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 |
Microsoft
MSFT
|
+$337M |
| 2 |
Tesla
TSLA
|
+$226M |
| 3 |
Apple
AAPL
|
+$183M |
| 4 |
GE HealthCare
GEHC
|
+$157M |
| 5 |
Exelon
EXC
|
+$122M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Check Point Software Technologies
CHKP
|
+$183M |
| 2 |
GE Aerospace
GE
|
+$158M |
| 3 |
CYBR
CyberArk
CYBR
|
+$122M |
| 4 |
Cloudflare
NET
|
+$94.4M |
| 5 |
Akamai
AKAM
|
+$92.8M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 26.4% |
| 2 | Healthcare | 13.8% |
| 3 | Financials | 12.19% |
| 4 | Consumer Discretionary | 9.58% |
| 5 | Industrials | 8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
901
Murphy USA
MUSA
$9.61B
| $14.9M | 0.01% |
57,925
-3,206
| -5% | -$834K |
|
902
New York Times
NYT
$10.2B
| $14.9M | 0.01% |
382,979
+8,409
| +2% | +$310K |
|
903
Academy Sports + Outdoors
ASO
$2.98B
| $14.9M | 0.01% |
228,088
-2,707
| -1% | -$159K |
|
904
CACI
CACI
$14.2B
| $14.8M | 0.01% |
50,088
+1,174
| +2% | +$346K |
|
|
SVC
905
Service Properties Trust
SVC
$1.07B
| $14.8M | 0.01% |
297,006
+13,883
| +5% | +$642K |
|
|
KW
906
DELISTED
Kennedy-Wilson Holdings
KW
| $14.8M | 0.01% |
891,149
+283,307
| +47% | +$4.82M |
|
907
GameStop
GME
$8.6B
| $14.8M | 0.01% |
641,091
+15,386
| +2% | +$306K |
|
908
Brunswick
BC
$5.28B
| $14.7M | 0.01% |
179,557
+1,122
| +0.6% | +$92.8K |
|
909
Commercial Metals
CMC
$8.31B
| $14.6M | 0.01% |
298,656
-2,061
| -0.7% | -$107K |
|
910
Asbury Automotive
ABG
$3.85B
| $14.6M | 0.01% |
69,373
+3,109
| +5% | +$659K |
|
911
MDU Resources
MDU
$4.3B
| $14.5M | 0.01% |
1,254,479
+10,204
| +0.8% | +$119K |
|
912
Range Resources
RRC
$8.95B
| $14.5M | 0.01% |
548,204
-27,484
| -5% | -$692K |
|
913
Littelfuse
LFUS
$11.6B
| $14.4M | 0.01% |
53,549
+2,225
| +4% | +$572K |
|
|
JBGS
914
JBG SMITH
JBGS
$708M
| $14.4M | 0.01% |
953,007
+204,085
| +27% | +$3.62M |
|
|
FRC
915
DELISTED
First Republic Bank
FRC
| $14.2M | 0.01% |
1,016,011
-70,684
| -7% | -$7.24M |
|
916
Lindsay Corp
LNN
$1.18B
| $14.2M | 0.01% |
93,939
+13,951
| +17% | +$2.11M |
|
917
Selective Insurance
SIGI
$5.73B
| $14.2M | 0.01% |
148,852
+4,700
| +3% | +$450K |
|
918
AutoNation
AN
$6.92B
| $14.2M | 0.01% |
105,356
-220
| -0.2% | -$28.2K |
|
919
Silicon Laboratories
SLAB
$7.23B
| $14.2M | 0.01% |
80,836
-136
| -0.2% | -$22.9K |
|
920
Churchill Downs
CHDN
$6.12B
| $14.1M | 0.01% |
109,530
+3,366
| +3% | +$406K |
|
|
ELME
921
Elme Communities
ELME
$144M
| $14.1M | 0.01% |
786,712
+40,229
| +5% | +$736K |
|
|
FLG
922
Flagstar Bank National Association
FLG
$5.82B
| $14M | 0.01% |
517,277
+57,059
| +12% | +$1.54M |
|
923
Clean Harbors
CLH
$16.3B
| $14M | 0.01% |
97,897
+2,612
| +3% | +$340K |
|
924
Saia
SAIA
$9.72B
| $13.9M | 0.01% |
50,992
+1,310
| +3% | +$350K |
|
925
Zurn Elkay Water Solutions
ZWS
$8.53B
| $13.9M | 0.01% |
649,415
+152,258
| +31% | +$3.35M |
|
Similar funds
Legal & General Group's Q1 2023 Portfolio in Review
As of Q1 2023, Legal & General Group held 3,448 positions worth $280B, up 7.3% from $261B the previous quarter. Its ten largest holdings account for 23% of the portfolio.
Trading was light in Q1 2023: portfolio turnover was 3%. Legal & General Group opened 32 new positions and exited 72, leaving the 3,448-position portfolio largely intact.
By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 23% a quarter earlier, followed by Healthcare and Financials.
- Legal & General Group's largest Q1 2023 buy was GE HealthCare: 2,192,516 shares worth $180M.
- Legal & General Group added most to Microsoft in Q1 2023, an estimated $337M increase.
- Legal & General Group's biggest Q1 2023 reduction was Check Point Software Technologies, cutting an estimated $183M.
- Legal & General Group fully exited SVB Financial Group in Q1 2023, selling an estimated $81.2M.
- Legal & General Group's ten largest holdings make up 23% of its $280B portfolio in Q1 2023.
- Legal & General Group opened 32 new positions and closed 72 in Q1 2023.
- Legal & General Group's portfolio value rose 7.3% quarter-over-quarter to $280B.
Based on Legal & General Group's 13F filing for Q1 2023, filed 15 May 2023.