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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
CYXT
3351
DELISTED
Cyxtera Technologies, Inc. Class A Common Stock
CYXT
$2.07K ﹤0.01%
6,785
-8,863
-57% -$18.7K
SNCE
3352
DELISTED
Science 37 Holdings, Inc. Common Stock
SNCE
$1.85K ﹤0.01%
329
– –
PEAR
3353
DELISTED
Pear Therapeutics, Inc. Class A Common Stock
PEAR
$1.84K ﹤0.01%
7,198
– –
LFLY
3354
DELISTED
Leafly Holdings, Inc. Common Stock
LFLY
$1.72K ﹤0.01%
217
– –
CISO
3355
CISO Global
CISO
$12.1M
$1.67K ﹤0.01%
329
– –
TKNO icon
3356
Alpha Teknova
TKNO
$346M
$1.65K ﹤0.01%
557
– –
ATIP
3357
DELISTED
ATI Physical Therapy, Inc.
ATIP
$1.62K ﹤0.01%
126
– –
HEPS
3358
D-Market Electronic Services & Trading
HEPS
$990M
$1.58K ﹤0.01%
1,209
– –
LNAI
3359
Lunai Bioworks
LNAI
$10.9M
$1.51K ﹤0.01%
21
– –
JOAN
3360
DELISTED
JOANN, Inc. Common Stock
JOAN
$1.47K ﹤0.01%
924
– –
AUD
3361
DELISTED
Audacy, Inc.
AUD
$1.26K ﹤0.01%
9,408
– –
ZEV
3362
DELISTED
Lightning eMotors, Inc.
ZEV
$1.2K ﹤0.01%
210
– –
KLR
3363
DELISTED
Kaleyra, Inc.
KLR
$1.17K ﹤0.01%
710
+1
+0.1% +$3
BOXD
3364
DELISTED
Boxed, Inc.
BOXD
$1.06K ﹤0.01%
5,563
-1,892
-25% -$850
HMPT
3365
DELISTED
Home Point Capital, Inc Common Stock
HMPT
$1.04K ﹤0.01%
535
– –
SUNL
3366
DELISTED
Sunlight Financial Holdings, Inc.
SUNL
$637 ﹤0.01%
102
– –
ABCM
3367
DELISTED
Abcam PLC
ABCM
$498 ﹤0.01%
37
-209,516
-100% -$3.13M
VIP
3368
Vulcan Infrastructure and Power Inc. Class A Common Stock
VIP
$37.2M
$486 ﹤0.01%
108
– –
FATH
3369
DELISTED
Fathom Digital Manufacturing Corporation
FATH
$458 ﹤0.01%
43
– –
AKA icon
3370
a.k.a. Brands
AKA
$119M
$402 ﹤0.01%
61
– –
GLS
3371
DELISTED
Gelesis Holdings, Inc.
GLS
$232 ﹤0.01%
1,429
– –
ORBS
3372
Eightco Holdings
ORBS
$267M
$153 ﹤0.01%
7
– –
TEO icon
3373
Telecom Argentina
TEO
$5.96B
$100 ﹤0.01%
20
– –
ELP
3374
DELISTED
Companhia Paranaense de Energia (COPEL)
ELP
$14 ﹤0.01%
3
– –
PLM.RT
3375
DELISTED
PolyMet Mining Corp Rights (expiring April 4, 2023)
PLM.RT
$5 ﹤0.01%
+2,289
New +$38
133 134
135
136 137

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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.