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 | |
|---|---|---|---|---|---|---|
|
ELME
726
Elme Communities
ELME
$142M
| $3.1M | ﹤0.01% |
+115,170
| New | +$3.23M |
|
727
iShares Core S&P Small-Cap ETF
IJR
$108B
| $3.06M | ﹤0.01% |
+67,600
| New | +$2.99M |
|
|
LSI
728
DELISTED
Life Storage, Inc.
LSI
| $3.06M | ﹤0.01% |
+70,880
| New | +$3.13M |
|
729
Arch Capital
ACGL
$34.4B
| $3M | ﹤0.01% |
+175,053
| New | +$3.05M |
|
|
UNS
730
DELISTED
UNS ENERGY CORP COM
UNS
| $2.99M | ﹤0.01% |
+66,904
| New | +$3.22M |
|
731
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.4B
| $2.99M | ﹤0.01% |
+14,200
| New | +$3M |
|
732
Community Health Systems
CYH
$385M
| $2.98M | ﹤0.01% |
+76,831
| New | +$2.89M |
|
733
Ares Capital
ARCC
$13.5B
| $2.92M | ﹤0.01% |
+169,538
| New | +$2.96M |
|
734
Pitney Bowes
PBI
$2.36B
| $2.84M | ﹤0.01% |
+193,244
| New | +$2.85M |
|
|
GNMX
735
DELISTED
Aevi Genomic Medicine Inc
GNMX
| $2.83M | ﹤0.01% |
+725,000
| New | +$2.97M |
|
|
DNY
736
DELISTED
DONNELLEY R R & SONS CO
DNY
| $2.79M | ﹤0.01% |
+198,782
| New | +$2.79M |
|
|
LUX
737
DELISTED
Luxottica Group
LUX
| $2.75M | ﹤0.01% |
+54,246
| New | +$2.81M |
|
738
CNA Financial
CNA
$14.3B
| $2.7M | ﹤0.01% |
+82,660
| New | +$2.75M |
|
739
America Movil
AMX
$75.3B
| $2.67M | ﹤0.01% |
+122,839
| New | +$2.51M |
|
740
Compañía de Cervecerías Unidas
CCU
$2.12B
| $2.66M | ﹤0.01% |
+93,085
| New | +$2.83M |
|
741
NorthWestern Energy
NWE
$4.25B
| $2.63M | ﹤0.01% |
+65,905
| New | +$2.71M |
|
|
ERF
742
DELISTED
Enerplus Corporation
ERF
| $2.6M | ﹤0.01% |
+178,114
| New | +$2.57M |
|
743
Crown Holdings
CCK
$12.7B
| $2.6M | ﹤0.01% |
+63,292
| New | +$2.67M |
|
744
Fidelity National Financial
FNF
$13.9B
| $2.6M | ﹤0.01% |
+191,104
| New | +$2.78M |
|
745
Quanta Services
PWR
$101B
| $2.6M | ﹤0.01% |
+98,077
| New | +$2.72M |
|
746
Helmerich & Payne
HP
$3.38B
| $2.58M | ﹤0.01% |
+41,256
| New | +$2.54M |
|
747
Avista
AVA
$3.37B
| $2.57M | ﹤0.01% |
+95,157
| New | +$2.61M |
|
748
Pebblebrook Hotel Trust
PEB
$2.16B
| $2.57M | ﹤0.01% |
+99,391
| New | +$2.63M |
|
749
EastGroup Properties
EGP
$11.2B
| $2.56M | ﹤0.01% |
+45,469
| New | +$2.75M |
|
750
Sun Communities
SUI
$15.3B
| $2.55M | ﹤0.01% |
+51,333
| New | +$2.59M |
|
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.