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 | |
|---|---|---|---|---|---|---|
701
Southwest Gas
SWX
$6.51B
| $4.27M | 0.01% |
+91,258
| New | +$4.45M |
|
|
PPS
702
DELISTED
Post Properties
PPS
| $4.15M | 0.01% |
+83,886
| New | +$4.11M |
|
|
VRE
703
DELISTED
Veris Residential
VRE
| $4.02M | 0.01% |
+164,241
| New | +$4.41M |
|
704
Portland General Electric
POR
$5.71B
| $4M | 0.01% |
+130,927
| New | +$4.07M |
|
705
Idacorp
IDA
$7.93B
| $3.98M | 0.01% |
+83,381
| New | +$4.01M |
|
706
Chunghwa Telecom
CHT
$33.1B
| $3.86M | 0.01% |
+120,164
| New | +$3.82M |
|
|
LHO
707
DELISTED
LaSalle Hotel Properties
LHO
| $3.85M | 0.01% |
+155,799
| New | +$4.03M |
|
708
EPR Properties
EPR
$4.78B
| $3.84M | 0.01% |
+76,349
| New | +$4.14M |
|
|
IM
709
DELISTED
Ingram Micro
IM
| $3.78M | 0.01% |
+198,926
| New | +$3.68M |
|
|
FCE.A
710
DELISTED
Forest City Realty Trust, Inc.
FCE.A
| $3.69M | 0.01% |
+206,014
| New | +$3.8M |
|
|
HR
711
DELISTED
Healthcare Realty Trust Incorporated
HR
| $3.64M | 0.01% |
+142,831
| New | +$3.99M |
|
712
Goodyear
GT
$1.97B
| $3.58M | ﹤0.01% |
+233,998
| New | +$3.2M |
|
|
CLP
713
DELISTED
COLONIAL PROPERTIES TRUST
CLP
| $3.56M | ﹤0.01% |
+147,497
| New | +$3.42M |
|
714
Teva Pharmaceuticals
TEVA
$40.3B
| $3.53M | ﹤0.01% |
+90,145
| New | +$3.51M |
|
|
BDN
715
Brandywine Realty Trust
BDN
$524M
| $3.53M | ﹤0.01% |
+260,942
| New | +$3.81M |
|
716
COPT Defense Properties
CDP
$4.32B
| $3.35M | ﹤0.01% |
+131,488
| New | +$3.62M |
|
|
DCT
717
DELISTED
DCT Industrial Trust Inc.
DCT
| $3.35M | ﹤0.01% |
+117,186
| New | +$3.55M |
|
718
KKR & Co
KKR
$89.5B
| $3.35M | ﹤0.01% |
+170,170
| New | +$3.38M |
|
|
MPT
719
Medical Properties Trust
MPT
$2.77B
| $3.33M | ﹤0.01% |
+232,215
| New | +$3.66M |
|
720
CubeSmart
CUBE
$9.3B
| $3.27M | ﹤0.01% |
+204,802
| New | +$3.35M |
|
|
UIL
721
DELISTED
UIL HOLDINGS
UIL
| $3.24M | ﹤0.01% |
+84,733
| New | +$3.38M |
|
|
ALE
722
DELISTED
Allete
ALE
| $3.23M | ﹤0.01% |
+64,827
| New | +$3.21M |
|
723
Diamondrock Hospitality Co
DRH
$2.73B
| $3.2M | ﹤0.01% |
+343,301
| New | +$3.31M |
|
724
Tenet Healthcare
THC
$20.1B
| $3.2M | ﹤0.01% |
+69,406
| New | +$3.11M |
|
725
Sunstone Hotel Investors
SHO
$2.18B
| $3.1M | ﹤0.01% |
+256,693
| New | +$3.13M |
|
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.