Legal & General Group Portfolio holdings
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.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$337M |
| 2 |
Tesla
TSLA
|
+$226M |
| 3 |
Apple
AAPL
|
+$183M |
| 4 |
GE HealthCare
GEHC
|
+$157M |
| 5 |
Exelon
EXC
|
+$122M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Check Point Software Technologies
CHKP
|
+$183M |
| 2 |
GE Aerospace
GE
|
+$158M |
| 3 |
CYBR
CyberArk
CYBR
|
+$122M |
| 4 |
Cloudflare
NET
|
+$94.4M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
351
Dover
DOV
$28.4B
| $169M | 0.06% |
1,111,860
+1,791
| +0.2% | +$263K |
|
352
International Flavors & Fragrances
IFF
$21.6B
| $168M | 0.06% |
1,827,362
+17,435
| +1% | +$1.73M |
|
353
Teradyne
TER
$60.2B
| $167M | 0.06% |
1,549,883
-14,601
| -0.9% | -$1.49M |
|
354
Best Buy
BBY
$16.9B
| $165M | 0.06% |
2,109,628
+129,181
| +7% | +$10.6M |
|
355
Albemarle
ALB
$14.8B
| $165M | 0.06% |
745,583
+22,972
| +3% | +$5.66M |
|
356
Sun Life Financial
SLF
$45.6B
| $164M | 0.06% |
3,520,889
-19,129
| -0.5% | -$921K |
|
|
WCN
357
Waste Connections
WCN
$42.2B
| $164M | 0.06% |
1,181,263
+17,022
| +1% | +$2.27M |
|
|
SGEN
358
DELISTED
Seagen Inc. Common Stock
SGEN
| $164M | 0.06% |
809,072
+15,113
| +2% | +$2.42M |
|
359
Align Technology
ALGN
$12B
| $163M | 0.06% |
488,292
-1,985
| -0.4% | -$586K |
|
360
Veeva Systems
VEEV
$35.4B
| $163M | 0.06% |
884,253
+24,004
| +3% | +$4.09M |
|
361
CoStar Group
CSGP
$12B
| $161M | 0.06% |
2,344,651
+119,622
| +5% | +$8.83M |
|
362
CDW
CDW
$17.7B
| $160M | 0.06% |
822,662
+13,291
| +2% | +$2.61M |
|
363
J.M. Smucker
SJM
$12.7B
| $159M | 0.06% |
1,012,521
-22,987
| -2% | -$3.49M |
|
364
Ball Corp
BALL
$16.7B
| $158M | 0.06% |
2,870,311
+409,216
| +17% | +$22.8M |
|
365
Xylem
XYL
$28.2B
| $158M | 0.06% |
1,510,670
+71,346
| +5% | +$7.45M |
|
366
Fortive
FTV
$18.4B
| $156M | 0.06% |
3,044,633
+183,568
| +6% | +$9.24M |
|
367
Targa Resources
TRGP
$57.6B
| $156M | 0.06% |
2,140,056
+152,929
| +8% | +$11.3M |
|
368
CrowdStrike
CRWD
$211B
| $156M | 0.06% |
4,548,060
-2,201,976
| -33% | -$63.7M |
|
369
Gen Digital
GEN
$16.8B
| $155M | 0.06% |
9,091,321
-623,043
| -6% | -$12.5M |
|
370
VeriSign
VRSN
$26.4B
| $155M | 0.06% |
733,357
-4,881
| -0.7% | -$1.01M |
|
371
Equifax
EFX
$20.7B
| $155M | 0.06% |
763,862
+18,857
| +3% | +$3.93M |
|
|
K
372
DELISTED
Kellanova
K
| $155M | 0.06% |
2,460,455
-90,296
| -4% | -$5.7M |
|
373
Host Hotels & Resorts
HST
$16B
| $154M | 0.05% |
9,309,940
+265,184
| +3% | +$4.51M |
|
374
Skyworks Solutions
SWKS
$10.1B
| $153M | 0.05% |
1,299,496
+4,170
| +0.3% | +$462K |
|
375
McCormick & Company Non-Voting
MKC
$14.1B
| $152M | 0.05% |
1,821,712
+9,692
| +0.5% | +$739K |
|
Similar funds
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.