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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
ALC icon
3376
Alcon
ALC
$35B
– –
-23,673
Closed -$1.62M
APTV icon
3377
Aptiv
APTV
$10.3B
– –
-95,488
Closed -$8.89M
CGNT icon
3378
Cognyte Software
CGNT
$680M
– –
-3,759,408
Closed -$11.7M
CNF
3379
CNFinance Holdings
CNF
$37.3M
– –
-46
Closed -$783
CWCO icon
3380
Consolidated Water Co
CWCO
$488M
– –
-197,083
Closed -$2.92M
DB icon
3381
Deutsche Bank
DB
$71.5B
– –
-88,800
Closed -$1.01M
HCM icon
3382
HUTCHMED
HCM
$2.17B
– –
-11,432
Closed -$169K
HUT
3383
Hut 8
HUT
$10.9B
– –
-5,117
Closed -$21.9K
ICL icon
3384
ICL Group
ICL
$6.85B
– –
-1,144
Closed -$8.25K
IWB icon
3385
iShares Russell 1000 ETF
IWB
$50.1B
– –
-275
Closed -$57.9K
IWP icon
3386
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
– –
-15,000
Closed -$1.25M
LOGI icon
3387
Logitech
LOGI
$15.2B
– –
-2,128
Closed -$131K
DFTX
3388
Definium Therapeutics
DFTX
$6.12B
– –
-1,025
Closed -$2.25K
RACE icon
3389
Ferrari
RACE
$72.5B
– –
-6,052
Closed -$1.3M
SMWB icon
3390
Similarweb
SMWB
$658M
– –
-4,171
Closed -$26.8K
STLA icon
3391
Stellantis
STLA
$20.8B
– –
-78,952
Closed -$1.12M
UBS icon
3392
UBS Group
UBS
$176B
– –
-168,310
Closed -$3.13M
VFF icon
3393
Village Farms International
VFF
$253M
– –
-3,145
Closed -$18.8K
NBIS
3394
Nebius Group N.V.
NBIS
$47.7B
– –
-2,453,948
Closed -$1.75M
AIU
3395
DELISTED
Meta Data Limited American Depositary Shares, each representing ten (10) Class A Ordinary Shares
AIU
– –
-66
Closed -$345
SI
3396
DELISTED
Silvergate Capital Corporation
SI
– –
-27,468
Closed -$478K
ARVL
3397
DELISTED
Arrival Ordinary Shares
ARVL
– –
-1,536
Closed -$12.2K
VLTA
3398
DELISTED
Volta Inc.
VLTA
– –
-11,882
Closed -$4.24K
DCT
3399
DELISTED
Duck Creek Technologies, Inc. Common Stock
DCT
– –
-68,028
Closed -$820K
SGFY
3400
DELISTED
Signify Health, Inc.
SGFY
– –
-61,954
Closed -$1.78M
134 135
136
137 138

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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.