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 |
Apple
AAPL
|
+$114M |
| 2 |
DXC Technology
DXC
|
+$112M |
| 3 |
Meta Platforms (Facebook)
META
|
+$89.5M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$72.7M |
| 5 |
Amazon
AMZN
|
+$63.1M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
YHOO
Yahoo Inc
YHOO
|
+$199M |
| 2 |
Wells Fargo
WFC
|
+$80.9M |
| 3 |
MJN
Mead Johnson Nutrition Company
MJN
|
+$75.4M |
| 4 |
Hewlett Packard
HPE
|
+$58.6M |
| 5 |
CSC
Computer Sciences
CSC
|
+$48.8M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 16.77% |
| 2 | Technology | 14.71% |
| 3 | Healthcare | 13.48% |
| 4 | Industrials | 9.48% |
| 5 | Communication Services | 9.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
AL
1476
DELISTED
Air Lease Corp
AL
| $2.21M | ﹤0.01% |
59,074
-22
| -0% | -$821 |
|
1477
Mativ Holdings
MATV
$481M
| $2.21M | ﹤0.01% |
59,269
+5,123
| +9% | +$203K |
|
1478
Prestige Consumer Healthcare
PBH
$2.38B
| $2.2M | ﹤0.01% |
41,690
+7,565
| +22% | +$405K |
|
1479
LivaNova
LIVN
$4.4B
| $2.2M | ﹤0.01% |
35,898
+18,716
| +109% | +$1.06M |
|
|
SHPG
1480
DELISTED
Shire pic
SHPG
| $2.18M | ﹤0.01% |
13,207
-203
| -2% | -$35.5K |
|
|
DO
1481
DELISTED
Diamond Offshore Drilling
DO
| $2.17M | ﹤0.01% |
200,738
+671
| +0.3% | +$8.92K |
|
1482
Sonic Automotive
SAH
$2.9B
| $2.17M | ﹤0.01% |
111,817
+1,060
| +1% | +$20.2K |
|
|
SONC
1483
DELISTED
Sonic Corp
SONC
| $2.17M | ﹤0.01% |
81,826
+3,862
| +5% | +$107K |
|
1484
AAR Corp
AIR
$5.59B
| $2.17M | ﹤0.01% |
62,282
+6,242
| +11% | +$217K |
|
|
RDC
1485
DELISTED
Rowan Companies Plc
RDC
| $2.16M | ﹤0.01% |
211,011
-19,988
| -9% | -$262K |
|
1486
First Commonwealth Financial
FCF
$2.18B
| $2.15M | ﹤0.01% |
169,821
+22,769
| +15% | +$290K |
|
|
MNTA
1487
DELISTED
Momenta Pharmaceuticals, Inc.
MNTA
| $2.15M | ﹤0.01% |
126,887
+14,424
| +13% | +$220K |
|
|
BRKL
1488
DELISTED
Brookline Bancorp
BRKL
| $2.14M | ﹤0.01% |
146,735
+29,343
| +25% | +$425K |
|
|
ECOL
1489
DELISTED
US Ecology, Inc.
ECOL
| $2.14M | ﹤0.01% |
42,419
+3,558
| +9% | +$176K |
|
1490
SPX Corp
SPXC
$11B
| $2.14M | ﹤0.01% |
84,978
+10,818
| +15% | +$270K |
|
1491
Dycom Industries
DY
$12B
| $2.14M | ﹤0.01% |
23,861
+3,955
| +20% | +$383K |
|
1492
Greif
GEF
$4.92B
| $2.13M | ﹤0.01% |
38,330
+2,874
| +8% | +$163K |
|
|
HRG
1493
DELISTED
HRG Group, Inc.
HRG
| $2.13M | ﹤0.01% |
120,404
-2,146
| -2% | -$40.3K |
|
1494
Coca-Cola Consolidated
COKE
$12.5B
| $2.13M | ﹤0.01% |
92,960
+8,490
| +10% | +$183K |
|
|
CNSL
1495
DELISTED
Consolidated Communications Holdings, Inc.
CNSL
| $2.13M | ﹤0.01% |
98,926
+8,091
| +9% | +$176K |
|
|
USCR
1496
DELISTED
U S Concrete, Inc.
USCR
| $2.13M | ﹤0.01% |
27,066
+2,888
| +12% | +$196K |
|
1497
Clearwater Paper
CLW
$339M
| $2.12M | ﹤0.01% |
45,457
+2,545
| +6% | +$123K |
|
1498
Sturm, Ruger & Co
RGR
$594M
| $2.12M | ﹤0.01% |
34,179
+2,074
| +6% | +$129K |
|
1499
Gibraltar Industries
ROCK
$1.25B
| $2.11M | ﹤0.01% |
59,258
+4,925
| +9% | +$174K |
|
1500
FTI Consulting
FCN
$4.4B
| $2.11M | ﹤0.01% |
60,299
+6,331
| +12% | +$231K |
|
Similar funds
Legal & General Group's Q2 2017 Portfolio in Review
As of Q2 2017, Legal & General Group held 3,485 positions worth $124B, up 5% from $118B the previous quarter. Its ten largest holdings account for 15% of the portfolio.
Legal & General Group's Q2 2017 filing shows 219 new, 2,225 increased, 339 reduced and 128 closed positions. Its largest new stake was DXC Technology: 1,689,081 shares worth $112M. The largest sale was Yahoo Inc, an estimated $199M.
By sector, the portfolio is most concentrated in Financials at 17% of assets, up from 17% a quarter earlier, followed by Technology and Healthcare.
- Legal & General Group's largest Q2 2017 buy was DXC Technology: 1,689,081 shares worth $112M.
- Legal & General Group added most to Apple in Q2 2017, an estimated $114M increase.
- Legal & General Group's biggest Q2 2017 reduction was Wells Fargo, cutting an estimated $80.9M.
- Legal & General Group fully exited Yahoo Inc in Q2 2017, selling an estimated $199M.
- Legal & General Group's ten largest holdings make up 15% of its $124B portfolio in Q2 2017.
- Legal & General Group opened 219 new positions and closed 128 in Q2 2017.
- Legal & General Group's portfolio value rose 5% quarter-over-quarter to $124B.
Based on Legal & General Group's 13F filing for Q2 2017, filed 3 Aug 2017.