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 | |
|---|---|---|---|---|---|---|
676
Blackstone
BX
$102B
| $5.82M | 0.01% |
+281,521
| New | +$5.86M |
|
|
GXP
677
DELISTED
Great Plains Energy Incorporated
GXP
| $5.81M | 0.01% |
+257,807
| New | +$5.99M |
|
678
W.P. Carey
WPC
$16.7B
| $5.75M | 0.01% |
+88,770
| New | +$6.03M |
|
|
ANDV
679
DELISTED
Andeavor
ANDV
| $5.71M | 0.01% |
+109,031
| New | +$6.11M |
|
|
PDM
680
Piedmont Realty Trust
PDM
$1.23B
| $5.6M | 0.01% |
+312,949
| New | +$6.09M |
|
681
PLDT
PHI
$4.2B
| $5.53M | 0.01% |
+81,700
| New | +$5.82M |
|
|
HME
682
DELISTED
HOME PROPERTIES, INC
HME
| $5.5M | 0.01% |
+84,140
| New | +$5.37M |
|
683
Omega Healthcare
OHI
$14.9B
| $5.43M | 0.01% |
+175,170
| New | +$5.76M |
|
684
Douglas Emmett
DEI
$2B
| $5.32M | 0.01% |
+213,333
| New | +$5.5M |
|
|
EQC
685
DELISTED
Equity Commonwealth
EQC
| $5.13M | 0.01% |
+221,697
| New | +$4.78M |
|
686
Ryanair
RYAAY
$30.5B
| $4.99M | 0.01% |
+236,340
| New | +$4.47M |
|
|
VVC
687
DELISTED
Vectren Corporation
VVC
| $4.91M | 0.01% |
+145,018
| New | +$5.13M |
|
688
Tanger
SKT
$4.66B
| $4.89M | 0.01% |
+146,172
| New | +$5.26M |
|
|
WW
689
DELISTED
WW International
WW
| $4.88M | 0.01% |
+106,038
| New | +$4.62M |
|
690
Highwoods Properties
HIW
$3.69B
| $4.76M | 0.01% |
+133,823
| New | +$5.12M |
|
691
Mid-America Apartment Communities
MAA
$15.4B
| $4.72M | 0.01% |
+69,626
| New | +$4.79M |
|
692
KT
KT
$8.59B
| $4.72M | 0.01% |
+301,692
| New | +$4.99M |
|
693
Zoetis
ZTS
$31.9B
| $4.68M | 0.01% |
+151,551
| New | +$4.91M |
|
|
RAD
694
DELISTED
Rite Aid Corporation
RAD
| $4.67M | 0.01% |
+81,706
| New | +$4.26M |
|
|
PNY
695
DELISTED
PIEDMONT NATURAL GAS CO INC(NC
PNY
| $4.62M | 0.01% |
+136,907
| New | +$4.65M |
|
696
Equity Lifestyle Properties
ELS
$12.7B
| $4.58M | 0.01% |
+233,276
| New | +$4.67M |
|
|
CNL
697
DELISTED
CLECO CRP (HOLDING CO)
CNL
| $4.48M | 0.01% |
+96,560
| New | +$4.51M |
|
698
OGE Energy
OGE
$9.83B
| $4.47M | 0.01% |
+131,068
| New | +$4.56M |
|
699
LXP Industrial Trust
LXP
$3.57B
| $4.39M | 0.01% |
+75,116
| New | +$4.64M |
|
700
RLJ Lodging Trust
RLJ
$1.88B
| $4.3M | 0.01% |
+191,051
| New | +$4.38M |
|
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.