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Legal & General Group

Legal & General Group Portfolio holdings

AUM $432B
1-Year Est. Return 29.4%
 

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.

This Quarter Est. Return
+0.07%
1 Year Est. Return
+29.4%
3 Year Est. Return
+97.7%
5 Year Est. Return
+129.51%
10 Year Est. Return
+472.83%
AUM
$85.1B
AUM Growth
+$1.48B
Cap. Flow
+$2.03B
Cap. Flow %
2.38%
Top 10 Hldgs %
15.98%
Holding
2,845
New
57
Increased
1,510
Reduced
299
Closed
77

Top Buys

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$124M
2
CME icon
CME Group
CME
+$121M
3
KO icon
Coca-Cola
KO
+$51.7M
4
NTAP icon
NetApp
NTAP
+$45M
5
ABBV icon
AbbVie
ABBV
+$38.3M

Top Sells

Rank Stock Value
1
LO
LORILLARD INC COM STK
LO
+$97.2M
2
PCYC
PHARMACYCLICS INC
PCYC
+$51M
3
TRW
TRW AUTOMOTIVE HOLDINGS CORP
TRW
+$49M
4
TLM
TALISMAN ENERGY INC
TLM
+$33M
5
DTE icon
DTE Energy
DTE
+$27.8M

Sector Composition

Rank Sector Weight
1 Financials 16.75%
2 Healthcare 14.22%
3 Technology 12.98%
4 Industrials 9.07%
5 Energy 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AEGN
1926
DELISTED
Aegion Corp
AEGN
$135K ﹤0.01%
7,092
– –
MKTO
1927
DELISTED
MARKETO INC COM STK (DE)
MKTO
$135K ﹤0.01%
4,916
– –
WIBC
1928
DELISTED
WILSHIRE BANCORP INC
WIBC
$135K ﹤0.01%
10,636
– –
BSBR icon
1929
Santander
BSBR
$42.5B
$134K ﹤0.01%
25,774
– –
KRNY icon
1930
Kearny Financial
KRNY
$604M
$134K ﹤0.01%
12,043
+9,469
+368% +$98.7K
TNET icon
1931
TriNet
TNET
$3.02B
$134K ﹤0.01%
5,233
+2,810
+116% +$87.9K
IPHI
1932
DELISTED
INPHI CORPORATION
IPHI
$134K ﹤0.01%
5,734
– –
EIGI
1933
DELISTED
Endurance International Group Holdings, Inc.
EIGI
$134K ﹤0.01%
6,632
+850
+15% +$17.7K
FCB
1934
DELISTED
FCB Financial Holdings, Inc.
FCB
$134K ﹤0.01%
+4,249
New +$121K
SPIL
1935
DELISTED
Siliconware Precision Industries Co Ltd
SPIL
$134K ﹤0.01%
18,000
– –
COWN
1936
DELISTED
Cowen Inc. Class A Common Stock
COWN
$134K ﹤0.01%
5,266
– –
EJ
1937
DELISTED
E HOUSE (CHINA) HOLDINGS LIMITED
EJ
$134K ﹤0.01%
+20,000
New +$128K
ACCO icon
1938
Acco Brands
ACCO
$389M
$132K ﹤0.01%
16,794
– –
ASTE icon
1939
Astec Industries
ASTE
$1.16B
$131K ﹤0.01%
3,126
– –
COKE icon
1940
Coca-Cola Consolidated
COKE
$12.5B
$131K ﹤0.01%
8,630
– –
ECHO
1941
DELISTED
Echo Global Logistics, Inc.
ECHO
$131K ﹤0.01%
4,003
– –
ATRA icon
1942
Atara Biotherapeutics
ATRA
$75.5M
$130K ﹤0.01%
+99
New +$114K
GSAT icon
1943
Globalstar
GSAT
$10.7B
$130K ﹤0.01%
4,095
+1,769
+76% +$68.8K
HRTX icon
1944
Heron Therapeutics
HRTX
$93.9M
$130K ﹤0.01%
+4,290
New +$80.7K
NNI icon
1945
Nelnet
NNI
$4.88B
$130K ﹤0.01%
3,015
– –
TVTX icon
1946
Travere Therapeutics
TVTX
$5.2B
$130K ﹤0.01%
3,999
– –
WMC
1947
DELISTED
Western Asset Mortgage Capital Corporation
WMC
$130K ﹤0.01%
872
– –
LBY
1948
DELISTED
Libbey, Inc.
LBY
$130K ﹤0.01%
3,156
– –
INSY
1949
DELISTED
Insys Therapeutics, Inc.
INSY
$130K ﹤0.01%
3,644
– –
RPXC
1950
DELISTED
RPX Corporation
RPXC
$130K ﹤0.01%
7,747
– –
76 77
78
79 80

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Legal & General Group's Q2 2015 Portfolio in Review

As of Q2 2015, Legal & General Group held 2,845 positions worth $85.1B, up 1.8% from $83.7B the previous quarter. Its ten largest holdings account for 16% of the portfolio.

Trading was light in Q2 2015: portfolio turnover was 4.7%. Legal & General Group opened 57 new positions and exited 77, leaving the 2,845-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 17% of assets, up from 16% a quarter earlier, followed by Healthcare and Technology.

  • Legal & General Group's largest Q2 2015 buy was CME Group: 1,295,794 shares worth $121M.
  • Legal & General Group added most to ExxonMobil in Q2 2015, an estimated $124M increase.
  • Legal & General Group's biggest Q2 2015 reduction was DTE Energy, cutting an estimated $27.8M.
  • Legal & General Group fully exited LORILLARD INC COM STK in Q2 2015, selling an estimated $97.2M.
  • Legal & General Group's ten largest holdings make up 16% of its $85.1B portfolio in Q2 2015.
  • Legal & General Group opened 57 new positions and closed 77 in Q2 2015.
  • Legal & General Group's portfolio value rose 1.8% quarter-over-quarter to $85.1B.

Based on Legal & General Group's 13F filing for Q2 2015, filed 31 Jul 2015.