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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
+23.27%
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
$207B
AUM Growth
+$35.9B
Cap. Flow
+$1.78B
Cap. Flow %
0.86%
Top 10 Hldgs %
21.17%
Holding
3,579
New
222
Increased
1,974
Reduced
815
Closed
175

Top Buys

Rank Stock Value
1
TT icon
Trane Technologies
TT
+$169M
2
ABBV icon
AbbVie
ABBV
+$155M
3
OTIS icon
Otis Worldwide
OTIS
+$127M
4
BLK icon
Blackrock
BLK
+$110M
5
BABA icon
Alibaba
BABA
+$109M

Top Sells

Rank Stock Value
1
AGN
Allergan plc
AGN
+$372M
2
RTN
Raytheon Company
RTN
+$235M
3
AAPL icon
Apple
AAPL
+$143M
4
MSFT icon
Microsoft
MSFT
+$90.5M
5
MCD icon
McDonald's
MCD
+$56.1M

Sector Composition

Rank Sector Weight
1 Technology 22.87%
2 Healthcare 13.29%
3 Financials 12.68%
4 Consumer Discretionary 11.36%
5 Communication Services 9.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FTSI
3551
DELISTED
FTS International, Inc. Common Stock
FTSI
– –
-246
Closed -$1K
AGN
3552
DELISTED
Allergan plc
AGN
– –
-2,101,616
Closed -$372M
NTGN
3553
DELISTED
Neon Therapeutics, Inc. Common Stock
NTGN
– –
-1,691
Closed -$4K
TSG
3554
DELISTED
The Stars Group Inc.
TSG
– –
-501,271
Closed -$10.1M
CARO
3555
DELISTED
Carolina Financial Corp.
CARO
– –
-3,808
Closed -$99K
MLNX
3556
DELISTED
Mellanox Technologies, Ltd.
MLNX
– –
-92,835
Closed -$11.3M
MFSF
3557
DELISTED
MutualFirst Financial Inc
MFSF
– –
-772
Closed -$22K
TGE
3558
DELISTED
Tallgrass Energy, LP Class A Shares
TGE
– –
-7,158
Closed -$118K
CYOU
3559
DELISTED
Changyou.com Limited American Depositary Share
CYOU
– –
-3,300
Closed -$35K
RRTS
3560
DELISTED
RoadRunner Transportation Systems, Inc.
RRTS
– –
-519
Closed -$1K
JMEI
3561
DELISTED
Jumei International Holding Limited American depositary shares, each representing ten Class A ordina
JMEI
– –
-5,738
Closed -$106K
FTSV
3562
DELISTED
Forty Seven, Inc. Common Stock
FTSV
– –
-7,180
Closed -$685K
RTN
3563
DELISTED
Raytheon Company
RTN
– –
-1,793,194
Closed -$235M
RARX
3564
DELISTED
Ra Pharmaceuticals, Inc. Common Stock
RARX
– –
-21,823
Closed -$1.05M
OMN
3565
DELISTED
OMNOVA Solutions Inc.
OMN
– –
-13,609
Closed -$138K
S
3566
DELISTED
Sprint Corporation
S
– –
-4,971,064
Closed -$42.8M
TLRA
3567
DELISTED
Telaria, Inc.
TLRA
– –
-7,455
Closed -$45K
ASNA
3568
DELISTED
Ascena Retail Group, Inc.
ASNA
– –
-1,902
Closed -$3K
TEUM
3569
DELISTED
Pareteum Corporation
TEUM
– –
-20,022
Closed -$8K
PACD
3570
DELISTED
Pacific Drilling S.A. Common Shares
PACD
– –
-4,993
Closed -$2K
KEM
3571
DELISTED
KEMET Corporation
KEM
– –
-145,936
Closed -$3.53M
YELL
3572
DELISTED
Yellow Corporation Common Stock
YELL
– –
-6,736
Closed -$11K
NTP
3573
DELISTED
Nam Tai Property Inc.
NTP
– –
-3,400
Closed -$19K
FTR
3574
DELISTED
Frontier Communications Corp.
FTR
– –
-107,597
Closed -$41K
CY
3575
DELISTED
Cypress Semiconductor
CY
– –
-965,059
Closed -$22.5M
140 141 142
143
144

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Legal & General Group's Q2 2020 Portfolio in Review

As of Q2 2020, Legal & General Group held 3,579 positions worth $207B, up 21% from $171B the previous quarter. Its ten largest holdings account for 21% of the portfolio.

Legal & General Group's Q2 2020 filing shows 222 new, 1,974 increased, 815 reduced and 175 closed positions. Its largest new stake was Otis Worldwide: 2,441,915 shares worth $139M. The largest sale was Allergan plc, an estimated $372M.

By sector, the portfolio is most concentrated in Technology at 23% of assets, up from 21% a quarter earlier, followed by Healthcare and Financials.

  • Legal & General Group's largest Q2 2020 buy was Otis Worldwide: 2,441,915 shares worth $139M.
  • Legal & General Group added most to Trane Technologies in Q2 2020, an estimated $169M increase.
  • Legal & General Group's biggest Q2 2020 reduction was Apple, cutting an estimated $143M.
  • Legal & General Group fully exited Allergan plc in Q2 2020, selling an estimated $372M.
  • Legal & General Group's ten largest holdings make up 21% of its $207B portfolio in Q2 2020.
  • Legal & General Group opened 222 new positions and closed 175 in Q2 2020.
  • Legal & General Group's portfolio value rose 21% quarter-over-quarter to $207B.

Based on Legal & General Group's 13F filing for Q2 2020, filed 14 Aug 2020.