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 |
Zoom
ZM
|
+$158M |
| 2 |
Match Group
MTCH
|
+$112M |
| 3 |
Algonquin Power & Utilities
AQN
|
+$62M |
| 4 |
Adobe
ADBE
|
+$51M |
| 5 |
KKR & Co
KKR
|
+$46.4M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$486M |
| 2 |
PPLI
People Inc
PPLI
|
+$117M |
| 3 |
Microsoft
MSFT
|
+$110M |
| 4 |
Alibaba
BABA
|
+$109M |
| 5 |
Fastly Inc
FSLY
|
+$85M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 23.49% |
| 2 | Healthcare | 12.99% |
| 3 | Consumer Discretionary | 12.41% |
| 4 | Financials | 12.09% |
| 5 | Communication Services | 9.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
876
Sunrun
RUN
$2.46B
| $14.6M | 0.01% |
189,588
-89,443
| -32% | -$4.21M |
|
|
MOMO
877
Hello Group
MOMO
$866M
| $14.5M | 0.01% |
1,053,779
-61,974
| -6% | -$1.13M |
|
|
ELME
878
Elme Communities
ELME
$144M
| $14.4M | 0.01% |
716,946
+34,694
| +5% | +$757K |
|
|
PRAH
879
DELISTED
PRA Health Sciences, Inc.
PRAH
| $14.4M | 0.01% |
142,135
+6,327
| +5% | +$645K |
|
|
CXP
880
DELISTED
COLUMBIA PROPERTY TRUST, INC.
CXP
| $14.4M | 0.01% |
1,320,302
+340,680
| +35% | +$4.06M |
|
881
Trex
TREX
$5.01B
| $14.4M | 0.01% |
201,131
+12,875
| +7% | +$891K |
|
|
HRC
882
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
| $14.4M | 0.01% |
172,416
+3,589
| +2% | +$351K |
|
883
Darling Ingredients
DAR
$9.44B
| $14.4M | 0.01% |
399,059
+5,754
| +1% | +$176K |
|
884
ManpowerGroup
MAN
$2.63B
| $14.4M | 0.01% |
195,909
-182,071
| -48% | -$13.1M |
|
885
Icon
ICLR
$12.7B
| $14.3M | 0.01% |
75,013
+3,625
| +5% | +$666K |
|
886
Caesars Entertainment
CZR
$6.14B
| $14.3M | 0.01% |
254,561
+139,343
| +121% | +$6.12M |
|
887
Toll Brothers
TOL
$14.5B
| $14.3M | 0.01% |
292,856
-375,087
| -56% | -$15.2M |
|
888
HDFC Bank
HDB
$121B
| $14.2M | 0.01% |
+570,070
| New | +$13.8M |
|
889
MGE Energy Inc
MGEE
$3.08B
| $14.1M | 0.01% |
225,468
+16,645
| +8% | +$1.08M |
|
890
iShares Core S&P Small-Cap ETF
IJR
$112B
| $14.1M | 0.01% |
201,100
+45,500
| +29% | +$3.26M |
|
891
Snowflake
SNOW
$115B
| $14.1M | 0.01% |
+56,265
| New | +$13.4M |
|
892
Tradeweb Markets
TW
$21.6B
| $14M | 0.01% |
241,420
+19,273
| +9% | +$1.06M |
|
893
ScottsMiracle-Gro
SMG
$3.66B
| $13.9M | 0.01% |
91,021
+4,693
| +5% | +$725K |
|
894
United Therapeutics
UTHR
$23.1B
| $13.9M | 0.01% |
137,606
+2,831
| +2% | +$311K |
|
895
ITT
ITT
$19.1B
| $13.8M | 0.01% |
234,483
+8,594
| +4% | +$521K |
|
896
Landstar System
LSTR
$6.21B
| $13.8M | 0.01% |
110,039
+365
| +0.3% | +$46K |
|
897
FS KKR Capital
FSK
$3.44B
| $13.7M | 0.01% |
864,989
+38,071
| +5% | +$594K |
|
|
SRCL
898
DELISTED
Stericycle Inc
SRCL
| $13.7M | 0.01% |
216,476
+4,871
| +2% | +$299K |
|
899
Ryder
R
$10.1B
| $13.6M | 0.01% |
322,918
+101,818
| +46% | +$4.12M |
|
900
Simpson Manufacturing
SSD
$8.16B
| $13.6M | 0.01% |
140,186
+10,025
| +8% | +$951K |
|
Similar funds
Legal & General Group's Q3 2020 Portfolio in Review
As of Q3 2020, Legal & General Group held 3,476 positions worth $224B, up 8.1% from $207B the previous quarter. Its ten largest holdings account for 22% of the portfolio.
Trading was light in Q3 2020: portfolio turnover was 3.2%. Legal & General Group opened 73 new positions and exited 39, leaving the 3,476-position portfolio largely intact.
By sector, the portfolio is most concentrated in Technology at 23% of assets, up from 23% a quarter earlier, followed by Healthcare and Consumer Discretionary.
- Legal & General Group's largest Q3 2020 buy was AstraZeneca: 305,330 shares worth $33.5M.
- Legal & General Group added most to Zoom in Q3 2020, an estimated $158M increase.
- Legal & General Group's biggest Q3 2020 reduction was Apple, cutting an estimated $486M.
- Legal & General Group fully exited 58.com Inc in Q3 2020, selling an estimated $44.9M.
- Legal & General Group's ten largest holdings make up 22% of its $224B portfolio in Q3 2020.
- Legal & General Group opened 73 new positions and closed 39 in Q3 2020.
- Legal & General Group's portfolio value rose 8.1% quarter-over-quarter to $224B.
Based on Legal & General Group's 13F filing for Q3 2020, filed 13 Nov 2020.