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 | |
|---|---|---|---|---|---|---|
926
Bruker
BRKR
$8.14B
| $13.9M | 0.01% |
175,867
+5,374
| +3% | +$388K |
|
927
NOV
NOV
$7B
| $13.8M | ﹤0.01% |
745,563
-407,729
| -35% | -$8.8M |
|
928
Sarepta Therapeutics
SRPT
$1.77B
| $13.8M | ﹤0.01% |
99,804
+18,757
| +23% | +$2.43M |
|
929
Diamondrock Hospitality Co
DRH
$2.56B
| $13.7M | ﹤0.01% |
1,686,872
+62,495
| +4% | +$541K |
|
|
SF
930
Stifel
SF
$12.6B
| $13.6M | ﹤0.01% |
345,665
+5,862
| +2% | +$246K |
|
|
GTY
931
Getty Realty Corp
GTY
$2.07B
| $13.6M | ﹤0.01% |
377,286
+18,775
| +5% | +$658K |
|
|
CHX
932
DELISTED
ChampionX
CHX
| $13.6M | ﹤0.01% |
499,994
+6,374
| +1% | +$190K |
|
933
Vale
VALE
$62.6B
| $13.5M | ﹤0.01% |
854,593
| – | – |
|
|
XHR
934
Xenia Hotels & Resorts
XHR
$1.79B
| $13.4M | ﹤0.01% |
1,023,438
+56,727
| +6% | +$783K |
|
935
Middlesex Water
MSEX
$1.1B
| $13.4M | ﹤0.01% |
171,110
+42,432
| +33% | +$3.42M |
|
936
Radian Group
RDN
$4.91B
| $13.4M | ﹤0.01% |
604,569
+314,045
| +108% | +$6.69M |
|
937
KBR
KBR
$4.8B
| $13.3M | ﹤0.01% |
241,554
+1,131
| +0.5% | +$59.2K |
|
938
Ashland
ASH
$3.5B
| $13.3M | ﹤0.01% |
129,207
+2,539
| +2% | +$264K |
|
|
NVEI
939
DELISTED
Nuvei Corporation Subordinate Voting Shares
NVEI
| $13.3M | ﹤0.01% |
304,744
+28,129
| +10% | +$981K |
|
940
WEX
WEX
$6.31B
| $13.3M | ﹤0.01% |
72,095
+2,837
| +4% | +$517K |
|
|
JOYY
941
JOYY Inc
JOYY
$3.75B
| $13.2M | ﹤0.01% |
424,471
-9,182
| -2% | -$309K |
|
942
Flowers Foods
FLO
$1.57B
| $13.2M | ﹤0.01% |
482,582
+7,093
| +1% | +$196K |
|
943
Macy's
M
$6.68B
| $13.2M | ﹤0.01% |
752,954
+12,918
| +2% | +$273K |
|
|
UNVR
944
DELISTED
Univar Solutions Inc.
UNVR
| $13.1M | ﹤0.01% |
375,161
+2,596
| +0.7% | +$88K |
|
945
Insight Enterprises
NSIT
$4.51B
| $13.1M | ﹤0.01% |
91,903
-161
| -0.2% | -$20K |
|
|
LSXMA
946
DELISTED
Liberty Media Corporation Series A Liberty SiriusXM Common Stock
LSXMA
| $13.1M | ﹤0.01% |
635,803
+32,787
| +5% | +$822K |
|
947
East-West Bancorp
EWBC
$18B
| $13.1M | ﹤0.01% |
236,224
+21,988
| +10% | +$1.52M |
|
948
Banco Bradesco
BBD
$36.7B
| $13.1M | ﹤0.01% |
5,010,031
-172,873
| -3% | -$460K |
|
949
Legend Biotech
LEGN
$4.01B
| $13.1M | ﹤0.01% |
271,332
+47,021
| +21% | +$2.3M |
|
950
Lithia Motors
LAD
$8.26B
| $13M | ﹤0.01% |
56,733
+1,525
| +3% | +$371K |
|
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.