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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
+9.31%
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
$210B
AUM Growth
+$20.2B
Cap. Flow
+$4.59B
Cap. Flow %
2.19%
Top 10 Hldgs %
17.72%
Holding
3,425
New
77
Increased
2,516
Reduced
317
Closed
57

Top Buys

Rank Stock Value
1
BMY icon
Bristol-Myers Squibb
BMY
+$261M
2
BABA icon
Alibaba
BABA
+$233M
3
TFC icon
Truist Financial
TFC
+$191M
4
MSFT icon
Microsoft
MSFT
+$160M
5
AMZN icon
Amazon
AMZN
+$133M

Top Sells

Rank Stock Value
1
CELG
Celgene Corp
CELG
+$415M
2
STI
SunTrust Banks, Inc.
STI
+$186M
3
VIAB
Viacom Inc. Class B
VIAB
+$73.8M
4
ORCL icon
Oracle
ORCL
+$25.8M
5
CBLK
Carbon Black, Inc. Common Stock
CBLK
+$23.8M

Sector Composition

Rank Sector Weight
1 Technology 19.21%
2 Financials 15.12%
3 Healthcare 12.68%
4 Consumer Discretionary 10.28%
5 Communication Services 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TYME
3226
DELISTED
Tyme Technologies, Inc. Common Stock
TYME
$17K ﹤0.01%
12,394
+2,315
+23% +$2.81K
DZSI
3227
DELISTED
DZS Inc. Common Stock
DZSI
$17K ﹤0.01%
1,898
+287
+18% +$2.26K
CVIA
3228
DELISTED
Covia Holdings Corporation Common Stock
CVIA
$17K ﹤0.01%
8,439
– –
ACNT icon
3229
Ascent Industries
ACNT
$140M
$16K ﹤0.01%
1,220
– –
CYCN icon
3230
Cyclerion Therapeutics
CYCN
$15.1M
$16K ﹤0.01%
304
+45
+17% +$4.2K
ESCA icon
3231
Escalade
ESCA
$294M
$16K ﹤0.01%
1,624
– –
ETNB
3232
DELISTED
89bio
ETNB
$16K ﹤0.01%
+601
New +$16.7K
MRKR icon
3233
Marker Therapeutics
MRKR
$20.3M
$16K ﹤0.01%
557
+104
+23% +$3.78K
RMNI icon
3234
Rimini Street
RMNI
$447M
$16K ﹤0.01%
4,139
+823
+25% +$3.29K
DRTT
3235
DELISTED
DIRTT Environmental Solutions Ltd. Common Shares
DRTT
$16K ﹤0.01%
+4,929
New +$18.4K
GDP
3236
DELISTED
Goodrich Petroleum Corporation Common Stock
GDP
$16K ﹤0.01%
1,546
+237
+18% +$2.3K
LJPC
3237
DELISTED
La Jolla Pharmaceutical Company
LJPC
$16K ﹤0.01%
3,980
+784
+25% +$4.63K
AC
3238
DELISTED
Associated Capital Group
AC
$15K ﹤0.01%
373
– –
AMPY icon
3239
Amplify Energy
AMPY
$166M
$15K ﹤0.01%
2,314
– –
CBNK icon
3240
Capital Bancorp
CBNK
$613M
$15K ﹤0.01%
1,010
– –
KRUS icon
3241
Kura Sushi USA
KRUS
$580M
$15K ﹤0.01%
601
+69
+13% +$1.52K
LEGH icon
3242
Legacy Housing
LEGH
$625M
$15K ﹤0.01%
897
+70
+8% +$1.1K
NATR icon
3243
Nature's Sunshine
NATR
$372M
$15K ﹤0.01%
1,635
– –
PNRG icon
3244
PrimeEnergy Resources
PNRG
$300M
$15K ﹤0.01%
98
+14
+17% +$2.06K
ADMS
3245
DELISTED
Adamas Pharmaceuticals
ADMS
$15K ﹤0.01%
3,835
– –
RLH
3246
DELISTED
Red Lions Hotel Corporation
RLH
$15K ﹤0.01%
3,981
– –
ASNA
3247
DELISTED
Ascena Retail Group, Inc.
ASNA
$15K ﹤0.01%
1,902
– –
CBUS icon
3248
Cibus
CBUS
$144M
$14K ﹤0.01%
39
+8
+26% +$2.01K
FPH icon
3249
Five Point Holdings
FPH
$368M
$14K ﹤0.01%
1,945
– –
GSAT icon
3250
Globalstar
GSAT
$10.8B
$14K ﹤0.01%
1,827
– –
128 129
130
131 132

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Legal & General Group's Q4 2019 Portfolio in Review

As of Q4 2019, Legal & General Group held 3,425 positions worth $210B, up 11% from $190B the previous quarter. Its ten largest holdings account for 18% of the portfolio.

Trading was light in Q4 2019: portfolio turnover was 3.9%. Legal & General Group opened 77 new positions and exited 57, leaving the 3,425-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 19% of assets, up from 18% a quarter earlier, followed by Financials and Healthcare.

  • Legal & General Group's largest Q4 2019 buy was iShares MSCI Emerging Markets ETF: 425,000 shares worth $19.1M.
  • Legal & General Group added most to Bristol-Myers Squibb in Q4 2019, an estimated $261M increase.
  • Legal & General Group's biggest Q4 2019 reduction was Oracle, cutting an estimated $25.8M.
  • Legal & General Group fully exited Celgene Corp in Q4 2019, selling an estimated $415M.
  • Legal & General Group's ten largest holdings make up 18% of its $210B portfolio in Q4 2019.
  • Legal & General Group opened 77 new positions and closed 57 in Q4 2019.
  • Legal & General Group's portfolio value rose 11% quarter-over-quarter to $210B.

Based on Legal & General Group's 13F filing for Q4 2019, filed 13 Feb 2020.