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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
+9.78%
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
$280B
AUM Growth
+$19.1B
Cap. Flow
+$1.87B
Cap. Flow %
0.67%
Top 10 Hldgs %
22.81%
Holding
3,448
New
32
Increased
1,890
Reduced
1,038
Closed
72

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$337M
2
TSLA icon
Tesla
TSLA
+$226M
3
AAPL icon
Apple
AAPL
+$183M
4
GEHC icon
GE HealthCare
GEHC
+$157M
5
EXC icon
Exelon
EXC
+$122M

Top Sells

Rank Stock Value
1
CHKP icon
Check Point Software Technologies
CHKP
+$183M
2
GE icon
GE Aerospace
GE
+$158M
3
CYBR
CyberArk
CYBR
+$122M
4
NET icon
Cloudflare
NET
+$94.4M
5
AKAM icon
Akamai
AKAM
+$92.8M

Sector Composition

Rank Sector Weight
1 Technology 26.4%
2 Healthcare 13.8%
3 Financials 12.19%
4 Consumer Discretionary 9.58%
5 Industrials 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GRNA
3301
DELISTED
GreenLight Biosciences Holdings, PBC Common Stock
GRNA
$4.99K ﹤0.01%
11,535
-18,838
-62% -$14.5K
CURO
3302
DELISTED
CURO Group Holdings Corp.
CURO
$4.97K ﹤0.01%
2,874
– –
CELU icon
3303
Celularity
CELU
$20.3M
$4.95K ﹤0.01%
799
-1,227
-61% -$9.88K
THRD
3304
DELISTED
Third Harmonic Bio
THRD
$4.94K ﹤0.01%
1,199
– –
RDW icon
3305
Redwire
RDW
$3.25B
$4.93K ﹤0.01%
1,623
– –
LVLU icon
3306
Lulu's Fashion Lounge
LVLU
$52.3M
$4.78K ﹤0.01%
134
– –
DOMA
3307
DELISTED
Doma Holdings, Inc.
DOMA
$4.69K ﹤0.01%
460
– –
BODI icon
3308
The Beachbody Company
BODI
$74.8M
$4.65K ﹤0.01%
193
-570
-75% -$17.6K
ZH
3309
Zhihu
ZH
$279M
$4.62K ﹤0.01%
607
-68,380
-99% -$633K
FXLV
3310
DELISTED
F45 Training Holdings Inc.
FXLV
$4.58K ﹤0.01%
3,963
-8,866
-69% -$21.1K
EIGR
3311
DELISTED
Eiger BioPharmaceuticals, Inc.
EIGR
$4.54K ﹤0.01%
169
– –
TIL icon
3312
Instil Bio
TIL
$50.3M
$4.51K ﹤0.01%
341
– –
NL icon
3313
NLI Holdings
NL
$317M
$4.38K ﹤0.01%
723
– –
AVAH icon
3314
Aveanna Healthcare
AVAH
$2.07B
$4.29K ﹤0.01%
4,120
– –
EXPR
3315
DELISTED
Express, Inc.
EXPR
$4.27K ﹤0.01%
271
– –
TCI icon
3316
Transcontinental Realty Investors
TCI
$323M
$4.21K ﹤0.01%
100
– –
VALU icon
3317
Value Line
VALU
$361M
$4.16K ﹤0.01%
86
– –
OWLT icon
3318
Owlet
OWLT
$160M
$4.13K ﹤0.01%
909
+757
+498% +$4.49K
BRDS
3319
DELISTED
Bird Global, Inc.
BRDS
$4.03K ﹤0.01%
576
– –
ONDS icon
3320
Ondas Inc
ONDS
$5.19B
$3.96K ﹤0.01%
3,669
– –
LIDR icon
3321
AEye
LIDR
$61.1M
$3.92K ﹤0.01%
415
– –
FOA icon
3322
Finance of America Companies
FOA
$198M
$3.91K ﹤0.01%
316
– –
OPAD icon
3323
Offerpad Solutions
OPAD
$23.1M
$3.88K ﹤0.01%
49
– –
ARL icon
3324
American Realty Investors
ARL
$248M
$3.84K ﹤0.01%
146
– –
TRML
3325
DELISTED
Tourmaline Bio
TRML
$3.74K ﹤0.01%
199
– –
131 132
133
134 135

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Legal & General Group's Q1 2023 Portfolio in Review

As of Q1 2023, Legal & General Group held 3,448 positions worth $280B, up 7.3% from $261B the previous quarter. Its ten largest holdings account for 23% of the portfolio.

Trading was light in Q1 2023: portfolio turnover was 3%. Legal & General Group opened 32 new positions and exited 72, leaving the 3,448-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 23% a quarter earlier, followed by Healthcare and Financials.

  • Legal & General Group's largest Q1 2023 buy was GE HealthCare: 2,192,516 shares worth $180M.
  • Legal & General Group added most to Microsoft in Q1 2023, an estimated $337M increase.
  • Legal & General Group's biggest Q1 2023 reduction was Check Point Software Technologies, cutting an estimated $183M.
  • Legal & General Group fully exited SVB Financial Group in Q1 2023, selling an estimated $81.2M.
  • Legal & General Group's ten largest holdings make up 23% of its $280B portfolio in Q1 2023.
  • Legal & General Group opened 32 new positions and closed 72 in Q1 2023.
  • Legal & General Group's portfolio value rose 7.3% quarter-over-quarter to $280B.

Based on Legal & General Group's 13F filing for Q1 2023, filed 15 May 2023.