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 | |
|---|---|---|---|---|---|---|
|
PHH
876
DELISTED
PHH Corporation
PHH
| $1.05M | ﹤0.01% |
+51,416
| New | +$1.05M |
|
|
RGC
877
DELISTED
Regal Entertainment Group
RGC
| $1.04M | ﹤0.01% |
+58,315
| New | +$1.04M |
|
|
LSE
878
DELISTED
CAPLEASE, INC
LSE
| $1.04M | ﹤0.01% |
+123,362
| New | +$928K |
|
|
UHT
879
Universal Health Realty Income Trust
UHT
$608M
| $1.03M | ﹤0.01% |
+23,809
| New | +$1.22M |
|
880
Federated Hermes
FHI
$4.51B
| $1.02M | ﹤0.01% |
+37,347
| New | +$947K |
|
|
BFS
881
Saul Centers
BFS
$850M
| $1.02M | ﹤0.01% |
+22,974
| New | +$1.03M |
|
|
OMX
882
DELISTED
OFFICEMAX INCORPORATED
OMX
| $1.01M | ﹤0.01% |
+99,051
| New | +$1.15M |
|
883
Itron
ITRI
$4.33B
| $1.01M | ﹤0.01% |
+23,827
| New | +$1.02M |
|
|
CSE
884
DELISTED
CAPITALSOURCE INC
CSE
| $1M | ﹤0.01% |
+107,182
| New | +$995K |
|
885
Ulta Beauty
ULTA
$22.2B
| $1M | ﹤0.01% |
+10,024
| New | +$902K |
|
|
AHT
886
Ashford Hospitality Trust
AHT
$20.9M
| $991K | ﹤0.01% |
+138
| New | +$1.11M |
|
|
FRC
887
DELISTED
First Republic Bank
FRC
| $990K | ﹤0.01% |
+25,723
| New | +$984K |
|
|
PLCM
888
DELISTED
POLYCOM INC
PLCM
| $982K | ﹤0.01% |
+93,132
| New | +$1.01M |
|
|
MR
889
DELISTED
MINDRAY MED INTL LTD SPONSORED ADR REPSTG CL A
MR
| $981K | ﹤0.01% |
+26,200
| New | +$1.03M |
|
890
New Oriental
EDU
$9B
| $979K | ﹤0.01% |
+44,200
| New | +$870K |
|
891
Domino's
DPZ
$11.7B
| $977K | ﹤0.01% |
+16,800
| New | +$939K |
|
892
Raymond James Financial
RJF
$33.6B
| $977K | ﹤0.01% |
+34,115
| New | +$987K |
|
893
Steel Dynamics
STLD
$36.2B
| $973K | ﹤0.01% |
+65,277
| New | +$977K |
|
894
Sonoco
SON
$5.62B
| $972K | ﹤0.01% |
+28,129
| New | +$981K |
|
|
SKS
895
DELISTED
SAKS INCORPORATED
SKS
| $968K | ﹤0.01% |
+70,973
| New | +$914K |
|
896
Associated Banc-Corp
ASB
$5.8B
| $958K | ﹤0.01% |
+61,633
| New | +$917K |
|
897
First Horizon
FHN
$12.1B
| $957K | ﹤0.01% |
+85,467
| New | +$924K |
|
898
Revvity
RVTY
$12.7B
| $950K | ﹤0.01% |
+29,245
| New | +$957K |
|
899
Open Text
OTEX
$6.15B
| $949K | ﹤0.01% |
+55,712
| New | +$910K |
|
|
CVA
900
DELISTED
Covanta Holding Corporation
CVA
| $936K | ﹤0.01% |
+46,778
| New | +$935K |
|
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.