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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
+5.49%
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
$85.8B
AUM Growth
+$3.47B
Cap. Flow
-$561M
Cap. Flow %
-0.65%
Top 10 Hldgs %
16.21%
Holding
1,340
New
35
Increased
545
Reduced
532
Closed
11

Top Buys

Rank Stock Value
1
T icon
AT&T
T
+$58.9M
2
VZ icon
Verizon
VZ
+$58M
3
TWTR
Twitter, Inc.
TWTR
+$50.7M
4
CCI icon
Crown Castle
CCI
+$42.6M
5
AMT icon
American Tower
AMT
+$41.7M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$118M
2
BEAM
BEAM INC COM STK (DE)
BEAM
+$55.6M
3
MSFT icon
Microsoft
MSFT
+$36.7M
4
IBM icon
IBM
IBM
+$36.6M
5
XOM icon
ExxonMobil
XOM
+$33.1M

Sector Composition

Rank Sector Weight
1 Financials 16.06%
2 Healthcare 13.06%
3 Technology 12.65%
4 Energy 11.25%
5 Industrials 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MVC
1251
DELISTED
MVC Capital, Inc.
MVC
$253K ﹤0.01%
19,579
+2,594
+15% +$33.4K
BGG
1252
DELISTED
Briggs & Stratton Corp.
BGG
$251K ﹤0.01%
12,285
– –
BHP icon
1253
BHP
BHP
$211B
$248K ﹤0.01%
4,282
-755
-15% -$44.4K
BCIC
1254
BCP Investment Corp
BCIC
$88.3M
$243K ﹤0.01%
2,856
+372
+15% +$30K
MCGC
1255
DELISTED
MCG CAP CORP
MCGC
$242K ﹤0.01%
61,686
+7,342
+14% +$25.8K
SID icon
1256
Companhia Siderúrgica Nacional
SID
$1.37B
$231K ﹤0.01%
54,312
-7,800
-13% -$32.3K
UGP icon
1257
Ultrapar
UGP
$6.66B
$224K ﹤0.01%
18,974
– –
PWRD
1258
DELISTED
PERFECT WORLD CO LTD SPONSORED ADR REPSTG CL B (CAYMAN ISL)
PWRD
$220K ﹤0.01%
11,200
– –
NIHD
1259
DELISTED
NII HOLDINGS INC CL B
NIHD
$207K ﹤0.01%
376,949
+24,497
+7% +$18.7K
SFUN
1260
DELISTED
Fang Holdings Limited American Depositary Shares (each representing ten Class A Ordinary Shares)
SFUN
$201K ﹤0.01%
410
– –
RGS icon
1261
Regis Corp
RGS
$68.4M
$189K ﹤0.01%
671
– –
CTCM
1262
DELISTED
CTC MEDIA INC COM STK
CTCM
$188K ﹤0.01%
17,100
– –
JOBS
1263
DELISTED
51job Inc
JOBS
$185K ﹤0.01%
5,600
– –
GLAD icon
1264
Gladstone Capital
GLAD
$427M
$183K ﹤0.01%
9,088
+863
+10% +$16.9K
PENN icon
1265
PENN Entertainment
PENN
$2.84B
$180K ﹤0.01%
14,813
– –
SBS icon
1266
Sabesp
SBS
$18.4B
$179K ﹤0.01%
86,227
– –
GPK icon
1267
Graphic Packaging
GPK
$3.35B
$177K ﹤0.01%
+15,100
New +$162K
WAB icon
1268
Wabtec
WAB
$49.3B
$176K ﹤0.01%
2,128
– –
FBR
1269
DELISTED
Fibria Celulose Sa
FBR
$166K ﹤0.01%
17,131
-2,100
-11% -$21.3K
TKC icon
1270
Turkcell
TKC
$4.7B
$161K ﹤0.01%
10,317
-29,800
-74% -$440K
FST
1271
DELISTED
FOREST OIL CORPORATION
FST
$161K ﹤0.01%
70,601
– –
H icon
1272
Hyatt Hotels
H
$17.5B
$157K ﹤0.01%
2,570
+1,833
+249% +$106K
POST icon
1273
Post Holdings
POST
$4.42B
$157K ﹤0.01%
4,720
+3,302
+233% +$110K
RGLD icon
1274
Royal Gold
RGLD
$16.6B
$155K ﹤0.01%
2,036
-400
-16% -$26.4K
GAIN icon
1275
Gladstone Investment Corp
GAIN
$642M
$152K ﹤0.01%
20,543
– –
49 50
51
52 53

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Legal & General Group's Q2 2014 Portfolio in Review

As of Q2 2014, Legal & General Group held 1,340 positions worth $85.8B, up 4.2% from $82.4B the previous quarter. Its ten largest holdings account for 16% of the portfolio.

Trading was light in Q2 2014: portfolio turnover was 3.4%. Legal & General Group opened 35 new positions and exited 11, leaving the 1,340-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 16% of assets, down from 17% a quarter earlier, followed by Healthcare and Technology.

  • Legal & General Group's largest Q2 2014 buy was Navient: 1,872,144 shares worth $33.2M.
  • Legal & General Group added most to AT&T in Q2 2014, an estimated $58.9M increase.
  • Legal & General Group's biggest Q2 2014 reduction was Apple, cutting an estimated $118M.
  • Legal & General Group fully exited BEAM INC COM STK (DE) in Q2 2014, selling an estimated $55.6M.
  • Legal & General Group's ten largest holdings make up 16% of its $85.8B portfolio in Q2 2014.
  • Legal & General Group opened 35 new positions and closed 11 in Q2 2014.
  • Legal & General Group's portfolio value rose 4.2% quarter-over-quarter to $85.8B.

Based on Legal & General Group's 13F filing for Q2 2014, filed 13 Aug 2014.