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 |
Alibaba
BABA
|
+$145M |
| 2 |
Nutrien
NTR
|
+$120M |
| 3 |
Baidu
BIDU
|
+$60.4M |
| 4 |
IPG Photonics
IPGP
|
+$48.7M |
| 5 |
Cadence Design Systems
CDNS
|
+$46.9M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$349M |
| 2 |
Microsoft
MSFT
|
+$231M |
| 3 |
JPMorgan Chase
JPM
|
+$149M |
| 4 |
Amazon
AMZN
|
+$131M |
| 5 |
ExxonMobil
XOM
|
+$129M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 16.85% |
| 2 | Technology | 16.63% |
| 3 | Healthcare | 12.26% |
| 4 | Consumer Discretionary | 9.93% |
| 5 | Industrials | 9.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1276
NETGEAR
NTGR
$648M
| $3.65M | ﹤0.01% |
64,268
+1,040
| +2% | +$64K |
|
1277
Kaiser Aluminum
KALU
$3.16B
| $3.65M | ﹤0.01% |
36,362
+381
| +1% | +$40.8K |
|
|
WAGE
1278
DELISTED
WageWorks, Inc.
WAGE
| $3.64M | ﹤0.01% |
81,204
+1,723
| +2% | +$94.2K |
|
1279
Brady Corp
BRC
$4.48B
| $3.64M | ﹤0.01% |
98,283
-213
| -0.2% | -$8.1K |
|
|
AKS
1280
DELISTED
AK Steel Holding Corp
AKS
| $3.64M | ﹤0.01% |
815,070
-42,657
| -5% | -$234K |
|
1281
Monro
MNRO
$365M
| $3.63M | ﹤0.01% |
68,330
+1,422
| +2% | +$78.9K |
|
1282
PRA Group
PRAA
$706M
| $3.63M | ﹤0.01% |
96,201
+6,392
| +7% | +$233K |
|
|
HT
1283
DELISTED
Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest
HT
| $3.63M | ﹤0.01% |
202,863
+30,294
| +18% | +$538K |
|
|
AMED
1284
DELISTED
Amedisys
AMED
| $3.62M | ﹤0.01% |
60,098
+1,082
| +2% | +$61.6K |
|
1285
New Mountain Finance
NMFC
$730M
| $3.62M | ﹤0.01% |
274,743
+40,098
| +17% | +$530K |
|
|
TRCO
1286
DELISTED
TRIBUNE MEDIA COMPANY CLASS A
TRCO
| $3.61M | ﹤0.01% |
89,199
-21,761
| -20% | -$917K |
|
1287
Hilton Grand Vacations
HGV
$3.34B
| $3.61M | ﹤0.01% |
83,984
+53,048
| +171% | +$2.32M |
|
|
WCC
1288
WESCO International
WCC
$17.8B
| $3.6M | ﹤0.01% |
58,080
-9,032
| -13% | -$582K |
|
1289
Commercial Metals
CMC
$7.97B
| $3.6M | ﹤0.01% |
175,975
-25,787
| -13% | -$626K |
|
1290
WaFd
WAFD
$2.82B
| $3.59M | ﹤0.01% |
103,845
-11,055
| -10% | -$393K |
|
1291
SolarEdge
SEDG
$2.05B
| $3.58M | ﹤0.01% |
68,934
+11,923
| +21% | +$523K |
|
|
UHT
1292
Universal Health Realty Income Trust
UHT
$566M
| $3.58M | ﹤0.01% |
59,478
+3,877
| +7% | +$242K |
|
1293
Deckers Outdoor
DECK
$12.8B
| $3.58M | ﹤0.01% |
238,578
-35,814
| -13% | -$538K |
|
1294
Compass Diversified
CODI
$927M
| $3.57M | ﹤0.01% |
217,330
+31,917
| +17% | +$536K |
|
1295
Globus Medical
GMED
$11.4B
| $3.56M | ﹤0.01% |
71,530
+7,215
| +11% | +$339K |
|
1296
Boise Cascade
BCC
$2.98B
| $3.56M | ﹤0.01% |
92,643
-2,886
| -3% | -$120K |
|
1297
AMC Global Media
AMCX
$486M
| $3.56M | ﹤0.01% |
68,828
+7,974
| +13% | +$414K |
|
1298
Insight Enterprises
NSIT
$4.43B
| $3.56M | ﹤0.01% |
102,109
-8,751
| -8% | -$316K |
|
1299
8x8 Inc
EGHT
$309M
| $3.55M | ﹤0.01% |
192,072
+3,091
| +2% | +$54.7K |
|
|
BLUE
1300
DELISTED
bluebird bio
BLUE
| $3.53M | ﹤0.01% |
1,596
-118
| -7% | -$300K |
|
Similar funds
Legal & General Group's Q1 2018 Portfolio in Review
As of Q1 2018, Legal & General Group held 3,334 positions worth $131B, down 5.2% from $138B the previous quarter. Its ten largest holdings account for 16% of the portfolio.
Legal & General Group withdrew a net $5.02B in Q1 2018, closing 54 positions and reducing 1,618 holdings. Its most notable exit was Agrium, an estimated $79.7M position sold in full.
By sector, the portfolio is most concentrated in Financials at 17% of assets, down from 17% a quarter earlier, followed by Technology and Healthcare.
Against the trend, Legal & General Group opened a new position in Nutrien worth $113M.
- Legal & General Group's largest Q1 2018 buy was Nutrien: 2,398,576 shares worth $113M.
- Legal & General Group added most to Alibaba in Q1 2018, an estimated $145M increase.
- Legal & General Group's biggest Q1 2018 reduction was Apple, cutting an estimated $349M.
- Legal & General Group fully exited Agrium in Q1 2018, selling an estimated $79.7M.
- Legal & General Group's ten largest holdings make up 16% of its $131B portfolio in Q1 2018.
- Legal & General Group opened 50 new positions and closed 54 in Q1 2018.
- Legal & General Group's portfolio value fell 5.2% quarter-over-quarter to $131B.
Based on Legal & General Group's 13F filing for Q1 2018, filed 17 May 2018.