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 |
Apple
AAPL
|
+$114M |
| 2 |
DXC Technology
DXC
|
+$112M |
| 3 |
Meta Platforms (Facebook)
META
|
+$89.5M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$72.7M |
| 5 |
Amazon
AMZN
|
+$63.1M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
YHOO
Yahoo Inc
YHOO
|
+$199M |
| 2 |
Wells Fargo
WFC
|
+$80.9M |
| 3 |
MJN
Mead Johnson Nutrition Company
MJN
|
+$75.4M |
| 4 |
Hewlett Packard
HPE
|
+$58.6M |
| 5 |
CSC
Computer Sciences
CSC
|
+$48.8M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 16.77% |
| 2 | Technology | 14.71% |
| 3 | Healthcare | 13.48% |
| 4 | Industrials | 9.48% |
| 5 | Communication Services | 9.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
MBT
901
DELISTED
Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares
MBT
| $5.89M | ﹤0.01% |
702,863
+79,182
| +13% | +$762K |
|
902
Take-Two Interactive
TTWO
$45.8B
| $5.88M | ﹤0.01% |
80,142
+16,947
| +27% | +$1.16M |
|
|
BRCD
903
DELISTED
Brocade Communications Systems, Inc. NEW
BRCD
| $5.88M | ﹤0.01% |
466,227
+58,267
| +14% | +$734K |
|
|
AEL
904
DELISTED
American Equity Investment Life Holding Company
AEL
| $5.87M | ﹤0.01% |
223,559
+10,937
| +5% | +$266K |
|
905
ABM Industries
ABM
$2.86B
| $5.87M | ﹤0.01% |
141,399
+7,707
| +6% | +$327K |
|
|
MOMO
906
Hello Group
MOMO
$879M
| $5.84M | ﹤0.01% |
+158,094
| New | +$6.06M |
|
907
Lamar Advertising Co
LAMR
$16B
| $5.84M | ﹤0.01% |
79,397
+5,679
| +8% | +$408K |
|
908
SS&C Technologies
SSNC
$18.6B
| $5.83M | ﹤0.01% |
151,782
+89,093
| +142% | +$3.32M |
|
909
Cullen/Frost Bankers
CFR
$10.5B
| $5.82M | ﹤0.01% |
61,993
+3,782
| +6% | +$349K |
|
910
West Pharmaceutical
WST
$24.5B
| $5.81M | ﹤0.01% |
61,458
+11,970
| +24% | +$1.1M |
|
911
O-I Glass
OI
$1.14B
| $5.8M | ﹤0.01% |
242,630
-3,424
| -1% | -$75.2K |
|
912
Lincoln Electric
LECO
$14.6B
| $5.77M | ﹤0.01% |
62,618
+5,936
| +10% | +$534K |
|
913
Nektar Therapeutics
NKTR
$2.38B
| $5.77M | ﹤0.01% |
19,667
+1,780
| +10% | +$514K |
|
914
Graco
GGG
$13B
| $5.76M | ﹤0.01% |
158,085
+24,162
| +18% | +$857K |
|
915
Thor Industries
THO
$4.03B
| $5.72M | ﹤0.01% |
54,739
+6,697
| +14% | +$649K |
|
|
EGN
916
DELISTED
Energen
EGN
| $5.7M | ﹤0.01% |
115,413
+12,542
| +12% | +$669K |
|
917
Main Street Capital
MAIN
$5.18B
| $5.69M | ﹤0.01% |
147,826
+21,729
| +17% | +$844K |
|
|
ILG
918
DELISTED
ILG, Inc Common Stock
ILG
| $5.69M | ﹤0.01% |
206,929
+19,095
| +10% | +$484K |
|
919
CNX Resources
CNX
$5.33B
| $5.66M | ﹤0.01% |
454,758
+89
| +0% | +$1.15K |
|
920
Brunswick
BC
$5.16B
| $5.66M | ﹤0.01% |
90,206
+12,182
| +16% | +$709K |
|
921
AptarGroup
ATR
$8.73B
| $5.65M | ﹤0.01% |
65,041
+7,637
| +13% | +$629K |
|
|
SGEN
922
DELISTED
Seagen Inc. Common Stock
SGEN
| $5.64M | ﹤0.01% |
109,089
+12,005
| +12% | +$763K |
|
923
Evercore
EVR
$12.3B
| $5.64M | ﹤0.01% |
80,031
+11,263
| +16% | +$819K |
|
|
B
924
DELISTED
Barnes Group Inc.
B
| $5.64M | ﹤0.01% |
96,253
+8,001
| +9% | +$442K |
|
|
WPG
925
DELISTED
Washington Prime Group Inc.
WPG
| $5.64M | ﹤0.01% |
74,795
+17,595
| +31% | +$1.32M |
|
Similar funds
Legal & General Group's Q2 2017 Portfolio in Review
As of Q2 2017, Legal & General Group held 3,485 positions worth $124B, up 5% from $118B the previous quarter. Its ten largest holdings account for 15% of the portfolio.
Legal & General Group's Q2 2017 filing shows 219 new, 2,225 increased, 339 reduced and 128 closed positions. Its largest new stake was DXC Technology: 1,689,081 shares worth $112M. The largest sale was Yahoo Inc, an estimated $199M.
By sector, the portfolio is most concentrated in Financials at 17% of assets, up from 17% a quarter earlier, followed by Technology and Healthcare.
- Legal & General Group's largest Q2 2017 buy was DXC Technology: 1,689,081 shares worth $112M.
- Legal & General Group added most to Apple in Q2 2017, an estimated $114M increase.
- Legal & General Group's biggest Q2 2017 reduction was Wells Fargo, cutting an estimated $80.9M.
- Legal & General Group fully exited Yahoo Inc in Q2 2017, selling an estimated $199M.
- Legal & General Group's ten largest holdings make up 15% of its $124B portfolio in Q2 2017.
- Legal & General Group opened 219 new positions and closed 128 in Q2 2017.
- Legal & General Group's portfolio value rose 5% quarter-over-quarter to $124B.
Based on Legal & General Group's 13F filing for Q2 2017, filed 3 Aug 2017.