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 | |
|---|---|---|---|---|---|---|
1426
Carlyle Secured Lending
CGBD
$758M
| $4.87M | ﹤0.01% |
357,716
+17,978
| +5% | +$265K |
|
1427
Cushman & Wakefield Ltd
CWK
$3.25B
| $4.87M | ﹤0.01% |
462,072
+108
| +0% | +$1.39K |
|
1428
NCR Voyix
VYX
$1.14B
| $4.87M | ﹤0.01% |
336,184
+12,939
| +4% | +$199K |
|
1429
Warner Music
WMG
$13.8B
| $4.85M | ﹤0.01% |
145,390
+21,247
| +17% | +$715K |
|
1430
KB Home
KBH
$3.59B
| $4.83M | ﹤0.01% |
120,234
+1,348
| +1% | +$49.2K |
|
1431
Alamo Group
ALG
$2.05B
| $4.83M | ﹤0.01% |
26,220
+445
| +2% | +$73.2K |
|
|
IBTX
1432
DELISTED
Independent Bank Group, Inc.
IBTX
| $4.83M | ﹤0.01% |
104,150
+12
| +0% | +$682 |
|
1433
Warrior Met Coal
HCC
$4.86B
| $4.83M | ﹤0.01% |
131,445
-5,288
| -4% | -$196K |
|
1434
Mercury Systems
MRCY
$6.52B
| $4.81M | ﹤0.01% |
94,088
+5,262
| +6% | +$266K |
|
|
CSGS
1435
DELISTED
CSG Systems International
CSGS
| $4.8M | ﹤0.01% |
89,452
-2,717
| -3% | -$155K |
|
|
ENV
1436
DELISTED
ENVESTNET, INC.
ENV
| $4.79M | ﹤0.01% |
81,633
+1,495
| +2% | +$92.8K |
|
1437
Embecta
EMBC
$262M
| $4.78M | ﹤0.01% |
169,834
-2,774
| -2% | -$78.7K |
|
1438
Sylvamo
SLVM
$1.63B
| $4.78M | ﹤0.01% |
103,228
-5,724
| -5% | -$272K |
|
1439
Columbia Sportswear
COLM
$2.94B
| $4.76M | ﹤0.01% |
52,781
+1,486
| +3% | +$133K |
|
1440
Calix
CALX
$2.39B
| $4.76M | ﹤0.01% |
88,854
+4,177
| +5% | +$228K |
|
1441
10x Genomics
TXG
$6.61B
| $4.75M | ﹤0.01% |
85,078
+6,680
| +9% | +$312K |
|
1442
Cinemark Holdings
CNK
$4.32B
| $4.72M | ﹤0.01% |
319,354
-6,793
| -2% | -$82.4K |
|
1443
ACI Worldwide
ACIW
$5.42B
| $4.72M | ﹤0.01% |
174,786
-14,736
| -8% | -$390K |
|
1444
Cannae Holdings
CNNE
$649M
| $4.71M | ﹤0.01% |
233,455
-17,362
| -7% | -$384K |
|
1445
OSI Systems
OSIS
$3.89B
| $4.71M | ﹤0.01% |
46,014
-783
| -2% | -$72.5K |
|
|
VGR
1446
DELISTED
Vector Group Ltd.
VGR
| $4.7M | ﹤0.01% |
391,723
-6,715
| -2% | -$84.7K |
|
1447
XPeng
XPEV
$11.6B
| $4.7M | ﹤0.01% |
422,979
-13,408
| -3% | -$130K |
|
1448
Hancock Whitney
HWC
$6.24B
| $4.69M | ﹤0.01% |
128,925
+2,852
| +2% | +$133K |
|
|
ITCI
1449
DELISTED
Intra-Cellular Therapies Inc.
ITCI
| $4.66M | ﹤0.01% |
86,127
+5,518
| +7% | +$267K |
|
1450
ESAB
ESAB
$5.71B
| $4.66M | ﹤0.01% |
78,939
+7,048
| +10% | +$404K |
|
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.