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 | |
|---|---|---|---|---|---|---|
651
Alexandria Real Estate Equities
ARE
$9.15B
| $7.8M | 0.01% |
+118,675
| New | +$8.39M |
|
652
ICICI Bank
IBN
$109B
| $7.7M | 0.01% |
+1,113,992
| New | +$8.82M |
|
|
TCO
653
DELISTED
Taubman Centers Inc.
TCO
| $7.63M | 0.01% |
+101,595
| New | +$8.29M |
|
654
SK Telecom
SKM
$12.2B
| $7.63M | 0.01% |
+230,996
| New | +$7.59M |
|
655
HDFC Bank
HDB
$124B
| $7.55M | 0.01% |
+832,608
| New | +$8.23M |
|
656
State Street SPDR S&P 500 ETF Trust
SPY
$784B
| $7.52M | 0.01% |
+46,700
| New | +$7.52M |
|
657
Dr. Reddy's Laboratories
RDY
$9.85B
| $7.47M | 0.01% |
+988,800
| New | +$7.22M |
|
|
MOLX
658
DELISTED
MOLEX INC
MOLX
| $7.37M | 0.01% |
+251,189
| New | +$7.25M |
|
659
Erie Indemnity
ERIE
$12.2B
| $7.27M | 0.01% |
+91,214
| New | +$7.09M |
|
|
MDR
660
DELISTED
McDermott International
MDR
| $7.08M | 0.01% |
+288,654
| New | +$8.35M |
|
661
SITE Centers
SITC
$227M
| $7.05M | 0.01% |
+328,489
| New | +$7.57M |
|
|
SVU
662
DELISTED
SUPERVALU Inc.
SVU
| $7M | 0.01% |
+160,665
| New | +$6.76M |
|
663
AutoNation
AN
$7.18B
| $6.9M | 0.01% |
+159,050
| New | +$7.1M |
|
|
MBT
664
DELISTED
Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares
MBT
| $6.85M | 0.01% |
+361,724
| New | +$7.07M |
|
665
Extra Space Storage
EXR
$31.3B
| $6.72M | 0.01% |
+160,170
| New | +$6.78M |
|
|
ACC
666
DELISTED
American Campus Communities, Inc.
ACC
| $6.58M | 0.01% |
+161,955
| New | +$6.94M |
|
|
BRE
667
DELISTED
BRE PROPERTIES INC CL A
BRE
| $6.44M | 0.01% |
+128,824
| New | +$6.49M |
|
668
Kilroy Realty
KRC
$4.6B
| $6.41M | 0.01% |
+120,885
| New | +$6.59M |
|
669
Cemex
CX
$17.2B
| $6.35M | 0.01% |
+701,932
| New | +$6.75M |
|
670
NNN REIT
NNN
$9.16B
| $6.27M | 0.01% |
+182,317
| New | +$6.85M |
|
671
Petrobras Class A
PBR.A
$109B
| $6.25M | 0.01% |
+426,780
| New | +$7.78M |
|
|
BMR
672
DELISTED
BIOMED REALTY TRUST INC
BMR
| $6.23M | 0.01% |
+308,044
| New | +$6.67M |
|
|
CBL
673
DELISTED
CBL& Associates Properties, Inc.
CBL
| $5.9M | 0.01% |
+275,536
| New | +$6.54M |
|
674
IAMGOLD
IAG
$8.42B
| $5.89M | 0.01% |
+1,405,543
| New | +$7.49M |
|
|
MOLXA
675
DELISTED
MOLEX INC CL-A
MOLXA
| $5.83M | 0.01% |
+234,706
| New | +$5.83M |
|
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.