We are live on ! Find out more
Legal & General Group

Legal & General Group Portfolio holdings

AUM $432B
1-Year Est. Return 29.4%
 

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.

This Quarter Est. Return
+2.1%
1 Year Est. Return
+29.4%
3 Year Est. Return
+97.7%
5 Year Est. Return
+129.51%
10 Year Est. Return
+472.83%
AUM
$82.4B
AUM Growth
-$279M
Cap. Flow
-$1.44B
Cap. Flow %
-1.75%
Top 10 Hldgs %
16.28%
Holding
1,341
New
25
Increased
397
Reduced
555
Closed
36

Top Buys

Rank Stock Value
1
VZ icon
Verizon
VZ
+$259M
2
TSLA icon
Tesla
TSLA
+$57.7M
3
VRN
Veren
VRN
+$56.2M
4
ZTS icon
Zoetis
ZTS
+$43.1M
5
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$32.3M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$74.7M
2
XOM icon
ExxonMobil
XOM
+$63.9M
3
LIFE
LIFE TECHNOLOGIES CORP COM STK (DE)
LIFE
+$57.3M
4
IBM icon
IBM
IBM
+$56.4M
5
GE icon
GE Aerospace
GE
+$39.2M

Sector Composition

Rank Sector Weight
1 Financials 16.58%
2 Healthcare 12.91%
3 Technology 12.68%
4 Energy 10.74%
5 Industrials 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PKG icon
851
Packaging Corp of America
PKG
$21.9B
$1.82M ﹤0.01%
25,850
– –
OTEX icon
852
Open Text
OTEX
$6.15B
$1.77M ﹤0.01%
73,840
+3,600
+5% +$87.4K
EDR
853
DELISTED
Education Realty Trust Inc
EDR
$1.75M ﹤0.01%
59,122
-8,187
-12% -$229K
STAG icon
854
STAG Industrial
STAG
$7.38B
$1.74M ﹤0.01%
72,279
+1,000
+1% +$22.3K
FCH
855
DELISTED
Felcor Lodging Trust
FCH
$1.72M ﹤0.01%
190,212
-19,534
-9% -$166K
CLGX
856
DELISTED
Corelogic, Inc.
CLGX
$1.71M ﹤0.01%
56,858
-13,918
-20% -$458K
LXK
857
DELISTED
Lexmark Intl Inc
LXK
$1.71M ﹤0.01%
36,846
– –
SUNE
858
DELISTED
SUNEDISON, INC COM
SUNE
$1.7M ﹤0.01%
90,465
+778
+0.9% +$13K
FSP
859
Franklin Street Properties
FSP
$47.2M
$1.7M ﹤0.01%
134,905
-22,430
-14% -$273K
JBLU icon
860
JetBlue
JBLU
$2.28B
$1.69M ﹤0.01%
194,973
+3,666
+2% +$32.1K
TDS icon
861
Telephone and Data Systems
TDS
$3.82B
$1.69M ﹤0.01%
64,381
– –
BIN
862
DELISTED
PROGRESSIVE WASTE SOLUTIONS LTD COM
BIN
$1.68M ﹤0.01%
66,233
+500
+0.8% +$12.1K
LYV icon
863
Live Nation Entertainment
LYV
$40.6B
$1.66M ﹤0.01%
76,505
– –
SON icon
864
Sonoco
SON
$5.57B
$1.66M ﹤0.01%
40,457
+872
+2% +$36.2K
ROIC
865
DELISTED
Retail Opportunity Investments Corp.
ROIC
$1.66M ﹤0.01%
110,758
+6,000
+6% +$87.5K
SANM icon
866
Sanmina
SANM
$9.95B
$1.64M ﹤0.01%
93,967
– –
SPN
867
DELISTED
Superior Energy Services, Inc.
SPN
$1.64M ﹤0.01%
5,329
+112
+2% +$30.1K
ALB icon
868
Albemarle
ALB
$13.9B
$1.64M ﹤0.01%
24,627
+544
+2% +$35.2K
VEDL
869
DELISTED
Vedanta Limited American Depostary Shares (Each representing four equity shares)
VEDL
$1.64M ﹤0.01%
131,840
+51,200
+63% +$615K
SBRA icon
870
Sabra Healthcare REIT
SBRA
$5.34B
$1.63M ﹤0.01%
58,448
-4,200
-7% -$115K
MLM icon
871
Martin Marietta Materials
MLM
$31.5B
$1.63M ﹤0.01%
12,695
-550
-4% -$63.2K
RPT
872
DELISTED
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
$1.63M ﹤0.01%
99,881
-6,760
-6% -$108K
ACM icon
873
Aecom
ACM
$9.3B
$1.61M ﹤0.01%
50,117
+1,415
+3% +$43.1K
CMC icon
874
Commercial Metals
CMC
$7.6B
$1.61M ﹤0.01%
85,235
– –
RS icon
875
Reliance Steel & Aluminium
RS
$20.7B
$1.6M ﹤0.01%
22,670
+435
+2% +$31K
33 34
35
36 37

Similar funds

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Legal & General Group's Q1 2014 Portfolio in Review

As of Q1 2014, Legal & General Group held 1,341 positions worth $82.4B, down 0.34% from $82.6B the previous quarter. Its ten largest holdings account for 16% of the portfolio.

Trading was light in Q1 2014: portfolio turnover was 4.5%. Legal & General Group opened 25 new positions and exited 36, leaving the 1,341-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 17% of assets, down from 17% a quarter earlier, followed by Healthcare and Technology.

  • Legal & General Group's largest Q1 2014 buy was Veren: 1,738,973 shares worth $58.1M.
  • Legal & General Group added most to Verizon in Q1 2014, an estimated $259M increase.
  • Legal & General Group's biggest Q1 2014 reduction was Apple, cutting an estimated $74.7M.
  • Legal & General Group fully exited LIFE TECHNOLOGIES CORP COM STK (DE) in Q1 2014, selling an estimated $57.3M.
  • Legal & General Group's ten largest holdings make up 16% of its $82.4B portfolio in Q1 2014.
  • Legal & General Group opened 25 new positions and closed 36 in Q1 2014.
  • Legal & General Group's portfolio value fell 0.34% quarter-over-quarter to $82.4B.

Based on Legal & General Group's 13F filing for Q1 2014, filed 14 May 2014.