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 | |
|---|---|---|---|---|---|---|
1751
Harmony Biosciences
HRMY
$2.24B
| $2.63M | ﹤0.01% |
80,606
-1,027
| -1% | -$46.8K |
|
1752
Herc Holdings
HRI
$5.61B
| $2.63M | ﹤0.01% |
23,049
+145
| +0.6% | +$20K |
|
|
BPMC
1753
DELISTED
Blueprint Medicines
BPMC
| $2.62M | ﹤0.01% |
58,263
+4,824
| +9% | +$217K |
|
1754
AdaptHealth
AHCO
$759M
| $2.62M | ﹤0.01% |
210,646
-2,543
| -1% | -$46.8K |
|
1755
FB Financial Corp
FBK
$3.04B
| $2.62M | ﹤0.01% |
84,154
-1,096
| -1% | -$39.2K |
|
1756
Strategy Inc
MSTR
$38.4B
| $2.61M | ﹤0.01% |
89,390
+4,540
| +5% | +$111K |
|
1757
Evolent Health
EVH
$447M
| $2.61M | ﹤0.01% |
80,431
+7,305
| +10% | +$231K |
|
|
BRKL
1758
DELISTED
Brookline Bancorp
BRKL
| $2.61M | ﹤0.01% |
248,461
+23,963
| +11% | +$302K |
|
|
DCH
1759
Dauch Corp
DCH
$1.51B
| $2.6M | ﹤0.01% |
332,466
-13,269
| -4% | -$114K |
|
|
AVID
1760
DELISTED
Avid Technology Inc
AVID
| $2.58M | ﹤0.01% |
80,601
-994
| -1% | -$29.4K |
|
1761
Under Armour
UAA
$2.6B
| $2.58M | ﹤0.01% |
271,339
+4,016
| +2% | +$41.7K |
|
1762
John Wiley & Sons Class A
WLY
$2.66B
| $2.57M | ﹤0.01% |
66,385
-103
| -0.2% | -$4.39K |
|
|
MODV
1763
DELISTED
ModivCare
MODV
| $2.57M | ﹤0.01% |
30,560
-377
| -1% | -$36.3K |
|
1764
Photronics
PLAB
$1.93B
| $2.55M | ﹤0.01% |
153,689
-1,410
| -0.9% | -$24.8K |
|
|
PARAA
1765
DELISTED
Paramount Global Class A
PARAA
| $2.55M | ﹤0.01% |
98,667
+9,417
| +11% | +$233K |
|
|
KC
1766
Kingsoft Cloud Holdings
KC
$3.69B
| $2.54M | ﹤0.01% |
285,388
-8,209
| -3% | -$40.2K |
|
1767
Greif
GEF
$5.04B
| $2.53M | ﹤0.01% |
39,935
-368
| -0.9% | -$24.7K |
|
|
DNB
1768
DELISTED
Dun & Bradstreet
DNB
| $2.52M | ﹤0.01% |
214,971
+20,481
| +11% | +$260K |
|
1769
AdvanSix
ASIX
$444M
| $2.52M | ﹤0.01% |
65,939
-935
| -1% | -$37.4K |
|
|
KAMN
1770
DELISTED
Kaman Corp
KAMN
| $2.52M | ﹤0.01% |
110,294
+10,935
| +11% | +$260K |
|
1771
Mercury Insurance
MCY
$6.07B
| $2.52M | ﹤0.01% |
79,392
-1,868
| -2% | -$63.7K |
|
|
ESGR
1772
DELISTED
Enstar Group
ESGR
| $2.51M | ﹤0.01% |
10,841
+1,227
| +13% | +$291K |
|
|
AMWD
1773
DELISTED
American Woodmark
AMWD
| $2.51M | ﹤0.01% |
48,238
-423
| -0.9% | -$22.9K |
|
1774
Coeur Mining
CDE
$17.9B
| $2.51M | ﹤0.01% |
628,963
+17,466
| +3% | +$60.6K |
|
1775
A10 Networks
ATEN
$1.95B
| $2.51M | ﹤0.01% |
161,770
-1,443,270
| -90% | -$22M |
|
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.