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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
+15.31%
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
$255B
AUM Growth
+$31.6B
Cap. Flow
+$3.27B
Cap. Flow %
1.28%
Top 10 Hldgs %
20.95%
Holding
3,536
New
99
Increased
1,353
Reduced
1,205
Closed
58

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$278M
2
TSLA icon
Tesla
TSLA
+$190M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$155M
4
AMZN icon
Amazon
AMZN
+$101M
5
SCHW
Charles Schwab
SCHW
+$91.9M

Top Sells

Rank Stock Value
1
BABA icon
Alibaba
BABA
+$103M
2
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$75.8M
3
ETFC
E*Trade Financial Corporation
ETFC
+$70.9M
4
PFE icon
Pfizer
PFE
+$70.5M
5
AMTD
TD Ameritrade Holding Corp
AMTD
+$64.4M

Sector Composition

Rank Sector Weight
1 Technology 23.77%
2 Financials 12.8%
3 Healthcare 12.45%
4 Consumer Discretionary 12.23%
5 Communication Services 9.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MBCN
3276
DELISTED
Middlefield Banc Corp
MBCN
$12K ﹤0.01%
527
– –
MLSS icon
3277
Milestone Scientific
MLSS
$42.6M
$12K ﹤0.01%
5,507
– –
MPX
3278
DELISTED
Marine Products Corp
MPX
$12K ﹤0.01%
856
– –
NATR icon
3279
Nature's Sunshine
NATR
$288M
$12K ﹤0.01%
786
– –
PVBC
3280
DELISTED
Provident Bancorp
PVBC
$12K ﹤0.01%
1,036
+302
+41% +$2.98K
RMTI icon
3281
Rockwell Medical
RMTI
$28.2M
$12K ﹤0.01%
112
– –
TARA icon
3282
Protara Therapeutics
TARA
$232M
$12K ﹤0.01%
492
+186
+61% +$4.01K
UNTY icon
3283
Unity Bancorp
UNTY
$599M
$12K ﹤0.01%
703
– –
EVBN
3284
DELISTED
Evans Bancorp Inc
EVBN
$12K ﹤0.01%
421
– –
OSG
3285
DELISTED
Overseas Shipholding Group Inc.
OSG
$12K ﹤0.01%
5,811
– –
NYMX
3286
DELISTED
Nymox Pharmaceutical Corp
NYMX
$12K ﹤0.01%
4,778
– –
TCFC
3287
DELISTED
The Community Financial Corporation Common Stock
TCFC
$12K ﹤0.01%
461
– –
ELOX
3288
DELISTED
Eloxx Pharmaceuticals, Inc. Common Stock
ELOX
$12K ﹤0.01%
76
– –
XONE
3289
DELISTED
The ExOne Company
XONE
$12K ﹤0.01%
1,297
– –
BOCH
3290
DELISTED
Bank of Commerce Holdings (CA)
BOCH
$12K ﹤0.01%
1,258
– –
PAND
3291
DELISTED
Pandion Therapeutics Inc. Common Stock
PAND
$12K ﹤0.01%
811
– –
ESTE
3292
DELISTED
Earthstone Energy Inc. Class A Common Stock
ESTE
$12K ﹤0.01%
2,221
– –
GOLD
3293
Gold.com Inc
GOLD
$1.26B
$11K ﹤0.01%
864
– –
BGSF icon
3294
BGSF Inc
BGSF
$60M
$11K ﹤0.01%
815
– –
BWFG icon
3295
Bankwell Financial Group
BWFG
$533M
$11K ﹤0.01%
586
– –
CFFI icon
3296
C&F Financial
CFFI
$286M
$11K ﹤0.01%
294
– –
CHMG icon
3297
Chemung Financial Corp
CHMG
$392M
$11K ﹤0.01%
319
– –
EEX
3298
DELISTED
Emerald Holding
EEX
$11K ﹤0.01%
2,076
– –
FCCO icon
3299
First Community Corp
FCCO
$322M
$11K ﹤0.01%
633
– –
FPH icon
3300
Five Point Holdings
FPH
$375M
$11K ﹤0.01%
1,945
– –
130 131
132
133 134

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Legal & General Group's Q4 2020 Portfolio in Review

As of Q4 2020, Legal & General Group held 3,536 positions worth $255B, up 14% from $224B the previous quarter. Its ten largest holdings account for 21% of the portfolio.

Trading was light in Q4 2020: portfolio turnover was 4.4%. Legal & General Group opened 99 new positions and exited 58, leaving the 3,536-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 23% a quarter earlier, followed by Financials and Healthcare.

  • Legal & General Group's largest Q4 2020 buy was Apartment Income REIT Corp.: 1,079,162 shares worth $41.5M.
  • Legal & General Group added most to Microsoft in Q4 2020, an estimated $278M increase.
  • Legal & General Group's biggest Q4 2020 reduction was Alibaba, cutting an estimated $103M.
  • Legal & General Group fully exited E*Trade Financial Corporation in Q4 2020, selling an estimated $70.9M.
  • Legal & General Group's ten largest holdings make up 21% of its $255B portfolio in Q4 2020.
  • Legal & General Group opened 99 new positions and closed 58 in Q4 2020.
  • Legal & General Group's portfolio value rose 14% quarter-over-quarter to $255B.

Based on Legal & General Group's 13F filing for Q4 2020, filed 12 Feb 2021.