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Legal & General Group

Legal & General Group Portfolio holdings

AUM $432B
1-Year Est. Return 29.4%
 

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.

This Quarter Est. Return
+5.49%
1 Year Est. Return
+29.4%
3 Year Est. Return
+97.7%
5 Year Est. Return
+129.51%
10 Year Est. Return
+472.83%
AUM
$85.8B
AUM Growth
+$3.47B
Cap. Flow
-$561M
Cap. Flow %
-0.65%
Top 10 Hldgs %
16.21%
Holding
1,340
New
35
Increased
545
Reduced
532
Closed
11

Top Buys

Rank Stock Value
1
T icon
AT&T
T
+$58.9M
2
VZ icon
Verizon
VZ
+$58M
3
TWTR
Twitter, Inc.
TWTR
+$50.7M
4
CCI icon
Crown Castle
CCI
+$42.6M
5
AMT icon
American Tower
AMT
+$41.7M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$118M
2
BEAM
BEAM INC COM STK (DE)
BEAM
+$55.6M
3
MSFT icon
Microsoft
MSFT
+$36.7M
4
IBM icon
IBM
IBM
+$36.6M
5
XOM icon
ExxonMobil
XOM
+$33.1M

Sector Composition

Rank Sector Weight
1 Financials 16.06%
2 Healthcare 13.06%
3 Technology 12.65%
4 Energy 11.25%
5 Industrials 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SSNI
1026
DELISTED
Silver Spring Networks, Inc.
SSNI
$905K ﹤0.01%
67,875
+28,897
+74% +$394K
BFS
1027
Saul Centers
BFS
$850M
$902K ﹤0.01%
18,563
-1,381
-7% -$65.4K
SD
1028
DELISTED
SANDRIDGE ENERGY, INC.
SD
$900K ﹤0.01%
125,850
+16,610
+15% +$112K
MW
1029
DELISTED
THE MENS WAREHOUSE INC
MW
$897K ﹤0.01%
16,084
+8,166
+103% +$415K
ENH
1030
DELISTED
Endurance Specialty Holdings Ltd
ENH
$895K ﹤0.01%
17,355
-1,300
-7% -$67.6K
DBD
1031
DELISTED
Diebold Nixdorf Incorporated
DBD
$893K ﹤0.01%
22,238
+2,038
+10% +$78.2K
ATR icon
1032
AptarGroup
ATR
$8.54B
$891K ﹤0.01%
13,295
+512
+4% +$34K
MGLN
1033
DELISTED
Magellan Health Services, Inc.
MGLN
$891K ﹤0.01%
14,322
– –
EME icon
1034
Emcor
EME
$35.7B
$890K ﹤0.01%
19,988
– –
WOR icon
1035
Worthington Enterprises
WOR
$2.74B
$888K ﹤0.01%
33,460
– –
WNR
1036
DELISTED
Western Refining Inc
WNR
$887K ﹤0.01%
23,613
– –
BKH icon
1037
Black Hills Corp
BKH
$5.5B
$886K ﹤0.01%
14,426
– –
SM icon
1038
SM Energy
SM
$7.58B
$886K ﹤0.01%
10,541
+895
+9% +$68.6K
PRI icon
1039
Primerica
PRI
$10.1B
$885K ﹤0.01%
18,488
– –
DRC
1040
DELISTED
DRESSER-RAND GROUP INC
DRC
$883K ﹤0.01%
13,859
+7,292
+111% +$445K
CVD
1041
DELISTED
COVANCE INC.
CVD
$877K ﹤0.01%
10,250
– –
NYT icon
1042
New York Times
NYT
$12.3B
$876K ﹤0.01%
57,561
– –
CQB
1043
DELISTED
CHIQUITA BRANDS INTL (NEW)
CQB
$876K ﹤0.01%
80,735
– –
RSE
1044
DELISTED
ROUSE PPTYS INC COM (DE)
RSE
$872K ﹤0.01%
50,975
-3,898
-7% -$65.3K
MR
1045
DELISTED
MINDRAY MED INTL LTD SPONSORED ADR REPSTG CL A
MR
$866K ﹤0.01%
27,500
– –
EXL
1046
DELISTED
EXCEL TRUST , INC COM STK
EXL
$866K ﹤0.01%
64,944
-4,441
-6% -$57.5K
CFFN icon
1047
Capitol Federal Financial
CFFN
$1.1B
$865K ﹤0.01%
71,129
+40,387
+131% +$491K
AMKR icon
1048
Amkor Technology
AMKR
$12B
$863K ﹤0.01%
77,217
+10,727
+16% +$99K
THO icon
1049
Thor Industries
THO
$3.95B
$860K ﹤0.01%
15,125
+14,425
+2,061% +$865K
CDR
1050
DELISTED
Cedar Realty Trust, Inc
CDR
$858K ﹤0.01%
20,802
-1,275
-6% -$51.4K
40 41
42
43 44

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Legal & General Group's Q2 2014 Portfolio in Review

As of Q2 2014, Legal & General Group held 1,340 positions worth $85.8B, up 4.2% from $82.4B the previous quarter. Its ten largest holdings account for 16% of the portfolio.

Trading was light in Q2 2014: portfolio turnover was 3.4%. Legal & General Group opened 35 new positions and exited 11, leaving the 1,340-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 16% of assets, down from 17% a quarter earlier, followed by Healthcare and Technology.

  • Legal & General Group's largest Q2 2014 buy was Navient: 1,872,144 shares worth $33.2M.
  • Legal & General Group added most to AT&T in Q2 2014, an estimated $58.9M increase.
  • Legal & General Group's biggest Q2 2014 reduction was Apple, cutting an estimated $118M.
  • Legal & General Group fully exited BEAM INC COM STK (DE) in Q2 2014, selling an estimated $55.6M.
  • Legal & General Group's ten largest holdings make up 16% of its $85.8B portfolio in Q2 2014.
  • Legal & General Group opened 35 new positions and closed 11 in Q2 2014.
  • Legal & General Group's portfolio value rose 4.2% quarter-over-quarter to $85.8B.

Based on Legal & General Group's 13F filing for Q2 2014, filed 13 Aug 2014.