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 |
ExxonMobil
XOM
|
+$1.84B |
| 2 |
Apple
AAPL
|
+$1.78B |
| 3 |
Microsoft
MSFT
|
+$1.13B |
| 4 |
GE Aerospace
GE
|
+$1.12B |
| 5 |
Chevron
CVX
|
+$1.11B |
Top Sells
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 16.71% |
| 2 | Technology | 12.47% |
| 3 | Healthcare | 12.36% |
| 4 | Energy | 10.72% |
| 5 | Consumer Staples | 9.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
DaVita
DVA
$15.5B
| $54.7M | 0.08% |
+906,430
| New | +$56.6M |
|
302
NiSource
NI
$21.5B
| $54.7M | 0.08% |
+4,860,441
| New | +$56.2M |
|
303
Genuine Parts
GPC
$17.9B
| $54.5M | 0.08% |
+698,474
| New | +$54.2M |
|
304
Range Resources
RRC
$9.33B
| $54.5M | 0.08% |
+705,117
| New | +$53.8M |
|
|
GAP
305
The Gap Inc
GAP
$7.3B
| $54.4M | 0.08% |
+1,303,986
| New | +$51.3M |
|
306
Harley-Davidson
HOG
$2.61B
| $54.4M | 0.08% |
+991,760
| New | +$53.6M |
|
307
Fidelity National Information Services
FIS
$24.2B
| $54.1M | 0.07% |
+1,263,362
| New | +$54M |
|
308
Paychex
PAYX
$43.4B
| $54.1M | 0.07% |
+1,480,821
| New | +$54.5M |
|
|
KSU
309
DELISTED
Kansas City Southern
KSU
| $53.7M | 0.07% |
+506,779
| New | +$55.1M |
|
310
Annaly Capital Management
NLY
$17.3B
| $53.6M | 0.07% |
+1,066,538
| New | +$62.3M |
|
|
LNKD
311
DELISTED
LinkedIn Corporation
LNKD
| $53.5M | 0.07% |
+300,284
| New | +$53.2M |
|
312
Kimco Realty
KIM
$17.5B
| $53.5M | 0.07% |
+2,496,438
| New | +$57.1M |
|
313
Moody's
MCO
$83.7B
| $53.4M | 0.07% |
+877,159
| New | +$53.2M |
|
|
ALTR
314
DELISTED
Altera Corp
ALTR
| $53.4M | 0.07% |
+1,619,964
| New | +$53.1M |
|
|
QVCGA
315
DELISTED
QVC Group Inc Series A
QVCGA
| $53.1M | 0.07% |
+56,179
| New | +$50.7M |
|
316
Thomson Reuters
TRI
$46.4B
| $52.9M | 0.07% |
+1,400,111
| New | +$54.2M |
|
|
FISV
317
Fiserv Inc
FISV
$29.7B
| $52.3M | 0.07% |
+2,394,576
| New | +$52.5M |
|
318
Liberty Media Series A
FWONA
$23.4B
| $52.1M | 0.07% |
+2,314,165
| New | +$49.1M |
|
|
FRX
319
DELISTED
FOREST LABORATORIES INC
FRX
| $52.1M | 0.07% |
+1,270,642
| New | +$49.1M |
|
320
EQT Corp
EQT
$32.9B
| $52.1M | 0.07% |
+1,205,678
| New | +$49.6M |
|
321
Murphy Oil
MUR
$5.55B
| $52.1M | 0.07% |
+990,384
| New | +$53.6M |
|
322
Bunge Global
BG
$20.9B
| $51.7M | 0.07% |
+730,810
| New | +$51.4M |
|
323
Kohl's
KSS
$2.16B
| $51.6M | 0.07% |
+1,022,085
| New | +$50.6M |
|
324
Bath & Body Works
BBWI
$3.97B
| $51.6M | 0.07% |
+1,295,520
| New | +$52.3M |
|
325
Rogers Communications
RCI
$18.8B
| $51.5M | 0.07% |
+1,319,660
| New | +$62.5M |
|
Similar funds
Legal & General Group's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Legal & General Group, which disclosed 1,272 positions worth $72.4B. Its ten largest holdings account for 17% of the portfolio.
Its largest position is ExxonMobil: 20,478,679 shares worth $1.85B.
By sector, the portfolio is most concentrated in Financials at 17% of assets, followed by Technology and Healthcare.
- Legal & General Group's largest Q2 2013 buy was ExxonMobil: 20,478,679 shares worth $1.85B.
- Legal & General Group's ten largest holdings make up 17% of its $72.4B portfolio in Q2 2013.
- Legal & General Group disclosed 1,272 positions in Q2 2013, its first 13F filing on record.
Based on Legal & General Group's 13F filing for Q2 2013, filed 1 Aug 2013.