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
|
+$278M |
| 2 |
Tesla
TSLA
|
+$190M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$155M |
| 4 |
Amazon
AMZN
|
+$101M |
| 5 |
SCHW
Charles Schwab
SCHW
|
+$91.9M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alibaba
BABA
|
+$103M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
+$75.8M |
| 3 |
ETFC
E*Trade Financial Corporation
ETFC
|
+$70.9M |
| 4 |
Pfizer
PFE
|
+$70.5M |
| 5 |
AMTD
TD Ameritrade Holding Corp
AMTD
|
+$64.4M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 23.77% |
| 2 | Financials | 12.8% |
| 3 | Healthcare | 12.45% |
| 4 | Consumer Discretionary | 12.23% |
| 5 | Communication Services | 9.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
MDC
1176
DELISTED
M.D.C. Holdings, Inc.
MDC
| $8.87M | ﹤0.01% |
197,128
+10,979
| +6% | +$489K |
|
1177
National Fuel Gas
NFG
$7.65B
| $8.85M | ﹤0.01% |
215,254
-15,147
| -7% | -$630K |
|
1178
ESCO Technologies
ESE
$7.92B
| $8.8M | ﹤0.01% |
85,253
+1,665
| +2% | +$157K |
|
1179
Genpact
G
$5.81B
| $8.77M | ﹤0.01% |
212,014
-43,218
| -17% | -$1.71M |
|
1180
Primerica
PRI
$10B
| $8.75M | ﹤0.01% |
65,313
-7,246
| -10% | -$910K |
|
1181
Adient
ADNT
$1.5B
| $8.72M | ﹤0.01% |
250,765
-18,580
| -7% | -$524K |
|
1182
Grand Canyon Education
LOPE
$3.98B
| $8.69M | ﹤0.01% |
93,289
-12,232
| -12% | -$1.04M |
|
1183
Wolverine World Wide
WWW
$1.55B
| $8.68M | ﹤0.01% |
277,747
-936
| -0.3% | -$27.3K |
|
1184
Aaon
AAON
$7.77B
| $8.67M | ﹤0.01% |
195,093
-560
| -0.3% | -$23.7K |
|
1185
Corcept Therapeutics
CORT
$12B
| $8.66M | ﹤0.01% |
330,983
+6,856
| +2% | +$144K |
|
1186
AXIS Capital
AXS
$7.55B
| $8.65M | ﹤0.01% |
171,700
-20,787
| -11% | -$1.01M |
|
|
RP
1187
DELISTED
RealPage, Inc.
RP
| $8.64M | ﹤0.01% |
99,023
-14,934
| -13% | -$979K |
|
1188
Crane NXT
CXT
$3.07B
| $8.63M | ﹤0.01% |
320,079
-15,477
| -5% | -$341K |
|
1189
Wyndham Hotels & Resorts
WH
$5.48B
| $8.63M | ﹤0.01% |
145,115
-14,802
| -9% | -$798K |
|
1190
Integer Holdings
ITGR
$4.26B
| $8.62M | ﹤0.01% |
106,171
+241
| +0.2% | +$16.9K |
|
1191
Ziff Davis
ZD
$1.98B
| $8.6M | ﹤0.01% |
101,259
-12,243
| -11% | -$886K |
|
|
WPX
1192
DELISTED
WPX Energy, Inc.
WPX
| $8.57M | ﹤0.01% |
1,051,114
-19,528
| -2% | -$124K |
|
1193
Mercury Systems
MRCY
$6.52B
| $8.56M | ﹤0.01% |
97,172
-8,287
| -8% | -$630K |
|
|
REGI
1194
DELISTED
Renewable Energy Group, Inc.
REGI
| $8.52M | ﹤0.01% |
120,325
+2,752
| +2% | +$168K |
|
|
GTY
1195
Getty Realty Corp
GTY
$2.07B
| $8.52M | ﹤0.01% |
309,347
+11,169
| +4% | +$310K |
|
1196
Tanger
SKT
$4.52B
| $8.52M | ﹤0.01% |
855,074
+17,999
| +2% | +$152K |
|
1197
Walker & Dunlop
WD
$1.53B
| $8.49M | ﹤0.01% |
92,236
+761
| +0.8% | +$56.4K |
|
1198
News Corp Class B
NWS
$17.5B
| $8.47M | ﹤0.01% |
476,894
-59,608
| -11% | -$960K |
|
1199
Sensient Technologies
SXT
$5.53B
| $8.47M | ﹤0.01% |
114,834
+3,786
| +3% | +$264K |
|
1200
Simply Good Foods
SMPL
$982M
| $8.47M | ﹤0.01% |
270,094
+229,595
| +567% | +$5.34M |
|
Similar funds
Legal & General Group's Q4 2020 Portfolio in Review
As of Q4 2020, Legal & General Group held 3,536 positions worth $255B, up 14% from $224B the previous quarter. Its ten largest holdings account for 21% of the portfolio.
Trading was light in Q4 2020: portfolio turnover was 4.4%. Legal & General Group opened 99 new positions and exited 58, leaving the 3,536-position portfolio largely intact.
By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 23% a quarter earlier, followed by Financials and Healthcare.
- Legal & General Group's largest Q4 2020 buy was Apartment Income REIT Corp.: 1,079,162 shares worth $41.5M.
- Legal & General Group added most to Microsoft in Q4 2020, an estimated $278M increase.
- Legal & General Group's biggest Q4 2020 reduction was Alibaba, cutting an estimated $103M.
- Legal & General Group fully exited E*Trade Financial Corporation in Q4 2020, selling an estimated $70.9M.
- Legal & General Group's ten largest holdings make up 21% of its $255B portfolio in Q4 2020.
- Legal & General Group opened 99 new positions and closed 58 in Q4 2020.
- Legal & General Group's portfolio value rose 14% quarter-over-quarter to $255B.
Based on Legal & General Group's 13F filing for Q4 2020, filed 12 Feb 2021.