We are live on ! Find out more
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
CODI icon
1076
Compass Diversified
CODI
$756M
$790K ﹤0.01%
43,587
+6,333
+17% +$113K
AEO icon
1077
American Eagle Outfitters
AEO
$2.9B
$785K ﹤0.01%
70,008
+6,326
+10% +$71.9K
GTY
1078
Getty Realty Corp
GTY
$2.12B
$784K ﹤0.01%
41,619
-3,303
-7% -$62.5K
FLO icon
1079
Flowers Foods
FLO
$1.51B
$782K ﹤0.01%
37,096
-1,636
-4% -$33.8K
DCI icon
1080
Donaldson
DCI
$10.7B
$779K ﹤0.01%
18,403
+1,623
+10% +$67.7K
KEX icon
1081
Kirby Corp
KEX
$7.08B
$772K ﹤0.01%
6,588
+820
+14% +$88K
RRX icon
1082
Regal Rexnord
RRX
$13.5B
$761K ﹤0.01%
9,692
+1,156
+14% +$87.7K
SXT icon
1083
Sensient Technologies
SXT
$5.28B
$756K ﹤0.01%
13,561
– –
ONIT
1084
Onity Group
ONIT
$315M
$751K ﹤0.01%
1,349
+175
+15% +$95.2K
ANDE icon
1085
Andersons Inc
ANDE
$2.44B
$742K ﹤0.01%
14,387
+6,007
+72% +$330K
LTM
1086
DELISTED
LATAM Airlines Group S.A American Depositary Shares (Each representing 1 Common Share)
LTM
$742K ﹤0.01%
55,282
– –
THS
1087
DELISTED
Treehouse Foods
THS
$741K ﹤0.01%
9,255
– –
SBH icon
1088
Sally Beauty Holdings
SBH
$1.46B
$740K ﹤0.01%
29,532
+17,308
+142% +$447K
LAMR icon
1089
Lamar Advertising Co
LAMR
$16.3B
$730K ﹤0.01%
13,777
– –
CIG icon
1090
CEMIG Preferred Shares
CIG
$6.21B
$723K ﹤0.01%
177,492
– –
WAFD icon
1091
WaFd
WAFD
$2.69B
$719K ﹤0.01%
32,044
– –
MD icon
1092
Pediatrix Medical
MD
$2.17B
$714K ﹤0.01%
12,282
+638
+5% +$37.5K
BHE icon
1093
Benchmark Electronics
BHE
$2.85B
$711K ﹤0.01%
27,885
– –
MTZ icon
1094
MasTec
MTZ
$25.6B
$707K ﹤0.01%
22,928
-2,787
-11% -$105K
WOOF
1095
DELISTED
VCA Inc.
WOOF
$704K ﹤0.01%
20,051
– –
TSL
1096
DELISTED
Trina Solar Limited
TSL
$700K ﹤0.01%
54,590
+2,600
+5% +$31.6K
WX
1097
DELISTED
WUXI PHARMATECH, CAYMAN INC REPSTG 8 ORD SHS
WX
$700K ﹤0.01%
21,300
– –
VLY icon
1098
Valley National Bancorp
VLY
$7.92B
$699K ﹤0.01%
70,505
+11,325
+19% +$114K
GBDC icon
1099
Golub Capital BDC
GBDC
$3.34B
$697K ﹤0.01%
40,229
+6,137
+18% +$102K
ABG icon
1100
Asbury Automotive
ABG
$4.34B
$694K ﹤0.01%
10,094
– –
42 43
44
45 46

Similar funds

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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.