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
|
+$278M |
| 2 |
Tesla
TSLA
|
+$190M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$155M |
| 4 |
Amazon
AMZN
|
+$101M |
| 5 |
SCHW
Charles Schwab
SCHW
|
+$91.9M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alibaba
BABA
|
+$103M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
+$75.8M |
| 3 |
ETFC
E*Trade Financial Corporation
ETFC
|
+$70.9M |
| 4 |
Pfizer
PFE
|
+$70.5M |
| 5 |
AMTD
TD Ameritrade Holding Corp
AMTD
|
+$64.4M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 23.77% |
| 2 | Financials | 12.8% |
| 3 | Healthcare | 12.45% |
| 4 | Consumer Discretionary | 12.23% |
| 5 | Communication Services | 9.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1926
Constellium
CSTM
$3.99B
| $1.82M | ﹤0.01% |
129,928
+19,060
| +17% | +$215K |
|
1927
Anika Therapeutics
ANIK
$287M
| $1.82M | ﹤0.01% |
40,140
+148
| +0.4% | +$5.62K |
|
1928
PDF Solutions
PDFS
$2.07B
| $1.81M | ﹤0.01% |
83,627
+202
| +0.2% | +$4.24K |
|
|
MNTV
1929
DELISTED
Momentive Global Inc. Common Stock
MNTV
| $1.8M | ﹤0.01% |
70,645
-84
| -0.1% | -$1.89K |
|
|
BAND
1930
Bandwidth Inc
BAND
$1.61B
| $1.8M | ﹤0.01% |
11,695
+1,617
| +16% | +$267K |
|
1931
United Fire Group
UFCS
$1.4B
| $1.79M | ﹤0.01% |
71,222
| – | – |
|
|
USCR
1932
DELISTED
U S Concrete, Inc.
USCR
| $1.78M | ﹤0.01% |
44,461
-391
| -0.9% | -$13.9K |
|
|
ABTX
1933
DELISTED
Allegiance Bancshares
ABTX
| $1.76M | ﹤0.01% |
51,670
+634
| +1% | +$19.2K |
|
1934
Moelis & Co
MC
$4.94B
| $1.76M | ﹤0.01% |
37,622
+5,835
| +18% | +$235K |
|
1935
MGP Ingredients
MGPI
$375M
| $1.76M | ﹤0.01% |
37,371
-91
| -0.2% | -$3.92K |
|
1936
JELD-WEN Holding
JELD
$164M
| $1.76M | ﹤0.01% |
69,293
-847
| -1% | -$20.3K |
|
|
MDLA
1937
DELISTED
Medallia, Inc.
MDLA
| $1.75M | ﹤0.01% |
52,718
-16,157
| -23% | -$515K |
|
|
CMO
1938
DELISTED
Capstead Mortgage Corp.
CMO
| $1.75M | ﹤0.01% |
301,336
+861
| +0.3% | +$4.92K |
|
1939
DMC Global
BOOM
$157M
| $1.75M | ﹤0.01% |
40,442
-126
| -0.3% | -$4.97K |
|
1940
Clearwater Paper
CLW
$376M
| $1.75M | ﹤0.01% |
46,337
-84
| -0.2% | -$3.13K |
|
1941
Designer Brands
DBI
$333M
| $1.75M | ﹤0.01% |
228,509
+846
| +0.4% | +$5.63K |
|
1942
Unity
U
$18.9B
| $1.74M | ﹤0.01% |
11,362
-5,338
| -32% | -$649K |
|
1943
Clearway Energy Class C
CWEN
$6.7B
| $1.74M | ﹤0.01% |
54,583
-397
| -0.7% | -$11.9K |
|
1944
Interface
TILE
$2.22B
| $1.73M | ﹤0.01% |
164,881
+385
| +0.2% | +$3.08K |
|
|
SPTN
1945
DELISTED
SpartanNash
SPTN
| $1.72M | ﹤0.01% |
98,976
| – | – |
|
|
SUNS
1946
DELISTED
SLR Senior Investment Corp. Common Stock
SUNS
| $1.72M | ﹤0.01% |
119,409
+8,407
| +8% | +$117K |
|
1947
Health Catalyst
HCAT
$128M
| $1.71M | ﹤0.01% |
39,285
+13,228
| +51% | +$488K |
|
1948
Genesco
GCO
$422M
| $1.71M | ﹤0.01% |
56,765
-1,041
| -2% | -$26.6K |
|
1949
ProPetro Holding
PUMP
$1.35B
| $1.71M | ﹤0.01% |
230,683
+2,460
| +1% | +$13.7K |
|
1950
Amkor Technology
AMKR
$13.7B
| $1.7M | ﹤0.01% |
112,638
-3,959
| -3% | -$53.9K |
|
Similar funds
Legal & General Group's Q4 2020 Portfolio in Review
As of Q4 2020, Legal & General Group held 3,536 positions worth $255B, up 14% from $224B the previous quarter. Its ten largest holdings account for 21% of the portfolio.
Trading was light in Q4 2020: portfolio turnover was 4.4%. Legal & General Group opened 99 new positions and exited 58, leaving the 3,536-position portfolio largely intact.
By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 23% a quarter earlier, followed by Financials and Healthcare.
- Legal & General Group's largest Q4 2020 buy was Apartment Income REIT Corp.: 1,079,162 shares worth $41.5M.
- Legal & General Group added most to Microsoft in Q4 2020, an estimated $278M increase.
- Legal & General Group's biggest Q4 2020 reduction was Alibaba, cutting an estimated $103M.
- Legal & General Group fully exited E*Trade Financial Corporation in Q4 2020, selling an estimated $70.9M.
- Legal & General Group's ten largest holdings make up 21% of its $255B portfolio in Q4 2020.
- Legal & General Group opened 99 new positions and closed 58 in Q4 2020.
- Legal & General Group's portfolio value rose 14% quarter-over-quarter to $255B.
Based on Legal & General Group's 13F filing for Q4 2020, filed 12 Feb 2021.