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 | |
|---|---|---|---|---|---|---|
|
CCG
851
DELISTED
CAMPUS CREST COMMUNITIES INC COM STK (MD)
CCG
| $1.19M | ﹤0.01% |
+103,140
| New | +$1.34M |
|
852
UGI
UGI
$7.76B
| $1.19M | ﹤0.01% |
+45,539
| New | +$1.2M |
|
|
LVLT
853
DELISTED
Level 3 Communications Inc
LVLT
| $1.19M | ﹤0.01% |
+56,295
| New | +$1.2M |
|
|
EV
854
DELISTED
Eaton Vance Corp.
EV
| $1.18M | ﹤0.01% |
+31,404
| New | +$1.26M |
|
855
Fomento Económico Mexicano
FMX
$43.2B
| $1.17M | ﹤0.01% |
+11,312
| New | +$1.26M |
|
856
Snap-on
SNA
$21.2B
| $1.17M | ﹤0.01% |
+13,063
| New | +$1.14M |
|
857
Televisa
TV
$1.52B
| $1.16M | ﹤0.01% |
+46,636
| New | +$1.19M |
|
|
FCH
858
DELISTED
Felcor Lodging Trust
FCH
| $1.16M | ﹤0.01% |
+195,794
| New | +$1.16M |
|
|
SNV
859
DELISTED
Synovus
SNV
| $1.15M | ﹤0.01% |
+56,269
| New | +$1.07M |
|
|
BIN
860
DELISTED
PROGRESSIVE WASTE SOLUTIONS LTD COM
BIN
| $1.14M | ﹤0.01% |
+53,133
| New | +$1.17M |
|
861
Archrock
AROC
$6.21B
| $1.14M | ﹤0.01% |
+40,460
| New | +$1.11M |
|
862
VEON
VEON
$3.66B
| $1.14M | ﹤0.01% |
+4,512
| New | +$1.23M |
|
|
FPO
863
DELISTED
First Potomac Realty Trust
FPO
| $1.11M | ﹤0.01% |
+85,237
| New | +$1.25M |
|
864
Dick's Sporting Goods
DKS
$17.9B
| $1.11M | ﹤0.01% |
+22,134
| New | +$1.11M |
|
|
OA
865
DELISTED
Orbital ATK, Inc.
OA
| $1.11M | ﹤0.01% |
+13,430
| New | +$1.02M |
|
866
Telefônica Brasil
VIV
$20.6B
| $1.1M | ﹤0.01% |
+48,424
| New | +$1.24M |
|
867
MidCap Financial Investment
MFIC
$796M
| $1.1M | ﹤0.01% |
+47,350
| New | +$1.18M |
|
868
Dana Inc
DAN
$2.91B
| $1.09M | ﹤0.01% |
+56,744
| New | +$1M |
|
869
Grupo Aeroportuario del Sureste
ASR
$8.3B
| $1.09M | ﹤0.01% |
+9,830
| New | +$1.18M |
|
870
Telephone and Data Systems
TDS
$3.82B
| $1.09M | ﹤0.01% |
+44,158
| New | +$995K |
|
871
Martin Marietta Materials
MLM
$32.4B
| $1.07M | ﹤0.01% |
+10,921
| New | +$1.13M |
|
872
Terex
TEX
$7.11B
| $1.07M | ﹤0.01% |
+40,703
| New | +$1.26M |
|
873
EnerSys
ENS
$6.74B
| $1.07M | ﹤0.01% |
+21,783
| New | +$1.03M |
|
|
TEN
874
DELISTED
Tenneco Inc. Class A Voting Common Stock
TEN
| $1.05M | ﹤0.01% |
+23,247
| New | +$956K |
|
875
Huntsman Corp
HUN
$2.12B
| $1.05M | ﹤0.01% |
+63,458
| New | +$1.16M |
|
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.