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
|
+$278M |
| 2 |
Tesla
TSLA
|
+$190M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$155M |
| 4 |
Amazon
AMZN
|
+$101M |
| 5 |
SCHW
Charles Schwab
SCHW
|
+$91.9M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alibaba
BABA
|
+$103M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
+$75.8M |
| 3 |
ETFC
E*Trade Financial Corporation
ETFC
|
+$70.9M |
| 4 |
Pfizer
PFE
|
+$70.5M |
| 5 |
AMTD
TD Ameritrade Holding Corp
AMTD
|
+$64.4M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 23.77% |
| 2 | Financials | 12.8% |
| 3 | Healthcare | 12.45% |
| 4 | Consumer Discretionary | 12.23% |
| 5 | Communication Services | 9.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1676
ePlus
PLUS
$2.34B
| $3.37M | ﹤0.01% |
76,648
+18
| +0% | +$720 |
|
1677
Oxford Industries
OXM
$552M
| $3.36M | ﹤0.01% |
51,259
+113
| +0.2% | +$5.84K |
|
1678
SM Energy
SM
$6.87B
| $3.35M | ﹤0.01% |
548,276
+120,556
| +28% | +$406K |
|
|
NXGN
1679
DELISTED
NextGen Healthcare, Inc. Common Stock
NXGN
| $3.33M | ﹤0.01% |
182,498
+158
| +0.1% | +$2.51K |
|
1680
Adaptive Biotechnologies
ADPT
$3.97B
| $3.29M | ﹤0.01% |
55,658
-9,669
| -15% | -$499K |
|
|
LMNX
1681
DELISTED
Luminex Corp
LMNX
| $3.28M | ﹤0.01% |
141,849
+52
| +0% | +$1.21K |
|
|
ONEM
1682
DELISTED
1Life Healthcare
ONEM
| $3.27M | ﹤0.01% |
75,000
+11,631
| +18% | +$397K |
|
1683
Belden
BDC
$5.19B
| $3.27M | ﹤0.01% |
78,094
+6,642
| +9% | +$245K |
|
1684
Warrior Met Coal
HCC
$4.86B
| $3.27M | ﹤0.01% |
153,455
+108
| +0.1% | +$1.9K |
|
1685
Companhia Siderúrgica Nacional
SID
$1.23B
| $3.26M | ﹤0.01% |
+547,459
| New | +$2.34M |
|
|
INVX
1686
Innovex International
INVX
$1.97B
| $3.26M | ﹤0.01% |
110,090
-985
| -0.9% | -$28K |
|
1687
WaFd
WAFD
$2.75B
| $3.26M | ﹤0.01% |
126,529
-3,015
| -2% | -$71.7K |
|
1688
Telefônica Brasil
VIV
$19.2B
| $3.24M | ﹤0.01% |
+365,464
| New | +$3M |
|
|
POLY
1689
DELISTED
Plantronics, Inc.
POLY
| $3.22M | ﹤0.01% |
119,150
+1,146
| +1% | +$25.1K |
|
|
CVSA
1690
Covista Inc
CVSA
$4.8B
| $3.21M | ﹤0.01% |
94,461
-1,239
| -1% | -$35.3K |
|
1691
Methanex
MEOH
$4.12B
| $3.21M | ﹤0.01% |
69,798
-245
| -0.3% | -$8.83K |
|
1692
Ares Management
ARES
$30.9B
| $3.2M | ﹤0.01% |
67,939
-15,132
| -18% | -$685K |
|
1693
MYR Group
MYRG
$5.25B
| $3.19M | ﹤0.01% |
53,047
+93
| +0.2% | +$4.62K |
|
|
AVNS
1694
DELISTED
Avanos Medical
AVNS
| $3.19M | ﹤0.01% |
69,437
-438
| -0.6% | -$18.2K |
|
1695
Kodiak Sciences
KOD
$2.84B
| $3.15M | ﹤0.01% |
+21,481
| New | +$2.39M |
|
|
GES
1696
DELISTED
Guess Inc
GES
| $3.15M | ﹤0.01% |
139,439
-7,026
| -5% | -$111K |
|
|
ECHO
1697
EchoStar
ECHO
$26.2B
| $3.14M | ﹤0.01% |
148,334
-8,012
| -5% | -$192K |
|
1698
AMERISAFE
AMSF
$540M
| $3.13M | ﹤0.01% |
54,419
+116
| +0.2% | +$6.71K |
|
1699
Yext
YEXT
$574M
| $3.12M | ﹤0.01% |
198,695
+67,182
| +51% | +$1.15M |
|
1700
Ormat Technologies
ORA
$6.65B
| $3.12M | ﹤0.01% |
34,547
+12,435
| +56% | +$942K |
|
Similar funds
Legal & General Group's Q4 2020 Portfolio in Review
As of Q4 2020, Legal & General Group held 3,536 positions worth $255B, up 14% from $224B the previous quarter. Its ten largest holdings account for 21% of the portfolio.
Trading was light in Q4 2020: portfolio turnover was 4.4%. Legal & General Group opened 99 new positions and exited 58, leaving the 3,536-position portfolio largely intact.
By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 23% a quarter earlier, followed by Financials and Healthcare.
- Legal & General Group's largest Q4 2020 buy was Apartment Income REIT Corp.: 1,079,162 shares worth $41.5M.
- Legal & General Group added most to Microsoft in Q4 2020, an estimated $278M increase.
- Legal & General Group's biggest Q4 2020 reduction was Alibaba, cutting an estimated $103M.
- Legal & General Group fully exited E*Trade Financial Corporation in Q4 2020, selling an estimated $70.9M.
- Legal & General Group's ten largest holdings make up 21% of its $255B portfolio in Q4 2020.
- Legal & General Group opened 99 new positions and closed 58 in Q4 2020.
- Legal & General Group's portfolio value rose 14% quarter-over-quarter to $255B.
Based on Legal & General Group's 13F filing for Q4 2020, filed 12 Feb 2021.