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 |
Zoom
ZM
|
+$158M |
| 2 |
Match Group
MTCH
|
+$112M |
| 3 |
Algonquin Power & Utilities
AQN
|
+$62M |
| 4 |
Adobe
ADBE
|
+$51M |
| 5 |
KKR & Co
KKR
|
+$46.4M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$486M |
| 2 |
PPLI
People Inc
PPLI
|
+$117M |
| 3 |
Microsoft
MSFT
|
+$110M |
| 4 |
Alibaba
BABA
|
+$109M |
| 5 |
Fastly Inc
FSLY
|
+$85M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 23.49% |
| 2 | Healthcare | 12.99% |
| 3 | Consumer Discretionary | 12.41% |
| 4 | Financials | 12.09% |
| 5 | Communication Services | 9.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1851
NovaGold Resources
NG
$3.33B
| $1.64M | ﹤0.01% |
137,578
-10,407
| -7% | -$101K |
|
1852
RE/MAX Holdings
RMAX
$242M
| $1.63M | ﹤0.01% |
49,917
+254
| +0.5% | +$8.53K |
|
|
BRSL
1853
Brightstar Lottery PLC
BRSL
$2.03B
| $1.63M | ﹤0.01% |
146,642
+19,325
| +15% | +$207K |
|
|
SPPI
1854
DELISTED
Spectrum Pharmaceuticals Inc
SPPI
| $1.63M | ﹤0.01% |
399,501
+83,634
| +26% | +$318K |
|
|
AVYA
1855
DELISTED
Avaya Holdings Corp. Common Stock
AVYA
| $1.62M | ﹤0.01% |
106,589
-5,451
| -5% | -$77K |
|
|
OSG
1856
Octave Specialty Group
OSG
$222M
| $1.62M | ﹤0.01% |
126,719
+569
| +0.5% | +$7.33K |
|
|
SPTN
1857
DELISTED
SpartanNash
SPTN
| $1.62M | ﹤0.01% |
98,976
-2,315
| -2% | -$46.2K |
|
1858
Veeco
VECO
$3.23B
| $1.62M | ﹤0.01% |
138,494
+1,824
| +1% | +$23.3K |
|
1859
IAMGOLD
IAG
$10.5B
| $1.6M | ﹤0.01% |
418,279
| – | – |
|
1860
PTC Therapeutics
PTCT
$6.12B
| $1.6M | ﹤0.01% |
34,147
-14,250
| -29% | -$702K |
|
1861
Lennar Class B
LEN.B
$20.8B
| $1.59M | ﹤0.01% |
25,427
+5,084
| +25% | +$274K |
|
1862
JELD-WEN Holding
JELD
$164M
| $1.58M | ﹤0.01% |
70,140
-2,731
| -4% | -$55.9K |
|
1863
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$5.2B
| $1.58M | ﹤0.01% |
37,485
-2,816
| -7% | -$105K |
|
1864
Relay Therapeutics
RLAY
$4.33B
| $1.58M | ﹤0.01% |
+37,132
| New | +$1.42M |
|
|
PRMW
1865
DELISTED
Primo Water Corporation
PRMW
| $1.58M | ﹤0.01% |
111,353
-6,442
| -5% | -$90.9K |
|
1866
MarineMax
HZO
$788M
| $1.57M | ﹤0.01% |
61,182
+337
| +0.6% | +$9.27K |
|
1867
Box
BOX
$4.6B
| $1.57M | ﹤0.01% |
90,305
-7,525
| -8% | -$139K |
|
1868
Zumiez
ZUMZ
$339M
| $1.57M | ﹤0.01% |
56,393
+1,965
| +4% | +$51.4K |
|
|
TRST
1869
Trustco Bank Corp NY
TRST
$938M
| $1.57M | ﹤0.01% |
59,967
+489
| +0.8% | +$14.3K |
|
1870
Varex Imaging
VREX
$523M
| $1.56M | ﹤0.01% |
122,949
+1,422
| +1% | +$19.4K |
|
1871
PagerDuty
PD
$902M
| $1.56M | ﹤0.01% |
57,665
+32,426
| +128% | +$912K |
|
|
MNTV
1872
DELISTED
Momentive Global Inc. Common Stock
MNTV
| $1.56M | ﹤0.01% |
70,729
+2,583
| +4% | +$60K |
|
|
BBT
1873
Beacon Financial Corp
BBT
$2.66B
| $1.56M | ﹤0.01% |
154,453
+18,302
| +13% | +$180K |
|
1874
PDF Solutions
PDFS
$2.07B
| $1.56M | ﹤0.01% |
83,425
+3,257
| +4% | +$67.1K |
|
1875
BridgeBio Pharma
BBIO
$16.5B
| $1.56M | ﹤0.01% |
41,575
+23,434
| +129% | +$737K |
|
Similar funds
Legal & General Group's Q3 2020 Portfolio in Review
As of Q3 2020, Legal & General Group held 3,476 positions worth $224B, up 8.1% from $207B the previous quarter. Its ten largest holdings account for 22% of the portfolio.
Trading was light in Q3 2020: portfolio turnover was 3.2%. Legal & General Group opened 73 new positions and exited 39, leaving the 3,476-position portfolio largely intact.
By sector, the portfolio is most concentrated in Technology at 23% of assets, up from 23% a quarter earlier, followed by Healthcare and Consumer Discretionary.
- Legal & General Group's largest Q3 2020 buy was AstraZeneca: 305,330 shares worth $33.5M.
- Legal & General Group added most to Zoom in Q3 2020, an estimated $158M increase.
- Legal & General Group's biggest Q3 2020 reduction was Apple, cutting an estimated $486M.
- Legal & General Group fully exited 58.com Inc in Q3 2020, selling an estimated $44.9M.
- Legal & General Group's ten largest holdings make up 22% of its $224B portfolio in Q3 2020.
- Legal & General Group opened 73 new positions and closed 39 in Q3 2020.
- Legal & General Group's portfolio value rose 8.1% quarter-over-quarter to $224B.
Based on Legal & General Group's 13F filing for Q3 2020, filed 13 Nov 2020.