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 | |
|---|---|---|---|---|---|---|
1551
Champion Homes
SKY
$5.14B
| $3.88M | ﹤0.01% |
51,576
+2,456
| +5% | +$158K |
|
1552
Triumph Financial Inc
TFIN
$1.82B
| $3.87M | ﹤0.01% |
66,724
+1,108
| +2% | +$63.5K |
|
1553
Federated Hermes
FHI
$4.72B
| $3.85M | ﹤0.01% |
95,893
-1,038
| -1% | -$40.7K |
|
1554
CNO Financial Group
CNO
$5.1B
| $3.84M | ﹤0.01% |
173,204
-3,583
| -2% | -$85.6K |
|
1555
Western Alliance Bancorporation
WAL
$8.87B
| $3.84M | ﹤0.01% |
108,135
+9,129
| +9% | +$559K |
|
|
NEX
1556
DELISTED
NexTier Oilfield Solutions Inc.
NEX
| $3.82M | ﹤0.01% |
480,427
+324,170
| +207% | +$2.9M |
|
1557
Coca-Cola Consolidated
COKE
$12.8B
| $3.82M | ﹤0.01% |
71,310
+1,910
| +3% | +$98.6K |
|
1558
Shift4
FOUR
$3.26B
| $3.81M | ﹤0.01% |
50,243
+5,002
| +11% | +$322K |
|
1559
Pegasystems
PEGA
$5.38B
| $3.81M | ﹤0.01% |
157,076
+21,018
| +15% | +$443K |
|
1560
Grocery Outlet
GO
$980M
| $3.81M | ﹤0.01% |
134,689
+7,456
| +6% | +$214K |
|
|
ETRN
1561
DELISTED
Equitrans Midstream Corporation Common Stock
ETRN
| $3.8M | ﹤0.01% |
657,397
+34,549
| +6% | +$221K |
|
1562
Payoneer
PAYO
$2.41B
| $3.8M | ﹤0.01% |
604,649
+30,316
| +5% | +$180K |
|
1563
iShares MSCI Qatar ETF
QAT
$64M
| $3.79M | ﹤0.01% |
208,000
| – | – |
|
1564
Navient
NAVI
$853M
| $3.79M | ﹤0.01% |
236,751
-9,856
| -4% | -$172K |
|
1565
The Bancorp
TBBK
$2.84B
| $3.78M | ﹤0.01% |
135,765
+1,838
| +1% | +$58.4K |
|
1566
Transocean
RIG
$5.82B
| $3.77M | ﹤0.01% |
593,109
-338,469
| -36% | -$2.17M |
|
1567
Commault Systems
CVLT
$5.61B
| $3.76M | ﹤0.01% |
66,339
+1,009
| +2% | +$60.1K |
|
1568
Papa John's
PZZA
$806M
| $3.76M | ﹤0.01% |
50,227
+1,182
| +2% | +$100K |
|
1569
Progyny
PGNY
$2.2B
| $3.76M | ﹤0.01% |
117,004
+7,060
| +6% | +$233K |
|
1570
Virtus Investment Partners
VRTS
$1.1B
| $3.75M | ﹤0.01% |
19,675
+29
| +0.1% | +$5.87K |
|
|
PGTI
1571
DELISTED
PGT, Inc.
PGTI
| $3.74M | ﹤0.01% |
149,174
-675
| -0.5% | -$14.3K |
|
1572
Universal Corp
UVV
$1.27B
| $3.74M | ﹤0.01% |
70,769
-1,319
| -2% | -$69.2K |
|
1573
Tennant Co
TNC
$1.26B
| $3.74M | ﹤0.01% |
54,582
+1,089
| +2% | +$73.8K |
|
1574
BlackBerry
BB
$5.26B
| $3.73M | ﹤0.01% |
813,193
-20,288,098
| -96% | -$80.5M |
|
|
UCTT
1575
Ultra Clean Holdings
UCTT
$3.95B
| $3.73M | ﹤0.01% |
112,336
-267
| -0.2% | -$8.83K |
|
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.