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 |
Alibaba
BABA
|
+$199M |
| 2 |
Baidu
BIDU
|
+$56.1M |
| 3 |
Lumen
LUMN
|
+$39.4M |
| 4 |
PG&E
PCG
|
+$30.2M |
| 5 |
CME Group
CME
|
+$27.6M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$172M |
| 2 |
British American Tobacco
BTI
|
+$142M |
| 3 |
Aptiv
APTV
|
+$141M |
| 4 |
Edwards Lifesciences
EW
|
+$122M |
| 5 |
BCR
CR Bard Inc.
BCR
|
+$122M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 17.16% |
| 2 | Technology | 15.49% |
| 3 | Healthcare | 12.53% |
| 4 | Consumer Discretionary | 9.49% |
| 5 | Industrials | 9.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
551
Targa Resources
TRGP
$57.6B
| $44.2M | 0.03% |
912,248
-12,128
| -1% | -$542K |
|
552
Alcoa
AA
$11.9B
| $44.1M | 0.03% |
817,663
+14,808
| +2% | +$677K |
|
553
W.R. Berkley
WRB
$27.2B
| $43.9M | 0.03% |
2,069,381
-52,033
| -2% | -$1.06M |
|
|
WR
554
DELISTED
Westar Energy Inc
WR
| $42.8M | 0.03% |
810,433
+65,304
| +9% | +$3.52M |
|
555
Wheaton Precious Metals
WPM
$51.5B
| $42.1M | 0.03% |
1,896,652
-53,691
| -3% | -$1.12M |
|
556
Fluor
FLR
$6.99B
| $42M | 0.03% |
813,496
+22,729
| +3% | +$1.06M |
|
557
American Airlines Group
AAL
$10.2B
| $41.3M | 0.03% |
794,641
+8,792
| +1% | +$438K |
|
|
MFGP
558
DELISTED
Micro Focus International plc. American Depositary Shares, each representing One Ordinary Share
MFGP
| $41.3M | 0.03% |
1,015,513
-486,828
| -32% | -$19.7M |
|
559
Liberty Broadband Class C
LBRDK
$4.79B
| $41.1M | 0.03% |
482,129
-9,649
| -2% | -$859K |
|
560
NRG Energy
NRG
$28.3B
| $40.9M | 0.03% |
1,437,177
-140,220
| -9% | -$3.82M |
|
561
Robert Half
RHI
$3.81B
| $40.9M | 0.03% |
736,128
-14
| -0% | -$745 |
|
562
Marvell Technology
MRVL
$165B
| $40.5M | 0.03% |
1,884,594
-29,066
| -2% | -$593K |
|
563
Qorvo
QRVO
$8.01B
| $40.2M | 0.03% |
603,163
-3,974
| -0.7% | -$290K |
|
564
Advanced Micro Devices
AMD
$791B
| $39.9M | 0.03% |
3,876,472
-165,292
| -4% | -$1.93M |
|
565
Domino's
DPZ
$11.7B
| $39.6M | 0.03% |
209,335
-16,008
| -7% | -$2.97M |
|
566
Douglas Emmett
DEI
$2.02B
| $39.3M | 0.03% |
956,941
+150,802
| +19% | +$6.09M |
|
567
Camden Property Trust
CPT
$11.2B
| $39.2M | 0.03% |
426,071
+12,329
| +3% | +$1.14M |
|
|
GRMN
568
Garmin
GRMN
$57.4B
| $39.1M | 0.03% |
656,605
+237
| +0% | +$13.9K |
|
569
Xerox
XRX
$456M
| $39.1M | 0.03% |
1,341,052
-16,414
| -1% | -$498K |
|
|
HBI
570
DELISTED
Hanesbrands
HBI
| $39M | 0.03% |
1,866,245
+58,089
| +3% | +$1.24M |
|
571
Sensata Technologies
ST
$6.98B
| $38.5M | 0.03% |
753,664
-10,326
| -1% | -$509K |
|
572
SiriusXM
SIRI
$10.4B
| $38.3M | 0.03% |
713,980
-26,733
| -4% | -$1.48M |
|
573
Helmerich & Payne
HP
$3.37B
| $37.5M | 0.03% |
580,459
+18,731
| +3% | +$1.05M |
|
574
Polaris
PII
$3.88B
| $37.4M | 0.03% |
301,812
+3,264
| +1% | +$387K |
|
575
Allegion
ALLE
$13.4B
| $37M | 0.03% |
465,275
+5,756
| +1% | +$482K |
|
Similar funds
Legal & General Group's Q4 2017 Portfolio in Review
As of Q4 2017, Legal & General Group held 3,343 positions worth $138B, up 3.9% from $133B the previous quarter. Its ten largest holdings account for 16% of the portfolio.
Trading was light in Q4 2017: portfolio turnover was 2.9%. Legal & General Group opened 38 new positions and exited 60, leaving the 3,343-position portfolio largely intact.
By sector, the portfolio is most concentrated in Financials at 17% of assets, up from 17% a quarter earlier, followed by Technology and Healthcare.
- Legal & General Group's largest Q4 2017 buy was Delphi Technologies PLC Ordinary Shares: 418,440 shares worth $22M.
- Legal & General Group added most to Alibaba in Q4 2017, an estimated $199M increase.
- Legal & General Group's biggest Q4 2017 reduction was Apple, cutting an estimated $172M.
- Legal & General Group fully exited Aptiv in Q4 2017, selling an estimated $141M.
- Legal & General Group's ten largest holdings make up 16% of its $138B portfolio in Q4 2017.
- Legal & General Group opened 38 new positions and closed 60 in Q4 2017.
- Legal & General Group's portfolio value rose 3.9% quarter-over-quarter to $138B.
Based on Legal & General Group's 13F filing for Q4 2017, filed 13 Feb 2018.