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 |
ExxonMobil
XOM
|
+$1.84B |
| 2 |
Apple
AAPL
|
+$1.78B |
| 3 |
Microsoft
MSFT
|
+$1.13B |
| 4 |
GE Aerospace
GE
|
+$1.12B |
| 5 |
Chevron
CVX
|
+$1.11B |
Top Sells
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 16.71% |
| 2 | Technology | 12.47% |
| 3 | Healthcare | 12.36% |
| 4 | Energy | 10.72% |
| 5 | Consumer Staples | 9.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
AvalonBay Communities
AVB
$27.5B
| $95.4M | 0.13% |
+707,364
| New | +$94.6M |
|
177
Valero Energy
VLO
$89.5B
| $94.7M | 0.13% |
+2,723,937
| New | +$104M |
|
|
HES
178
DELISTED
Hess
HES
| $94.7M | 0.13% |
+1,424,394
| New | +$98.6M |
|
179
Devon Energy
DVN
$51.3B
| $94.4M | 0.13% |
+1,819,976
| New | +$101M |
|
180
Corning
GLW
$107B
| $94.2M | 0.13% |
+6,616,875
| New | +$96.2M |
|
181
Boston Properties
BXP
$11.6B
| $94M | 0.13% |
+891,686
| New | +$96.8M |
|
182
Cigna
CI
$78.4B
| $93.9M | 0.13% |
+1,295,472
| New | +$87.3M |
|
|
MRSH
183
Marsh
MRSH
$94.3B
| $93.8M | 0.13% |
+2,350,889
| New | +$92M |
|
184
Sempra
SRE
$58.1B
| $93.5M | 0.13% |
+2,288,168
| New | +$93.2M |
|
185
PPG Industries
PPG
$24.9B
| $93M | 0.13% |
+1,269,850
| New | +$94.1M |
|
|
NBL
186
DELISTED
Noble Energy, Inc.
NBL
| $92.6M | 0.13% |
+1,542,491
| New | +$89.2M |
|
187
Northrop Grumman
NOC
$76B
| $90.8M | 0.13% |
+1,096,683
| New | +$85.4M |
|
188
Cummins
CMI
$83.6B
| $90.6M | 0.13% |
+835,298
| New | +$94.8M |
|
189
International Paper
IP
$22.6B
| $89.9M | 0.12% |
+2,172,767
| New | +$93.9M |
|
|
BHI
190
DELISTED
Baker Hughes
BHI
| $89.4M | 0.12% |
+1,936,954
| New | +$88.6M |
|
|
CMCSK
191
DELISTED
COMCAST CORP SPL A (NEW)
CMCSK
| $89M | 0.12% |
+2,244,457
| New | +$89M |
|
192
Ameriprise Financial
AMP
$47.8B
| $88.9M | 0.12% |
+1,099,912
| New | +$85.5M |
|
193
Cenovus Energy
CVE
$54.2B
| $88.6M | 0.12% |
+3,115,326
| New | +$92M |
|
194
Sysco
SYY
$40.8B
| $87.8M | 0.12% |
+2,571,330
| New | +$88.5M |
|
195
Intuitive Surgical
ISRG
$127B
| $87.4M | 0.12% |
+1,552,878
| New | +$85.5M |
|
196
Vornado Realty Trust
VNO
$7.65B
| $87.2M | 0.12% |
+1,439,394
| New | +$88.9M |
|
197
Kroger
KR
$36.7B
| $87.1M | 0.12% |
+5,046,282
| New | +$85.9M |
|
198
Xcel Energy
XEL
$49.2B
| $86.7M | 0.12% |
+3,060,760
| New | +$91.5M |
|
199
Brookfield
BN
$102B
| $86.1M | 0.12% |
+10,267,921
| New | +$87.9M |
|
200
Air Products & Chemicals
APD
$65.5B
| $85.4M | 0.12% |
+1,008,143
| New | +$84.7M |
|
Similar funds
Legal & General Group's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Legal & General Group, which disclosed 1,272 positions worth $72.4B. Its ten largest holdings account for 17% of the portfolio.
Its largest position is ExxonMobil: 20,478,679 shares worth $1.85B.
By sector, the portfolio is most concentrated in Financials at 17% of assets, followed by Technology and Healthcare.
- Legal & General Group's largest Q2 2013 buy was ExxonMobil: 20,478,679 shares worth $1.85B.
- Legal & General Group's ten largest holdings make up 17% of its $72.4B portfolio in Q2 2013.
- Legal & General Group disclosed 1,272 positions in Q2 2013, its first 13F filing on record.
Based on Legal & General Group's 13F filing for Q2 2013, filed 1 Aug 2013.