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 |
Verizon
VZ
|
+$259M |
| 2 |
Tesla
TSLA
|
+$57.7M |
| 3 |
VRN
Veren
VRN
|
+$56.2M |
| 4 |
Zoetis
ZTS
|
+$43.1M |
| 5 |
BioMarin Pharmaceuticals
BMRN
|
+$32.3M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$74.7M |
| 2 |
ExxonMobil
XOM
|
+$63.9M |
| 3 |
LIFE
LIFE TECHNOLOGIES CORP COM STK (DE)
LIFE
|
+$57.3M |
| 4 |
IBM
IBM
|
+$56.4M |
| 5 |
GE Aerospace
GE
|
+$39.2M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 16.58% |
| 2 | Healthcare | 12.91% |
| 3 | Technology | 12.68% |
| 4 | Energy | 10.74% |
| 5 | Industrials | 9.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
976
Manitowoc
MTW
$497M
| $996K | ﹤0.01% |
34,961
| – | – |
|
977
Ambev
ABEV
$48.1B
| $992K | ﹤0.01% |
133,837
+75,632
| +130% | +$529K |
|
|
UHT
978
Universal Health Realty Income Trust
UHT
$603M
| $989K | ﹤0.01% |
23,409
-400
| -2% | -$16.8K |
|
|
WDR
979
DELISTED
Waddell & Reed Financial, Inc.
WDR
| $989K | ﹤0.01% |
13,436
| – | – |
|
980
New York Times
NYT
$12.1B
| $985K | ﹤0.01% |
57,561
| – | – |
|
981
Williams-Sonoma
WSM
$26.9B
| $984K | ﹤0.01% |
29,544
| – | – |
|
|
SBY
982
DELISTED
Silver Bay Realty Trust Corp.
SBY
| $982K | ﹤0.01% |
63,300
+4,800
| +8% | +$76.5K |
|
|
UNT
983
DELISTED
UNIT Corporation
UNT
| $976K | ﹤0.01% |
14,935
| – | – |
|
|
ALR
984
DELISTED
Alere Inc
ALR
| $971K | ﹤0.01% |
28,257
| – | – |
|
985
Bank of Hawaii
BOH
$3.15B
| $967K | ﹤0.01% |
15,954
| – | – |
|
986
Cabot Corp
CBT
$4.54B
| $967K | ﹤0.01% |
16,379
+425
| +3% | +$22.3K |
|
|
ACH
987
Accendra Health
ACH
$237M
| $967K | ﹤0.01% |
27,595
+1,159
| +4% | +$40.9K |
|
|
HTS
988
DELISTED
HATTERAS FINANCIAL CORP
HTS
| $966K | ﹤0.01% |
51,229
+3,967
| +8% | +$74K |
|
989
Kemper
KMPR
$1.67B
| $962K | ﹤0.01% |
24,553
| – | – |
|
990
Teleflex
TFX
$6.05B
| $959K | ﹤0.01% |
8,943
| – | – |
|
991
KB Financial Group
KB
$41.4B
| $958K | ﹤0.01% |
27,277
+4,900
| +22% | +$174K |
|
|
AKS
992
DELISTED
AK Steel Holding Corp
AKS
| $947K | ﹤0.01% |
131,209
+4,707
| +4% | +$31.9K |
|
|
RSE
993
DELISTED
ROUSE PPTYS INC COM (DE)
RSE
| $946K | ﹤0.01% |
54,873
+16,731
| +44% | +$305K |
|
|
BFS
994
Saul Centers
BFS
$836M
| $945K | ﹤0.01% |
19,944
-2,380
| -11% | -$111K |
|
995
Telefônica Brasil
VIV
$20.6B
| $943K | ﹤0.01% |
44,417
| – | – |
|
996
Helix Energy Solutions
HLX
$1.4B
| $941K | ﹤0.01% |
40,954
| – | – |
|
|
ALU
997
DELISTED
Alcatel-Lucent
ALU
| $940K | ﹤0.01% |
240,816
| – | – |
|
998
Emcor
EME
$35.2B
| $935K | ﹤0.01% |
19,988
-510
| -2% | -$22.5K |
|
999
ScottsMiracle-Gro
SMG
$3.82B
| $917K | ﹤0.01% |
14,962
| – | – |
|
1000
VEON
VEON
$3.62B
| $913K | ﹤0.01% |
4,044
| – | – |
|
Similar funds
Legal & General Group's Q1 2014 Portfolio in Review
As of Q1 2014, Legal & General Group held 1,341 positions worth $82.4B, down 0.34% from $82.6B the previous quarter. Its ten largest holdings account for 16% of the portfolio.
Trading was light in Q1 2014: portfolio turnover was 4.5%. Legal & General Group opened 25 new positions and exited 36, leaving the 1,341-position portfolio largely intact.
By sector, the portfolio is most concentrated in Financials at 17% of assets, down from 17% a quarter earlier, followed by Healthcare and Technology.
- Legal & General Group's largest Q1 2014 buy was Veren: 1,738,973 shares worth $58.1M.
- Legal & General Group added most to Verizon in Q1 2014, an estimated $259M increase.
- Legal & General Group's biggest Q1 2014 reduction was Apple, cutting an estimated $74.7M.
- Legal & General Group fully exited LIFE TECHNOLOGIES CORP COM STK (DE) in Q1 2014, selling an estimated $57.3M.
- Legal & General Group's ten largest holdings make up 16% of its $82.4B portfolio in Q1 2014.
- Legal & General Group opened 25 new positions and closed 36 in Q1 2014.
- Legal & General Group's portfolio value fell 0.34% quarter-over-quarter to $82.4B.
Based on Legal & General Group's 13F filing for Q1 2014, filed 14 May 2014.