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 | |
|---|---|---|---|---|---|---|
|
CTRX
526
DELISTED
CATAMARAN CORP COM STK (CDA)
CTRX
| $23.6M | 0.03% |
+486,844
| New | +$25.4M |
|
527
Dentsply Sirona
XRAY
$2.75B
| $23.6M | 0.03% |
+575,621
| New | +$24M |
|
528
MGM Resorts International
MGM
$11.7B
| $23.5M | 0.03% |
+1,588,944
| New | +$22.5M |
|
529
Avnet
AVT
$7.12B
| $23M | 0.03% |
+685,951
| New | +$22.9M |
|
530
Rayonier
RYN
$6.43B
| $23M | 0.03% |
+613,986
| New | +$23.8M |
|
|
JOY
531
DELISTED
Joy Global Inc
JOY
| $23M | 0.03% |
+473,718
| New | +$26.1M |
|
532
Royal Caribbean
RCL
$86.1B
| $22.9M | 0.03% |
+686,046
| New | +$23.8M |
|
|
XEC
533
DELISTED
CIMAREX ENERGY CO
XEC
| $22.8M | 0.03% |
+350,901
| New | +$24.9M |
|
|
PRE
534
DELISTED
PARTNERRE LTD
PRE
| $22.7M | 0.03% |
+250,562
| New | +$22.8M |
|
|
STR
535
DELISTED
QUESTAR CORP
STR
| $22.7M | 0.03% |
+951,146
| New | +$23.4M |
|
536
Cintas
CTAS
$82.8B
| $22.4M | 0.03% |
+1,970,060
| New | +$22.2M |
|
|
ARG
537
DELISTED
Airgas Inc
ARG
| $22.3M | 0.03% |
+233,184
| New | +$22.9M |
|
|
WIN
538
DELISTED
Windstream Holdings Inc
WIN
| $22.2M | 0.03% |
+366,823
| New | +$23.9M |
|
|
OCR
539
DELISTED
OMNICARE INC
OCR
| $21.8M | 0.03% |
+457,275
| New | +$20.5M |
|
|
VMW
540
DELISTED
VMware, Inc
VMW
| $21.8M | 0.03% |
+325,289
| New | +$23.8M |
|
|
IHS
541
DELISTED
IHS INC CL-A COM STK
IHS
| $21.7M | 0.03% |
+208,349
| New | +$21.3M |
|
542
TSMC
TSM
$2.09T
| $21.5M | 0.03% |
+1,175,901
| New | +$21.7M |
|
|
TE
543
DELISTED
TECO ENERGY INC
TE
| $21.5M | 0.03% |
+1,253,013
| New | +$22.6M |
|
544
International Flavors & Fragrances
IFF
$20.3B
| $21.5M | 0.03% |
+286,098
| New | +$22.3M |
|
545
W.R. Berkley
WRB
$27.2B
| $21.5M | 0.03% |
+1,773,191
| New | +$22.3M |
|
546
AXIS Capital
AXS
$7.67B
| $21.5M | 0.03% |
+468,678
| New | +$20.6M |
|
|
PBCT
547
DELISTED
People's United Financial Inc
PBCT
| $21.3M | 0.03% |
+1,432,285
| New | +$19.5M |
|
|
PWE
548
DELISTED
Penn West Energy Petroleum Ltd
PWE
| $21.1M | 0.03% |
+2,007,436
| New | +$20M |
|
|
HCBK
549
DELISTED
HUDSON CITY BANCORP INC
HCBK
| $21.1M | 0.03% |
+2,301,625
| New | +$19.5M |
|
550
Iron Mountain
IRM
$37.1B
| $20.8M | 0.03% |
+844,938
| New | +$27.3M |
|
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.