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
|
+$278M |
| 2 |
Tesla
TSLA
|
+$190M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$155M |
| 4 |
Amazon
AMZN
|
+$101M |
| 5 |
SCHW
Charles Schwab
SCHW
|
+$91.9M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alibaba
BABA
|
+$103M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
+$75.8M |
| 3 |
ETFC
E*Trade Financial Corporation
ETFC
|
+$70.9M |
| 4 |
Pfizer
PFE
|
+$70.5M |
| 5 |
AMTD
TD Ameritrade Holding Corp
AMTD
|
+$64.4M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 23.77% |
| 2 | Financials | 12.8% |
| 3 | Healthcare | 12.45% |
| 4 | Consumer Discretionary | 12.23% |
| 5 | Communication Services | 9.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
PRFT
1451
DELISTED
Perficient Inc
PRFT
| $5.09M | ﹤0.01% |
106,821
-384
| -0.4% | -$17.4K |
|
|
SAFM
1452
DELISTED
Sanderson Farms Inc
SAFM
| $5.08M | ﹤0.01% |
38,432
+876
| +2% | +$116K |
|
1453
Antero Resources
AR
$10.7B
| $5.07M | ﹤0.01% |
930,642
-39,935
| -4% | -$164K |
|
1454
Shutterstock
SSTK
$219M
| $5.06M | ﹤0.01% |
70,548
+235
| +0.3% | +$15.6K |
|
|
AMWD
1455
DELISTED
American Woodmark
AMWD
| $5.03M | ﹤0.01% |
53,604
+150
| +0.3% | +$13.6K |
|
1456
Cavco Industries
CVCO
$4.55B
| $5.03M | ﹤0.01% |
28,656
+55
| +0.2% | +$10.2K |
|
|
AIV
1457
Aimco
AIV
$383M
| $5M | ﹤0.01% |
946,063
-6,666,159
| -88% | -$29.6M |
|
1458
MidCap Financial Investment
MFIC
$804M
| $5M | ﹤0.01% |
470,095
+13,143
| +3% | +$128K |
|
|
KAMN
1459
DELISTED
Kaman Corp
KAMN
| $4.95M | ﹤0.01% |
86,650
+102
| +0.1% | +$5.01K |
|
1460
Carpenter Technology
CRS
$28.4B
| $4.95M | ﹤0.01% |
169,829
-1,174
| -0.7% | -$27.2K |
|
1461
Commercial Metals
CMC
$8.31B
| $4.94M | ﹤0.01% |
240,498
-3,846
| -2% | -$79.8K |
|
1462
TTM Technologies
TTMI
$14.5B
| $4.92M | ﹤0.01% |
356,849
-2,016
| -0.6% | -$25.8K |
|
1463
Alaska Air
ALK
$5.58B
| $4.9M | ﹤0.01% |
94,153
-26,325
| -22% | -$1.18M |
|
1464
Euronet Worldwide
EEFT
$2.7B
| $4.89M | ﹤0.01% |
33,759
-8,796
| -21% | -$1.02M |
|
1465
Kaiser Aluminum
KALU
$3.02B
| $4.89M | ﹤0.01% |
49,440
+48
| +0.1% | +$3.68K |
|
1466
Vishay Intertechnology
VSH
$5.43B
| $4.88M | ﹤0.01% |
235,842
-3,876
| -2% | -$71.5K |
|
1467
Myriad Genetics
MYGN
$312M
| $4.88M | ﹤0.01% |
246,728
+1,198
| +0.5% | +$19.3K |
|
|
MODV
1468
DELISTED
ModivCare
MODV
| $4.88M | ﹤0.01% |
35,163
+92
| +0.3% | +$11.4K |
|
1469
iShares MSCI Qatar ETF
QAT
$64M
| $4.87M | ﹤0.01% |
263,550
| – | – |
|
1470
Terex
TEX
$7.74B
| $4.87M | ﹤0.01% |
139,490
-155,222
| -53% | -$4.58M |
|
1471
Choice Hotels
CHH
$4.8B
| $4.87M | ﹤0.01% |
45,588
-4,174
| -8% | -$406K |
|
1472
White Mountains Insurance
WTM
$5.13B
| $4.86M | ﹤0.01% |
4,857
-586
| -11% | -$551K |
|
1473
Enpro
NPO
$7.05B
| $4.85M | ﹤0.01% |
64,265
+10
| +0% | +$671 |
|
1474
Sprouts Farmers Market
SFM
$8.01B
| $4.85M | ﹤0.01% |
241,184
-34,207
| -12% | -$701K |
|
1475
Patrick Industries
PATK
$2.85B
| $4.85M | ﹤0.01% |
106,353
-261
| -0.2% | -$11.1K |
|
Similar funds
Legal & General Group's Q4 2020 Portfolio in Review
As of Q4 2020, Legal & General Group held 3,536 positions worth $255B, up 14% from $224B the previous quarter. Its ten largest holdings account for 21% of the portfolio.
Trading was light in Q4 2020: portfolio turnover was 4.4%. Legal & General Group opened 99 new positions and exited 58, leaving the 3,536-position portfolio largely intact.
By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 23% a quarter earlier, followed by Financials and Healthcare.
- Legal & General Group's largest Q4 2020 buy was Apartment Income REIT Corp.: 1,079,162 shares worth $41.5M.
- Legal & General Group added most to Microsoft in Q4 2020, an estimated $278M increase.
- Legal & General Group's biggest Q4 2020 reduction was Alibaba, cutting an estimated $103M.
- Legal & General Group fully exited E*Trade Financial Corporation in Q4 2020, selling an estimated $70.9M.
- Legal & General Group's ten largest holdings make up 21% of its $255B portfolio in Q4 2020.
- Legal & General Group opened 99 new positions and closed 58 in Q4 2020.
- Legal & General Group's portfolio value rose 14% quarter-over-quarter to $255B.
Based on Legal & General Group's 13F filing for Q4 2020, filed 12 Feb 2021.