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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
FNCB
3351
DELISTED
FNCB Bancorp Inc. Common Stock
FNCB
$10K ﹤0.01%
1,520
– –
PCTI
3352
DELISTED
PCTEL, Inc. Common Stock
PCTI
$10K ﹤0.01%
1,554
– –
ICBK
3353
DELISTED
County Bancorp, Inc. Common Stock
ICBK
$10K ﹤0.01%
443
– –
MFNC
3354
DELISTED
Mackinac Financial Corporation
MFNC
$10K ﹤0.01%
797
– –
MMAC
3355
DELISTED
MMA Capital Holdings, Inc. Common Stock
MMAC
$10K ﹤0.01%
421
– –
STND
3356
DELISTED
Standard AVB Financial Corp. Common Stock
STND
$10K ﹤0.01%
305
– –
ABEO icon
3357
Abeona Therapeutics
ABEO
$413M
$9K ﹤0.01%
239
– –
AUBN icon
3358
Auburn National Bancorp
AUBN
$91.9M
$9K ﹤0.01%
206
– –
CBAN icon
3359
Colony Bankcorp
CBAN
$467M
$9K ﹤0.01%
587
– –
CBFV icon
3360
CB Financial Services
CBFV
$193M
$9K ﹤0.01%
436
– –
CSBR icon
3361
Champions Oncology
CSBR
$72.1M
$9K ﹤0.01%
819
– –
FUNC icon
3362
First United
FUNC
$289M
$9K ﹤0.01%
569
– –
GSAT icon
3363
Globalstar
GSAT
$10.7B
$9K ﹤0.01%
1,827
– –
IBEX icon
3364
IBEX
IBEX
$499M
$9K ﹤0.01%
456
– –
IMUX icon
3365
Immunic
IMUX
$195M
$9K ﹤0.01%
61
– –
LYRA
3366
DELISTED
LYRA THERAPEUTICS INC
LYRA
$9K ﹤0.01%
15
+7
+88% +$3.94K
MEC icon
3367
Mayville Engineering Co
MEC
$617M
$9K ﹤0.01%
645
– –
MIRM icon
3368
Mirum Pharmaceuticals
MIRM
$6.14B
$9K ﹤0.01%
494
– –
MLP icon
3369
Maui Land & Pineapple Co
MLP
$344M
$9K ﹤0.01%
743
– –
NC icon
3370
NACCO Industries
NC
$320M
$9K ﹤0.01%
329
– –
OVBC icon
3371
Ohio Valley Banc Corp
OVBC
$205M
$9K ﹤0.01%
380
– –
PAVM icon
3372
PAVmed
PAVM
$33.9M
$9K ﹤0.01%
10
– –
PINE
3373
Alpine Income Property Trust
PINE
$352M
$9K ﹤0.01%
599
– –
REFR icon
3374
Research Frontiers
REFR
$17M
$9K ﹤0.01%
3,153
– –
XFOR icon
3375
X4 Pharmaceuticals
XFOR
$438M
$9K ﹤0.01%
47
– –
133 134
135
136 137

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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.