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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
III icon
3376
Information Services Group
III
$248M
$5K ﹤0.01%
2,537
-1,456
-36% -$3.08K
MRKR icon
3377
Marker Therapeutics
MRKR
$18.7M
$5K ﹤0.01%
329
-192
-37% -$3.5K
OPBK icon
3378
OP Bancorp
OPBK
$233M
$5K ﹤0.01%
923
-474
-34% -$2.97K
PEBK icon
3379
Peoples Bancorp of North Carolina
PEBK
$229M
$5K ﹤0.01%
329
-178
-35% -$2.99K
SIEB icon
3380
Siebert Financial
SIEB
$68.4M
$5K ﹤0.01%
1,431
– –
TARA icon
3381
Protara Therapeutics
TARA
$232M
$5K ﹤0.01%
306
-26
-8% -$603
TRAK icon
3382
ReposiTrak
TRAK
$159M
$5K ﹤0.01%
917
-611
-40% -$2.85K
ABTC
3383
American Bitcoin Corp
ABTC
$471M
– –
0
– –
CTOS icon
3384
Custom Truck One Source
CTOS
$2.37B
$4K ﹤0.01%
915
-730
-44% -$2.82K
EEX
3385
DELISTED
Emerald Holding
EEX
$4K ﹤0.01%
2,076
-1,195
-37% -$3.16K
FGBI icon
3386
First Guaranty Bancshares
FGBI
$159M
$4K ﹤0.01%
337
-413
-55% -$4.76K
KRUS icon
3387
Kura Sushi USA
KRUS
$593M
$4K ﹤0.01%
299
-233
-44% -$2.92K
LYRA
3388
DELISTED
LYRA THERAPEUTICS INC
LYRA
$4K ﹤0.01%
8
-5
-38% -$3.11K
PANL icon
3389
Pangaea Logistics
PANL
$485M
$4K ﹤0.01%
1,367
– –
LNAI
3390
Lunai Bioworks
LNAI
$10.9M
$4K ﹤0.01%
14
-15
-52% -$4.72K
SB icon
3391
Safe Bulkers
SB
$774M
$4K ﹤0.01%
3,898
-2,778
-42% -$3.22K
SLDB icon
3392
Solid Biosciences
SLDB
$826M
$4K ﹤0.01%
144
-81
-36% -$3.1K
SNFCA icon
3393
Security National Financial
SNFCA
$251M
$4K ﹤0.01%
878
-626
-42% -$2.93K
SVRA icon
3394
Savara
SVRA
$1.19B
$4K ﹤0.01%
3,590
-2,273
-39% -$3.89K
TCI icon
3395
Transcontinental Realty Investors
TCI
$318M
$4K ﹤0.01%
153
– –
ULBI icon
3396
Ultralife
ULBI
$106M
$4K ﹤0.01%
681
-444
-39% -$2.92K
VALU icon
3397
Value Line
VALU
$361M
$4K ﹤0.01%
170
– –
VERO
3398
DELISTED
Venus Concept
VERO
$4K ﹤0.01%
10
-7
-41% -$3.22K
WLFC icon
3399
Willis Lease Finance
WLFC
$1.29B
$4K ﹤0.01%
708
-447
-39% -$3.24K
MTVA
3400
MetaVia Inc
MTVA
$7.69M
– –
0
– –
134 135
136
137 138

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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.