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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
FRC
876
DELISTED
First Republic Bank
FRC
$1.59M ﹤0.01%
29,543
+2,107
+8% +$109K
KND
877
DELISTED
Kindred Healthcare
KND
$1.58M ﹤0.01%
67,684
+2,165
+3% +$44.8K
RGC
878
DELISTED
Regal Entertainment Group
RGC
$1.57M ﹤0.01%
84,224
+1,595
+2% +$30.6K
NTES icon
879
NetEase
NTES
$85.3B
$1.56M ﹤0.01%
115,750
– –
RPM icon
880
RPM International
RPM
$13.7B
$1.54M ﹤0.01%
36,738
-659
-2% -$27.2K
BSMX
881
DELISTED
Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México
BSMX
$1.52M ﹤0.01%
123,870
– –
RFP
882
DELISTED
Resolute Forest Products Inc.
RFP
$1.52M ﹤0.01%
75,500
+3,200
+4% +$61.3K
HT
883
DELISTED
Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest
HT
$1.51M ﹤0.01%
64,560
+763
+1% +$17K
CSR
884
Centerspace
CSR
$921M
$1.5M ﹤0.01%
16,677
+1,713
+11% +$147K
AEC
885
DELISTED
ASSOCIATED ESTATES REALTY CORP
AEC
$1.5M ﹤0.01%
88,343
-7,940
-8% -$132K
WCN
886
Waste Connections
WCN
$42.2B
$1.5M ﹤0.01%
51,170
+890
+2% +$25.3K
BRX icon
887
Brixmor Property Group
BRX
$9.67B
$1.49M ﹤0.01%
69,799
+5,200
+8% +$109K
UAA icon
888
Under Armour
UAA
$2.84B
$1.48M ﹤0.01%
51,922
+1,813
+4% +$47.1K
BRCD
889
DELISTED
Brocade Communications Systems, Inc. NEW
BRCD
$1.47M ﹤0.01%
138,176
– –
MFIC icon
890
MidCap Financial Investment
MFIC
$787M
$1.44M ﹤0.01%
57,708
+3,295
+6% +$85K
TEN
891
DELISTED
Tenneco Inc. Class A Voting Common Stock
TEN
$1.43M ﹤0.01%
24,697
– –
NOW icon
892
ServiceNow
NOW
$115B
$1.42M ﹤0.01%
118,175
+28,155
+31% +$358K
PLCM
893
DELISTED
POLYCOM INC
PLCM
$1.41M ﹤0.01%
103,030
+2,349
+2% +$29.5K
SPR
894
DELISTED
Spirit AeroSystems
SPR
$1.41M ﹤0.01%
50,137
+2,042
+4% +$62.3K
CFR icon
895
Cullen/Frost Bankers
CFR
$10.3B
$1.41M ﹤0.01%
18,164
+534
+3% +$39.9K
TKR icon
896
Timken Company
TKR
$9.56B
$1.4M ﹤0.01%
33,377
– –
VALE icon
897
Vale
VALE
$64.1B
$1.4M ﹤0.01%
101,051
-26,860
-21% -$367K
IRC
898
DELISTED
INLAND REAL ESTATE CORP
IRC
$1.4M ﹤0.01%
132,483
-20,720
-14% -$217K
MUSA icon
899
Murphy USA
MUSA
$11.2B
$1.4M ﹤0.01%
34,381
+15,168
+79% +$614K
DAN icon
900
Dana Inc
DAN
$2.9B
$1.39M ﹤0.01%
59,718
– –
34 35
36
37 38

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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.