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 |
ExxonMobil
XOM
|
+$1.84B |
| 2 |
Apple
AAPL
|
+$1.78B |
| 3 |
Microsoft
MSFT
|
+$1.13B |
| 4 |
GE Aerospace
GE
|
+$1.12B |
| 5 |
Chevron
CVX
|
+$1.11B |
Top Sells
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 16.71% |
| 2 | Technology | 12.47% |
| 3 | Healthcare | 12.36% |
| 4 | Energy | 10.72% |
| 5 | Consumer Staples | 9.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
401
NVIDIA
NVDA
$4.6T
| $37.8M | 0.05% |
+107,760,920
| New | +$37.2M |
|
402
Henry Schein
HSIC
$9.78B
| $37.8M | 0.05% |
+1,006,513
| New | +$36.9M |
|
|
BCR
403
DELISTED
CR Bard Inc.
BCR
| $37.7M | 0.05% |
+346,494
| New | +$36.1M |
|
404
Constellation Brands
STZ
$22.5B
| $37.6M | 0.05% |
+720,586
| New | +$36.3M |
|
405
Federal Realty Investment Trust
FRT
$10.9B
| $37.4M | 0.05% |
+360,680
| New | +$39.8M |
|
|
AUY
406
DELISTED
Yamana Gold, Inc.
AUY
| $37.4M | 0.05% |
+3,985,853
| New | +$46.5M |
|
|
CPN
407
DELISTED
Calpine Corporation
CPN
| $37.3M | 0.05% |
+1,758,653
| New | +$36.9M |
|
|
SCG
408
DELISTED
Scana
SCG
| $37.2M | 0.05% |
+757,987
| New | +$39M |
|
|
CXO
409
DELISTED
CONCHO RESOURCES INC.
CXO
| $37.2M | 0.05% |
+444,287
| New | +$37.9M |
|
410
AGNC Investment
AGNC
$12.7B
| $37.2M | 0.05% |
+1,615,999
| New | +$46.7M |
|
411
Pinnacle West Capital
PNW
$12.4B
| $36.9M | 0.05% |
+665,799
| New | +$38.7M |
|
412
Waters Corp
WAT
$37.3B
| $36.7M | 0.05% |
+366,443
| New | +$35.1M |
|
|
CFN
413
DELISTED
CAREFUSION CORPORATION
CFN
| $36.6M | 0.05% |
+993,836
| New | +$35.1M |
|
414
Charter Communications
CHTR
$17.3B
| $36.5M | 0.05% |
+294,414
| New | +$32.3M |
|
415
Church & Dwight Co
CHD
$23.7B
| $36.4M | 0.05% |
+1,181,024
| New | +$36.9M |
|
416
Newell Brands
NWL
$2.21B
| $36.4M | 0.05% |
+1,386,797
| New | +$36.8M |
|
417
HF Sinclair
DINO
$16.2B
| $36.4M | 0.05% |
+849,844
| New | +$40.6M |
|
418
Verisk Analytics
VRSK
$27.7B
| $36.3M | 0.05% |
+607,937
| New | +$36.3M |
|
419
Travel + Leisure Co
TNL
$4.76B
| $36.2M | 0.05% |
+1,400,168
| New | +$38.5M |
|
|
RHT
420
DELISTED
Red Hat Inc
RHT
| $35.5M | 0.05% |
+743,288
| New | +$36.2M |
|
|
DISH
421
DELISTED
DISH Network Corp.
DISH
| $35.4M | 0.05% |
+833,291
| New | +$32.4M |
|
|
LLTC
422
DELISTED
Linear Technology Corp
LLTC
| $35.4M | 0.05% |
+959,714
| New | +$35.3M |
|
423
Teradata
TDC
$2.88B
| $35.3M | 0.05% |
+702,800
| New | +$37.9M |
|
424
Expeditors International
EXPD
$22.3B
| $35M | 0.05% |
+920,903
| New | +$34.5M |
|
|
PCL
425
DELISTED
PLUM CREEK TIMBER CO (REIT)
PCL
| $34.8M | 0.05% |
+745,029
| New | +$37.5M |
|
Similar funds
Legal & General Group's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Legal & General Group, which disclosed 1,272 positions worth $72.4B. Its ten largest holdings account for 17% of the portfolio.
Its largest position is ExxonMobil: 20,478,679 shares worth $1.85B.
By sector, the portfolio is most concentrated in Financials at 17% of assets, followed by Technology and Healthcare.
- Legal & General Group's largest Q2 2013 buy was ExxonMobil: 20,478,679 shares worth $1.85B.
- Legal & General Group's ten largest holdings make up 17% of its $72.4B portfolio in Q2 2013.
- Legal & General Group disclosed 1,272 positions in Q2 2013, its first 13F filing on record.
Based on Legal & General Group's 13F filing for Q2 2013, filed 1 Aug 2013.