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 |
Williams Companies
WMB
|
+$57.5M |
| 2 |
XYZ
Block Inc
XYZ
|
+$54.2M |
| 3 |
Prologis
PLD
|
+$51.4M |
| 4 |
Evergy
EVRG
|
+$47.5M |
| 5 |
ABMD
Abiomed Inc
ABMD
|
+$41.2M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
GGP
GGP Inc.
GGP
|
+$110M |
| 2 |
XL
XL Group Ltd.
XL
|
+$72.4M |
| 3 |
Apple
AAPL
|
+$60.6M |
| 4 |
United Parcel Service
UPS
|
+$33.4M |
| 5 |
Toronto Dominion Bank
TD
|
+$31.8M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 17.68% |
| 2 | Financials | 15.6% |
| 3 | Healthcare | 13.13% |
| 4 | Consumer Discretionary | 10.05% |
| 5 | Industrials | 9.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1076
Pinduoduo
PDD
$128B
| $5.98M | ﹤0.01% |
+227,398
| New | +$4.91M |
|
1077
Viavi Solutions
VIAV
$9.31B
| $5.97M | ﹤0.01% |
527,888
+37,648
| +8% | +$407K |
|
1078
Primerica
PRI
$9.89B
| $5.96M | ﹤0.01% |
49,457
-358
| -0.7% | -$41.5K |
|
|
OPLN
1079
Openlane
OPLN
$4.36B
| $5.95M | ﹤0.01% |
263,302
+6,222
| +2% | +$144K |
|
1080
Emcor
EME
$36.1B
| $5.92M | ﹤0.01% |
78,853
+2,091
| +3% | +$161K |
|
|
DEA
1081
Easterly Government Properties
DEA
$1.17B
| $5.87M | ﹤0.01% |
121,549
+41,859
| +53% | +$2.06M |
|
1082
Wintrust Financial
WTFC
$10.9B
| $5.86M | ﹤0.01% |
68,998
-139
| -0.2% | -$12.4K |
|
1083
EnerSys
ENS
$6.88B
| $5.86M | ﹤0.01% |
67,222
-646
| -1% | -$51.9K |
|
1084
Integer Holdings
ITGR
$4.23B
| $5.86M | ﹤0.01% |
70,562
+8,123
| +13% | +$609K |
|
|
GOV
1085
DELISTED
Government Properties Income Trust
GOV
| $5.86M | ﹤0.01% |
518,827
+25,006
| +5% | +$388K |
|
|
GWB
1086
DELISTED
Great Western Bancorp, Inc.
GWB
| $5.79M | ﹤0.01% |
137,491
+9,689
| +8% | +$413K |
|
1087
Exelixis
EXEL
$13.8B
| $5.79M | ﹤0.01% |
326,613
+16,918
| +5% | +$330K |
|
1088
Tower Semiconductor
TSEM
$26.5B
| $5.76M | ﹤0.01% |
264,456
-14,604
| -5% | -$312K |
|
1089
Insight Enterprises
NSIT
$3.98B
| $5.74M | ﹤0.01% |
106,059
+7,090
| +7% | +$373K |
|
|
TMX
1090
DELISTED
Terminix Global Holdings, Inc.
TMX
| $5.73M | ﹤0.01% |
137,958
+1,916
| +1% | +$76.7K |
|
1091
MSC Industrial Direct
MSM
$6.98B
| $5.72M | ﹤0.01% |
64,891
+1,950
| +3% | +$166K |
|
1092
ABM Industries
ABM
$2.86B
| $5.72M | ﹤0.01% |
177,174
+16,733
| +10% | +$530K |
|
1093
Sanmina
SANM
$10.4B
| $5.71M | ﹤0.01% |
206,977
+13,356
| +7% | +$400K |
|
|
RPT
1094
DELISTED
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
| $5.71M | ﹤0.01% |
420,724
+26,298
| +7% | +$351K |
|
|
GTLS
1095
DELISTED
Chart Industries
GTLS
| $5.7M | ﹤0.01% |
72,934
+4,877
| +7% | +$361K |
|
1096
First Solar
FSLR
$25B
| $5.68M | ﹤0.01% |
117,417
-4,056
| -3% | -$211K |
|
1097
Kemper
KMPR
$1.72B
| $5.66M | ﹤0.01% |
70,301
+13,974
| +25% | +$1.09M |
|
1098
Chord Energy
CHRD
$7.84B
| $5.65M | ﹤0.01% |
398,446
+3,935
| +1% | +$49.8K |
|
|
CLGX
1099
DELISTED
Corelogic, Inc.
CLGX
| $5.65M | ﹤0.01% |
114,321
-507
| -0.4% | -$25.8K |
|
1100
Monolithic Power Systems
MPWR
$66B
| $5.64M | ﹤0.01% |
44,974
+832
| +2% | +$116K |
|
Similar funds
Legal & General Group's Q3 2018 Portfolio in Review
As of Q3 2018, Legal & General Group held 3,435 positions worth $140B, up 7.8% from $130B the previous quarter. Its ten largest holdings account for 17% of the portfolio.
Trading was light in Q3 2018: portfolio turnover was 3.9%. Legal & General Group opened 84 new positions and exited 49, leaving the 3,435-position portfolio largely intact.
By sector, the portfolio is most concentrated in Technology at 18% of assets, up from 17% a quarter earlier, followed by Financials and Healthcare.
- Legal & General Group's largest Q3 2018 buy was Brookfield Property REIT Inc. Class A Common Stock: 1,113,758 shares worth $23.3M.
- Legal & General Group added most to Williams Companies in Q3 2018, an estimated $57.5M increase.
- Legal & General Group's biggest Q3 2018 reduction was Apple, cutting an estimated $60.6M.
- Legal & General Group fully exited GGP Inc. in Q3 2018, selling an estimated $110M.
- Legal & General Group's ten largest holdings make up 17% of its $140B portfolio in Q3 2018.
- Legal & General Group opened 84 new positions and closed 49 in Q3 2018.
- Legal & General Group's portfolio value rose 7.8% quarter-over-quarter to $140B.
Based on Legal & General Group's 13F filing for Q3 2018, filed 20 Nov 2018.