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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
+4.13%
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
$130B
AUM Growth
-$1.44B
Cap. Flow
-$5.48B
Cap. Flow %
-4.23%
Top 10 Hldgs %
16.14%
Holding
3,492
New
209
Increased
1,163
Reduced
1,755
Closed
140

Top Buys

Rank Stock Value
1
T icon
AT&T
T
+$153M
2
EVRG icon
Evergy
EVRG
+$88.7M
3
BABA icon
Alibaba
BABA
+$28.7M
4
WH icon
Wyndham Hotels & Resorts
WH
+$26.5M
5
FSCT
ForeScout Technologies, Inc. Common Stock
FSCT
+$21.8M

Top Sells

Rank Stock Value
1
TWX
Time Warner Inc
TWX
+$348M
2
AAPL icon
Apple
AAPL
+$322M
3
MON
Monsanto Co
MON
+$264M
4
MSFT icon
Microsoft
MSFT
+$173M
5
AMZN icon
Amazon
AMZN
+$136M

Sector Composition

Rank Sector Weight
1 Technology 16.77%
2 Financials 15.93%
3 Healthcare 12.2%
4 Consumer Discretionary 10.21%
5 Communication Services 9.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TRCB
3426
DELISTED
Two River Bancorp
TRCB
– –
-1,526
Closed -$28K
DNBF
3427
DELISTED
DNB Financial Corp
DNBF
– –
-435
Closed -$16K
CVRS
3428
DELISTED
CORINDUS VASCULAR ROBOTICS, INC
CVRS
– –
-21,513
Closed -$29K
NVLN
3429
DELISTED
Novelion Therapeutics Inc. Common Shares
NVLN
– –
-2,224
Closed -$8K
FRED
3430
DELISTED
Fred's Inc
FRED
– –
-62,114
Closed -$183K
PCMI
3431
DELISTED
PCM, Inc
PCMI
– –
-1,476
Closed -$12K
GNCA
3432
DELISTED
Genocea Biosciences, Inc.
GNCA
– –
-1,802
Closed -$15K
TIS
3433
DELISTED
Orchids Paper Products, Inc.
TIS
– –
-1,310
Closed -$11K
ORM
3434
DELISTED
Owens Realty Mortgage, Inc.
ORM
– –
-1,952
Closed -$28K
ICON
3435
DELISTED
Iconix Brand Group, Inc.
ICON
– –
-798
Closed -$9K
EOCC
3436
DELISTED
Enel Generacion Chile S.A.
EOCC
– –
-25,266
Closed -$602K
RSYS
3437
DELISTED
Radisys Corp
RSYS
– –
-6,128
Closed -$4K
JONE
3438
DELISTED
Jones Energy, Inc.
JONE
– –
-472
Closed -$8K
GST
3439
DELISTED
Gastar Exploration Inc.
GST
– –
-34,607
Closed -$24K
TAX
3440
DELISTED
Liberty Tax, Inc. Class A
TAX
– –
-1,229
Closed -$12K
TNTR
3441
DELISTED
Tintri, Inc. Common Stock
TNTR
– –
-2,450
Closed -$4K
ARMO
3442
DELISTED
ARMO BioSciences, Inc. Common Stock
ARMO
– –
-1,208
Closed -$45K
ALOG
3443
DELISTED
Analogic Corp
ALOG
– –
-25,967
Closed -$2.48M
RPXC
3444
DELISTED
RPX Corporation
RPXC
– –
-8,886
Closed -$95K
FINL
3445
DELISTED
Finish Line
FINL
– –
-87,587
Closed -$1.2M
TWX
3446
DELISTED
Time Warner Inc
TWX
– –
-3,676,495
Closed -$348M
LAYN
3447
DELISTED
Layne Christensen Co
LAYN
– –
-3,033
Closed -$45K
GNRT
3448
DELISTED
Gener8 Maritime, Inc.
GNRT
– –
-7,952
Closed -$45K
MON
3449
DELISTED
Monsanto Co
MON
– –
-2,261,371
Closed -$264M
OA
3450
DELISTED
Orbital ATK, Inc.
OA
– –
-74,842
Closed -$9.93M
136 137
138
139 140

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Legal & General Group's Q2 2018 Portfolio in Review

As of Q2 2018, Legal & General Group held 3,492 positions worth $130B, down 1.1% from $131B the previous quarter. Its ten largest holdings account for 16% of the portfolio.

Legal & General Group withdrew a net $5.48B in Q2 2018, closing 140 positions and reducing 1,755 holdings. Its most notable exit was Time Warner Inc, an estimated $348M position sold in full.

By sector, the portfolio is most concentrated in Technology at 17% of assets, up from 17% a quarter earlier, followed by Financials and Healthcare.

Against the trend, Legal & General Group opened a new position in Evergy worth $93M.

  • Legal & General Group's largest Q2 2018 buy was Evergy: 1,656,313 shares worth $93M.
  • Legal & General Group added most to AT&T in Q2 2018, an estimated $153M increase.
  • Legal & General Group's biggest Q2 2018 reduction was Apple, cutting an estimated $322M.
  • Legal & General Group fully exited Time Warner Inc in Q2 2018, selling an estimated $348M.
  • Legal & General Group's ten largest holdings make up 16% of its $130B portfolio in Q2 2018.
  • Legal & General Group opened 209 new positions and closed 140 in Q2 2018.
  • Legal & General Group's portfolio value fell 1.1% quarter-over-quarter to $130B.

Based on Legal & General Group's 13F filing for Q2 2018, filed 10 Aug 2018.