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 | |
|---|---|---|---|---|---|---|
1151
Encompass Health
EHC
$12.4B
| $8.21M | ﹤0.01% |
151,728
+2,687
| +2% | +$156K |
|
1152
Genworth Financial
GNW
$3.71B
| $8.2M | ﹤0.01% |
1,633,205
-58,004
| -3% | -$321K |
|
|
FTCH
1153
DELISTED
Farfetch Limited Class A Ordinary Shares
FTCH
| $8.19M | ﹤0.01% |
1,667,516
+139,640
| +9% | +$758K |
|
1154
Outfront Media
OUT
$5.5B
| $8.17M | ﹤0.01% |
511,680
+74,823
| +17% | +$1.31M |
|
1155
SouthState Bank Corp
SSB
$10.5B
| $8.17M | ﹤0.01% |
114,652
+48,075
| +72% | +$3.74M |
|
1156
Flowserve
FLS
$10.2B
| $8.14M | ﹤0.01% |
239,290
+5,817
| +2% | +$195K |
|
1157
Korn Ferry
KFY
$4.28B
| $8.13M | ﹤0.01% |
157,197
-2,469
| -2% | -$133K |
|
1158
Affiliated Managers Group
AMG
$9.76B
| $8.12M | ﹤0.01% |
57,018
+958
| +2% | +$151K |
|
1159
Inspire Medical Systems
INSP
$1.74B
| $8.1M | ﹤0.01% |
34,587
+1,733
| +5% | +$438K |
|
1160
HUB Group
HUBG
$2.92B
| $8.09M | ﹤0.01% |
192,788
-3,982
| -2% | -$174K |
|
1161
Dycom Industries
DY
$12.3B
| $8.08M | ﹤0.01% |
86,275
+41,621
| +93% | +$3.87M |
|
1162
Eagle Materials
EXP
$6.57B
| $8.07M | ﹤0.01% |
54,986
+309
| +0.6% | +$43.8K |
|
1163
Sensient Technologies
SXT
$5.53B
| $8.07M | ﹤0.01% |
105,386
+1,825
| +2% | +$136K |
|
|
SEM
1164
DELISTED
Select Medical
SEM
| $8.05M | ﹤0.01% |
577,764
+8,349
| +1% | +$123K |
|
1165
Plexus
PLXS
$7.23B
| $8.02M | ﹤0.01% |
82,212
-198
| -0.2% | -$19.9K |
|
1166
AXIS Capital
AXS
$7.55B
| $7.98M | ﹤0.01% |
146,440
+5,181
| +4% | +$301K |
|
1167
Albertsons Companies
ACI
$5.83B
| $7.97M | ﹤0.01% |
383,770
+286,554
| +295% | +$5.92M |
|
1168
Steven Madden
SHOO
$3.55B
| $7.94M | ﹤0.01% |
220,635
-3,578
| -2% | -$124K |
|
|
SFBS
1169
ServisFirst Bancshares
SFBS
$4.86B
| $7.94M | ﹤0.01% |
145,255
+1,296
| +0.9% | +$86.9K |
|
|
ARNC
1170
DELISTED
Arconic Corporation
ARNC
| $7.91M | ﹤0.01% |
301,732
-3,246
| -1% | -$79.8K |
|
1171
Graphic Packaging
GPK
$3.58B
| $7.89M | ﹤0.01% |
309,345
+9,123
| +3% | +$215K |
|
1172
Option Care Health
OPCH
$3.56B
| $7.82M | ﹤0.01% |
246,171
+23,675
| +11% | +$709K |
|
1173
Super Micro Computer
SMCI
$20.1B
| $7.81M | ﹤0.01% |
732,660
+28,330
| +4% | +$256K |
|
1174
Boston Beer
SAM
$1.92B
| $7.8M | ﹤0.01% |
23,728
+577
| +2% | +$198K |
|
1175
Oaktree Specialty Lending
OCSL
$1.14B
| $7.79M | ﹤0.01% |
415,129
+10,189
| +3% | +$203K |
|
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.