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 |
Apple
AAPL
|
+$114M |
| 2 |
DXC Technology
DXC
|
+$112M |
| 3 |
Meta Platforms (Facebook)
META
|
+$89.5M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$72.7M |
| 5 |
Amazon
AMZN
|
+$63.1M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
YHOO
Yahoo Inc
YHOO
|
+$199M |
| 2 |
Wells Fargo
WFC
|
+$80.9M |
| 3 |
MJN
Mead Johnson Nutrition Company
MJN
|
+$75.4M |
| 4 |
Hewlett Packard
HPE
|
+$58.6M |
| 5 |
CSC
Computer Sciences
CSC
|
+$48.8M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 16.77% |
| 2 | Technology | 14.71% |
| 3 | Healthcare | 13.48% |
| 4 | Industrials | 9.48% |
| 5 | Communication Services | 9.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Deere & Co
DE
$166B
| $201M | 0.16% |
1,623,208
+115,814
| +8% | +$13.6M |
|
152
Suncor Energy
SU
$77.4B
| $198M | 0.16% |
7,106,414
-70,877
| -1% | -$2.18M |
|
153
Humana
HUM
$43.2B
| $198M | 0.16% |
821,442
+31,842
| +4% | +$7.21M |
|
154
Exelon
EXC
$47.9B
| $198M | 0.16% |
7,678,476
+471,850
| +7% | +$12M |
|
155
Norfolk Southern
NSC
$75.4B
| $197M | 0.16% |
1,618,620
+78,894
| +5% | +$9.27M |
|
156
Welltower
WELL
$173B
| $197M | 0.16% |
2,627,160
+44,405
| +2% | +$3.25M |
|
157
Equity Residential
EQR
$25.7B
| $196M | 0.16% |
2,975,446
+185,237
| +7% | +$12.1M |
|
158
Tesla
TSLA
$1.2T
| $195M | 0.16% |
8,073,780
+621,525
| +8% | +$13.7M |
|
159
Xcel Energy
XEL
$49.2B
| $194M | 0.16% |
4,220,105
+78,890
| +2% | +$3.63M |
|
|
PX
160
DELISTED
Praxair Inc
PX
| $191M | 0.15% |
1,439,622
+18,187
| +1% | +$2.33M |
|
161
Cognizant
CTSH
$26.7B
| $189M | 0.15% |
2,851,465
+10,190
| +0.4% | +$647K |
|
162
Johnson Controls International
JCI
$85.4B
| $188M | 0.15% |
4,344,907
+58,599
| +1% | +$2.45M |
|
163
General Mills
GIS
$20.3B
| $188M | 0.15% |
3,395,552
+75,948
| +2% | +$4.33M |
|
164
Allstate
ALL
$70.3B
| $187M | 0.15% |
2,119,678
+49,026
| +2% | +$4.16M |
|
165
Eaton
ETN
$143B
| $187M | 0.15% |
2,403,275
+82,466
| +4% | +$6.28M |
|
166
S&P Global
SPGI
$124B
| $185M | 0.15% |
1,267,642
+34,417
| +3% | +$4.78M |
|
167
Valero Energy
VLO
$90.2B
| $185M | 0.15% |
2,741,107
+39,705
| +1% | +$2.58M |
|
168
Baxter International
BAX
$12.8B
| $184M | 0.15% |
3,044,713
+65,186
| +2% | +$3.7M |
|
169
Intuitive Surgical
ISRG
$127B
| $184M | 0.15% |
1,767,879
+1,728
| +0.1% | +$166K |
|
170
Target
TGT
$66.6B
| $182M | 0.15% |
3,474,227
+234,432
| +7% | +$12.8M |
|
171
Intercontinental Exchange
ICE
$87.3B
| $181M | 0.15% |
2,751,936
+63,551
| +2% | +$3.9M |
|
172
Ecolab
ECL
$78.9B
| $181M | 0.15% |
1,364,528
+63,650
| +5% | +$8.22M |
|
173
Boston Scientific
BSX
$68.7B
| $181M | 0.15% |
6,528,689
+163,465
| +3% | +$4.34M |
|
174
Regeneron Pharmaceuticals
REGN
$72.9B
| $181M | 0.15% |
368,381
+8,060
| +2% | +$3.53M |
|
175
eBay
EBAY
$51.6B
| $181M | 0.15% |
5,175,551
+353,247
| +7% | +$12.1M |
|
Similar funds
Legal & General Group's Q2 2017 Portfolio in Review
As of Q2 2017, Legal & General Group held 3,485 positions worth $124B, up 5% from $118B the previous quarter. Its ten largest holdings account for 15% of the portfolio.
Legal & General Group's Q2 2017 filing shows 219 new, 2,225 increased, 339 reduced and 128 closed positions. Its largest new stake was DXC Technology: 1,689,081 shares worth $112M. The largest sale was Yahoo Inc, an estimated $199M.
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 Q2 2017 buy was DXC Technology: 1,689,081 shares worth $112M.
- Legal & General Group added most to Apple in Q2 2017, an estimated $114M increase.
- Legal & General Group's biggest Q2 2017 reduction was Wells Fargo, cutting an estimated $80.9M.
- Legal & General Group fully exited Yahoo Inc in Q2 2017, selling an estimated $199M.
- Legal & General Group's ten largest holdings make up 15% of its $124B portfolio in Q2 2017.
- Legal & General Group opened 219 new positions and closed 128 in Q2 2017.
- Legal & General Group's portfolio value rose 5% quarter-over-quarter to $124B.
Based on Legal & General Group's 13F filing for Q2 2017, filed 3 Aug 2017.