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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
FVCB icon
3226
FVCBankcorp
FVCB
$333M
$10K ﹤0.01%
1,311
-700
-35% -$5.81K
GAIA icon
3227
Gaia
GAIA
$48.4M
$10K ﹤0.01%
1,038
-442
-30% -$4.58K
GBLI icon
3228
Global Indemnity Group
GBLI
$409M
$10K ﹤0.01%
485
-1,158
-70% -$27.3K
GNK icon
3229
Genco Shipping & Trading
GNK
$1.1B
$10K ﹤0.01%
1,509
-455
-23% -$3.07K
HBIO icon
3230
Harvard Bioscience
HBIO
$29.2M
$10K ﹤0.01%
333
-145
-30% -$4.88K
HWBK icon
3231
Hawthorn Bancshares
HWBK
$278M
$10K ﹤0.01%
584
-265
-31% -$4.28K
LVO icon
3232
LiveOne
LVO
$58.2M
$10K ﹤0.01%
402
+29
+8% +$907
MBCN
3233
DELISTED
Middlefield Banc Corp
MBCN
$10K ﹤0.01%
527
-232
-31% -$4.28K
IMDX
3234
Insight Molecular Diagnostics
IMDX
$156M
$10K ﹤0.01%
377
+22
+6% +$631
ORGO icon
3235
Organogenesis Holdings
ORGO
$239M
$10K ﹤0.01%
2,532
-852
-25% -$3.36K
PCB icon
3236
PCB Bancorp
PCB
$392M
$10K ﹤0.01%
1,105
-507
-31% -$4.8K
VATE icon
3237
INNOVATE Corp
VATE
$165M
$10K ﹤0.01%
399
-316
-44% -$8.53K
XFOR icon
3238
X4 Pharmaceuticals
XFOR
$438M
$10K ﹤0.01%
47
-15
-24% -$3.6K
GRTX
3239
DELISTED
Galera Therapeutics, Inc. Common Stock
GRTX
$10K ﹤0.01%
1,056
-365
-26% -$2.89K
TCFC
3240
DELISTED
The Community Financial Corporation Common Stock
TCFC
$10K ﹤0.01%
461
-151
-25% -$3.36K
AGTC
3241
DELISTED
Applied Genetic Technologies Corporation
AGTC
$10K ﹤0.01%
2,060
-892
-30% -$4.87K
FCCY
3242
DELISTED
1st Constitution Bancorp
FCCY
$10K ﹤0.01%
804
-296
-27% -$3.62K
ESXB
3243
DELISTED
Community Bankers Trust Corporation
ESXB
$10K ﹤0.01%
1,927
-934
-33% -$4.74K
SLCT
3244
DELISTED
Select Bancorp, Inc.
SLCT
$10K ﹤0.01%
1,412
-560
-28% -$4.26K
STND
3245
DELISTED
Standard AVB Financial Corp. Common Stock
STND
$10K ﹤0.01%
305
-155
-34% -$3.22K
ARA
3246
DELISTED
American Renal Associates Holdings, Inc
ARA
$10K ﹤0.01%
1,377
-602
-30% -$3.95K
DZSI
3247
DELISTED
DZS Inc. Common Stock
DZSI
$10K ﹤0.01%
1,062
-459
-30% -$4.61K
GTYH
3248
DELISTED
GTY Technology Holdings, Inc. Common Stock
GTYH
$10K ﹤0.01%
3,925
-1,633
-29% -$5.24K
AGS
3249
DELISTED
PlayAGS
AGS
$9K ﹤0.01%
2,600
-1,161
-31% -$4.34K
ASUR icon
3250
Asure Software
ASUR
$250M
$9K ﹤0.01%
1,194
-434
-27% -$2.95K
128 129
130
131 132

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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.