We are live on ! Find out more
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
+12.71%
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
$322B
AUM Growth
+$35.2B
Cap. Flow
+$2.13B
Cap. Flow %
0.66%
Top 10 Hldgs %
26.34%
Holding
3,426
New
15
Increased
1,304
Reduced
1,475
Closed
47

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$594M
2
MSFT icon
Microsoft
MSFT
+$460M
3
AVGO icon
Broadcom
AVGO
+$406M
4
CSCO icon
Cisco
CSCO
+$241M
5
META icon
Meta Platforms (Facebook)
META
+$217M

Top Sells

Rank Stock Value
1
ATVI
Activision Blizzard
ATVI
+$450M
2
VMW
VMware, Inc
VMW
+$293M
3
SGEN
Seagen Inc. Common Stock
SGEN
+$189M
4
SPLK
Splunk Inc
SPLK
+$165M
5
DHR icon
Danaher
DHR
+$124M

Sector Composition

Rank Sector Weight
1 Technology 29.62%
2 Healthcare 12.35%
3 Financials 12.25%
4 Consumer Discretionary 9.98%
5 Industrials 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HT
3401
DELISTED
Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest
HT
– –
-2,477
Closed -$24.4K
AVTA
3402
DELISTED
Avantax, Inc. Common Stock
AVTA
– –
-108,548
Closed -$2.78M
VMW
3403
DELISTED
VMware, Inc
VMW
– –
-1,761,270
Closed -$293M
SCU
3404
DELISTED
Sculptor Capital Management, Inc. Class A Common Stock
SCU
– –
-2,019
Closed -$23.4K
ARGO
3405
DELISTED
Argo Group International Holdings, Ltd.
ARGO
– –
-32,667
Closed -$975K
CCF
3406
DELISTED
Chase Corporation
CCF
– –
-9,251
Closed -$1.18M
EQRX
3407
DELISTED
EQRx, Inc. Common Stock
EQRX
– –
-195,978
Closed -$435K
NXGN
3408
DELISTED
NextGen Healthcare, Inc. Common Stock
NXGN
– –
-158,314
Closed -$3.76M
NEWR
3409
DELISTED
New Relic, Inc.
NEWR
– –
-54,264
Closed -$4.65M
ICPT
3410
DELISTED
Intercept Pharmaceuticals, Inc.
ICPT
– –
-30,739
Closed -$570K
TWNK
3411
DELISTED
Hostess Brands, Inc. Class A Common Stock
TWNK
– –
-372,581
Closed -$12.4M
AVID
3412
DELISTED
Avid Technology Inc
AVID
– –
-92,474
Closed -$2.48M
DEN
3413
DELISTED
Denbury Inc.
DEN
– –
-137,461
Closed -$13.5M
FRGI
3414
DELISTED
Fiesta Restaurant Group, Inc.
FRGI
– –
-1,490
Closed -$12.6K
LTRPB
3415
DELISTED
Liberty TripAdvisor Holdings, Inc. Series B
LTRPB
– –
-56
Closed -$1.69K
CIR
3416
DELISTED
CIRCOR International, Inc
CIR
– –
-54,887
Closed -$3.06M
HCCI
3417
DELISTED
Heritage-Crystal Clean, Inc.
HCCI
– –
-14,188
Closed -$643K
THRN
3418
DELISTED
Thorne Healthtech, Inc. Common Stock
THRN
– –
-1,325
Closed -$13.5K
NATI
3419
DELISTED
National Instruments Corp
NATI
– –
-311,677
Closed -$18.6M
HZNP
3420
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
– –
-25,059
Closed -$2.9M
ESTE
3421
DELISTED
Earthstone Energy Inc. Class A Common Stock
ESTE
– –
-52,049
Closed -$1.05M
ATVI
3422
DELISTED
Activision Blizzard
ATVI
– –
-4,809,637
Closed -$450M
EBIX
3423
DELISTED
Ebix Inc
EBIX
– –
-65,151
Closed -$644K
PLM
3424
DELISTED
PolyMet Mining Corp.
PLM
– –
-2,939
Closed -$6.13K
LAC
3425
DELISTED
Lithium Americas Corp. Common Shares
LAC
– –
-156,766
Closed -$2.68M
133 134 135 136
137

Similar funds

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Legal & General Group's Q4 2023 Portfolio in Review

As of Q4 2023, Legal & General Group held 3,426 positions worth $322B, up 12% from $287B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

Trading was light in Q4 2023: portfolio turnover was 1.8%. Legal & General Group opened 15 new positions and exited 47, leaving the 3,426-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 30% of assets, up from 28% a quarter earlier, followed by Healthcare and Financials.

  • Legal & General Group's largest Q4 2023 buy was WK Kellogg Co: 403,883 shares worth $5.31M.
  • Legal & General Group added most to Apple in Q4 2023, an estimated $594M increase.
  • Legal & General Group's biggest Q4 2023 reduction was Splunk Inc, cutting an estimated $165M.
  • Legal & General Group fully exited Activision Blizzard in Q4 2023, selling an estimated $450M.
  • Legal & General Group's ten largest holdings make up 26% of its $322B portfolio in Q4 2023.
  • Legal & General Group opened 15 new positions and closed 47 in Q4 2023.
  • Legal & General Group's portfolio value rose 12% quarter-over-quarter to $322B.

Based on Legal & General Group's 13F filing for Q4 2023, filed 15 Feb 2024.