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 | |
|---|---|---|---|---|---|---|
1576
CoreCivic
CXW
$3.19B
| $3.72M | ﹤0.01% |
404,436
+53,306
| +15% | +$547K |
|
|
WNS
1577
DELISTED
WNS Holdings
WNS
| $3.71M | ﹤0.01% |
39,838
+179
| +0.5% | +$15.6K |
|
1578
NewMarket
NEU
$8.18B
| $3.7M | ﹤0.01% |
10,147
+15
| +0.1% | +$5.2K |
|
1579
Cathay General Bancorp
CATY
$4.24B
| $3.7M | ﹤0.01% |
107,239
+1,755
| +2% | +$72.1K |
|
1580
Texas Capital Bancshares
TCBI
$4.32B
| $3.7M | ﹤0.01% |
75,555
+2,696
| +4% | +$166K |
|
1581
Rocket Companies
RKT
$38.9B
| $3.7M | ﹤0.01% |
408,268
+33,122
| +9% | +$286K |
|
|
AL
1582
DELISTED
Air Lease Corp
AL
| $3.69M | ﹤0.01% |
93,853
+4,040
| +4% | +$169K |
|
|
PDCO
1583
DELISTED
Patterson Companies, Inc.
PDCO
| $3.67M | ﹤0.01% |
137,207
-141
| -0.1% | -$3.96K |
|
1584
La-Z-Boy
LZB
$1.69B
| $3.67M | ﹤0.01% |
126,168
-4,921
| -4% | -$140K |
|
1585
National Beverage
FIZZ
$3.01B
| $3.66M | ﹤0.01% |
69,458
-1,051
| -1% | -$49K |
|
1586
Upbound Group
UPBD
$1.16B
| $3.64M | ﹤0.01% |
148,317
-1,354
| -0.9% | -$34.9K |
|
1587
Lemonade
LMND
$4.1B
| $3.63M | ﹤0.01% |
254,857
+69,687
| +38% | +$1.06M |
|
1588
Energizer
ENR
$1.55B
| $3.62M | ﹤0.01% |
104,234
+5,419
| +5% | +$192K |
|
1589
Pediatrix Medical
MD
$2.2B
| $3.61M | ﹤0.01% |
242,294
-7,395
| -3% | -$112K |
|
|
PINC
1590
DELISTED
Premier
PINC
| $3.61M | ﹤0.01% |
111,580
+5,003
| +5% | +$164K |
|
1591
Melco Resorts & Entertainment
MLCO
$2.14B
| $3.61M | ﹤0.01% |
283,629
+17,978
| +7% | +$231K |
|
1592
BlackLine
BL
$1.72B
| $3.6M | ﹤0.01% |
53,646
+4,532
| +9% | +$312K |
|
1593
DNOW Inc
DNOW
$2.99B
| $3.6M | ﹤0.01% |
322,741
-6,902
| -2% | -$86.4K |
|
1594
Box
BOX
$4.6B
| $3.6M | ﹤0.01% |
134,244
+8,498
| +7% | +$256K |
|
1595
Magnolia Oil & Gas
MGY
$5.94B
| $3.59M | ﹤0.01% |
163,961
+15,499
| +10% | +$344K |
|
|
AYX
1596
DELISTED
Alteryx Inc
AYX
| $3.58M | ﹤0.01% |
60,865
-92,762
| -60% | -$5.41M |
|
|
ALTR
1597
DELISTED
Altair Engineering Inc
ALTR
| $3.56M | ﹤0.01% |
49,392
+5,924
| +14% | +$350K |
|
1598
Guardant Health
GH
$22.6B
| $3.56M | ﹤0.01% |
151,906
+32,550
| +27% | +$930K |
|
1599
S&T Bancorp
STBA
$1.79B
| $3.56M | ﹤0.01% |
113,195
-715
| -0.6% | -$24.9K |
|
|
ARI
1600
Apollo Commercial Real Estate
ARI
$885M
| $3.56M | ﹤0.01% |
382,146
-7,693
| -2% | -$85.2K |
|
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.