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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
+9.31%
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
$210B
AUM Growth
+$20.2B
Cap. Flow
+$4.59B
Cap. Flow %
2.19%
Top 10 Hldgs %
17.72%
Holding
3,425
New
77
Increased
2,516
Reduced
317
Closed
57

Top Buys

Rank Stock Value
1
BMY icon
Bristol-Myers Squibb
BMY
+$261M
2
BABA icon
Alibaba
BABA
+$233M
3
TFC icon
Truist Financial
TFC
+$191M
4
MSFT icon
Microsoft
MSFT
+$160M
5
AMZN icon
Amazon
AMZN
+$133M

Top Sells

Rank Stock Value
1
CELG
Celgene Corp
CELG
+$415M
2
STI
SunTrust Banks, Inc.
STI
+$186M
3
VIAB
Viacom Inc. Class B
VIAB
+$73.8M
4
ORCL icon
Oracle
ORCL
+$25.8M
5
CBLK
Carbon Black, Inc. Common Stock
CBLK
+$23.8M

Sector Composition

Rank Sector Weight
1 Technology 19.21%
2 Financials 15.12%
3 Healthcare 12.68%
4 Consumer Discretionary 10.28%
5 Communication Services 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MCRN
3401
DELISTED
Milacron Holdings Corp.
MCRN
– –
-13,075
Closed -$218K
DOVA
3402
DELISTED
Dova Pharmaceuticals, Inc. Common Stock
DOVA
– –
-1,269
Closed -$35K
DF
3403
DELISTED
Dean Foods Company
DF
– –
-291,249
Closed -$338K
GHDX
3404
DELISTED
Genomic Health, Inc.
GHDX
– –
-60,658
Closed -$4.11M
LTXB
3405
DELISTED
LegacyTexas Financial Group Inc
LTXB
– –
-133,106
Closed -$5.79M
NRCG
3406
DELISTED
NRC Group Holdings Corp.
NRCG
– –
-1,711
Closed -$21K
UBNK
3407
DELISTED
United Financial Bancorp, Inc.
UBNK
– –
-14,689
Closed -$200K
CJ
3408
DELISTED
C&J Energy Services, Inc.
CJ
– –
-167,044
Closed -$1.79M
CVRS
3409
DELISTED
CORINDUS VASCULAR ROBOTICS, INC
CVRS
– –
-15,303
Closed -$65K
MDSO
3410
DELISTED
Medidata Solutions, Inc.
MDSO
– –
-142,873
Closed -$13.1M
RTEC
3411
DELISTED
Rudolph Technologies Inc
RTEC
– –
-76,094
Closed -$2.01M
ALDR
3412
DELISTED
Alder Biopharmaceuticals
ALDR
– –
-50,360
Closed -$949K
ISCA
3413
DELISTED
International Speedway Corp
ISCA
– –
-27,188
Closed -$1.22M
NCI
3414
DELISTED
Navigant Consulting, Inc.
NCI
– –
-102,761
Closed -$2.87M
TYPE
3415
DELISTED
Monotype Imaging Holdings Inc.
TYPE
– –
-108,918
Closed -$2.16M
CTWS
3416
DELISTED
Connecticut Water Service Inc
CTWS
– –
-4,126
Closed -$289K
CBLK
3417
DELISTED
Carbon Black, Inc. Common Stock
CBLK
– –
-914,814
Closed -$23.8M
VSM
3418
DELISTED
Versum Materials, Inc.
VSM
– –
-146,095
Closed -$7.73M
BID
3419
DELISTED
Sotheby's
BID
– –
-43,358
Closed -$2.47M
NYNY
3420
DELISTED
Empire Resorts, Inc.
NYNY
– –
-627
Closed -$6K
VIA
3421
DELISTED
Viacom Inc. Class A
VIA
– –
-3,473
Closed -$92K
CELG
3422
DELISTED
Celgene Corp
CELG
– –
-4,179,950
Closed -$415M
AUO
3423
DELISTED
AU Optronics Corp
AUO
– –
-3,200
Closed -$8K
ISRL
3424
DELISTED
Isramco Inc
ISRL
– –
-116
Closed -$14K
GCI
3425
DELISTED
Gannett Co., Inc
GCI
– –
-393,158
Closed -$4.22M
133 134 135 136
137

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Legal & General Group's Q4 2019 Portfolio in Review

As of Q4 2019, Legal & General Group held 3,425 positions worth $210B, up 11% from $190B the previous quarter. Its ten largest holdings account for 18% of the portfolio.

Trading was light in Q4 2019: portfolio turnover was 3.9%. Legal & General Group opened 77 new positions and exited 57, leaving the 3,425-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 19% of assets, up from 18% a quarter earlier, followed by Financials and Healthcare.

  • Legal & General Group's largest Q4 2019 buy was iShares MSCI Emerging Markets ETF: 425,000 shares worth $19.1M.
  • Legal & General Group added most to Bristol-Myers Squibb in Q4 2019, an estimated $261M increase.
  • Legal & General Group's biggest Q4 2019 reduction was Oracle, cutting an estimated $25.8M.
  • Legal & General Group fully exited Celgene Corp in Q4 2019, selling an estimated $415M.
  • Legal & General Group's ten largest holdings make up 18% of its $210B portfolio in Q4 2019.
  • Legal & General Group opened 77 new positions and closed 57 in Q4 2019.
  • Legal & General Group's portfolio value rose 11% quarter-over-quarter to $210B.

Based on Legal & General Group's 13F filing for Q4 2019, filed 13 Feb 2020.