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Legal & General Group

Legal & General Group Portfolio holdings

AUM $432B
1-Year Est. Return 29.4%
 

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.

This Quarter Est. Return
+2.1%
1 Year Est. Return
+29.4%
3 Year Est. Return
+97.7%
5 Year Est. Return
+129.51%
10 Year Est. Return
+472.83%
AUM
$82.4B
AUM Growth
-$279M
Cap. Flow
-$1.44B
Cap. Flow %
-1.75%
Top 10 Hldgs %
16.28%
Holding
1,341
New
25
Increased
397
Reduced
555
Closed
36

Top Buys

Rank Stock Value
1
VZ icon
Verizon
VZ
+$259M
2
TSLA icon
Tesla
TSLA
+$57.7M
3
VRN
Veren
VRN
+$56.2M
4
ZTS icon
Zoetis
ZTS
+$43.1M
5
BMRN icon
BioMarin Pharmaceuticals
BMRN
+$32.3M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$74.7M
2
XOM icon
ExxonMobil
XOM
+$63.9M
3
LIFE
LIFE TECHNOLOGIES CORP COM STK (DE)
LIFE
+$57.3M
4
IBM icon
IBM
IBM
+$56.4M
5
GE icon
GE Aerospace
GE
+$39.2M

Sector Composition

Rank Sector Weight
1 Financials 16.58%
2 Healthcare 12.91%
3 Technology 12.68%
4 Energy 10.74%
5 Industrials 9.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JKS
1226
JinkoSolar
JKS
$793M
$246K ﹤0.01%
8,800
+1,300
+17% +$41.2K
RLI icon
1227
RLI Corp
RLI
$5.62B
$246K ﹤0.01%
11,108
– –
TWTR
1228
DELISTED
Twitter, Inc.
TWTR
$233K ﹤0.01%
5,000
– –
PWRD
1229
DELISTED
PERFECT WORLD CO LTD SPONSORED ADR REPSTG CL B (CAYMAN ISL)
PWRD
$232K ﹤0.01%
11,200
– –
MVC
1230
DELISTED
MVC Capital, Inc.
MVC
$230K ﹤0.01%
16,985
– –
UGP icon
1231
Ultrapar
UGP
$6.95B
$228K ﹤0.01%
18,974
– –
TIMB icon
1232
TIM SA
TIMB
$9.16B
$227K ﹤0.01%
8,739
– –
AU icon
1233
AngloGold Ashanti
AU
$40.1B
$225K ﹤0.01%
13,194
-1,000
-7% -$15.9K
LKM
1234
DELISTED
Link Motion Inc.
LKM
$217K ﹤0.01%
12,350
– –
BCIC
1235
BCP Investment Corp
BCIC
$89.1M
$215K ﹤0.01%
2,484
+75
+3% +$6.08K
FBR
1236
DELISTED
Fibria Celulose Sa
FBR
$213K ﹤0.01%
19,231
– –
MCGC
1237
DELISTED
MCG CAP CORP
MCGC
$206K ﹤0.01%
54,344
– –
JOBS
1238
DELISTED
51job Inc
JOBS
$200K ﹤0.01%
5,600
– –
PLXS icon
1239
Plexus
PLXS
$6.72B
$195K ﹤0.01%
4,856
– –
RGS icon
1240
Regis Corp
RGS
$68.4M
$184K ﹤0.01%
671
– –
PENN icon
1241
PENN Entertainment
PENN
$2.75B
$182K ﹤0.01%
14,813
– –
LDK
1242
DELISTED
LDK SOLAR CO LTD.
LDK
$181K ﹤0.01%
178,051
– –
SOL
1243
DELISTED
Emeren Group
SOL
$180K ﹤0.01%
11,240
+3,520
+46% +$65.1K
GAIN icon
1244
Gladstone Investment Corp
GAIN
$643M
$170K ﹤0.01%
20,543
+1,434
+8% +$11.6K
GLAD icon
1245
Gladstone Capital
GLAD
$422M
$166K ﹤0.01%
8,225
+854
+12% +$16.8K
WAB icon
1246
Wabtec
WAB
$49.1B
$165K ﹤0.01%
2,128
– –
CTCM
1247
DELISTED
CTC MEDIA INC COM STK
CTCM
$157K ﹤0.01%
17,100
– –
SBS icon
1248
Sabesp
SBS
$19.1B
$155K ﹤0.01%
86,227
– –
RGLD icon
1249
Royal Gold
RGLD
$16.8B
$153K ﹤0.01%
2,436
-350
-13% -$21.5K
AVNT icon
1250
Avient
AVNT
$3.33B
$142K ﹤0.01%
+3,879
New +$139K
48 49
50
51 52

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Legal & General Group's Q1 2014 Portfolio in Review

As of Q1 2014, Legal & General Group held 1,341 positions worth $82.4B, down 0.34% from $82.6B the previous quarter. Its ten largest holdings account for 16% of the portfolio.

Trading was light in Q1 2014: portfolio turnover was 4.5%. Legal & General Group opened 25 new positions and exited 36, leaving the 1,341-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 17% of assets, down from 17% a quarter earlier, followed by Healthcare and Technology.

  • Legal & General Group's largest Q1 2014 buy was Veren: 1,738,973 shares worth $58.1M.
  • Legal & General Group added most to Verizon in Q1 2014, an estimated $259M increase.
  • Legal & General Group's biggest Q1 2014 reduction was Apple, cutting an estimated $74.7M.
  • Legal & General Group fully exited LIFE TECHNOLOGIES CORP COM STK (DE) in Q1 2014, selling an estimated $57.3M.
  • Legal & General Group's ten largest holdings make up 16% of its $82.4B portfolio in Q1 2014.
  • Legal & General Group opened 25 new positions and closed 36 in Q1 2014.
  • Legal & General Group's portfolio value fell 0.34% quarter-over-quarter to $82.4B.

Based on Legal & General Group's 13F filing for Q1 2014, filed 14 May 2014.