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 | |
|---|---|---|---|---|---|---|
1601
Amphastar Pharmaceuticals
AMPH
$916M
| $3.55M | ﹤0.01% |
94,762
+2,172
| +2% | +$71.2K |
|
1602
First Commonwealth Financial
FCF
$2.17B
| $3.55M | ﹤0.01% |
285,320
+16,251
| +6% | +$234K |
|
1603
Graham Holdings Company
GHC
$5.02B
| $3.55M | ﹤0.01% |
5,951
+144
| +2% | +$89.5K |
|
1604
Astrana Health
ASTH
$1.77B
| $3.54M | ﹤0.01% |
97,024
-1,894
| -2% | -$66.3K |
|
1605
Xerox
XRX
$425M
| $3.54M | ﹤0.01% |
229,703
+1,849
| +0.8% | +$29.9K |
|
1606
Shoals Technologies Group
SHLS
$1.5B
| $3.53M | ﹤0.01% |
155,015
+35,309
| +29% | +$871K |
|
|
IRBT
1607
DELISTED
iRobot
IRBT
| $3.53M | ﹤0.01% |
80,816
+1,494
| +2% | +$66.2K |
|
1608
SiTime
SITM
$21.8B
| $3.52M | ﹤0.01% |
24,767
+463
| +2% | +$56.8K |
|
1609
International Bancshares
IBOC
$4.57B
| $3.5M | ﹤0.01% |
81,622
+1,868
| +2% | +$84.9K |
|
|
RCM
1610
DELISTED
R1 RCM Inc. Common Stock
RCM
| $3.49M | ﹤0.01% |
232,829
+25,650
| +12% | +$351K |
|
1611
Hecla Mining
HL
$11.3B
| $3.47M | ﹤0.01% |
548,809
+77,724
| +16% | +$446K |
|
1612
Encore Capital Group
ECPG
$2.13B
| $3.47M | ﹤0.01% |
68,793
+1,721
| +3% | +$90K |
|
|
TRTN
1613
DELISTED
Triton International Limited
TRTN
| $3.45M | ﹤0.01% |
54,626
-963
| -2% | -$65.3K |
|
1614
Fulgent Genetics
FLGT
$527M
| $3.44M | ﹤0.01% |
110,301
+2,800
| +3% | +$90.1K |
|
1615
Kaiser Aluminum
KALU
$3.02B
| $3.44M | ﹤0.01% |
46,126
-779
| -2% | -$62.8K |
|
1616
Enova International
ENVA
$6.29B
| $3.43M | ﹤0.01% |
77,139
+925
| +1% | +$42K |
|
|
EQC
1617
DELISTED
Equity Commonwealth
EQC
| $3.42M | ﹤0.01% |
165,302
-438,137
| -73% | -$10.2M |
|
1618
Ligand Pharmaceuticals
LGND
$6.36B
| $3.42M | ﹤0.01% |
46,482
-250
| -0.5% | -$17.8K |
|
1619
Compass Minerals
CMP
$1.15B
| $3.42M | ﹤0.01% |
99,643
-2,375
| -2% | -$95K |
|
1620
Fulton Financial
FULT
$4.64B
| $3.4M | ﹤0.01% |
245,871
-30,854
| -11% | -$499K |
|
1621
Westamerica Bancorp
WABC
$1.37B
| $3.39M | ﹤0.01% |
76,629
-734
| -0.9% | -$39.5K |
|
1622
PROG Holdings
PRG
$1.71B
| $3.39M | ﹤0.01% |
142,628
-1,410
| -1% | -$31.7K |
|
1623
Hope Bancorp
HOPE
$1.79B
| $3.39M | ﹤0.01% |
345,170
-670
| -0.2% | -$8.21K |
|
1624
Vericel Corp
VCEL
$2.31B
| $3.39M | ﹤0.01% |
115,554
+1,936
| +2% | +$56.1K |
|
1625
First Bancorp
FBNC
$2.68B
| $3.39M | ﹤0.01% |
95,310
+7,743
| +9% | +$308K |
|
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.