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 | |
|---|---|---|---|---|---|---|
976
MGE Energy Inc
MGEE
$3.08B
| $12.3M | ﹤0.01% |
157,986
+569
| +0.4% | +$41.2K |
|
977
ManpowerGroup
MAN
$2.63B
| $12.3M | ﹤0.01% |
148,679
-214
| -0.1% | -$18.2K |
|
978
Merit Medical Systems
MMSI
$5.32B
| $12.3M | ﹤0.01% |
165,795
+914
| +0.6% | +$64.1K |
|
979
State Street SPDR S&P 500 ETF Trust
SPY
$823B
| $12.2M | ﹤0.01% |
29,900
| – | – |
|
980
Universal Display
OLED
$4.19B
| $12.2M | ﹤0.01% |
78,677
+3,723
| +5% | +$500K |
|
981
Avnet
AVT
$7.92B
| $12.2M | ﹤0.01% |
269,372
-7,307
| -3% | -$326K |
|
982
QuidelOrtho
QDEL
$838M
| $12.2M | ﹤0.01% |
136,584
+3,204
| +2% | +$279K |
|
983
Middleby
MIDD
$6.08B
| $12.1M | ﹤0.01% |
82,619
+3,311
| +4% | +$492K |
|
984
e.l.f. Beauty
ELF
$5.81B
| $12.1M | ﹤0.01% |
146,962
+23,037
| +19% | +$1.55M |
|
985
Aaon
AAON
$7.77B
| $12.1M | ﹤0.01% |
187,089
+1,230
| +0.7% | +$67.6K |
|
986
RLJ Lodging Trust
RLJ
$1.69B
| $12M | ﹤0.01% |
1,133,862
+79,656
| +8% | +$894K |
|
|
FYBR
987
DELISTED
Frontier Communications
FYBR
| $12M | ﹤0.01% |
526,484
+11,535
| +2% | +$309K |
|
988
Global Net Lease
GNL
$1.95B
| $12M | ﹤0.01% |
930,175
+51,311
| +6% | +$705K |
|
989
Integra LifeSciences
IART
$1.34B
| $11.9M | ﹤0.01% |
207,545
+2,610
| +1% | +$147K |
|
|
BCPC
990
Balchem Corp
BCPC
$5.72B
| $11.9M | ﹤0.01% |
94,186
+704
| +0.8% | +$91.1K |
|
991
SM Energy
SM
$6.87B
| $11.9M | ﹤0.01% |
421,555
-4,599
| -1% | -$140K |
|
|
BLD
992
DELISTED
TopBuild
BLD
| $11.8M | ﹤0.01% |
56,540
-2,589
| -4% | -$501K |
|
993
Nu Holdings
NU
$66.9B
| $11.8M | ﹤0.01% |
2,471,241
+1,040,941
| +73% | +$4.64M |
|
994
Brookfield Infrastructure
BIPC
$4.85B
| $11.7M | ﹤0.01% |
254,720
-6,008
| -2% | -$262K |
|
995
Rogers Corp
ROG
$2.4B
| $11.7M | ﹤0.01% |
71,655
+408
| +0.6% | +$58.9K |
|
996
Envista
NVST
$4.52B
| $11.7M | ﹤0.01% |
286,165
+10,270
| +4% | +$390K |
|
997
Mueller Water Products
MWA
$4.16B
| $11.7M | ﹤0.01% |
839,094
+11,911
| +1% | +$155K |
|
|
PDCE
998
DELISTED
PDC Energy, Inc.
PDCE
| $11.7M | ﹤0.01% |
181,578
+1,756
| +1% | +$114K |
|
999
Oshkosh
OSK
$9.59B
| $11.6M | ﹤0.01% |
139,885
+4,056
| +3% | +$368K |
|
1000
Northwest Natural Holdings
NWN
$2.12B
| $11.6M | ﹤0.01% |
243,446
+7,398
| +3% | +$358K |
|
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.