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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
ATCO
3401
DELISTED
Atlas Corp.
ATCO
– –
-34,363
Closed -$527K
AIMC
3402
DELISTED
Altra Industrial Motion Corp
AIMC
– –
-57,600
Closed -$3.44M
EVOP
3403
DELISTED
EVO Payments, Inc. Class A Common Stock
EVOP
– –
-18,752
Closed -$635K
IAA
3404
DELISTED
IAA, Inc. Common Stock
IAA
– –
-197,060
Closed -$7.88M
LYLT
3405
DELISTED
Loyalty Ventures Inc. Common Stock
LYLT
– –
-1,706
Closed -$4.12K
MYOV
3406
DELISTED
Myovant Sciences Ltd.
MYOV
– –
-33,829
Closed -$912K
VVNT
3407
DELISTED
Vivint Smart Home, Inc. Class A Common Stock
VVNT
– –
-63,939
Closed -$761K
FCRD
3408
DELISTED
First Eagle Alternative Capital BDC, Inc. Common Stock
FCRD
– –
-213,563
Closed -$906K
ALBO
3409
DELISTED
Albireo Pharma Inc
ALBO
– –
-6,990
Closed -$151K
UMPQ
3410
DELISTED
Umpqua Holdings Corp
UMPQ
– –
-556,063
Closed -$9.93M
RFP
3411
DELISTED
Resolute Forest Products Inc.
RFP
– –
-22,142
Closed -$478K
COUP
3412
DELISTED
Coupa Software Incorporated
COUP
– –
-74,297
Closed -$5.88M
CINC
3413
DELISTED
CinCor Pharma, Inc. Common Stock
CINC
– –
-6,919
Closed -$85K
ONEM
3414
DELISTED
1Life Healthcare
ONEM
– –
-136,048
Closed -$2.27M
PAYA
3415
DELISTED
Paya Holdings Inc. Class A Common Stock
PAYA
– –
-87,654
Closed -$690K
SRNE
3416
DELISTED
Sorrento Therapeutics, Inc.
SRNE
– –
-355,278
Closed -$315K
LHCG
3417
DELISTED
LHC Group LLC
LHCG
– –
-45,049
Closed -$7.28M
WEBR
3418
DELISTED
Weber Inc.
WEBR
– –
-2,700
Closed -$21.7K
AVYA
3419
DELISTED
Avaya Holdings Corp. Common Stock
AVYA
– –
-7,249
Closed -$1.42K
VLDR
3420
DELISTED
Velodyne Lidar, Inc. Common Stock
VLDR
– –
-45,347
Closed -$33.5K
SCOB
3421
DELISTED
ScION Tech Growth II Class A Ordinary Shares
SCOB
– –
-47,995
Closed -$486K
STOR
3422
DELISTED
STORE Capital Corporation
STOR
– –
-1,847,015
Closed -$59.2M
KNBE
3423
DELISTED
KnowBe4, Inc. Class A Common Stock
KNBE
– –
-31,207
Closed -$773K
SJI
3424
DELISTED
South Jersey Industries, Inc.
SJI
– –
-560,761
Closed -$19.9M
VIVO
3425
DELISTED
Meridian Bioscience Inc
VIVO
– –
-108,113
Closed -$3.59M
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.