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 | |
|---|---|---|---|---|---|---|
601
SEI Investments
SEIC
$12.4B
| $15.2M | 0.02% |
+533,655
| New | +$15.5M |
|
602
TransAlta
TAC
$4.06B
| $14.6M | 0.02% |
+1,068,674
| New | +$15.1M |
|
|
HAR
603
DELISTED
Harman International Industries
HAR
| $14.5M | 0.02% |
+268,186
| New | +$13M |
|
604
Tenaris
TS
$28.6B
| $14.3M | 0.02% |
+355,049
| New | +$14.8M |
|
605
T-Mobile US
TMUS
$186B
| $14.2M | 0.02% |
+570,337
| New | +$12.2M |
|
|
PPLI
606
People Inc
PPLI
$3.08B
| $14.1M | 0.02% |
+1,660,135
| New | +$14.1M |
|
607
Commerce Bancshares
CBSH
$8.55B
| $14.1M | 0.02% |
+609,815
| New | +$13.5M |
|
|
JCP
608
DELISTED
J.C. Penney Company, Inc.
JCP
| $13.7M | 0.02% |
+800,958
| New | +$13.5M |
|
609
Ryder
R
$9.9B
| $13.6M | 0.02% |
+223,317
| New | +$13.4M |
|
610
SPX Corp
SPXC
$9.98B
| $13.3M | 0.02% |
+736,021
| New | +$14M |
|
611
Petrobras
PBR
$123B
| $13M | 0.02% |
+971,262
| New | +$16.6M |
|
612
American Eagle Outfitters
AEO
$2.9B
| $12.7M | 0.02% |
+696,010
| New | +$13.4M |
|
613
ATI
ATI
$24.8B
| $12.6M | 0.02% |
+479,116
| New | +$13.5M |
|
614
United Airlines
UAL
$40.1B
| $12.6M | 0.02% |
+401,135
| New | +$12.8M |
|
615
Broadridge
BR
$17.9B
| $12.4M | 0.02% |
+464,744
| New | +$12M |
|
|
NFX
616
DELISTED
Newfield Exploration
NFX
| $12.3M | 0.02% |
+515,915
| New | +$11.8M |
|
|
UPL
617
DELISTED
Ultra Petroleum Corp. Common Stock
UPL
| $12.2M | 0.02% |
+615,741
| New | +$13.2M |
|
618
Gentex
GNTX
$5.03B
| $12.1M | 0.02% |
+1,050,378
| New | +$11.8M |
|
619
First Solar
FSLR
$22.1B
| $12M | 0.02% |
+267,496
| New | +$11.9M |
|
620
Grupo Cibest SA
CIB
$22.3B
| $11.9M | 0.02% |
+211,003
| New | +$13.1M |
|
|
CHL
621
DELISTED
China Mobile Limited
CHL
| $11.8M | 0.02% |
+230,908
| New | +$12.2M |
|
622
Old Republic International
ORI
$10.6B
| $11.8M | 0.02% |
+916,121
| New | +$12.1M |
|
623
Compañía de Minas Buenaventura
BVN
$8.09B
| $11.7M | 0.02% |
+792,241
| New | +$15.4M |
|
624
Southwest Airlines
LUV
$22.3B
| $11.3M | 0.02% |
+877,978
| New | +$12M |
|
|
X
625
DELISTED
US Steel
X
| $11.3M | 0.02% |
+644,584
| New | +$11.4M |
|
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.