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 |
Alibaba
BABA
|
+$199M |
| 2 |
Baidu
BIDU
|
+$56.1M |
| 3 |
Lumen
LUMN
|
+$39.4M |
| 4 |
PG&E
PCG
|
+$30.2M |
| 5 |
CME Group
CME
|
+$27.6M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$172M |
| 2 |
British American Tobacco
BTI
|
+$142M |
| 3 |
Aptiv
APTV
|
+$141M |
| 4 |
Edwards Lifesciences
EW
|
+$122M |
| 5 |
BCR
CR Bard Inc.
BCR
|
+$122M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 17.16% |
| 2 | Technology | 15.49% |
| 3 | Healthcare | 12.53% |
| 4 | Consumer Discretionary | 9.49% |
| 5 | Industrials | 9.4% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2001
iShares Russell 1000 ETF
IWB
$48.2B
| $734K | ﹤0.01% |
4,940
-390
| -7% | -$56.5K |
|
2002
Shenandoah Telecom
SHEN
$664M
| $734K | ﹤0.01% |
21,724
-290
| -1% | -$10.7K |
|
2003
Tactile Systems Technology
TCMD
$635M
| $734K | ﹤0.01% |
25,305
+23,316
| +1,172% | +$677K |
|
2004
Central Garden & Pet Co
CENT
$2.69B
| $722K | ﹤0.01% |
23,200
+307
| +1% | +$9.4K |
|
|
XLRN
2005
DELISTED
Acceleron Pharma
XLRN
| $721K | ﹤0.01% |
16,956
+1,094
| +7% | +$41K |
|
|
MVC
2006
DELISTED
MVC Capital, Inc.
MVC
| $720K | ﹤0.01% |
67,684
+4,894
| +8% | +$52K |
|
2007
WSFS Financial
WSFS
$4.12B
| $719K | ﹤0.01% |
15,016
-294
| -2% | -$14.5K |
|
|
LTM
2008
DELISTED
LATAM Airlines Group S.A American Depositary Shares (Each representing 1 Common Share)
LTM
| $718K | ﹤0.01% |
51,682
-3,600
| -7% | -$48.2K |
|
|
STRP
2009
DELISTED
Straight Path Communications Inc.
STRP
| $712K | ﹤0.01% |
3,919
-43
| -1% | -$7.81K |
|
2010
Grupo Aeroportuario del Sureste
ASR
$8.27B
| $711K | ﹤0.01% |
3,900
| – | – |
|
|
MLNX
2011
DELISTED
Mellanox Technologies, Ltd.
MLNX
| $711K | ﹤0.01% |
10,988
+4,400
| +67% | +$233K |
|
|
SCS
2012
DELISTED
Steelcase
SCS
| $709K | ﹤0.01% |
46,627
+1,644
| +4% | +$24.1K |
|
2013
RB Global
RBA
$20.4B
| $708K | ﹤0.01% |
23,570
+3,300
| +16% | +$92.4K |
|
|
TRTN
2014
DELISTED
Triton International Limited
TRTN
| $702K | ﹤0.01% |
18,693
+388
| +2% | +$14.9K |
|
|
VRTV
2015
DELISTED
VERITIV CORPORATION
VRTV
| $700K | ﹤0.01% |
24,217
+1,377
| +6% | +$40K |
|
2016
Park National Corp
PRK
$3.76B
| $691K | ﹤0.01% |
6,626
+1,492
| +29% | +$162K |
|
2017
Zumiez
ZUMZ
$332M
| $690K | ﹤0.01% |
33,116
-252
| -0.8% | -$4.82K |
|
2018
Park Aerospace
PKE
$737M
| $688K | ﹤0.01% |
35,002
+1,484
| +4% | +$28.3K |
|
2019
Peabody Energy
BTU
$2.6B
| $682K | ﹤0.01% |
17,295
+993
| +6% | +$32.2K |
|
2020
Ubiquiti
UI
$33.7B
| $681K | ﹤0.01% |
9,587
-491
| -5% | -$31.4K |
|
|
EOCC
2021
DELISTED
Enel Generacion Chile S.A.
EOCC
| $679K | ﹤0.01% |
25,266
-3,700
| -13% | -$96.7K |
|
2022
Petrobras Class A
PBR.A
$111B
| $678K | ﹤0.01% |
68,966
| – | – |
|
2023
Cato Corp
CATO
$68.3M
| $677K | ﹤0.01% |
42,505
-404
| -0.9% | -$5.86K |
|
2024
Red Rock Resorts
RRR
$3.77B
| $675K | ﹤0.01% |
19,876
-756
| -4% | -$21.1K |
|
|
SRDX
2025
DELISTED
Surmodics
SRDX
| $669K | ﹤0.01% |
23,854
-655
| -3% | -$20K |
|
Similar funds
Legal & General Group's Q4 2017 Portfolio in Review
As of Q4 2017, Legal & General Group held 3,343 positions worth $138B, up 3.9% from $133B the previous quarter. Its ten largest holdings account for 16% of the portfolio.
Trading was light in Q4 2017: portfolio turnover was 2.9%. Legal & General Group opened 38 new positions and exited 60, leaving the 3,343-position portfolio largely intact.
By sector, the portfolio is most concentrated in Financials at 17% of assets, up from 17% a quarter earlier, followed by Technology and Healthcare.
- Legal & General Group's largest Q4 2017 buy was Delphi Technologies PLC Ordinary Shares: 418,440 shares worth $22M.
- Legal & General Group added most to Alibaba in Q4 2017, an estimated $199M increase.
- Legal & General Group's biggest Q4 2017 reduction was Apple, cutting an estimated $172M.
- Legal & General Group fully exited Aptiv in Q4 2017, selling an estimated $141M.
- Legal & General Group's ten largest holdings make up 16% of its $138B portfolio in Q4 2017.
- Legal & General Group opened 38 new positions and closed 60 in Q4 2017.
- Legal & General Group's portfolio value rose 3.9% quarter-over-quarter to $138B.
Based on Legal & General Group's 13F filing for Q4 2017, filed 13 Feb 2018.