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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
PFHD
3426
DELISTED
Professional Holding Corp. Class A Common stock
PFHD
– –
-1,259
Closed -$34.9K
RKLY
3427
DELISTED
Rockley Photonics Holdings Limited
RKLY
– –
-11,035
Closed -$1.55K
BNFT
3428
DELISTED
Benefitfocus, Inc.
BNFT
– –
-2,787
Closed -$29.2K
TCDA
3429
DELISTED
Tricida, Inc. Common Stock
TCDA
– –
-9,694
Closed -$1.48K
TTM
3430
DELISTED
Tata Motors Limited
TTM
– –
-5,200
Closed -$120K
MMX
3431
DELISTED
Maverix Metals Inc. Common Shares
MMX
– –
-10,792
Closed -$50.3K
CIXX
3432
DELISTED
CI Financial Corp.
CIXX
– –
-175,315
Closed -$1.75M
PRTY
3433
DELISTED
Party City Holdco Inc.
PRTY
– –
-10,532
Closed -$3.85K
USER
3434
DELISTED
UserTesting, Inc.
USER
– –
-5,654
Closed -$42.4K
SWIR
3435
DELISTED
Sierra Wireless
SWIR
– –
-108,482
Closed -$3.14M
IMGO
3436
DELISTED
Imago BioSciences, Inc. Common stock
IMGO
– –
-6,638
Closed -$239K
POSH
3437
DELISTED
Poshmark, Inc. Class A Common Stock
POSH
– –
-8,832
Closed -$158K
SPNE
3438
DELISTED
SeaSpine Holdings Corporation Common Stock
SPNE
– –
-3,628
Closed -$30.3K
PCSB
3439
DELISTED
PCSB Financial Corporation
PCSB
– –
-1,069
Closed -$20.4K
AVEO
3440
DELISTED
AVEO Pharmaceuticals, Inc.
AVEO
– –
-8,252
Closed -$123K
HZNP
3441
DELISTED
Horizon Therapeutics Public Limited Company Ordinary Shares
HZNP
– –
-31,776
Closed -$3.62M
MFGP
3442
DELISTED
Micro Focus International plc. American Depositary Shares, each representing One Ordinary Share
MFGP
– –
-1,489
Closed -$9.4K
COWN
3443
DELISTED
Cowen Inc. Class A Common Stock
COWN
– –
-10,152
Closed -$392K
SIVB
3444
DELISTED
SVB Financial Group
SIVB
– –
-352,944
Closed -$81.2M
AAWW
3445
DELISTED
Atlas Air Worldwide Holdings, Inc.
AAWW
– –
-72,341
Closed -$7.29M
SBNY
3446
DELISTED
Signature Bank
SBNY
– –
-319,554
Closed -$36.8M
SAFE
3447
DELISTED
Safehold Inc.
SAFE
– –
-197,621
Closed -$5.66M
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.