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 | |
|---|---|---|---|---|---|---|
|
FARO
1101
DELISTED
Faro Technologies
FARO
| $9.13M | ﹤0.01% |
371,008
-6,175
| -2% | -$171K |
|
|
UCB
1102
United Community Banks
UCB
$4.28B
| $9.13M | ﹤0.01% |
324,541
+18,697
| +6% | +$591K |
|
1103
Prestige Consumer Healthcare
PBH
$2.6B
| $9.1M | ﹤0.01% |
145,287
+1,613
| +1% | +$101K |
|
1104
Saic
SAIC
$5.35B
| $9.1M | ﹤0.01% |
84,662
+2,626
| +3% | +$277K |
|
1105
Coherent
COHR
$74.2B
| $9.04M | ﹤0.01% |
237,465
+10,300
| +5% | +$419K |
|
1106
Arcosa
ACA
$7.11B
| $9.04M | ﹤0.01% |
143,215
+482
| +0.3% | +$28.3K |
|
1107
News Corp Class B
NWS
$17.5B
| $9.01M | ﹤0.01% |
517,164
+71,414
| +16% | +$1.32M |
|
1108
Grand Canyon Education
LOPE
$3.98B
| $9.01M | ﹤0.01% |
79,116
+222
| +0.3% | +$25K |
|
1109
Evercore
EVR
$11.8B
| $9.01M | ﹤0.01% |
78,053
-78
| -0.1% | -$9.69K |
|
|
LAZR
1110
DELISTED
Luminar Technologies
LAZR
| $8.99M | ﹤0.01% |
92,344
-5,682
| -6% | -$596K |
|
1111
PBF Energy
PBF
$7.31B
| $8.99M | ﹤0.01% |
207,251
+3,545
| +2% | +$149K |
|
1112
RH
RH
$3.71B
| $8.96M | ﹤0.01% |
36,795
+34
| +0.1% | +$9.87K |
|
|
MTLS
1113
Materialise
MTLS
$396M
| $8.86M | ﹤0.01% |
1,068,029
+10,087
| +1% | +$90.6K |
|
1114
Alkermes
ALKS
$8.25B
| $8.85M | ﹤0.01% |
313,979
+8,506
| +3% | +$232K |
|
1115
Euronet Worldwide
EEFT
$2.7B
| $8.84M | ﹤0.01% |
79,025
+4,026
| +5% | +$436K |
|
1116
Norwegian Cruise Line
NCLH
$8.84B
| $8.83M | ﹤0.01% |
656,372
+45,006
| +7% | +$674K |
|
1117
Starwood Property Trust
STWD
$6.09B
| $8.81M | ﹤0.01% |
497,983
+194,932
| +64% | +$3.76M |
|
|
SAFE
1118
Safehold
SAFE
$1.15B
| $8.77M | ﹤0.01% |
298,557
+259,778
| +670% | +$13M |
|
1119
Medpace
MEDP
$16.5B
| $8.75M | ﹤0.01% |
46,546
-3,094
| -6% | -$640K |
|
1120
Independent Bank
INDB
$3.97B
| $8.75M | ﹤0.01% |
133,359
+1,343
| +1% | +$103K |
|
1121
Kulicke & Soffa
KLIC
$4.78B
| $8.75M | ﹤0.01% |
166,018
-5,504
| -3% | -$286K |
|
1122
H&R Block
HRB
$5.86B
| $8.74M | ﹤0.01% |
247,930
-5,148
| -2% | -$190K |
|
1123
Lantheus
LNTH
$6.59B
| $8.73M | ﹤0.01% |
105,738
+3,680
| +4% | +$237K |
|
1124
Mine Safety
MSA
$7.49B
| $8.72M | ﹤0.01% |
65,345
+1,729
| +3% | +$233K |
|
1125
MINISO
MNSO
$3.75B
| $8.69M | ﹤0.01% |
490,048
+215,480
| +78% | +$3.47M |
|
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.