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 | |
|---|---|---|---|---|---|---|
|
DVAX
1701
DELISTED
Dynavax Technologies
DVAX
| $2.92M | ﹤0.01% |
297,657
-696
| -0.2% | -$7.43K |
|
|
BECN
1702
DELISTED
Beacon Roofing Supply, Inc.
BECN
| $2.91M | ﹤0.01% |
49,478
+4,198
| +9% | +$246K |
|
1703
Scholastic
SCHL
$792M
| $2.91M | ﹤0.01% |
84,949
-1,778
| -2% | -$75.8K |
|
|
PRA
1704
DELISTED
ProAssurance
PRA
| $2.9M | ﹤0.01% |
157,091
-2,156
| -1% | -$40.5K |
|
1705
Privia Health
PRVA
$2.87B
| $2.9M | ﹤0.01% |
105,101
+1,679
| +2% | +$44.3K |
|
1706
Wabash National
WNC
$527M
| $2.9M | ﹤0.01% |
117,916
-1,583
| -1% | -$41.1K |
|
1707
Comstock Resources
CRK
$3.94B
| $2.88M | ﹤0.01% |
267,376
+183,346
| +218% | +$2.18M |
|
1708
FLEX LNG
FLNG
$1.67B
| $2.88M | ﹤0.01% |
87,498
+10,951
| +14% | +$356K |
|
|
NXGN
1709
DELISTED
NextGen Healthcare, Inc. Common Stock
NXGN
| $2.87M | ﹤0.01% |
165,126
-1,051
| -0.6% | -$18.9K |
|
|
FOCS
1710
DELISTED
Focus Financial Partners Inc. Class A
FOCS
| $2.87M | ﹤0.01% |
55,347
+5,304
| +11% | +$256K |
|
1711
Apogee Enterprises
APOG
$908M
| $2.85M | ﹤0.01% |
65,867
-1,876
| -3% | -$84.3K |
|
1712
Alight
ALIT
$407M
| $2.85M | ﹤0.01% |
15,463
+2,120
| +16% | +$389K |
|
1713
Hertz
HTZ
$809M
| $2.84M | ﹤0.01% |
174,562
+89,587
| +105% | +$1.56M |
|
1714
CVR Energy
CVI
$3.13B
| $2.84M | ﹤0.01% |
86,577
+56,005
| +183% | +$1.8M |
|
1715
Chefs' Warehouse
CHEF
$4.5B
| $2.84M | ﹤0.01% |
83,339
-903
| -1% | -$31.7K |
|
|
AY
1716
DELISTED
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
| $2.83M | ﹤0.01% |
95,627
-1,810
| -2% | -$49.2K |
|
1717
StoneCo
STNE
$2.58B
| $2.82M | ﹤0.01% |
295,950
-47,247
| -14% | -$452K |
|
1718
OFG Bancorp
OFG
$2.21B
| $2.82M | ﹤0.01% |
112,997
-1,161
| -1% | -$32.5K |
|
1719
Travere Therapeutics
TVTX
$5.78B
| $2.82M | ﹤0.01% |
125,232
+49,939
| +66% | +$1.06M |
|
1720
Green Dot
GDOT
$745M
| $2.81M | ﹤0.01% |
163,775
+3,320
| +2% | +$58K |
|
1721
Sotera Health
SHC
$5.38B
| $2.81M | ﹤0.01% |
156,933
+17,635
| +13% | +$295K |
|
1722
CEMIG Preferred Shares
CIG
$6.01B
| $2.8M | ﹤0.01% |
1,621,853
| – | – |
|
1723
PagerDuty
PD
$902M
| $2.8M | ﹤0.01% |
80,019
+7,365
| +10% | +$216K |
|
1724
Shenandoah Telecom
SHEN
$746M
| $2.8M | ﹤0.01% |
146,992
+5,039
| +4% | +$94.1K |
|
1725
IAMGOLD
IAG
$10.5B
| $2.79M | ﹤0.01% |
1,022,525
+11,774
| +1% | +$30K |
|
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.