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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
LKM
1301
DELISTED
Link Motion Inc.
LKM
$76K ﹤0.01%
12,350
– –
TURN
1302
DELISTED
180 Degree Capital
TURN
$75K ﹤0.01%
7,850
– –
MBI icon
1303
MBIA
MBI
$275M
$74K ﹤0.01%
+6,738
New +$83K
WTM icon
1304
White Mountains Insurance
WTM
$5.33B
$70K ﹤0.01%
116
– –
DYN
1305
DELISTED
Dynegy, Inc.
DYN
$68K ﹤0.01%
+1,949
New +$60.2K
IT icon
1306
Gartner
IT
$11.1B
$66K ﹤0.01%
935
– –
ZBRA icon
1307
Zebra Technologies
ZBRA
$13.5B
$62K ﹤0.01%
749
– –
GSH
1308
DELISTED
Guangshen Railway Co. Ltd
GSH
$56K ﹤0.01%
2,989
– –
NTAP icon
1309
NetApp
NTAP
$33.9B
$55K ﹤0.01%
1,500
– –
RBA icon
1310
RB Global
RBA
$21.5B
$54K ﹤0.01%
2,200
– –
OIBR.C
1311
DELISTED
OI S.A. American Depositary Shares, each representing five shares of common stock
OIBR.C
$50K ﹤0.01%
104
– –
HL icon
1312
Hecla Mining
HL
$9.49B
$48K ﹤0.01%
14,021
– –
BOKF icon
1313
BOK Financial
BOKF
$8.58B
$47K ﹤0.01%
707
– –
GFI icon
1314
Gold Fields
GFI
$28.8B
$46K ﹤0.01%
12,379
– –
ROL icon
1315
Rollins
ROL
$18.6B
$46K ﹤0.01%
5,225
– –
ERIE icon
1316
Erie Indemnity
ERIE
$13B
$45K ﹤0.01%
603
-300
-33% -$22.1K
INVX
1317
Innovex International
INVX
$1.8B
$44K ﹤0.01%
404
– –
SAN icon
1318
Banco Santander
SAN
$191B
$42K ﹤0.01%
4,488
– –
TTC icon
1319
Toro Company
TTC
$8.79B
$34K ﹤0.01%
1,066
– –
MORN icon
1320
Morningstar
MORN
$7.55B
$33K ﹤0.01%
454
– –
SWI
1321
DELISTED
SOLARWINDS INC COM STK (DE)
SWI
$29K ﹤0.01%
752
-290
-28% -$11.6K
EQS icon
1322
Equus Total Return
EQS
$16.9M
$22K ﹤0.01%
9,011
– –
MNDT
1323
DELISTED
Mandiant, Inc. Common Stock
MNDT
$21K ﹤0.01%
+518
New +$20.2K
RSH
1324
DELISTED
RADIOSHACK CORP
RSH
$15K ﹤0.01%
15,309
-806
-5% -$1.15K
DEG
1325
DELISTED
ETABLISSEMENT DELHZ ADS 4 ADS REPTGS 1 ORD SHS
DEG
$13K ﹤0.01%
760
– –
50 51 52
53
54

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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.