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 |
ExxonMobil
XOM
|
+$1.84B |
| 2 |
Apple
AAPL
|
+$1.78B |
| 3 |
Microsoft
MSFT
|
+$1.13B |
| 4 |
GE Aerospace
GE
|
+$1.12B |
| 5 |
Chevron
CVX
|
+$1.11B |
Top Sells
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 16.71% |
| 2 | Technology | 12.47% |
| 3 | Healthcare | 12.36% |
| 4 | Energy | 10.72% |
| 5 | Consumer Staples | 9.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
TJX Companies
TJX
$179B
| $165M | 0.23% |
+6,577,596
| New | +$162M |
|
102
NextEra Energy
NEE
$186B
| $164M | 0.23% |
+8,051,812
| New | +$160M |
|
103
Bank of Montreal
BMO
$124B
| $161M | 0.22% |
+2,774,855
| New | +$168M |
|
104
Morgan Stanley
MS
$324B
| $160M | 0.22% |
+6,549,014
| New | +$155M |
|
105
TC Energy
TRP
$70.6B
| $160M | 0.22% |
+3,724,354
| New | +$176M |
|
|
TWC
106
DELISTED
TIME WARNER CABLE INC NEW COM STK
TWC
| $158M | 0.22% |
+1,402,401
| New | +$136M |
|
107
Lockheed Martin
LMT
$133B
| $157M | 0.22% |
+1,446,718
| New | +$148M |
|
|
DTV
108
DELISTED
DIRECTV COM STK (DE)
DTV
| $157M | 0.22% |
+2,543,611
| New | +$152M |
|
109
Prudential Financial
PRU
$43.1B
| $156M | 0.22% |
+2,141,163
| New | +$139M |
|
110
Canadian National Railway
CNI
$78.2B
| $154M | 0.21% |
+3,180,714
| New | +$157M |
|
111
EOG Resources
EOG
$77.4B
| $154M | 0.21% |
+2,334,210
| New | +$150M |
|
112
Dominion Energy
D
$62.2B
| $153M | 0.21% |
+2,684,712
| New | +$157M |
|
113
Capital One
COF
$130B
| $151M | 0.21% |
+2,397,161
| New | +$141M |
|
|
BNY
114
Bank of New York Mellon
BNY
$105B
| $150M | 0.21% |
+5,355,036
| New | +$154M |
|
115
APA Corp
APA
$12.8B
| $146M | 0.2% |
+1,745,196
| New | +$139M |
|
|
KRFT
116
DELISTED
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
| $145M | 0.2% |
+2,590,632
| New | +$139M |
|
117
Travelers Companies
TRV
$82.5B
| $143M | 0.2% |
+1,790,521
| New | +$150M |
|
118
Automatic Data Processing
ADP
$111B
| $142M | 0.2% |
+2,354,048
| New | +$140M |
|
|
PCP
119
DELISTED
PRECISION CASTPARTS CORP
PCP
| $141M | 0.19% |
+623,223
| New | +$126M |
|
120
General Mills
GIS
$20.4B
| $140M | 0.19% |
+2,883,632
| New | +$142M |
|
|
PARA
121
DELISTED
Paramount Global Class B
PARA
| $140M | 0.19% |
+2,858,851
| New | +$131M |
|
122
Thermo Fisher Scientific
TMO
$215B
| $137M | 0.19% |
+1,622,334
| New | +$135M |
|
123
Yum! Brands
YUM
$42.2B
| $137M | 0.19% |
+2,739,141
| New | +$136M |
|
124
General Motors
GM
$82B
| $136M | 0.19% |
+4,077,206
| New | +$129M |
|
125
State Street
STT
$49.3B
| $135M | 0.19% |
+2,066,617
| New | +$129M |
|
Similar funds
Legal & General Group's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Legal & General Group, which disclosed 1,272 positions worth $72.4B. Its ten largest holdings account for 17% of the portfolio.
Its largest position is ExxonMobil: 20,478,679 shares worth $1.85B.
By sector, the portfolio is most concentrated in Financials at 17% of assets, followed by Technology and Healthcare.
- Legal & General Group's largest Q2 2013 buy was ExxonMobil: 20,478,679 shares worth $1.85B.
- Legal & General Group's ten largest holdings make up 17% of its $72.4B portfolio in Q2 2013.
- Legal & General Group disclosed 1,272 positions in Q2 2013, its first 13F filing on record.
Based on Legal & General Group's 13F filing for Q2 2013, filed 1 Aug 2013.