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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
+3.45%
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
$94.9B
AUM Growth
+$4.59B
Cap. Flow
+$2.33B
Cap. Flow %
2.46%
Top 10 Hldgs %
16.18%
Holding
3,009
New
225
Increased
1,401
Reduced
239
Closed
103

Top Buys

Rank Stock Value
1
SPGI icon
S&P Global
SPGI
+$123M
2
CHTR icon
Charter Communications
CHTR
+$119M
3
BABA icon
Alibaba
BABA
+$76.1M
4
T icon
AT&T
T
+$75M
5
AAPL icon
Apple
AAPL
+$62.2M

Top Sells

Rank Stock Value
1
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
+$268M
2
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$118M
3
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
+$111M
4
SNDK
SANDISK CORP
SNDK
+$64.8M
5
CAM
CAMERON INTERNATIONAL CORPORATION
CAM
+$59.2M

Sector Composition

Rank Sector Weight
1 Financials 14.95%
2 Healthcare 13.26%
3 Technology 12.51%
4 Communication Services 9.79%
5 Consumer Staples 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HASI icon
1976
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$4.84B
$124K ﹤0.01%
5,932
– –
NX icon
1977
Quanex
NX
$819M
$124K ﹤0.01%
6,765
– –
STGW icon
1978
Stagwell
STGW
$2.07B
$124K ﹤0.01%
6,875
+959
+16% +$18.5K
PGND
1979
DELISTED
PRESS GANEY HOLDINGS INC COM STK (DE)
PGND
$124K ﹤0.01%
+3,064
New +$103K
CKEC
1980
DELISTED
Carmike Cinemas Inc
CKEC
$124K ﹤0.01%
4,040
– –
GRPN icon
1981
Groupon
GRPN
$1.05B
$123K ﹤0.01%
1,892
+68
+4% +$5.03K
HEI icon
1982
HEICO Corp
HEI
$49.8B
$123K ﹤0.01%
4,475
-6,614
-60% -$171K
HIMX
1983
Himax Technologies
HIMX
$2.19B
$123K ﹤0.01%
+14,900
New +$147K
QUAD icon
1984
Quad
QUAD
$536M
$123K ﹤0.01%
5,505
– –
KCG
1985
DELISTED
KCG Holdings, Inc.
KCG
$123K ﹤0.01%
9,350
+438
+5% +$5.81K
MTSI icon
1986
MACOM Technology Solutions
MTSI
$19.2B
$122K ﹤0.01%
3,693
– –
PRIM icon
1987
Primoris Services
PRIM
$4.58B
$122K ﹤0.01%
6,631
– –
VASC
1988
DELISTED
Vascular Solutions Inc
VASC
$122K ﹤0.01%
2,985
– –
MNR
1989
DELISTED
Monmouth Real Estate Investment Corp
MNR
$122K ﹤0.01%
9,349
– –
BANC icon
1990
Banc of California
BANC
$3.03B
$121K ﹤0.01%
6,731
– –
ECPG icon
1991
Encore Capital Group
ECPG
$2.02B
$121K ﹤0.01%
5,315
– –
INO icon
1992
Inovio Pharmaceuticals
INO
$55.7M
$121K ﹤0.01%
1,100
– –
RYAM icon
1993
Rayonier Advanced Materials
RYAM
$604M
$121K ﹤0.01%
9,260
+651
+8% +$7.97K
TRST
1994
Trustco Bank Corp NY
TRST
$970M
$121K ﹤0.01%
3,850
– –
PRMW
1995
DELISTED
Primo Water Corporation
PRMW
$121K ﹤0.01%
8,702
– –
QUOT
1996
DELISTED
Quotient Technology Inc
QUOT
$121K ﹤0.01%
9,436
-574
-6% -$6.61K
AG icon
1997
First Majestic Silver
AG
$7.41B
$120K ﹤0.01%
8,863
– –
MMSI icon
1998
Merit Medical Systems
MMSI
$5.08B
$120K ﹤0.01%
6,165
– –
EIGI
1999
DELISTED
Endurance International Group Holdings, Inc.
EIGI
$120K ﹤0.01%
13,523
– –
VDTH
2000
DELISTED
Videocon d2h Limited
VDTH
$120K ﹤0.01%
+14,100
New +$116K
78 79
80
81 82

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Legal & General Group's Q2 2016 Portfolio in Review

As of Q2 2016, Legal & General Group held 3,009 positions worth $94.9B, up 5.1% from $90.3B the previous quarter. Its ten largest holdings account for 16% of the portfolio.

Legal & General Group's Q2 2016 filing shows 225 new, 1,401 increased, 239 reduced and 103 closed positions. Its largest new stake was S&P Global: 1,148,166 shares worth $123M. The largest sale was TIME WARNER CABLE INC NEW COM STK, an estimated $268M.

By sector, the portfolio is most concentrated in Financials at 15% of assets, down from 15% a quarter earlier, followed by Healthcare and Technology.

  • Legal & General Group's largest Q2 2016 buy was S&P Global: 1,148,166 shares worth $123M.
  • Legal & General Group added most to Charter Communications in Q2 2016, an estimated $119M increase.
  • Legal & General Group's biggest Q2 2016 reduction was Under Armour, cutting an estimated $30.9M.
  • Legal & General Group fully exited TIME WARNER CABLE INC NEW COM STK in Q2 2016, selling an estimated $268M.
  • Legal & General Group's ten largest holdings make up 16% of its $94.9B portfolio in Q2 2016.
  • Legal & General Group opened 225 new positions and closed 103 in Q2 2016.
  • Legal & General Group's portfolio value rose 5.1% quarter-over-quarter to $94.9B.

Based on Legal & General Group's 13F filing for Q2 2016, filed 16 Aug 2016.