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 |
Microsoft
MSFT
|
+$337M |
| 2 |
Tesla
TSLA
|
+$226M |
| 3 |
Apple
AAPL
|
+$183M |
| 4 |
GE HealthCare
GEHC
|
+$157M |
| 5 |
Exelon
EXC
|
+$122M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Check Point Software Technologies
CHKP
|
+$183M |
| 2 |
GE Aerospace
GE
|
+$158M |
| 3 |
CYBR
CyberArk
CYBR
|
+$122M |
| 4 |
Cloudflare
NET
|
+$94.4M |
| 5 |
Akamai
AKAM
|
+$92.8M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 26.4% |
| 2 | Healthcare | 13.8% |
| 3 | Financials | 12.19% |
| 4 | Consumer Discretionary | 9.58% |
| 5 | Industrials | 8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
PPBI
1276
DELISTED
Pacific Premier Bancorp
PPBI
| $6.61M | ﹤0.01% |
275,033
+3,732
| +1% | +$113K |
|
1277
Wintrust Financial
WTFC
$10.7B
| $6.6M | ﹤0.01% |
90,486
+5,029
| +6% | +$430K |
|
1278
Veracyte
VCYT
$3.8B
| $6.6M | ﹤0.01% |
295,824
+62,543
| +27% | +$1.51M |
|
|
SNV
1279
DELISTED
Synovus
SNV
| $6.59M | ﹤0.01% |
213,890
+5,686
| +3% | +$217K |
|
1280
STAAR Surgical
STAA
$1.21B
| $6.59M | ﹤0.01% |
103,043
+1,898
| +2% | +$124K |
|
1281
Bloomin' Brands
BLMN
$938M
| $6.59M | ﹤0.01% |
256,796
-2,982
| -1% | -$74.1K |
|
1282
Celsius Holdings
CELH
$7.03B
| $6.56M | ﹤0.01% |
211,773
+7,596
| +4% | +$240K |
|
1283
ArcBest
ARCB
$3.08B
| $6.55M | ﹤0.01% |
70,906
+882
| +1% | +$79.3K |
|
1284
RBC Bearings
RBC
$18B
| $6.51M | ﹤0.01% |
27,977
+2,153
| +8% | +$496K |
|
1285
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.3B
| $6.51M | ﹤0.01% |
14,200
| – | – |
|
1286
OneMain Financial
OMF
$7.47B
| $6.51M | ﹤0.01% |
175,482
+8,821
| +5% | +$354K |
|
1287
CVB Financial
CVBF
$3.99B
| $6.5M | ﹤0.01% |
389,590
+7,307
| +2% | +$166K |
|
1288
Haemonetics
HAE
$4B
| $6.5M | ﹤0.01% |
78,507
+887
| +1% | +$71.8K |
|
1289
Leggett & Platt
LEG
$1.31B
| $6.49M | ﹤0.01% |
203,656
+5,143
| +3% | +$173K |
|
1290
First Financial Bankshares
FFIN
$4.97B
| $6.45M | ﹤0.01% |
202,169
+9,291
| +5% | +$323K |
|
1291
Simmons First National
SFNC
$3.39B
| $6.45M | ﹤0.01% |
368,725
+3,441
| +0.9% | +$73K |
|
1292
Yelp
YELP
$1.41B
| $6.44M | ﹤0.01% |
209,878
+2,202
| +1% | +$66.2K |
|
|
TMHC
1293
DELISTED
Taylor Morrison
TMHC
| $6.44M | ﹤0.01% |
168,341
+1,483
| +0.9% | +$52.1K |
|
1294
Edgewell Personal Care
EPC
$1.31B
| $6.43M | ﹤0.01% |
151,478
-2,339
| -2% | -$98K |
|
1295
Kennametal
KMT
$2.52B
| $6.43M | ﹤0.01% |
232,982
+115,646
| +99% | +$3.19M |
|
1296
Stepan Co
SCL
$1.48B
| $6.42M | ﹤0.01% |
62,266
+361
| +0.6% | +$37.9K |
|
1297
Carpenter Technology
CRS
$28.4B
| $6.41M | ﹤0.01% |
143,288
+278
| +0.2% | +$12.7K |
|
1298
Ryanair
RYAAY
$31.3B
| $6.41M | ﹤0.01% |
169,850
+7,100
| +4% | +$262K |
|
|
AIV
1299
Aimco
AIV
$383M
| $6.39M | ﹤0.01% |
831,563
-19,705
| -2% | -$147K |
|
1300
NeoGenomics
NEO
$2.13B
| $6.39M | ﹤0.01% |
367,231
+3,641
| +1% | +$51.9K |
|
Similar funds
Legal & General Group's Q1 2023 Portfolio in Review
As of Q1 2023, Legal & General Group held 3,448 positions worth $280B, up 7.3% from $261B the previous quarter. Its ten largest holdings account for 23% of the portfolio.
Trading was light in Q1 2023: portfolio turnover was 3%. Legal & General Group opened 32 new positions and exited 72, leaving the 3,448-position portfolio largely intact.
By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 23% a quarter earlier, followed by Healthcare and Financials.
- Legal & General Group's largest Q1 2023 buy was GE HealthCare: 2,192,516 shares worth $180M.
- Legal & General Group added most to Microsoft in Q1 2023, an estimated $337M increase.
- Legal & General Group's biggest Q1 2023 reduction was Check Point Software Technologies, cutting an estimated $183M.
- Legal & General Group fully exited SVB Financial Group in Q1 2023, selling an estimated $81.2M.
- Legal & General Group's ten largest holdings make up 23% of its $280B portfolio in Q1 2023.
- Legal & General Group opened 32 new positions and closed 72 in Q1 2023.
- Legal & General Group's portfolio value rose 7.3% quarter-over-quarter to $280B.
Based on Legal & General Group's 13F filing for Q1 2023, filed 15 May 2023.