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 | |
|---|---|---|---|---|---|---|
1801
Spectrum Brands
SPB
$2.07B
| $2.4M | ﹤0.01% |
36,229
+1,439
| +4% | +$90.9K |
|
1802
CBIZ
CBZ
$2.96B
| $2.4M | ﹤0.01% |
48,414
+4,367
| +10% | +$210K |
|
|
VBTX
1803
DELISTED
Veritex Holdings
VBTX
| $2.39M | ﹤0.01% |
130,909
-1,384
| -1% | -$35.3K |
|
1804
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$5.2B
| $2.39M | ﹤0.01% |
83,453
+8,172
| +11% | +$258K |
|
1805
ChargePoint
CHPT
$161M
| $2.38M | ﹤0.01% |
11,386
+617
| +6% | +$134K |
|
1806
Monarch Casino & Resort
MCRI
$2.23B
| $2.38M | ﹤0.01% |
32,117
-305
| -0.9% | -$23.2K |
|
1807
California Resources
CRC
$4.62B
| $2.38M | ﹤0.01% |
61,808
+3,713
| +6% | +$154K |
|
1808
Sonic Automotive
SAH
$2.61B
| $2.38M | ﹤0.01% |
43,761
-1,731
| -4% | -$93.2K |
|
1809
Talos Energy
TALO
$2.4B
| $2.38M | ﹤0.01% |
160,176
-1,305
| -0.8% | -$22.5K |
|
1810
Colliers International
CIGI
$5.19B
| $2.37M | ﹤0.01% |
22,487
-390
| -2% | -$41.8K |
|
1811
SSR Mining
SSRM
$6.48B
| $2.36M | ﹤0.01% |
156,410
-2,858
| -2% | -$43.5K |
|
|
ADAM
1812
Adamas Trust
ADAM
$883M
| $2.36M | ﹤0.01% |
236,880
-7,568
| -3% | -$82K |
|
|
AZEK
1813
DELISTED
The AZEK Co
AZEK
| $2.36M | ﹤0.01% |
100,210
+9,522
| +10% | +$225K |
|
1814
AppFolio
APPF
$7.04B
| $2.35M | ﹤0.01% |
18,868
+2,036
| +12% | +$246K |
|
1815
Kratos Defense & Security Solutions
KTOS
$11.4B
| $2.35M | ﹤0.01% |
174,207
+14,442
| +9% | +$172K |
|
1816
Marcus & Millichap
MMI
$1.19B
| $2.34M | ﹤0.01% |
72,923
-972
| -1% | -$33.7K |
|
1817
Jackson Financial
JXN
$8.8B
| $2.34M | ﹤0.01% |
62,581
+4,787
| +8% | +$197K |
|
1818
Bausch Health
BHC
$2.34B
| $2.33M | ﹤0.01% |
288,563
+11,245
| +4% | +$90.3K |
|
1819
United Parks & Resorts
PRKS
$2.12B
| $2.33M | ﹤0.01% |
37,932
-1,282
| -3% | -$78.3K |
|
1820
AMERISAFE
AMSF
$540M
| $2.32M | ﹤0.01% |
47,360
-525
| -1% | -$27.5K |
|
1821
Green Brick Partners
GRBK
$3.14B
| $2.32M | ﹤0.01% |
66,079
-1,231
| -2% | -$38K |
|
1822
Ceco Environmental
CECO
$4.14B
| $2.31M | ﹤0.01% |
+165,264
| New | +$2.34M |
|
1823
Ichor Holdings
ICHR
$2.56B
| $2.31M | ﹤0.01% |
70,562
-787
| -1% | -$25.3K |
|
|
VRNT
1824
DELISTED
Verint Systems
VRNT
| $2.31M | ﹤0.01% |
61,930
+2,965
| +5% | +$111K |
|
1825
BOK Financial
BOKF
$8.74B
| $2.3M | ﹤0.01% |
27,280
+2,867
| +12% | +$280K |
|
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.