SWIR
3180
DELISTED
Sierra Wireless
SWIR
$12K ﹤0.01%
1,064
– –
PZN
3181
DELISTED
Pzena Investment Management, Inc. Class A
PZN
$12K ﹤0.01%
2,162
-571
-21% -$2.99K
HMTV
3182
DELISTED
Hemisphere Media Group, Inc.
HMTV
$12K ﹤0.01%
1,423
-883
-38% -$7.92K
RTLR
3183
DELISTED
Rattler Midstream LP Common Units
RTLR
$12K ﹤0.01%
1,944
– –
PFBI
3184
DELISTED
Premier Financial Bancorp
PFBI
$12K ﹤0.01%
1,153
-525
-31% -$6.08K
FCBP
3185
DELISTED
First Choice Bancorp Common Stock
FCBP
$12K ﹤0.01%
915
-377
-29% -$5.59K
AVTX icon
3186
Avalo Therapeutics
AVTX
$983M
$11K ﹤0.01%
2
– –
CDTX
3187
DELISTED
Cidara Therapeutics
CDTX
$11K ﹤0.01%
197
-64
-25% -$4.52K
CLPR
3188
Clipper Realty
CLPR
$46.2M
$11K ﹤0.01%
1,738
-673
-28% -$4.56K
CWBC
3189
Community West Bancshares
CWBC
$684M
$11K ﹤0.01%
852
-642
-43% -$8.35K
FARM
3190
DELISTED
Farmer Brothers
FARM
$11K ﹤0.01%
2,617
-589
-18% -$3.49K
GHM icon
3191
Graham Corp
GHM
$1.31B
$11K ﹤0.01%
853
-363
-30% -$4.76K
IDT icon
3192
IDT Corp
IDT
$1.62B
$11K ﹤0.01%
1,679
-802
-32% -$5.29K
IMUX icon
3193
Immunic
IMUX
$195M
$11K ﹤0.01%
61
+10
+20% +$1.64K
LEGH icon
3194
Legacy Housing
LEGH
$694M
$11K ﹤0.01%
803
-353
-31% -$5.02K
MBIO icon
3195
Mustang Bio
MBIO
$4.55M
$11K ﹤0.01%
5
-1
-17% -$2.46K
MPB icon
3196
Mid Penn Bancorp
MPB
$952M
$11K ﹤0.01%
617
-297
-32% -$5.66K
PKBK icon
3197
Parke Bancorp
PKBK
$405M
$11K ﹤0.01%
934
-373
-29% -$4.67K
RVP icon
3198
Retractable Technologies
RVP
$20.1M
$11K ﹤0.01%
1,639
-520
-24% -$4.13K
SAMG icon
3199
Silvercrest Asset Management
SAMG
$79.9M
$11K ﹤0.01%
1,023
-360
-26% -$4.24K
SCOR icon
3200
Comscore
SCOR
$109M
$11K ﹤0.01%
258
-120
-32% -$6.66K
126 127
128
129 130

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Legal & General Group's Q3 2020 Portfolio in Review

As of Q3 2020, Legal & General Group held 3,476 positions worth $224B, up 8.1% from $207B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

Trading was light in Q3 2020: portfolio turnover was 3.2%. Legal & General Group opened 73 new positions and exited 39, leaving the 3,476-position portfolio largely intact.

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

  • Legal & General Group's largest Q3 2020 buy was AstraZeneca: 305,330 shares worth $33.5M.
  • Legal & General Group added most to Zoom in Q3 2020, an estimated $158M increase.
  • Legal & General Group's biggest Q3 2020 reduction was Apple, cutting an estimated $486M.
  • Legal & General Group fully exited 58.com Inc in Q3 2020, selling an estimated $44.9M.
  • Legal & General Group's ten largest holdings make up 22% of its $224B portfolio in Q3 2020.
  • Legal & General Group opened 73 new positions and closed 39 in Q3 2020.
  • Legal & General Group's portfolio value rose 8.1% quarter-over-quarter to $224B.

Based on Legal & General Group's 13F filing for Q3 2020, filed 13 Nov 2020.