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 |
Williams Companies
WMB
|
+$57.5M |
| 2 |
XYZ
Block Inc
XYZ
|
+$54.2M |
| 3 |
Prologis
PLD
|
+$51.4M |
| 4 |
Evergy
EVRG
|
+$47.5M |
| 5 |
ABMD
Abiomed Inc
ABMD
|
+$41.2M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
GGP
GGP Inc.
GGP
|
+$110M |
| 2 |
XL
XL Group Ltd.
XL
|
+$72.4M |
| 3 |
Apple
AAPL
|
+$60.6M |
| 4 |
United Parcel Service
UPS
|
+$33.4M |
| 5 |
Toronto Dominion Bank
TD
|
+$31.8M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 17.68% |
| 2 | Financials | 15.6% |
| 3 | Healthcare | 13.13% |
| 4 | Consumer Discretionary | 10.05% |
| 5 | Industrials | 9.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
BCPC
926
Balchem Corp
BCPC
$5.58B
| $8.42M | 0.01% |
74,882
+5,396
| +8% | +$567K |
|
927
Pebblebrook Hotel Trust
PEB
$2.18B
| $8.42M | 0.01% |
231,495
-3,153
| -1% | -$120K |
|
928
Trinity Industries
TRN
$2.5B
| $8.4M | 0.01% |
318,645
+4,856
| +2% | +$127K |
|
929
GDS Holdings
GDS
$6.55B
| $8.4M | 0.01% |
239,024
+116,670
| +95% | +$4.2M |
|
930
Sonoco
SON
$5.58B
| $8.39M | 0.01% |
151,244
+4,338
| +3% | +$242K |
|
|
HI
931
DELISTED
Hillenbrand
HI
| $8.38M | 0.01% |
160,496
+10,461
| +7% | +$531K |
|
932
Knight Transportation
KNX
$11.1B
| $8.37M | 0.01% |
242,637
+3,221
| +1% | +$113K |
|
|
PE
933
DELISTED
PARSLEY ENERGY INC
PE
| $8.33M | 0.01% |
284,831
+18,532
| +7% | +$550K |
|
|
AMED
934
DELISTED
Amedisys
AMED
| $8.3M | 0.01% |
66,886
+5,116
| +8% | +$565K |
|
|
X
935
DELISTED
US Steel
X
| $8.27M | 0.01% |
271,162
-5,764
| -2% | -$186K |
|
936
Cullen/Frost Bankers
CFR
$10.5B
| $8.25M | 0.01% |
79,021
+3,604
| +5% | +$400K |
|
937
AGCO
AGCO
$7.28B
| $8.24M | 0.01% |
135,627
-13,408
| -9% | -$811K |
|
938
Liberty Broadband Class A
LBRDA
$4.86B
| $8.24M | 0.01% |
97,676
+3,405
| +4% | +$271K |
|
|
HRC
939
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
| $8.22M | 0.01% |
87,119
+135
| +0.2% | +$12.7K |
|
940
Lamar Advertising Co
LAMR
$16B
| $8.22M | 0.01% |
105,613
+1,873
| +2% | +$139K |
|
941
Post Holdings
POST
$4.09B
| $8.21M | 0.01% |
127,887
+1,139
| +0.9% | +$69.9K |
|
|
WPG
942
DELISTED
Washington Prime Group Inc.
WPG
| $8.2M | 0.01% |
124,677
+3,585
| +3% | +$248K |
|
943
Curtiss-Wright
CW
$27.6B
| $8.17M | 0.01% |
59,441
+381
| +0.6% | +$50K |
|
944
Aecom
ACM
$9.61B
| $8.15M | 0.01% |
249,526
+2,857
| +1% | +$94.2K |
|
|
PDCE
945
DELISTED
PDC Energy, Inc.
PDCE
| $8.13M | 0.01% |
166,294
+18,592
| +13% | +$1.03M |
|
946
Charles River Laboratories
CRL
$11.1B
| $8.08M | 0.01% |
60,063
-52
| -0.1% | -$6.42K |
|
|
GRUB
947
DELISTED
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
| $8.04M | 0.01% |
29,016
+6,812
| +31% | +$1.76M |
|
948
RLI Corp
RLI
$5.62B
| $8.04M | 0.01% |
205,066
+12,546
| +7% | +$470K |
|
949
Neurocrine Biosciences
NBIX
$16.7B
| $8.01M | 0.01% |
65,165
+25,365
| +64% | +$2.88M |
|
950
Hanover Insurance
THG
$8.09B
| $7.99M | 0.01% |
64,769
+808
| +1% | +$99.8K |
|
Similar funds
Legal & General Group's Q3 2018 Portfolio in Review
As of Q3 2018, Legal & General Group held 3,435 positions worth $140B, up 7.8% from $130B the previous quarter. Its ten largest holdings account for 17% of the portfolio.
Trading was light in Q3 2018: portfolio turnover was 3.9%. Legal & General Group opened 84 new positions and exited 49, leaving the 3,435-position portfolio largely intact.
By sector, the portfolio is most concentrated in Technology at 18% of assets, up from 17% a quarter earlier, followed by Financials and Healthcare.
- Legal & General Group's largest Q3 2018 buy was Brookfield Property REIT Inc. Class A Common Stock: 1,113,758 shares worth $23.3M.
- Legal & General Group added most to Williams Companies in Q3 2018, an estimated $57.5M increase.
- Legal & General Group's biggest Q3 2018 reduction was Apple, cutting an estimated $60.6M.
- Legal & General Group fully exited GGP Inc. in Q3 2018, selling an estimated $110M.
- Legal & General Group's ten largest holdings make up 17% of its $140B portfolio in Q3 2018.
- Legal & General Group opened 84 new positions and closed 49 in Q3 2018.
- Legal & General Group's portfolio value rose 7.8% quarter-over-quarter to $140B.
Based on Legal & General Group's 13F filing for Q3 2018, filed 20 Nov 2018.