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 | |
|---|---|---|---|---|---|---|
|
TECD
751
DELISTED
Tech Data Corp
TECD
| $2.55M | ﹤0.01% |
+54,114
| New | +$2.56M |
|
|
ACAS
752
DELISTED
American Capital Ltd
ACAS
| $2.48M | ﹤0.01% |
+195,360
| New | +$2.69M |
|
|
DFT
753
DELISTED
DuPont Fabros Technology Inc.
DFT
| $2.46M | ﹤0.01% |
+101,651
| New | +$2.54M |
|
|
ALU
754
DELISTED
Alcatel-Lucent
ALU
| $2.45M | ﹤0.01% |
+1,395,894
| New | +$2.08M |
|
755
Vale
VALE
$62.7B
| $2.44M | ﹤0.01% |
+185,511
| New | +$2.91M |
|
756
AGCO
AGCO
$7.44B
| $2.43M | ﹤0.01% |
+48,425
| New | +$2.56M |
|
|
BEE
757
DELISTED
STRATEGIC HOTELS & RESORTS, INC
BEE
| $2.43M | ﹤0.01% |
+274,015
| New | +$2.25M |
|
758
ITT
ITT
$17.2B
| $2.42M | ﹤0.01% |
+82,154
| New | +$2.36M |
|
|
GRT
759
DELISTED
GLIMCHER REALTY TRUST
GRT
| $2.39M | ﹤0.01% |
+218,456
| New | +$2.59M |
|
760
Nasdaq
NDAQ
$52.9B
| $2.38M | ﹤0.01% |
+217,920
| New | +$2.22M |
|
761
First Industrial Realty Trust
FR
$8.68B
| $2.37M | ﹤0.01% |
+156,299
| New | +$2.66M |
|
762
Avis
CAR
$5.05B
| $2.37M | ﹤0.01% |
+82,411
| New | +$2.48M |
|
|
GAS
763
DELISTED
AGL Resources Inc
GAS
| $2.35M | ﹤0.01% |
+54,715
| New | +$2.35M |
|
|
SRC
764
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
| $2.34M | ﹤0.01% |
+56,200
| New | +$2.69M |
|
765
National Health Investors
NHI
$3.65B
| $2.28M | ﹤0.01% |
+38,017
| New | +$2.46M |
|
|
PGH
766
DELISTED
Pengrowth Energy Corporation
PGH
| $2.27M | ﹤0.01% |
+462,664
| New | +$2.31M |
|
767
American States Water
AWR
$3.38B
| $2.22M | ﹤0.01% |
+82,680
| New | +$2.25M |
|
768
Apollo Global Management
APO
$69.3B
| $2.17M | ﹤0.01% |
+90,177
| New | +$2.23M |
|
|
RKT
769
DELISTED
ROCK-TENN COMPANY CL-A
RKT
| $2.17M | ﹤0.01% |
+43,408
| New | +$2.12M |
|
770
Telus
TU
$14.5B
| $2.13M | ﹤0.01% |
+146,696
| New | +$2.54M |
|
|
GOV
771
DELISTED
Government Properties Income Trust
GOV
| $2.12M | ﹤0.01% |
+83,917
| New | +$2.14M |
|
772
KBR
KBR
$4.43B
| $2.11M | ﹤0.01% |
+64,867
| New | +$2.07M |
|
773
Banco Bradesco
BBD
$38.3B
| $2.09M | ﹤0.01% |
+409,782
| New | +$2.54M |
|
|
EQY
774
DELISTED
Equity One
EQY
| $2.08M | ﹤0.01% |
+92,064
| New | +$2.24M |
|
775
Northwest Natural Holdings
NWN
$2.06B
| $2.06M | ﹤0.01% |
+48,371
| New | +$2.12M |
|
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.