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
|
+$337M |
| 2 |
Tesla
TSLA
|
+$226M |
| 3 |
Apple
AAPL
|
+$183M |
| 4 |
GE HealthCare
GEHC
|
+$157M |
| 5 |
Exelon
EXC
|
+$122M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Check Point Software Technologies
CHKP
|
+$183M |
| 2 |
GE Aerospace
GE
|
+$158M |
| 3 |
CYBR
CyberArk
CYBR
|
+$122M |
| 4 |
Cloudflare
NET
|
+$94.4M |
| 5 |
Akamai
AKAM
|
+$92.8M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 26.4% |
| 2 | Healthcare | 13.8% |
| 3 | Financials | 12.19% |
| 4 | Consumer Discretionary | 9.58% |
| 5 | Industrials | 8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1976
Remitly
RELY
$5.14B
| $1.61M | ﹤0.01% |
94,845
+19,362
| +26% | +$263K |
|
1977
InMode
INMD
$880M
| $1.6M | ﹤0.01% |
50,162
+4,051
| +9% | +$139K |
|
1978
Cohen & Steers
CNS
$4.3B
| $1.6M | ﹤0.01% |
24,996
+1,384
| +6% | +$96.5K |
|
1979
Thryv Holdings
THRY
$108M
| $1.59M | ﹤0.01% |
69,068
-1,328
| -2% | -$29.7K |
|
|
HSII
1980
DELISTED
Heidrick & Struggles
HSII
| $1.59M | ﹤0.01% |
52,278
+2,841
| +6% | +$86.9K |
|
1981
Tronox
TROX
$1.04B
| $1.58M | ﹤0.01% |
109,895
+10,383
| +10% | +$160K |
|
1982
Nomad Foods
NOMD
$1.68B
| $1.57M | ﹤0.01% |
84,008
-1,949
| -2% | -$34.4K |
|
1983
Pitney Bowes
PBI
$2.39B
| $1.57M | ﹤0.01% |
404,312
-28,367
| -7% | -$119K |
|
1984
HealthStream
HSTM
$840M
| $1.57M | ﹤0.01% |
57,919
-1,038
| -2% | -$25.9K |
|
|
BRSL
1985
Brightstar Lottery PLC
BRSL
$2.03B
| $1.57M | ﹤0.01% |
58,525
-3,354
| -5% | -$85.9K |
|
1986
ZIM Integrated Shipping Services
ZIM
$3.24B
| $1.56M | ﹤0.01% |
66,287
-667,525
| -91% | -$14M |
|
1987
Ethan Allen Interiors
ETD
$603M
| $1.56M | ﹤0.01% |
56,833
-685
| -1% | -$19.5K |
|
1988
Laureate Education
LAUR
$5.28B
| $1.56M | ﹤0.01% |
132,466
+23,402
| +21% | +$258K |
|
|
KYNB
1989
Kyntra Bio
KYNB
$29.4M
| $1.55M | ﹤0.01% |
3,325
+209
| +7% | +$111K |
|
1990
Maravai LifeSciences
MRVI
$919M
| $1.55M | ﹤0.01% |
110,701
+7,304
| +7% | +$105K |
|
1991
Asana
ASAN
$2.13B
| $1.54M | ﹤0.01% |
73,003
+11,513
| +19% | +$191K |
|
|
CHUY
1992
DELISTED
Chuy's Holdings, Inc. Common Stock
CHUY
| $1.54M | ﹤0.01% |
42,989
-361
| -0.8% | -$12.3K |
|
1993
RPC Inc
RES
$1.3B
| $1.53M | ﹤0.01% |
198,947
-1,883
| -0.9% | -$16.7K |
|
1994
American Vanguard Corp
AVD
$68.9M
| $1.53M | ﹤0.01% |
69,803
-1,031
| -1% | -$22.2K |
|
1995
E.W. Scripps
SSP
$304M
| $1.53M | ﹤0.01% |
162,160
-1,745
| -1% | -$22K |
|
|
CWEN.A
1996
DELISTED
Clearway Energy Class A
CWEN.A
| $1.52M | ﹤0.01% |
50,606
+6,762
| +15% | +$206K |
|
1997
Lazard
LAZ
$4.31B
| $1.52M | ﹤0.01% |
45,875
+276
| +0.6% | +$10.2K |
|
1998
Powell Industries
POWL
$7.71B
| $1.52M | ﹤0.01% |
106,983
+49,185
| +85% | +$681K |
|
1999
Phreesia
PHR
$773M
| $1.52M | ﹤0.01% |
46,998
+2,777
| +6% | +$97.7K |
|
2000
Dorian LPG
LPG
$1.96B
| $1.51M | ﹤0.01% |
75,952
-1,014
| -1% | -$20.6K |
|
Similar funds
Legal & General Group's Q1 2023 Portfolio in Review
As of Q1 2023, Legal & General Group held 3,448 positions worth $280B, up 7.3% from $261B the previous quarter. Its ten largest holdings account for 23% of the portfolio.
Trading was light in Q1 2023: portfolio turnover was 3%. Legal & General Group opened 32 new positions and exited 72, leaving the 3,448-position portfolio largely intact.
By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 23% a quarter earlier, followed by Healthcare and Financials.
- Legal & General Group's largest Q1 2023 buy was GE HealthCare: 2,192,516 shares worth $180M.
- Legal & General Group added most to Microsoft in Q1 2023, an estimated $337M increase.
- Legal & General Group's biggest Q1 2023 reduction was Check Point Software Technologies, cutting an estimated $183M.
- Legal & General Group fully exited SVB Financial Group in Q1 2023, selling an estimated $81.2M.
- Legal & General Group's ten largest holdings make up 23% of its $280B portfolio in Q1 2023.
- Legal & General Group opened 32 new positions and closed 72 in Q1 2023.
- Legal & General Group's portfolio value rose 7.3% quarter-over-quarter to $280B.
Based on Legal & General Group's 13F filing for Q1 2023, filed 15 May 2023.