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 | |
|---|---|---|---|---|---|---|
|
PDM
1301
Piedmont Realty Trust
PDM
$1.19B
| $6.39M | ﹤0.01% |
874,886
+67,477
| +8% | +$619K |
|
1302
Coty
COTY
$2.48B
| $6.37M | ﹤0.01% |
527,877
+32,950
| +7% | +$349K |
|
1303
Enpro
NPO
$7.05B
| $6.35M | ﹤0.01% |
61,099
+521
| +0.9% | +$57K |
|
1304
Evertec
EVTC
$1.78B
| $6.3M | ﹤0.01% |
186,749
-2,934
| -2% | -$103K |
|
1305
Robinhood
HOOD
$83.9B
| $6.28M | ﹤0.01% |
646,563
+36,712
| +6% | +$350K |
|
1306
Planet Fitness
PLNT
$3.78B
| $6.26M | ﹤0.01% |
80,557
+5,937
| +8% | +$474K |
|
1307
Northern Oil and Gas
NOG
$2.35B
| $6.25M | ﹤0.01% |
205,996
+176,257
| +593% | +$5.49M |
|
|
MZTI
1308
The Marzetti Company
MZTI
$3.11B
| $6.25M | ﹤0.01% |
30,786
+296
| +1% | +$57.6K |
|
1309
Pinnacle Financial Partners Inc
PNFP
$15.8B
| $6.2M | ﹤0.01% |
112,478
+3,873
| +4% | +$272K |
|
1310
Lightspeed Commerce
LSPD
$1.35B
| $6.15M | ﹤0.01% |
405,181
+99,986
| +33% | +$1.59M |
|
|
WWE
1311
DELISTED
World Wrestling Entertainment
WWE
| $6.15M | ﹤0.01% |
67,420
+2,670
| +4% | +$228K |
|
1312
Wendy's
WEN
$1.46B
| $6.12M | ﹤0.01% |
281,053
+1,334
| +0.5% | +$29.3K |
|
1313
Brady Corp
BRC
$4.57B
| $6.12M | ﹤0.01% |
113,826
-22,015
| -16% | -$1.15M |
|
1314
Sprouts Farmers Market
SFM
$8.01B
| $6.1M | ﹤0.01% |
174,084
-4,198
| -2% | -$136K |
|
1315
Home BancShares
HOMB
$6.18B
| $6.08M | ﹤0.01% |
279,943
+463
| +0.2% | +$10.7K |
|
1316
Corcept Therapeutics
CORT
$12B
| $6.05M | ﹤0.01% |
279,361
-852
| -0.3% | -$18.7K |
|
1317
Alamos Gold
AGI
$13.9B
| $6.05M | ﹤0.01% |
496,027
+4,907
| +1% | +$53.2K |
|
1318
Shake Shack
SHAK
$2.87B
| $6.03M | ﹤0.01% |
108,712
-689
| -0.6% | -$38K |
|
1319
Piper Sandler
PIPR
$5.29B
| $6M | ﹤0.01% |
173,176
-2,136
| -1% | -$76.1K |
|
|
NTST
1320
NETSTREIT Corp
NTST
$2.1B
| $5.98M | ﹤0.01% |
327,229
-31,033
| -9% | -$599K |
|
1321
Zillow
ZG
$7.63B
| $5.98M | ﹤0.01% |
136,833
-14,253
| -9% | -$593K |
|
1322
Kyndryl
KD
$3.05B
| $5.97M | ﹤0.01% |
404,697
+18,955
| +5% | +$269K |
|
1323
GATX Corp
GATX
$6.27B
| $5.96M | ﹤0.01% |
54,129
+150
| +0.3% | +$16.4K |
|
1324
Strategic Education
STRA
$1.92B
| $5.95M | ﹤0.01% |
66,290
-844
| -1% | -$74.7K |
|
|
SOL
1325
DELISTED
Emeren Group
SOL
| $5.95M | ﹤0.01% |
1,337,496
+373,713
| +39% | +$1.76M |
|
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.