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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
+10.82%
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
$224B
AUM Growth
+$16.8B
Cap. Flow
-$1.06B
Cap. Flow %
-0.47%
Top 10 Hldgs %
21.85%
Holding
3,476
New
73
Increased
1,384
Reduced
1,848
Closed
39

Top Buys

Rank Stock Value
1
ZM icon
Zoom
ZM
+$158M
2
MTCH icon
Match Group
MTCH
+$112M
3
AQN icon
Algonquin Power & Utilities
AQN
+$62M
4
ADBE icon
Adobe
ADBE
+$51M
5
KKR icon
KKR & Co
KKR
+$46.4M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$486M
2
PPLI
People Inc
PPLI
+$117M
3
MSFT icon
Microsoft
MSFT
+$110M
4
BABA icon
Alibaba
BABA
+$109M
5
FSLY icon
Fastly Inc
FSLY
+$85M

Sector Composition

Rank Sector Weight
1 Technology 23.49%
2 Healthcare 12.99%
3 Consumer Discretionary 12.41%
4 Financials 12.09%
5 Communication Services 9.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PRNB
3451
DELISTED
Principia Biopharma Inc. Common Stock
PRNB
– –
-7,674
Closed -$458K
MJCO
3452
DELISTED
Majesco
MJCO
– –
-1,274
Closed -$10K
WUBA
3453
DELISTED
58.com Inc
WUBA
– –
-833,080
Closed -$44.9M
LOGM
3454
DELISTED
LogMein, Inc.
LOGM
– –
-134,167
Closed -$11.4M
GSB
3455
DELISTED
GlobalSCAPE, Inc.
GSB
– –
-2,315
Closed -$23K
BFYT
3456
DELISTED
Benefytt Technologies, Inc. Class A Common Stock
BFYT
– –
-1,668
Closed -$34K
FSCT
3457
DELISTED
ForeScout Technologies, Inc. Common Stock
FSCT
– –
-13,038
Closed -$276K
FSB
3458
DELISTED
Franklin Financial Network, Inc.
FSB
– –
-36,579
Closed -$942K
SBBX
3459
DELISTED
SB One Bancorp Common Stock
SBBX
– –
-1,089
Closed -$21K
GCAP
3460
DELISTED
Gain Capital Holdings, Inc.
GCAP
– –
-2,320
Closed -$14K
DNR
3461
DELISTED
Denbury Resources, Inc.
DNR
– –
-1,398,577
Closed -$387K
NE
3462
DELISTED
Noble Corporation
NE
– –
-682,555
Closed -$221K
LM
3463
DELISTED
Legg Mason, Inc.
LM
– –
-260,285
Closed -$12.9M
TMUSR
3464
DELISTED
T-Mobile US, Inc. Subscription Rights Expiring 7/27/2020
TMUSR
– –
-2,917,187
Closed -$472K
PTLA
3465
DELISTED
Portola Pharmaceuticals, Inc.
PTLA
– –
-46,877
Closed -$844K
MINI
3466
DELISTED
Mobile Mini Inc
MINI
– –
-24,067
Closed -$710K
IBKC
3467
DELISTED
IBERIABANK Corp
IBKC
– –
-41,462
Closed -$1.89M
TECD
3468
DELISTED
Tech Data Corp
TECD
– –
-105,954
Closed -$15.4M
TERP
3469
DELISTED
TerraForm Power, Inc
TERP
– –
-330,736
Closed -$6.1M
MEET
3470
DELISTED
The Meet Group, Inc. Common Stock
MEET
– –
-14,048
Closed -$88K
CRC
3471
DELISTED
California Resources Corporation
CRC
– –
-8,471
Closed -$11K
PEI
3472
DELISTED
Pennsylvania Real Estate Investment Trust
PEI
– –
-10,243
Closed -$209K
EE
3473
DELISTED
El Paso Electric Company
EE
– –
-350,802
Closed -$23.5M
CZR
3474
DELISTED
Caesars Entertainment Corporation
CZR
– –
-867,465
Closed -$10.5M
135 136 137 138
139

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Legal & General Group's Q3 2020 Portfolio in Review

As of Q3 2020, Legal & General Group held 3,476 positions worth $224B, up 8.1% from $207B the previous quarter. Its ten largest holdings account for 22% of the portfolio.

Trading was light in Q3 2020: portfolio turnover was 3.2%. Legal & General Group opened 73 new positions and exited 39, leaving the 3,476-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 23% of assets, up from 23% a quarter earlier, followed by Healthcare and Consumer Discretionary.

  • Legal & General Group's largest Q3 2020 buy was AstraZeneca: 305,330 shares worth $33.5M.
  • Legal & General Group added most to Zoom in Q3 2020, an estimated $158M increase.
  • Legal & General Group's biggest Q3 2020 reduction was Apple, cutting an estimated $486M.
  • Legal & General Group fully exited 58.com Inc in Q3 2020, selling an estimated $44.9M.
  • Legal & General Group's ten largest holdings make up 22% of its $224B portfolio in Q3 2020.
  • Legal & General Group opened 73 new positions and closed 39 in Q3 2020.
  • Legal & General Group's portfolio value rose 8.1% quarter-over-quarter to $224B.

Based on Legal & General Group's 13F filing for Q3 2020, filed 13 Nov 2020.