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 |
Apple
AAPL
|
+$1.17B |
| 2 |
Microsoft
MSFT
|
+$870M |
| 3 |
Amazon
AMZN
|
+$662M |
| 4 |
Advanced Micro Devices
AMD
|
+$412M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$346M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
XLNX
Xilinx Inc
XLNX
|
+$492M |
| 2 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
+$328M |
| 3 |
Baidu
BIDU
|
+$128M |
| 4 |
Exelon
EXC
|
+$112M |
| 5 |
MCFE
McAfee Corp. Class A Common Stock
MCFE
|
+$95.7M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 25.91% |
| 2 | Financials | 13.21% |
| 3 | Healthcare | 12.91% |
| 4 | Consumer Discretionary | 10.49% |
| 5 | Communication Services | 8.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
776
EPR Properties
EPR
$4.77B
| $30.6M | 0.01% |
559,328
-42,614
| -7% | -$2.06M |
|
|
DOC
777
DELISTED
PHYSICIANS REALTY TRUST
DOC
| $30.4M | 0.01% |
1,732,647
-44,624
| -3% | -$784K |
|
778
KE Holdings
BEKE
$18.8B
| $30.3M | 0.01% |
2,449,432
+77,142
| +3% | +$1.37M |
|
|
SUMO
779
DELISTED
Sumo Logic, Inc. Common Stock
SUMO
| $30.1M | 0.01% |
2,581,635
+577,922
| +29% | +$6.7M |
|
|
BLDP
780
Ballard Power Systems
BLDP
$790M
| $30.1M | 0.01% |
2,250,395
+249,964
| +12% | +$2.66M |
|
781
Kornit Digital
KRNT
$791M
| $30.1M | 0.01% |
364,111
+25,307
| +7% | +$2.44M |
|
|
IRBT
782
DELISTED
iRobot
IRBT
| $30.1M | 0.01% |
474,742
-11,805
| -2% | -$747K |
|
783
A10 Networks
ATEN
$1.93B
| $29.6M | 0.01% |
2,124,115
-281,587
| -12% | -$3.96M |
|
784
DraftKings
DKNG
$11.9B
| $29.6M | 0.01% |
1,519,210
+13,613
| +0.9% | +$289K |
|
785
Lufax Holding
LU
$1.3B
| $29.4M | 0.01% |
1,320,052
+538,051
| +69% | +$11.9M |
|
786
RB Global
RBA
$17.5B
| $29.4M | 0.01% |
496,825
+87,444
| +21% | +$5.13M |
|
787
Cable One
CABO
$212M
| $29.3M | 0.01% |
20,003
+1,396
| +8% | +$2.12M |
|
|
GRP.U
788
DELISTED
Granite Real Estate Investment Trust
GRP.U
| $29.2M | 0.01% |
378,121
-8,810
| -2% | -$671K |
|
789
iShares MSCI Taiwan ETF
EWT
$10.7B
| $29.2M | 0.01% |
474,431
| – | – |
|
790
Spire
SR
$4.85B
| $29.1M | 0.01% |
405,382
-27,523
| -6% | -$1.82M |
|
791
Rackspace Technology
RXT
$1.24B
| $29.1M | 0.01% |
2,605,068
+328,228
| +14% | +$3.88M |
|
792
Coupang
CPNG
$29.2B
| $29M | 0.01% |
1,634,892
+1,384,105
| +552% | +$29.6M |
|
793
RenaissanceRe
RNR
$13.4B
| $28.8M | 0.01% |
181,921
-10,947
| -6% | -$1.7M |
|
794
Builders FirstSource
BLDR
$8.04B
| $28.7M | 0.01% |
444,176
-9,231
| -2% | -$670K |
|
795
Autoliv
ALV
$9B
| $28.6M | 0.01% |
373,613
+1,885
| +0.5% | +$173K |
|
796
State Street SPDR Portfolio MSCI Global Stock Market ETF
SPGM
$1.78B
| $27.8M | 0.01% |
507,828
+93,516
| +23% | +$5.12M |
|
797
Williams-Sonoma
WSM
$29.6B
| $27.5M | 0.01% |
379,388
-6,908
| -2% | -$523K |
|
798
Coinbase
COIN
$40.5B
| $27.5M | 0.01% |
144,728
+14,275
| +11% | +$2.79M |
|
799
Wolfspeed
WOLF
$1.71B
| $27.4M | 0.01% |
241,043
+789
| +0.3% | +$79.5K |
|
|
AVLR
800
DELISTED
Avalara, Inc.
AVLR
| $27.4M | 0.01% |
275,054
+30,872
| +13% | +$3.13M |
|
Similar funds
Legal & General Group's Q1 2022 Portfolio in Review
As of Q1 2022, Legal & General Group held 3,619 positions worth $329B, down 0.57% from $331B the previous quarter. Its ten largest holdings account for 24% of the portfolio.
Legal & General Group deployed $15.4B of net new capital in Q1 2022, opening 42 new positions and adding to 1,796 existing holdings. Its largest new stake was Constellation Energy: 1,971,254 shares worth $111M.
By sector, the portfolio is most concentrated in Technology at 26% of assets, down from 27% a quarter earlier, followed by Financials and Healthcare.
On the sell side, the largest reduction was Baidu, an estimated $128M trimmed.
- Legal & General Group's largest Q1 2022 buy was Constellation Energy: 1,971,254 shares worth $111M.
- Legal & General Group added most to Apple in Q1 2022, an estimated $1.17B increase.
- Legal & General Group's biggest Q1 2022 reduction was Baidu, cutting an estimated $128M.
- Legal & General Group fully exited Xilinx Inc in Q1 2022, selling an estimated $492M.
- Legal & General Group's ten largest holdings make up 24% of its $329B portfolio in Q1 2022.
- Legal & General Group opened 42 new positions and closed 54 in Q1 2022.
- Legal & General Group's portfolio value fell 0.57% quarter-over-quarter to $329B.
Based on Legal & General Group's 13F filing for Q1 2022, filed 16 May 2022.