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
|
+$206M |
| 2 |
Amazon
AMZN
|
+$145M |
| 3 |
Prologis
PLD
|
+$142M |
| 4 |
Alibaba
BABA
|
+$141M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$91.2M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Trane Technologies
TT
|
+$221M |
| 2 |
Apple
AAPL
|
+$193M |
| 3 |
WCG
Wellcare Health Plans, Inc.
WCG
|
+$111M |
| 4 |
LPT
Liberty Property Trust
LPT
|
+$105M |
| 5 |
ZAYO
Zayo Group Holdings, Inc.
ZAYO
|
+$25.3M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 21.15% |
| 2 | Healthcare | 13.97% |
| 3 | Financials | 13.29% |
| 4 | Consumer Discretionary | 10.43% |
| 5 | Communication Services | 9.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1351
Group 1 Automotive
GPI
$3.18B
| $3.34M | ﹤0.01% |
75,409
+1,738
| +2% | +$146K |
|
1352
Olin
OLN
$2.12B
| $3.33M | ﹤0.01% |
285,817
+19,798
| +7% | +$300K |
|
1353
Banco Macro
BMA
$5.35B
| $3.33M | ﹤0.01% |
196,092
+3,684
| +2% | +$106K |
|
1354
Louisiana-Pacific
LPX
$5.49B
| $3.33M | ﹤0.01% |
193,545
+19,355
| +11% | +$535K |
|
1355
Semtech
SMTC
$13B
| $3.32M | ﹤0.01% |
88,463
+4,947
| +6% | +$224K |
|
1356
Boise Cascade
BCC
$3.02B
| $3.3M | ﹤0.01% |
138,909
+147
| +0.1% | +$4.99K |
|
1357
Acadia Pharmaceuticals
ACAD
$5.03B
| $3.3M | ﹤0.01% |
78,098
+5,820
| +8% | +$240K |
|
1358
Planet Fitness
PLNT
$3.78B
| $3.29M | ﹤0.01% |
67,599
+1,576
| +2% | +$110K |
|
1359
Helmerich & Payne
HP
$3.71B
| $3.29M | ﹤0.01% |
210,152
-289,838
| -58% | -$10.2M |
|
|
MTOR
1360
DELISTED
MERITOR, Inc.
MTOR
| $3.28M | ﹤0.01% |
247,860
+169,484
| +216% | +$3.65M |
|
1361
Myriad Genetics
MYGN
$312M
| $3.28M | ﹤0.01% |
229,250
-426
| -0.2% | -$9K |
|
1362
Hope Bancorp
HOPE
$1.79B
| $3.27M | ﹤0.01% |
397,510
+26,933
| +7% | +$336K |
|
1363
YPF Sociedad Anonima American Depositary Shares (Each representing ten (10) Class D shares of Capital Stock)
YPF
$19.3B
| $3.24M | ﹤0.01% |
776,995
+33,965
| +5% | +$275K |
|
1364
AMERISAFE
AMSF
$540M
| $3.23M | ﹤0.01% |
50,117
+329
| +0.7% | +$21.6K |
|
|
PPBI
1365
DELISTED
Pacific Premier Bancorp
PPBI
| $3.23M | ﹤0.01% |
171,258
-154
| -0.1% | -$4.1K |
|
1366
Coherent
COHR
$74.2B
| $3.22M | ﹤0.01% |
112,908
+1,748
| +2% | +$56.8K |
|
1367
Lindsay Corp
LNN
$1.18B
| $3.22M | ﹤0.01% |
35,012
+1,903
| +6% | +$188K |
|
|
P
1368
Everpure Inc
P
$29.9B
| $3.21M | ﹤0.01% |
258,791
+753
| +0.3% | +$12.2K |
|
|
ISBC
1369
DELISTED
Investors Bancorp, Inc.
ISBC
| $3.21M | ﹤0.01% |
401,842
+2,999
| +0.8% | +$32.3K |
|
1370
Avantor
AVTR
$9.19B
| $3.21M | ﹤0.01% |
257,022
+37,304
| +17% | +$598K |
|
1371
Vishay Intertechnology
VSH
$5.43B
| $3.21M | ﹤0.01% |
222,745
+3,602
| +2% | +$68K |
|
1372
Visteon
VC
$2.78B
| $3.2M | ﹤0.01% |
66,740
+2,713
| +4% | +$197K |
|
|
ARI
1373
Apollo Commercial Real Estate
ARI
$885M
| $3.19M | ﹤0.01% |
430,341
+13,142
| +3% | +$205K |
|
1374
MasTec
MTZ
$21.9B
| $3.19M | ﹤0.01% |
97,454
+1,139
| +1% | +$57.9K |
|
1375
Enovis
ENOV
$1.53B
| $3.19M | ﹤0.01% |
93,461
+2,512
| +3% | +$138K |
|
Similar funds
Legal & General Group's Q1 2020 Portfolio in Review
As of Q1 2020, Legal & General Group held 3,393 positions worth $171B, down 19% from $210B the previous quarter. Its ten largest holdings account for 20% of the portfolio.
Trading was light in Q1 2020: portfolio turnover was 1.9%. Legal & General Group opened 25 new positions and exited 38, leaving the 3,393-position portfolio largely intact.
By sector, the portfolio is most concentrated in Technology at 21% of assets, up from 19% a quarter earlier, followed by Healthcare and Financials.
- Legal & General Group's largest Q1 2020 buy was CrowdStrike: 3,221,840 shares worth $40.9M.
- Legal & General Group added most to Microsoft in Q1 2020, an estimated $206M increase.
- Legal & General Group's biggest Q1 2020 reduction was Trane Technologies, cutting an estimated $221M.
- Legal & General Group fully exited Wellcare Health Plans, Inc. in Q1 2020, selling an estimated $111M.
- Legal & General Group's ten largest holdings make up 20% of its $171B portfolio in Q1 2020.
- Legal & General Group opened 25 new positions and closed 38 in Q1 2020.
- Legal & General Group's portfolio value fell 19% quarter-over-quarter to $171B.
Based on Legal & General Group's 13F filing for Q1 2020, filed 14 May 2020.