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 | |
|---|---|---|---|---|---|---|
1826
Alpha Metallurgical Resources
AMR
$1.93B
| $2.3M | ﹤0.01% |
14,714
-214
| -1% | -$34.3K |
|
1827
Takeda Pharmaceutical
TAK
$55.7B
| $2.29M | ﹤0.01% |
138,985
| – | – |
|
|
RWT
1828
Redwood Trust
RWT
$594M
| $2.29M | ﹤0.01% |
339,051
-9,024
| -3% | -$67.6K |
|
1829
uniQure
QURE
$3.22B
| $2.28M | ﹤0.01% |
113,098
-1,211
| -1% | -$25.4K |
|
|
AXNX
1830
DELISTED
Axonics, Inc. Common Stock
AXNX
| $2.27M | ﹤0.01% |
41,633
+1,993
| +5% | +$116K |
|
1831
Gladstone Capital
GLAD
$446M
| $2.27M | ﹤0.01% |
120,626
+5,668
| +5% | +$113K |
|
1832
Enanta Pharmaceuticals
ENTA
$400M
| $2.27M | ﹤0.01% |
56,042
-340
| -0.6% | -$16.2K |
|
1833
Unitil
UTL
$980M
| $2.27M | ﹤0.01% |
39,716
-238
| -0.6% | -$12.7K |
|
|
PR
1834
Permian Resources
PR
$16.9B
| $2.25M | ﹤0.01% |
214,516
+123,838
| +137% | +$1.26M |
|
1835
Denali Therapeutics
DNLI
$3.97B
| $2.25M | ﹤0.01% |
97,618
+2,603
| +3% | +$71.6K |
|
1836
Insmed
INSM
$28.6B
| $2.25M | ﹤0.01% |
131,899
+7,965
| +6% | +$155K |
|
1837
Perdoceo Education
PRDO
$2.12B
| $2.24M | ﹤0.01% |
166,781
-1,755
| -1% | -$24.6K |
|
|
GDEN
1838
DELISTED
Golden Entertainment
GDEN
| $2.23M | ﹤0.01% |
51,319
-765
| -1% | -$31K |
|
1839
Gogo Inc
GOGO
$492M
| $2.23M | ﹤0.01% |
153,627
-1,760
| -1% | -$27.4K |
|
1840
C3.ai
AI
$1.59B
| $2.22M | ﹤0.01% |
66,212
-212,380
| -76% | -$4.35M |
|
1841
NWPX Infrastructure Inc
NWPX
$1.15B
| $2.22M | ﹤0.01% |
71,104
+70,081
| +6,851% | +$2.53M |
|
1842
Scansource
SCSC
$1.12B
| $2.21M | ﹤0.01% |
72,440
-407
| -0.6% | -$12.6K |
|
1843
Marqeta
MQ
$1.66B
| $2.2M | ﹤0.01% |
120,617
+10,367
| +9% | +$231K |
|
1844
Acadia Pharmaceuticals
ACAD
$5.03B
| $2.2M | ﹤0.01% |
117,132
+6,195
| +6% | +$118K |
|
1845
Mesa Laboratories
MLAB
$574M
| $2.19M | ﹤0.01% |
12,551
-122
| -1% | -$21.9K |
|
1846
Heartland Express
HTLD
$956M
| $2.19M | ﹤0.01% |
137,637
-1,140
| -0.8% | -$18.5K |
|
1847
McGrath RentCorp
MGRC
$2.92B
| $2.19M | ﹤0.01% |
23,452
+780
| +3% | +$77.1K |
|
|
AAMI
1848
Acadian Asset Management
AAMI
$3.19B
| $2.18M | ﹤0.01% |
92,485
-1,344
| -1% | -$31.6K |
|
1849
Rush Enterprises Class A
RUSHA
$6.22B
| $2.18M | ﹤0.01% |
59,897
-811
| -1% | -$29.3K |
|
1850
iShares MSCI South Korea ETF
EWY
$25.7B
| $2.17M | ﹤0.01% |
35,500
| – | – |
|
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.