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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
WEN icon
1276
Wendy's
WEN
$1.4B
$58K ﹤0.01%
6,323
-104,981
-94% -$962K
SAR icon
1277
Saratoga Investment
SAR
$312M
$56K ﹤0.01%
3,647
– –
NTAP icon
1278
NetApp
NTAP
$35B
$55K ﹤0.01%
1,500
– –
RBA icon
1279
RB Global
RBA
$20.4B
$53K ﹤0.01%
2,200
– –
ZBRA icon
1280
Zebra Technologies
ZBRA
$14B
$52K ﹤0.01%
749
– –
POST icon
1281
Post Holdings
POST
$4.14B
$51K ﹤0.01%
+1,418
New +$50.9K
BOKF icon
1282
BOK Financial
BOKF
$8.58B
$49K ﹤0.01%
707
– –
ROL icon
1283
Rollins
ROL
$18.3B
$47K ﹤0.01%
5,225
– –
GFI icon
1284
Gold Fields
GFI
$29B
$46K ﹤0.01%
12,379
– –
INVX
1285
Innovex International
INVX
$1.96B
$45K ﹤0.01%
404
– –
SWI
1286
DELISTED
SOLARWINDS INC COM STK (DE)
SWI
$44K ﹤0.01%
1,042
– –
HL icon
1287
Hecla Mining
HL
$9.47B
$43K ﹤0.01%
14,021
+4,500
+47% +$14.8K
THO icon
1288
Thor Industries
THO
$3.9B
$43K ﹤0.01%
+700
New +$38.9K
PNRA
1289
DELISTED
Panera Bread Co
PNRA
$42K ﹤0.01%
238
– –
AAN.A
1290
DELISTED
The Aaron's Company Inc Class A
AAN.A
$42K ﹤0.01%
1,402
– –
H icon
1291
Hyatt Hotels
H
$16.4B
$40K ﹤0.01%
+737
New +$37.5K
SAN icon
1292
Banco Santander
SAN
$202B
$39K ﹤0.01%
4,488
+99
+2% +$809
LPLA icon
1293
LPL Financial
LPLA
$28.3B
$37K ﹤0.01%
+699
New +$36.9K
JNS
1294
DELISTED
Janus Capital Group Inc
JNS
$37K ﹤0.01%
+3,408
New +$38.5K
MORN icon
1295
Morningstar
MORN
$7.22B
$36K ﹤0.01%
454
– –
TTC icon
1296
Toro Company
TTC
$8.75B
$34K ﹤0.01%
1,066
– –
RSH
1297
DELISTED
RADIOSHACK CORP
RSH
$34K ﹤0.01%
16,115
– –
AOS icon
1298
A.O. Smith
AOS
$8.29B
$33K ﹤0.01%
1,440
– –
WWD icon
1299
Woodward
WWD
$21.5B
$30K ﹤0.01%
+716
New +$30.8K
PB icon
1300
Prosperity Bancshares
PB
$8.97B
$20K ﹤0.01%
+300
New +$19K
50 51
52
53 54

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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.