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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
+5.49%
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
$85.8B
AUM Growth
+$3.47B
Cap. Flow
-$561M
Cap. Flow %
-0.65%
Top 10 Hldgs %
16.21%
Holding
1,340
New
35
Increased
545
Reduced
532
Closed
11

Top Buys

Rank Stock Value
1
T icon
AT&T
T
+$58.9M
2
VZ icon
Verizon
VZ
+$58M
3
TWTR
Twitter, Inc.
TWTR
+$50.7M
4
CCI icon
Crown Castle
CCI
+$42.6M
5
AMT icon
American Tower
AMT
+$41.7M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$118M
2
BEAM
BEAM INC COM STK (DE)
BEAM
+$55.6M
3
MSFT icon
Microsoft
MSFT
+$36.7M
4
IBM icon
IBM
IBM
+$36.6M
5
XOM icon
ExxonMobil
XOM
+$33.1M

Sector Composition

Rank Sector Weight
1 Financials 16.06%
2 Healthcare 13.06%
3 Technology 12.65%
4 Energy 11.25%
5 Industrials 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FLIR
876
DELISTED
FLIR Systems, Inc. (DE) Common Stock
FLIR
$1.82M ﹤0.01%
52,411
-4,029
-7% -$141K
NTES icon
877
NetEase
NTES
$84.4B
$1.81M ﹤0.01%
115,750
– –
TTM
878
DELISTED
Tata Motors Limited
TTM
$1.8M ﹤0.01%
46,000
-65,940
-59% -$2.53M
ANR
879
DELISTED
Alpha Natural Resources Inc
ANR
$1.79M ﹤0.01%
482,926
+164,489
+52% +$663K
OTEX icon
880
Open Text
OTEX
$6.15B
$1.79M ﹤0.01%
74,440
+600
+0.8% +$14.2K
AAT
881
American Assets Trust
AAT
$1.48B
$1.78M ﹤0.01%
51,447
-4,134
-7% -$141K
SON icon
882
Sonoco
SON
$5.62B
$1.78M ﹤0.01%
40,457
– –
SPR
883
DELISTED
Spirit AeroSystems
SPR
$1.78M ﹤0.01%
52,732
+2,595
+5% +$81.9K
RGC
884
DELISTED
Regal Entertainment Group
RGC
$1.78M ﹤0.01%
84,224
– –
LXK
885
DELISTED
Lexmark Intl Inc
LXK
$1.77M ﹤0.01%
36,846
– –
NOW icon
886
ServiceNow
NOW
$114B
$1.75M ﹤0.01%
141,475
+23,300
+20% +$249K
VEDL
887
DELISTED
Vedanta Limited American Depostary Shares (Each representing four equity shares)
VEDL
$1.75M ﹤0.01%
90,200
-41,640
-32% -$655K
PKG icon
888
Packaging Corp of America
PKG
$22.2B
$1.74M ﹤0.01%
24,333
-1,517
-6% -$104K
UFS
889
DELISTED
DOMTAR CORPORATION (New)
UFS
$1.73M ﹤0.01%
40,436
+2,700
+7% +$127K
HT
890
DELISTED
Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest
HT
$1.73M ﹤0.01%
64,540
-20
-0% -$489
CLGX
891
DELISTED
Corelogic, Inc.
CLGX
$1.73M ﹤0.01%
56,858
– –
MFIC icon
892
MidCap Financial Investment
MFIC
$796M
$1.71M ﹤0.01%
66,038
+8,330
+14% +$205K
PDS
893
Precision Drilling
PDS
$979M
$1.7M ﹤0.01%
5,980
+305
+5% +$78.7K
RPM icon
894
RPM International
RPM
$13.8B
$1.7M ﹤0.01%
36,738
– –
WCG
895
DELISTED
Wellcare Health Plans, Inc.
WCG
$1.69M ﹤0.01%
22,651
+5,234
+30% +$373K
XLS
896
DELISTED
EXELIS INC COM STK
XLS
$1.69M ﹤0.01%
106,477
-2,440
-2% -$40.2K
TKR icon
897
Timken Company
TKR
$9.46B
$1.69M ﹤0.01%
34,739
+1,362
+4% +$61.7K
ACM icon
898
Aecom
ACM
$9.22B
$1.68M ﹤0.01%
52,256
+2,139
+4% +$69K
RS icon
899
Reliance Steel & Aluminium
RS
$20.5B
$1.67M ﹤0.01%
22,670
– –
LPNT
900
DELISTED
LifePoint Health, Inc.
LPNT
$1.66M ﹤0.01%
26,775
+1,445
+6% +$84.8K
34 35
36
37 38

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Legal & General Group's Q2 2014 Portfolio in Review

As of Q2 2014, Legal & General Group held 1,340 positions worth $85.8B, up 4.2% from $82.4B the previous quarter. Its ten largest holdings account for 16% of the portfolio.

Trading was light in Q2 2014: portfolio turnover was 3.4%. Legal & General Group opened 35 new positions and exited 11, leaving the 1,340-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 16% of assets, down from 17% a quarter earlier, followed by Healthcare and Technology.

  • Legal & General Group's largest Q2 2014 buy was Navient: 1,872,144 shares worth $33.2M.
  • Legal & General Group added most to AT&T in Q2 2014, an estimated $58.9M increase.
  • Legal & General Group's biggest Q2 2014 reduction was Apple, cutting an estimated $118M.
  • Legal & General Group fully exited BEAM INC COM STK (DE) in Q2 2014, selling an estimated $55.6M.
  • Legal & General Group's ten largest holdings make up 16% of its $85.8B portfolio in Q2 2014.
  • Legal & General Group opened 35 new positions and closed 11 in Q2 2014.
  • Legal & General Group's portfolio value rose 4.2% quarter-over-quarter to $85.8B.

Based on Legal & General Group's 13F filing for Q2 2014, filed 13 Aug 2014.