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 | |
|---|---|---|---|---|---|---|
1451
Brink's
BCO
$4.62B
| $4.65M | ﹤0.01% |
69,676
-239
| -0.3% | -$15.2K |
|
1452
New Oriental
EDU
$8.98B
| $4.64M | ﹤0.01% |
120,334
-49,372
| -29% | -$1.99M |
|
1453
Methode Electronics
MEI
$592M
| $4.64M | ﹤0.01% |
105,766
-1,499
| -1% | -$69.5K |
|
1454
Workiva
WK
$3.54B
| $4.63M | ﹤0.01% |
45,190
+3,774
| +9% | +$342K |
|
1455
Stantec
STN
$8.39B
| $4.61M | ﹤0.01% |
79,035
+2,498
| +3% | +$135K |
|
1456
United Natural Foods
UNFI
$2.85B
| $4.61M | ﹤0.01% |
175,088
+683
| +0.4% | +$24.9K |
|
1457
Green Plains
GPRE
$1.03B
| $4.6M | ﹤0.01% |
148,461
+4,889
| +3% | +$159K |
|
1458
Central Garden & Pet Co Class A
CENTA
$2.44B
| $4.59M | ﹤0.01% |
147,004
-4,602
| -3% | -$142K |
|
1459
Vishay Intertechnology
VSH
$5.43B
| $4.59M | ﹤0.01% |
202,780
-7,400
| -4% | -$163K |
|
1460
Ultragenyx Pharmaceutical
RARE
$2.55B
| $4.58M | ﹤0.01% |
114,334
+25,213
| +28% | +$1.08M |
|
1461
Lyft
LYFT
$6.63B
| $4.58M | ﹤0.01% |
494,566
-137,536
| -22% | -$1.66M |
|
|
CALY
1462
Callaway Golf Company
CALY
$3.14B
| $4.58M | ﹤0.01% |
211,914
+11,825
| +6% | +$268K |
|
|
VSTO
1463
DELISTED
Vista Outdoor Inc.
VSTO
| $4.55M | ﹤0.01% |
164,312
-2,562
| -2% | -$70.1K |
|
1464
Blue Owl Capital
OBDC
$5.74B
| $4.55M | ﹤0.01% |
360,908
-10,578
| -3% | -$136K |
|
1465
Penske Automotive Group
PAG
$14.2B
| $4.55M | ﹤0.01% |
32,071
-781
| -2% | -$104K |
|
1466
CTS Corp
CTS
$1.89B
| $4.54M | ﹤0.01% |
91,740
-891
| -1% | -$39.9K |
|
1467
Bread Financial
BFH
$4.38B
| $4.53M | ﹤0.01% |
149,490
-17,638
| -11% | -$661K |
|
1468
StoneX
SNEX
$7.94B
| $4.53M | ﹤0.01% |
221,353
+9,325
| +4% | +$177K |
|
1469
Equinox Gold
EQX
$13.5B
| $4.52M | ﹤0.01% |
881,459
+26,438
| +3% | +$110K |
|
1470
Cohu
COHU
$2.5B
| $4.52M | ﹤0.01% |
117,657
-783
| -0.7% | -$28.3K |
|
1471
MillerKnoll
MLKN
$1.67B
| $4.51M | ﹤0.01% |
220,774
-988
| -0.4% | -$22.2K |
|
1472
Oxford Industries
OXM
$552M
| $4.51M | ﹤0.01% |
42,740
-720
| -2% | -$80.5K |
|
|
VRTV
1473
DELISTED
VERITIV CORPORATION
VRTV
| $4.51M | ﹤0.01% |
33,349
+529
| +2% | +$67.8K |
|
1474
PRA Group
PRAA
$755M
| $4.5M | ﹤0.01% |
115,565
+2,606
| +2% | +$102K |
|
1475
Dave & Buster's
PLAY
$357M
| $4.5M | ﹤0.01% |
122,349
-2,522
| -2% | -$101K |
|
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.