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 | |
|---|---|---|---|---|---|---|
|
NOVA
1676
DELISTED
Sunnova Energy
NOVA
| $3.05M | ﹤0.01% |
195,288
+15,964
| +9% | +$279K |
|
1677
Armstrong World Industries
AWI
$7.84B
| $3.05M | ﹤0.01% |
42,761
+1,136
| +3% | +$85K |
|
1678
Array Technologies
ARRY
$855M
| $3.03M | ﹤0.01% |
138,511
-236,339
| -63% | -$4.83M |
|
1679
Bank of Hawaii
BOH
$3.13B
| $3.03M | ﹤0.01% |
58,162
+1,123
| +2% | +$78.8K |
|
1680
Healthcare Services Group
HCSG
$1.53B
| $3.02M | ﹤0.01% |
218,010
-6,672
| -3% | -$87.8K |
|
1681
Blackstone Mortgage Trust
BXMT
$2.38B
| $3.02M | ﹤0.01% |
169,330
+11,333
| +7% | +$242K |
|
1682
Clearway Energy Class C
CWEN
$6.7B
| $3.02M | ﹤0.01% |
96,376
+8,571
| +10% | +$275K |
|
1683
Gladstone Investment Corp
GAIN
$661M
| $3M | ﹤0.01% |
226,328
+8,776
| +4% | +$118K |
|
1684
Digi International
DGII
$3.1B
| $2.99M | ﹤0.01% |
88,728
-67
| -0.1% | -$2.29K |
|
1685
Duolingo
DUOL
$6.12B
| $2.97M | ﹤0.01% |
20,855
+1,710
| +9% | +$176K |
|
1686
Freshpet
FRPT
$3.22B
| $2.97M | ﹤0.01% |
44,883
+4,492
| +11% | +$276K |
|
1687
AZZ Inc
AZZ
$4.54B
| $2.97M | ﹤0.01% |
71,898
+152
| +0.2% | +$6.23K |
|
1688
Ecopetrol
EC
$34.5B
| $2.96M | ﹤0.01% |
280,480
-34,843
| -11% | -$378K |
|
1689
Cars.com
CARS
$660M
| $2.96M | ﹤0.01% |
153,466
-1,786
| -1% | -$30.4K |
|
|
ISEE
1690
DELISTED
IVERIC bio, Inc. Common Stock
ISEE
| $2.96M | ﹤0.01% |
121,668
+69,478
| +133% | +$1.52M |
|
1691
Emergent Biosolutions
EBS
$248M
| $2.96M | ﹤0.01% |
285,491
+89,947
| +46% | +$1.09M |
|
|
RXDX
1692
DELISTED
Prometheus Biosciences, Inc. Common Stock
RXDX
| $2.96M | ﹤0.01% |
27,556
+17,407
| +172% | +$2M |
|
1693
Dana Inc
DAN
$3.06B
| $2.95M | ﹤0.01% |
196,311
-3,268
| -2% | -$53.5K |
|
1694
Core Laboratories
CLB
$521M
| $2.94M | ﹤0.01% |
133,350
+5,472
| +4% | +$128K |
|
|
CDMO
1695
DELISTED
Avid Bioservices, Inc. Common Stock
CDMO
| $2.94M | ﹤0.01% |
156,581
+5,123
| +3% | +$84.2K |
|
1696
Madrigal Pharmaceuticals
MDGL
$11.8B
| $2.94M | ﹤0.01% |
12,121
+346
| +3% | +$94.3K |
|
1697
Peabody Energy
BTU
$2.9B
| $2.93M | ﹤0.01% |
114,648
+4,478
| +4% | +$119K |
|
1698
TriplePoint Venture Growth BDC
TPVG
$211M
| $2.93M | ﹤0.01% |
242,966
+11,002
| +5% | +$128K |
|
1699
National Bank Holdings
NBHC
$1.9B
| $2.93M | ﹤0.01% |
87,596
-1,311
| -1% | -$52.3K |
|
1700
Sturm, Ruger & Co
RGR
$593M
| $2.93M | ﹤0.01% |
50,997
-267
| -0.5% | -$14.9K |
|
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.