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 | |
|---|---|---|---|---|---|---|
|
SAVE
1801
DELISTED
Spirit Airlines, Inc.
SAVE
| $1.06M | ﹤0.01% |
20,480
+1,522
| +8% | +$83.3K |
|
|
FRGI
1802
DELISTED
Fiesta Restaurant Group, Inc.
FRGI
| $1.06M | ﹤0.01% |
51,195
+4,285
| +9% | +$97.2K |
|
|
AHRT
1803
AH Realty Trust
AHRT
$529M
| $1.05M | ﹤0.01% |
81,296
+72,338
| +808% | +$991K |
|
1804
BGC Group
BGC
$5.45B
| $1.05M | ﹤0.01% |
129,611
+16,536
| +15% | +$124K |
|
1805
Marcus Corp
MCS
$897M
| $1.05M | ﹤0.01% |
34,671
+2,854
| +9% | +$92.2K |
|
|
PRAH
1806
DELISTED
PRA Health Sciences, Inc.
PRAH
| $1.05M | ﹤0.01% |
13,951
+4,008
| +40% | +$278K |
|
|
GHL
1807
DELISTED
Greenhill & Co., Inc.
GHL
| $1.05M | ﹤0.01% |
52,000
+4,120
| +9% | +$96.5K |
|
|
SCLN
1808
DELISTED
Sciclone Pharmaceuticals Inc
SCLN
| $1.04M | ﹤0.01% |
94,599
+11,932
| +14% | +$119K |
|
|
WLH
1809
DELISTED
WILLIAM LYON HOMES
WLH
| $1.04M | ﹤0.01% |
43,033
+4,355
| +11% | +$97.3K |
|
|
JE
1810
DELISTED
Just Energy Group Inc
JE
| $1.04M | ﹤0.01% |
6,001
-394
| -6% | -$74.3K |
|
1811
Insteel Industries
IIIN
$593M
| $1.03M | ﹤0.01% |
31,350
+2,104
| +7% | +$70.2K |
|
1812
Insulet
PODD
$11.5B
| $1.03M | ﹤0.01% |
20,233
+376
| +2% | +$16.3K |
|
1813
Titan International
TWI
$466M
| $1.03M | ﹤0.01% |
86,142
+7,126
| +9% | +$76.8K |
|
1814
StoneX
SNEX
$9.26B
| $1.03M | ﹤0.01% |
137,751
+11,431
| +9% | +$82.1K |
|
1815
Copa Holdings
CPA
$5.76B
| $1.03M | ﹤0.01% |
8,768
+563
| +7% | +$64.8K |
|
1816
Essent Group
ESNT
$6.08B
| $1.02M | ﹤0.01% |
27,613
+3,647
| +15% | +$134K |
|
1817
Wayfair
W
$11.2B
| $1.02M | ﹤0.01% |
13,283
+1,754
| +15% | +$104K |
|
|
USG
1818
DELISTED
Usg
USG
| $1.01M | ﹤0.01% |
34,954
+5,907
| +20% | +$176K |
|
1819
Cytokinetics
CYTK
$10.5B
| $1.01M | ﹤0.01% |
83,200
+73,975
| +802% | +$1.03M |
|
|
WMGI
1820
DELISTED
Wright Medical Group Inc
WMGI
| $1.01M | ﹤0.01% |
36,752
+597
| +2% | +$16.9K |
|
|
VRTV
1821
DELISTED
VERITIV CORPORATION
VRTV
| $1.01M | ﹤0.01% |
22,402
+2,375
| +12% | +$109K |
|
1822
National Presto Industries
NPK
$870M
| $1.01M | ﹤0.01% |
9,111
+914
| +11% | +$96.5K |
|
1823
First Citizens BancShares
FCNCA
$24.9B
| $1M | ﹤0.01% |
2,685
+261
| +11% | +$90.2K |
|
|
ECHO
1824
DELISTED
Echo Global Logistics, Inc.
ECHO
| $1M | ﹤0.01% |
50,459
+4,763
| +10% | +$92.7K |
|
1825
Artivion
AORT
$1.3B
| $1M | ﹤0.01% |
50,224
+4,049
| +9% | +$72.5K |
|
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.