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 | |
|---|---|---|---|---|---|---|
1376
iShares Russell 1000 Growth ETF
IWF
$128B
| $5.37M | ﹤0.01% |
87,880
-85,320
| -49% | -$4.92M |
|
1377
Banner Corp
BANR
$2.4B
| $5.37M | ﹤0.01% |
98,701
-755
| -0.8% | -$46.1K |
|
1378
NMI Holdings
NMIH
$3.36B
| $5.37M | ﹤0.01% |
240,315
-1,473
| -0.6% | -$33K |
|
|
AMED
1379
DELISTED
Amedisys
AMED
| $5.36M | ﹤0.01% |
72,892
+628
| +0.9% | +$54.3K |
|
1380
Peloton Interactive
PTON
$2.49B
| $5.36M | ﹤0.01% |
472,253
+16,255
| +4% | +$195K |
|
1381
Jack in the Box
JACK
$335M
| $5.34M | ﹤0.01% |
60,910
-3,150
| -5% | -$249K |
|
|
OPI
1382
DELISTED
Office Properties Income Trust
OPI
| $5.33M | ﹤0.01% |
433,065
+21,921
| +5% | +$337K |
|
1383
Sabre
SABR
$835M
| $5.3M | ﹤0.01% |
1,235,963
-6,384
| -0.5% | -$36.5K |
|
1384
PTC Therapeutics
PTCT
$6.12B
| $5.3M | ﹤0.01% |
109,381
+23,540
| +27% | +$1.08M |
|
|
UHT
1385
Universal Health Realty Income Trust
UHT
$594M
| $5.3M | ﹤0.01% |
110,068
-1,092
| -1% | -$56.4K |
|
1386
Kemper
KMPR
$1.68B
| $5.28M | ﹤0.01% |
96,595
+3,267
| +4% | +$189K |
|
1387
Credit Acceptance
CACC
$6.08B
| $5.28M | ﹤0.01% |
12,102
+180
| +2% | +$79.1K |
|
1388
MYR Group
MYRG
$5.25B
| $5.28M | ﹤0.01% |
41,865
-210
| -0.5% | -$22.6K |
|
1389
Terex
TEX
$7.74B
| $5.26M | ﹤0.01% |
108,796
+1,149
| +1% | +$58.8K |
|
1390
Century Communities
CCS
$2.03B
| $5.26M | ﹤0.01% |
82,276
+151
| +0.2% | +$9K |
|
1391
Oceaneering
OII
$4.77B
| $5.24M | ﹤0.01% |
297,060
-8,513
| -3% | -$164K |
|
1392
Bilibili
BILI
$7.84B
| $5.23M | ﹤0.01% |
222,420
-3,902
| -2% | -$92.8K |
|
1393
Pricesmart
PSMT
$5.46B
| $5.2M | ﹤0.01% |
72,756
-954
| -1% | -$66.9K |
|
1394
Ollie's Bargain Outlet
OLLI
$4.94B
| $5.2M | ﹤0.01% |
89,705
+3,909
| +5% | +$215K |
|
1395
Shutterstock
SSTK
$219M
| $5.19M | ﹤0.01% |
71,511
+838
| +1% | +$58.6K |
|
1396
iShares MSCI EAFE ETF
EFA
$80.2B
| $5.19M | ﹤0.01% |
72,600
-4,700
| -6% | -$329K |
|
1397
Vir Biotechnology
VIR
$1.49B
| $5.17M | ﹤0.01% |
222,202
-137
| -0.1% | -$3.5K |
|
1398
BWX Technologies
BWXT
$15.6B
| $5.13M | ﹤0.01% |
81,358
+1,646
| +2% | +$99.2K |
|
1399
Matsons
MATX
$6.18B
| $5.13M | ﹤0.01% |
85,913
-1,849
| -2% | -$119K |
|
|
CVSA
1400
Covista Inc
CVSA
$4.8B
| $5.13M | ﹤0.01% |
132,740
-4,165
| -3% | -$159K |
|
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.