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 |
ExxonMobil
XOM
|
+$1.84B |
| 2 |
Apple
AAPL
|
+$1.78B |
| 3 |
Microsoft
MSFT
|
+$1.13B |
| 4 |
GE Aerospace
GE
|
+$1.12B |
| 5 |
Chevron
CVX
|
+$1.11B |
Top Sells
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 16.71% |
| 2 | Technology | 12.47% |
| 3 | Healthcare | 12.36% |
| 4 | Energy | 10.72% |
| 5 | Consumer Staples | 9.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
926
Tesla
TSLA
$1.22T
| $809K | ﹤0.01% |
+112,935
| New | +$567K |
|
927
MasTec
MTZ
$25.6B
| $799K | ﹤0.01% |
+24,294
| New | +$732K |
|
928
ASE Group
ASX
$76.3B
| $796K | ﹤0.01% |
+196,359
| New | +$821K |
|
|
KND
929
DELISTED
Kindred Healthcare
KND
| $796K | ﹤0.01% |
+60,619
| New | +$725K |
|
|
LXK
930
DELISTED
Lexmark Intl Inc
LXK
| $794K | ﹤0.01% |
+25,973
| New | +$763K |
|
931
Brinker International
EAT
$9B
| $792K | ﹤0.01% |
+20,079
| New | +$791K |
|
932
Novartis
NVS
$301B
| $792K | ﹤0.01% |
+12,505
| New | +$814K |
|
|
HCC
933
DELISTED
HCC INSURANCES HOLDINGS INC
HCC
| $792K | ﹤0.01% |
+18,372
| New | +$780K |
|
934
Banco de Chile
BCH
$21.3B
| $791K | ﹤0.01% |
+30,668
| New | +$808K |
|
|
UBA
935
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
| $791K | ﹤0.01% |
+39,230
| New | +$850K |
|
936
Commercial Metals
CMC
$7.57B
| $781K | ﹤0.01% |
+52,894
| New | +$779K |
|
937
Wipro
WIT
$19.3B
| $777K | ﹤0.01% |
+570,757
| New | +$847K |
|
|
AHL
938
DELISTED
ASPEN Insurance Holding Limited
AHL
| $775K | ﹤0.01% |
+20,900
| New | +$787K |
|
|
CIM
939
Chimera Investment
CIM
$1.06B
| $771K | ﹤0.01% |
+17,137
| New | +$814K |
|
940
ESCO Technologies
ESE
$8.07B
| $766K | ﹤0.01% |
+23,670
| New | +$816K |
|
|
RSE
941
DELISTED
ROUSE PPTYS INC COM (DE)
RSE
| $764K | ﹤0.01% |
+38,945
| New | +$759K |
|
|
PWER
942
DELISTED
POWER-ONE INC COM STK NEW (DE)
PWER
| $764K | ﹤0.01% |
+120,821
| New | +$702K |
|
943
Graham Holdings Company
GHC
$5.28B
| $759K | ﹤0.01% |
+2,595
| New | +$719K |
|
944
Oil States International
OIS
$456M
| $757K | ﹤0.01% |
+14,298
| New | +$730K |
|
|
KMR
945
DELISTED
KINDER MORGAN MANAGEMENT LLC
KMR
| $757K | ﹤0.01% |
+10,003
| New | +$765K |
|
946
Acuity Brands
AYI
$10.1B
| $735K | ﹤0.01% |
+9,728
| New | +$721K |
|
947
Timken Company
TKR
$9.46B
| $735K | ﹤0.01% |
+18,232
| New | +$721K |
|
|
CVD
948
DELISTED
COVANCE INC.
CVD
| $735K | ﹤0.01% |
+9,652
| New | +$722K |
|
949
Emcor
EME
$35.7B
| $733K | ﹤0.01% |
+18,039
| New | +$707K |
|
950
Williams-Sonoma
WSM
$27.5B
| $723K | ﹤0.01% |
+25,886
| New | +$698K |
|
Similar funds
Legal & General Group's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Legal & General Group, which disclosed 1,272 positions worth $72.4B. Its ten largest holdings account for 17% of the portfolio.
Its largest position is ExxonMobil: 20,478,679 shares worth $1.85B.
By sector, the portfolio is most concentrated in Financials at 17% of assets, followed by Technology and Healthcare.
- Legal & General Group's largest Q2 2013 buy was ExxonMobil: 20,478,679 shares worth $1.85B.
- Legal & General Group's ten largest holdings make up 17% of its $72.4B portfolio in Q2 2013.
- Legal & General Group disclosed 1,272 positions in Q2 2013, its first 13F filing on record.
Based on Legal & General Group's 13F filing for Q2 2013, filed 1 Aug 2013.