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 | |
|---|---|---|---|---|---|---|
1776
First Interstate BancSystem
FIBK
$3.58B
| $2.5M | ﹤0.01% |
83,717
+5,842
| +8% | +$206K |
|
|
HSKA
1777
DELISTED
Heska Corp
HSKA
| $2.49M | ﹤0.01% |
25,528
+888
| +4% | +$74.5K |
|
1778
Skywest
SKYW
$4.34B
| $2.49M | ﹤0.01% |
112,297
-8,048
| -7% | -$157K |
|
1779
Hamilton Lane
HLNE
$5.57B
| $2.49M | ﹤0.01% |
33,604
+3,302
| +11% | +$244K |
|
1780
Capitol Federal Financial
CFFN
$1.1B
| $2.49M | ﹤0.01% |
369,303
-13,528
| -4% | -$110K |
|
1781
Wayfair
W
$14.6B
| $2.48M | ﹤0.01% |
72,332
+4,900
| +7% | +$217K |
|
1782
TIM SA
TIMB
$8.8B
| $2.48M | ﹤0.01% |
200,968
| – | – |
|
1783
Vaxcyte
PCVX
$8.64B
| $2.48M | ﹤0.01% |
66,122
+39,805
| +151% | +$1.69M |
|
1784
Cactus
WHD
$5.44B
| $2.48M | ﹤0.01% |
60,058
+8,680
| +17% | +$419K |
|
|
RC
1785
Ready Capital
RC
$308M
| $2.47M | ﹤0.01% |
242,850
+8,324
| +4% | +$97.3K |
|
1786
Donnelley Financial Solutions
DFIN
$1.16B
| $2.46M | ﹤0.01% |
60,283
-1,280
| -2% | -$54.4K |
|
1787
Southside Bancshares
SBSI
$967M
| $2.46M | ﹤0.01% |
74,133
-1,916
| -3% | -$69.9K |
|
1788
Pacific Biosciences
PACB
$370M
| $2.46M | ﹤0.01% |
212,081
+22,557
| +12% | +$224K |
|
|
ARR
1789
Armour Residential REIT
ARR
$2.36B
| $2.45M | ﹤0.01% |
93,452
+22,099
| +31% | +$625K |
|
|
FBRT
1790
Franklin BSP Realty Trust
FBRT
$657M
| $2.45M | ﹤0.01% |
205,241
-2,171
| -1% | -$29.1K |
|
1791
Under Armour Class C
UA
$2.53B
| $2.45M | ﹤0.01% |
286,786
+1,956
| +0.7% | +$18K |
|
1792
Silicon Motion
SIMO
$8.68B
| $2.44M | ﹤0.01% |
37,259
+649
| +2% | +$42.6K |
|
1793
Benchmark Electronics
BHE
$2.96B
| $2.43M | ﹤0.01% |
102,566
-988
| -1% | -$25K |
|
1794
Moelis & Co
MC
$4.94B
| $2.43M | ﹤0.01% |
63,137
+4,211
| +7% | +$181K |
|
|
RETA
1795
DELISTED
Reata Pharmaceuticals, Inc. Class A Common Stock
RETA
| $2.42M | ﹤0.01% |
26,663
+2,593
| +11% | +$152K |
|
|
ERF
1796
DELISTED
Enerplus Corporation
ERF
| $2.42M | ﹤0.01% |
168,293
-5,396
| -3% | -$87K |
|
|
INVX
1797
Innovex International
INVX
$1.97B
| $2.41M | ﹤0.01% |
83,974
-4,503
| -5% | -$133K |
|
|
PNNT
1798
Pennant Park Investment Corp
PNNT
$241M
| $2.41M | ﹤0.01% |
455,320
+23,493
| +5% | +$133K |
|
1799
Genius Sports
GENI
$2.11B
| $2.4M | ﹤0.01% |
483,391
+316
| +0.1% | +$1.48K |
|
1800
LeMaitre Vascular
LMAT
$1.86B
| $2.4M | ﹤0.01% |
46,657
-692
| -1% | -$33.6K |
|
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.