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 | |
|---|---|---|---|---|---|---|
426
Brown-Forman Class B
BF.B
$13.2B
| $34.7M | 0.05% |
+1,607,375
| New | +$36.1M |
|
427
Pembina Pipeline
PBA
$29.3B
| $34.6M | 0.05% |
+1,133,637
| New | +$36.2M |
|
428
Tyson Foods
TSN
$21.4B
| $34.5M | 0.05% |
+1,345,250
| New | +$33.3M |
|
429
Lam Research
LRCX
$372B
| $34.1M | 0.05% |
+7,688,530
| New | +$34.8M |
|
430
Monster Beverage
MNST
$95.5B
| $34.1M | 0.05% |
+3,365,916
| New | +$31.6M |
|
431
Autodesk
ADSK
$49.6B
| $34.1M | 0.05% |
+1,003,412
| New | +$37.4M |
|
|
BMC
432
DELISTED
BMC SOFTWARE, INC
BMC
| $33.8M | 0.05% |
+748,650
| New | +$33.8M |
|
433
Edwards Lifesciences
EW
$50B
| $33.7M | 0.05% |
+3,011,802
| New | +$35.6M |
|
|
CMA
434
DELISTED
Comerica
CMA
| $33.1M | 0.05% |
+830,422
| New | +$31M |
|
435
Alliant Energy
LNT
$18.3B
| $33M | 0.05% |
+1,309,374
| New | +$33.3M |
|
|
THI
436
DELISTED
TIM HORTONS INC COM, CANADA
THI
| $32.9M | 0.05% |
+610,646
| New | +$33.1M |
|
437
Equifax
EFX
$20.7B
| $32.8M | 0.05% |
+556,820
| New | +$33.6M |
|
438
Cameco
CCJ
$38.4B
| $32.7M | 0.05% |
+1,589,938
| New | +$32.4M |
|
439
CBRE Group
CBRE
$43.8B
| $32.7M | 0.05% |
+1,398,035
| New | +$33.3M |
|
|
TRW
440
DELISTED
TRW AUTOMOTIVE HOLDINGS CORP
TRW
| $32.4M | 0.04% |
+487,671
| New | +$29.4M |
|
441
Autoliv
ALV
$9.09B
| $32.3M | 0.04% |
+578,423
| New | +$31.2M |
|
442
Huntington Bancshares
HBAN
$34.5B
| $32.2M | 0.04% |
+4,084,151
| New | +$30.5M |
|
443
Cincinnati Financial
CINF
$26.8B
| $32.2M | 0.04% |
+700,986
| New | +$33.4M |
|
444
Masco
MAS
$14.2B
| $32.2M | 0.04% |
+1,877,953
| New | +$33.8M |
|
445
SBA Communications
SBAC
$19.3B
| $32.2M | 0.04% |
+433,868
| New | +$33.1M |
|
446
Akamai
AKAM
$16.5B
| $32.1M | 0.04% |
+754,503
| New | +$31.6M |
|
447
Textron
TXT
$15B
| $32M | 0.04% |
+1,229,945
| New | +$33.3M |
|
448
Microchip Technology
MCHP
$40.7B
| $32M | 0.04% |
+1,717,590
| New | +$31.4M |
|
|
PLL
449
DELISTED
PALL CORP
PLL
| $32M | 0.04% |
+481,018
| New | +$32.5M |
|
|
SWY
450
DELISTED
SAFEWAY INC
SWY
| $31.9M | 0.04% |
+1,504,211
| New | +$32.9M |
|
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.