We are live on ! Find out more
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
+3.45%
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
$94.9B
AUM Growth
+$4.59B
Cap. Flow
+$2.33B
Cap. Flow %
2.46%
Top 10 Hldgs %
16.18%
Holding
3,009
New
225
Increased
1,401
Reduced
239
Closed
103

Top Buys

Rank Stock Value
1
SPGI icon
S&P Global
SPGI
+$123M
2
CHTR icon
Charter Communications
CHTR
+$119M
3
BABA icon
Alibaba
BABA
+$76.1M
4
T icon
AT&T
T
+$75M
5
AAPL icon
Apple
AAPL
+$62.2M

Top Sells

Rank Stock Value
1
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
+$268M
2
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$118M
3
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
+$111M
4
SNDK
SANDISK CORP
SNDK
+$64.8M
5
CAM
CAMERON INTERNATIONAL CORPORATION
CAM
+$59.2M

Sector Composition

Rank Sector Weight
1 Financials 14.95%
2 Healthcare 13.26%
3 Technology 12.51%
4 Communication Services 9.79%
5 Consumer Staples 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UFPI icon
1451
UFP Industries
UFPI
$4.9B
$394K ﹤0.01%
13,104
– –
MEG
1452
DELISTED
Media General, Inc
MEG
$392K ﹤0.01%
22,724
+356
+2% +$6.17K
HAWK
1453
DELISTED
Blackhawk Network Holdings, Inc. Common Stock
HAWK
$392K ﹤0.01%
11,893
– –
AIT icon
1454
Applied Industrial Technologies
AIT
$12.8B
$391K ﹤0.01%
8,793
– –
NYT icon
1455
New York Times
NYT
$12.1B
$391K ﹤0.01%
32,611
+455
+1% +$5.58K
CCOI icon
1456
Cogent Communications
CCOI
$676M
$389K ﹤0.01%
9,866
-553
-5% -$21.7K
ILG
1457
DELISTED
ILG, Inc Common Stock
ILG
$389K ﹤0.01%
24,984
+15,914
+175% +$227K
BGC icon
1458
BGC Group
BGC
$5.45B
$388K ﹤0.01%
70,283
+7,234
+11% +$42K
ORA icon
1459
Ormat Technologies
ORA
$6B
$388K ﹤0.01%
8,956
+1,400
+19% +$59.9K
OUTR
1460
DELISTED
OUTERWALL INC
OUTR
$388K ﹤0.01%
9,229
+3,711
+67% +$150K
KW
1461
DELISTED
Kennedy-Wilson Holdings
KW
$387K ﹤0.01%
20,707
– –
CY
1462
DELISTED
Cypress Semiconductor
CY
$387K ﹤0.01%
36,636
+1,375
+4% +$13.1K
EGBN icon
1463
Eagle Bancorp
EGBN
$846M
$386K ﹤0.01%
8,127
+1,627
+25% +$80K
WTS icon
1464
Watts Water Technologies
WTS
$11.5B
$386K ﹤0.01%
6,757
– –
IBOC icon
1465
International Bancshares
IBOC
$4.76B
$383K ﹤0.01%
14,744
+147
+1% +$3.85K
SYNH
1466
DELISTED
Syneos Health, Inc. Class A Common Stock
SYNH
$383K ﹤0.01%
10,132
+3,836
+61% +$169K
FCNCA icon
1467
First Citizens BancShares
FCNCA
$24.9B
$382K ﹤0.01%
1,513
– –
PCH
1468
DELISTED
PotlatchDeltic
PCH
$382K ﹤0.01%
11,459
+1,704
+17% +$57.7K
FCFS icon
1469
FirstCash
FCFS
$8.85B
$381K ﹤0.01%
7,563
– –
MLI icon
1470
Mueller Industries
MLI
$14.7B
$381K ﹤0.01%
48,676
– –
CVBF icon
1471
CVB Financial
CVBF
$3.94B
$380K ﹤0.01%
23,541
– –
DORM icon
1472
Dorman Products
DORM
$3.98B
$379K ﹤0.01%
6,733
– –
QHC
1473
DELISTED
Quorum Health Corporation
QHC
$379K ﹤0.01%
+35,494
New +$414K
RBC icon
1474
RBC Bearings
RBC
$17.4B
$378K ﹤0.01%
5,293
– –
EXAM
1475
DELISTED
EXAMWORKS GROUP INC COM STK (DE)
EXAM
$378K ﹤0.01%
10,844
– –
57 58
59
60 61

Similar funds

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Legal & General Group's Q2 2016 Portfolio in Review

As of Q2 2016, Legal & General Group held 3,009 positions worth $94.9B, up 5.1% from $90.3B the previous quarter. Its ten largest holdings account for 16% of the portfolio.

Legal & General Group's Q2 2016 filing shows 225 new, 1,401 increased, 239 reduced and 103 closed positions. Its largest new stake was S&P Global: 1,148,166 shares worth $123M. The largest sale was TIME WARNER CABLE INC NEW COM STK, an estimated $268M.

By sector, the portfolio is most concentrated in Financials at 15% of assets, down from 15% a quarter earlier, followed by Healthcare and Technology.

  • Legal & General Group's largest Q2 2016 buy was S&P Global: 1,148,166 shares worth $123M.
  • Legal & General Group added most to Charter Communications in Q2 2016, an estimated $119M increase.
  • Legal & General Group's biggest Q2 2016 reduction was Under Armour, cutting an estimated $30.9M.
  • Legal & General Group fully exited TIME WARNER CABLE INC NEW COM STK in Q2 2016, selling an estimated $268M.
  • Legal & General Group's ten largest holdings make up 16% of its $94.9B portfolio in Q2 2016.
  • Legal & General Group opened 225 new positions and closed 103 in Q2 2016.
  • Legal & General Group's portfolio value rose 5.1% quarter-over-quarter to $94.9B.

Based on Legal & General Group's 13F filing for Q2 2016, filed 16 Aug 2016.