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 |
Microsoft
MSFT
|
+$337M |
| 2 |
Tesla
TSLA
|
+$226M |
| 3 |
Apple
AAPL
|
+$183M |
| 4 |
GE HealthCare
GEHC
|
+$157M |
| 5 |
Exelon
EXC
|
+$122M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Check Point Software Technologies
CHKP
|
+$183M |
| 2 |
GE Aerospace
GE
|
+$158M |
| 3 |
CYBR
CyberArk
CYBR
|
+$122M |
| 4 |
Cloudflare
NET
|
+$94.4M |
| 5 |
Akamai
AKAM
|
+$92.8M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 26.4% |
| 2 | Healthcare | 13.8% |
| 3 | Financials | 12.19% |
| 4 | Consumer Discretionary | 9.58% |
| 5 | Industrials | 8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
826
Interactive Brokers
IBKR
$39.6B
| $19.5M | 0.01% |
945,296
+30,816
| +3% | +$627K |
|
827
DT Midstream
DTM
$13.4B
| $19.4M | 0.01% |
392,439
+6,731
| +2% | +$349K |
|
828
Ciena
CIEN
$58.4B
| $19.4M | 0.01% |
368,561
+8,396
| +2% | +$419K |
|
|
P
829
Everpure Inc
P
$29.9B
| $19.3M | 0.01% |
757,579
+83,763
| +12% | +$2.26M |
|
830
Jones Lang LaSalle
JLL
$16.7B
| $19.3M | 0.01% |
132,597
+2,843
| +2% | +$474K |
|
831
Full Truck Alliance
YMM
$9.99B
| $19.3M | 0.01% |
2,531,911
-124,291
| -5% | -$985K |
|
832
UiPath
PATH
$7.8B
| $19.3M | 0.01% |
1,096,923
+34,243
| +3% | +$517K |
|
833
Chemed
CHE
$7.22B
| $19.2M | 0.01% |
35,695
+650
| +2% | +$331K |
|
834
Futu Holdings
FUTU
$15.3B
| $19.2M | 0.01% |
370,145
+8,064
| +2% | +$392K |
|
835
argenx
ARGX
$54.1B
| $19.1M | 0.01% |
51,165
+1,778
| +4% | +$658K |
|
836
Innovative Industrial Properties
IIPR
$1.72B
| $19M | 0.01% |
250,527
+14,834
| +6% | +$1.31M |
|
837
Prospect Capital
PSEC
$1.17B
| $19M | 0.01% |
2,725,987
+100,931
| +4% | +$733K |
|
838
Applied Industrial Technologies
AIT
$13.3B
| $18.6M | 0.01% |
130,890
+17,711
| +16% | +$2.4M |
|
839
US Foods
USFD
$24B
| $18.6M | 0.01% |
502,220
+123,662
| +33% | +$4.58M |
|
840
Lamar Advertising Co
LAMR
$16.3B
| $18.5M | 0.01% |
184,932
+50,250
| +37% | +$5.1M |
|
841
Old Republic International
ORI
$10.4B
| $18.4M | 0.01% |
736,497
+10,863
| +1% | +$273K |
|
842
NorthWestern Energy
NWE
$4.43B
| $18.2M | 0.01% |
314,594
+7,618
| +2% | +$435K |
|
843
Tanger
SKT
$4.52B
| $18.1M | 0.01% |
924,541
+50,936
| +6% | +$945K |
|
844
Penumbra
PEN
$12.8B
| $18M | 0.01% |
64,530
+916
| +1% | +$234K |
|
845
Pan American Silver
PAAS
$21.6B
| $17.9M | 0.01% |
983,971
+130,150
| +15% | +$2.24M |
|
|
ONC
846
BeOne Medicines Ltd
ONC
$38.7B
| $17.9M | 0.01% |
83,041
-6,829
| -8% | -$1.64M |
|
847
Ryder
R
$10.1B
| $17.7M | 0.01% |
198,453
-678
| -0.3% | -$62.4K |
|
|
AQUA
848
DELISTED
Evoqua Water Technologies Corp. Common Stock
AQUA
| $17.5M | 0.01% |
352,602
+25,907
| +8% | +$1.21M |
|
849
CareTrust REIT
CTRE
$9.74B
| $17.5M | 0.01% |
891,626
+72,513
| +9% | +$1.42M |
|
850
Donaldson
DCI
$11.4B
| $17.4M | 0.01% |
266,745
+2,261
| +0.9% | +$142K |
|
Similar funds
Legal & General Group's Q1 2023 Portfolio in Review
As of Q1 2023, Legal & General Group held 3,448 positions worth $280B, up 7.3% from $261B the previous quarter. Its ten largest holdings account for 23% of the portfolio.
Trading was light in Q1 2023: portfolio turnover was 3%. Legal & General Group opened 32 new positions and exited 72, leaving the 3,448-position portfolio largely intact.
By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 23% a quarter earlier, followed by Healthcare and Financials.
- Legal & General Group's largest Q1 2023 buy was GE HealthCare: 2,192,516 shares worth $180M.
- Legal & General Group added most to Microsoft in Q1 2023, an estimated $337M increase.
- Legal & General Group's biggest Q1 2023 reduction was Check Point Software Technologies, cutting an estimated $183M.
- Legal & General Group fully exited SVB Financial Group in Q1 2023, selling an estimated $81.2M.
- Legal & General Group's ten largest holdings make up 23% of its $280B portfolio in Q1 2023.
- Legal & General Group opened 32 new positions and closed 72 in Q1 2023.
- Legal & General Group's portfolio value rose 7.3% quarter-over-quarter to $280B.
Based on Legal & General Group's 13F filing for Q1 2023, filed 15 May 2023.