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 |
Alibaba
BABA
|
+$199M |
| 2 |
Baidu
BIDU
|
+$56.1M |
| 3 |
Lumen
LUMN
|
+$39.4M |
| 4 |
PG&E
PCG
|
+$30.2M |
| 5 |
CME Group
CME
|
+$27.6M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$172M |
| 2 |
British American Tobacco
BTI
|
+$142M |
| 3 |
Aptiv
APTV
|
+$141M |
| 4 |
Edwards Lifesciences
EW
|
+$122M |
| 5 |
BCR
CR Bard Inc.
BCR
|
+$122M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 17.16% |
| 2 | Technology | 15.49% |
| 3 | Healthcare | 12.53% |
| 4 | Consumer Discretionary | 9.49% |
| 5 | Industrials | 9.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
IPHS
1651
DELISTED
Innophos Holdings, Inc.
IPHS
| $1.86M | ﹤0.01% |
39,806
-328
| -0.8% | -$15.3K |
|
1652
CEVA Inc
CEVA
$910M
| $1.85M | ﹤0.01% |
40,128
+210
| +0.5% | +$9.64K |
|
1653
Capitol Federal Financial
CFFN
$1.09B
| $1.84M | ﹤0.01% |
137,284
+1,358
| +1% | +$19K |
|
|
MAGN
1654
Magnera Corp
MAGN
$472M
| $1.84M | ﹤0.01% |
6,602
+73
| +1% | +$19K |
|
1655
Alarm.com
ALRM
$2.71B
| $1.84M | ﹤0.01% |
48,722
+40,750
| +511% | +$1.76M |
|
|
PFPT
1656
DELISTED
Proofpoint, Inc.
PFPT
| $1.83M | ﹤0.01% |
20,615
+606
| +3% | +$55K |
|
|
MTSC
1657
DELISTED
MTS Systems Corp
MTSC
| $1.83M | ﹤0.01% |
34,154
+1,172
| +4% | +$63.1K |
|
1658
Copa Holdings
CPA
$5.76B
| $1.81M | ﹤0.01% |
13,505
+2,884
| +27% | +$375K |
|
1659
Stewart Information Services
STC
$2.06B
| $1.81M | ﹤0.01% |
42,715
+468
| +1% | +$18.5K |
|
|
DBD
1660
DELISTED
Diebold Nixdorf Incorporated
DBD
| $1.8M | ﹤0.01% |
110,235
+730
| +0.7% | +$14.1K |
|
1661
HNI Corp
HNI
$3.24B
| $1.8M | ﹤0.01% |
46,600
+485
| +1% | +$17.8K |
|
1662
Iridium Communications
IRDM
$5.02B
| $1.79M | ﹤0.01% |
152,097
+1,117
| +0.7% | +$12.9K |
|
1663
Hanmi Financial
HAFC
$945M
| $1.79M | ﹤0.01% |
59,059
+314
| +0.5% | +$9.68K |
|
1664
E.W. Scripps
SSP
$257M
| $1.79M | ﹤0.01% |
114,747
+7,161
| +7% | +$116K |
|
|
PCH
1665
DELISTED
PotlatchDeltic
PCH
| $1.79M | ﹤0.01% |
35,889
+1,052
| +3% | +$54.3K |
|
|
SNR
1666
DELISTED
NEW SENIOR INVESTMENT GROUP INC.
SNR
| $1.79M | ﹤0.01% |
236,711
+12,309
| +5% | +$103K |
|
|
SHPG
1667
DELISTED
Shire pic
SHPG
| $1.78M | ﹤0.01% |
11,500
-1,707
| -13% | -$253K |
|
1668
IAMGOLD
IAG
$8.2B
| $1.78M | ﹤0.01% |
303,877
-62,280
| -17% | -$355K |
|
1669
Insulet
PODD
$11.5B
| $1.77M | ﹤0.01% |
25,584
+1,316
| +5% | +$86.4K |
|
1670
Dine Brands
DIN
$456M
| $1.77M | ﹤0.01% |
34,831
+190
| +0.5% | +$8.86K |
|
|
TDAY
1671
USA Today Co
TDAY
$1.27B
| $1.76M | ﹤0.01% |
105,085
+2,336
| +2% | +$37.9K |
|
1672
Bruker
BRKR
$9.57B
| $1.76M | ﹤0.01% |
51,323
+8,735
| +21% | +$286K |
|
|
LL
1673
DELISTED
LL Flooring Holdings, Inc.
LL
| $1.75M | ﹤0.01% |
55,886
-66
| -0.1% | -$2.09K |
|
|
CATM
1674
DELISTED
Cardtronics plc Class A Ordinary Shares (UK)
CATM
| $1.73M | ﹤0.01% |
93,497
+4,956
| +6% | +$99.1K |
|
1675
Genesco
GCO
$425M
| $1.73M | ﹤0.01% |
53,168
+2,173
| +4% | +$59.7K |
|
Similar funds
Legal & General Group's Q4 2017 Portfolio in Review
As of Q4 2017, Legal & General Group held 3,343 positions worth $138B, up 3.9% from $133B the previous quarter. Its ten largest holdings account for 16% of the portfolio.
Trading was light in Q4 2017: portfolio turnover was 2.9%. Legal & General Group opened 38 new positions and exited 60, leaving the 3,343-position portfolio largely intact.
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 Q4 2017 buy was Delphi Technologies PLC Ordinary Shares: 418,440 shares worth $22M.
- Legal & General Group added most to Alibaba in Q4 2017, an estimated $199M increase.
- Legal & General Group's biggest Q4 2017 reduction was Apple, cutting an estimated $172M.
- Legal & General Group fully exited Aptiv in Q4 2017, selling an estimated $141M.
- Legal & General Group's ten largest holdings make up 16% of its $138B portfolio in Q4 2017.
- Legal & General Group opened 38 new positions and closed 60 in Q4 2017.
- Legal & General Group's portfolio value rose 3.9% quarter-over-quarter to $138B.
Based on Legal & General Group's 13F filing for Q4 2017, filed 13 Feb 2018.