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 | |
|---|---|---|---|---|---|---|
976
Fulton Financial
FULT
$4.66B
| $651K | ﹤0.01% |
+56,711
| New | +$642K |
|
|
FNFG
977
DELISTED
FIRST NIAGARA FINANCIAL GROUP INC
FNFG
| $650K | ﹤0.01% |
+64,593
| New | +$615K |
|
978
Ingredion
INGR
$6.33B
| $649K | ﹤0.01% |
+9,887
| New | +$695K |
|
|
LPS
979
DELISTED
LENDER PROCESSING SERVICES INC
LPS
| $643K | ﹤0.01% |
+19,879
| New | +$578K |
|
980
Kemper
KMPR
$1.71B
| $639K | ﹤0.01% |
+18,659
| New | +$611K |
|
|
ALR
981
DELISTED
Alere Inc
ALR
| $638K | ﹤0.01% |
+26,048
| New | +$673K |
|
|
APOL
982
DELISTED
Apollo Education Group Inc Class A
APOL
| $637K | ﹤0.01% |
+35,961
| New | +$685K |
|
|
TCF
983
DELISTED
TCF Financial Corporation
TCF
| $636K | ﹤0.01% |
+44,875
| New | +$647K |
|
984
Wendy's
WEN
$1.4B
| $634K | ﹤0.01% |
+108,689
| New | +$630K |
|
985
Main Street Capital
MAIN
$5.06B
| $626K | ﹤0.01% |
+22,620
| New | +$664K |
|
986
Dillards
DDS
$9.41B
| $620K | ﹤0.01% |
+7,569
| New | +$640K |
|
|
CDR
987
DELISTED
Cedar Realty Trust, Inc
CDR
| $617K | ﹤0.01% |
+18,036
| New | +$718K |
|
|
WNR
988
DELISTED
Western Refining Inc
WNR
| $617K | ﹤0.01% |
+21,963
| New | +$683K |
|
989
Interactive Brokers
IBKR
$40.3B
| $612K | ﹤0.01% |
+153,168
| New | +$591K |
|
|
FMER
990
DELISTED
FIRSTMERIT CORP
FMER
| $612K | ﹤0.01% |
+30,548
| New | +$545K |
|
|
HTO
991
H2O America
HTO
$2.59B
| $611K | ﹤0.01% |
+23,320
| New | +$614K |
|
992
New York Times
NYT
$12.3B
| $610K | ﹤0.01% |
+55,183
| New | +$543K |
|
|
RDUS
993
DELISTED
Radius Recycling
RDUS
| $607K | ﹤0.01% |
+25,955
| New | +$652K |
|
|
SPR
994
DELISTED
Spirit AeroSystems
SPR
| $607K | ﹤0.01% |
+28,247
| New | +$583K |
|
995
Methanex
MEOH
$4.27B
| $605K | ﹤0.01% |
+14,166
| New | +$599K |
|
|
ENDP
996
DELISTED
Endo International plc
ENDP
| $601K | ﹤0.01% |
+16,337
| New | +$587K |
|
997
Flowers Foods
FLO
$1.51B
| $597K | ﹤0.01% |
+27,073
| New | +$594K |
|
|
UNT
998
DELISTED
UNIT Corporation
UNT
| $596K | ﹤0.01% |
+13,988
| New | +$614K |
|
|
CVG
999
DELISTED
Convergys
CVG
| $596K | ﹤0.01% |
+34,197
| New | +$594K |
|
|
USG
1000
DELISTED
Usg
USG
| $594K | ﹤0.01% |
+25,780
| New | +$670K |
|
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.