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 | |
|---|---|---|---|---|---|---|
1051
Hexcel
HXL
$7.82B
| $10.4M | ﹤0.01% |
151,741
+6,953
| +5% | +$472K |
|
|
XIFR
1052
XPLR Infrastructure LP
XIFR
$1.08B
| $10.3M | ﹤0.01% |
169,616
+2,553
| +2% | +$176K |
|
1053
MKS Inc
MKSI
$20.6B
| $10.3M | ﹤0.01% |
115,976
+5,997
| +5% | +$572K |
|
1054
Axalta
AXTA
$8.17B
| $10.3M | ﹤0.01% |
339,257
+144,582
| +74% | +$4.15M |
|
1055
Energy Recovery
ERII
$443M
| $10.2M | ﹤0.01% |
444,437
+91,641
| +26% | +$2.01M |
|
1056
Southwest Gas
SWX
$6.67B
| $10.2M | ﹤0.01% |
163,848
+3,803
| +2% | +$242K |
|
1057
National Fuel Gas
NFG
$7.65B
| $10.2M | ﹤0.01% |
177,125
+644
| +0.4% | +$37.3K |
|
1058
Teradata
TDC
$2.55B
| $10.2M | ﹤0.01% |
253,498
+4,716
| +2% | +$175K |
|
1059
Sixth Street Specialty
TSLX
$1.81B
| $10.2M | ﹤0.01% |
555,200
+17,681
| +3% | +$328K |
|
|
VRE
1060
DELISTED
Veris Residential
VRE
| $10M | ﹤0.01% |
686,198
+35,272
| +5% | +$562K |
|
|
TCN
1061
DELISTED
Tricon Residential Inc.
TCN
| $10M | ﹤0.01% |
1,296,915
+84,779
| +7% | +$698K |
|
|
WIRE
1062
DELISTED
Encore Wire Corp
WIRE
| $10M | ﹤0.01% |
54,137
-1,546
| -3% | -$264K |
|
1063
FNB Corp
FNB
$6.75B
| $10M | ﹤0.01% |
864,634
+38,253
| +5% | +$510K |
|
1064
Acadia Healthcare
ACHC
$2.94B
| $9.99M | ﹤0.01% |
138,294
+3,942
| +3% | +$307K |
|
1065
Thor Industries
THO
$4.14B
| $9.99M | ﹤0.01% |
125,445
+320
| +0.3% | +$28.2K |
|
|
SGI
1066
Somnigroup International
SGI
$13.7B
| $9.98M | ﹤0.01% |
252,811
+9,154
| +4% | +$364K |
|
1067
Louisiana-Pacific
LPX
$5.49B
| $9.95M | ﹤0.01% |
183,609
+744
| +0.4% | +$45.5K |
|
1068
Compass Diversified
CODI
$828M
| $9.95M | ﹤0.01% |
521,286
+20,805
| +4% | +$426K |
|
1069
Kirby Corp
KEX
$6.93B
| $9.94M | ﹤0.01% |
142,677
+1,563
| +1% | +$108K |
|
1070
Primerica
PRI
$9.89B
| $9.93M | ﹤0.01% |
57,635
+4,795
| +9% | +$786K |
|
1071
Simply Good Foods
SMPL
$982M
| $9.92M | ﹤0.01% |
249,497
-1,152
| -0.5% | -$42.6K |
|
1072
Insperity
NSP
$2.01B
| $9.91M | ﹤0.01% |
81,499
+659
| +0.8% | +$77.1K |
|
1073
Wyndham Hotels & Resorts
WH
$5.48B
| $9.9M | ﹤0.01% |
145,934
+3,718
| +3% | +$274K |
|
1074
Nexstar Media Group
NXST
$5.97B
| $9.89M | ﹤0.01% |
57,285
+1,092
| +2% | +$201K |
|
|
DISH
1075
DELISTED
DISH Network Corp.
DISH
| $9.86M | ﹤0.01% |
1,056,472
-78,626
| -7% | -$991K |
|
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.