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
|
+$145M |
| 2 |
Nutrien
NTR
|
+$120M |
| 3 |
Baidu
BIDU
|
+$60.4M |
| 4 |
IPG Photonics
IPGP
|
+$48.7M |
| 5 |
Cadence Design Systems
CDNS
|
+$46.9M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$349M |
| 2 |
Microsoft
MSFT
|
+$231M |
| 3 |
JPMorgan Chase
JPM
|
+$149M |
| 4 |
Amazon
AMZN
|
+$131M |
| 5 |
ExxonMobil
XOM
|
+$129M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 16.85% |
| 2 | Technology | 16.63% |
| 3 | Healthcare | 12.26% |
| 4 | Consumer Discretionary | 9.93% |
| 5 | Industrials | 9.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
MVC
2001
DELISTED
MVC Capital, Inc.
MVC
| $754K | ﹤0.01% |
75,747
+8,063
| +12% | +$83.5K |
|
2002
Motorcar Parts of America
MPAA
$236M
| $753K | ﹤0.01% |
35,315
+618
| +2% | +$15K |
|
|
INFN
2003
DELISTED
Infinera Corporation Common Stock
INFN
| $753K | ﹤0.01% |
69,314
+12,098
| +21% | +$107K |
|
|
CCRN
2004
DELISTED
Cross Country Healthcare
CCRN
| $752K | ﹤0.01% |
68,153
+2,702
| +4% | +$33.9K |
|
2005
RB Global
RBA
$16.6B
| $740K | ﹤0.01% |
23,570
| – | – |
|
|
TSG
2006
DELISTED
The Stars Group Inc.
TSG
| $740K | ﹤0.01% |
26,848
+11,480
| +75% | +$300K |
|
|
GBT
2007
DELISTED
Global Blood Therapeutics, Inc.
GBT
| $739K | ﹤0.01% |
15,299
+5,942
| +64% | +$331K |
|
2008
American Coastal Insurance
ACIC
$464M
| $738K | ﹤0.01% |
38,430
+1,593
| +4% | +$30.6K |
|
2009
First Merchants
FRME
$2.69B
| $733K | ﹤0.01% |
17,595
-2,731
| -13% | -$117K |
|
2010
PLDT
PHI
$4.23B
| $733K | ﹤0.01% |
25,854
-17,711
| -41% | -$517K |
|
2011
Haverty Furniture Companies
HVT
$443M
| $732K | ﹤0.01% |
36,780
+1,404
| +4% | +$30.1K |
|
2012
Puma Biotechnology
PBYI
$453M
| $731K | ﹤0.01% |
10,744
-1,944
| -15% | -$146K |
|
2013
Tootsie Roll Industries
TR
$2.97B
| $723K | ﹤0.01% |
31,097
+11,687
| +60% | +$303K |
|
2014
AnaptysBio
ANAB
$1.71B
| $722K | ﹤0.01% |
6,945
+2,414
| +53% | +$272K |
|
2015
National Vision
EYE
$1.77B
| $719K | ﹤0.01% |
22,249
+17,710
| +390% | +$646K |
|
|
FOE
2016
DELISTED
Ferro Corporation
FOE
| $719K | ﹤0.01% |
30,966
-5,816
| -16% | -$135K |
|
2017
Kosmos Energy
KOS
$1.52B
| $718K | ﹤0.01% |
114,002
-285,540
| -71% | -$1.79M |
|
|
WW
2018
DELISTED
WW International
WW
| $717K | ﹤0.01% |
11,255
-1,786
| -14% | -$114K |
|
|
CYS
2019
DELISTED
CYS Investments Inc.
CYS
| $717K | ﹤0.01% |
106,554
+13,031
| +14% | +$89.6K |
|
2020
Sociedad Química y Minera de Chile
SQM
$20.6B
| $710K | ﹤0.01% |
14,444
+4,104
| +40% | +$222K |
|
2021
TriNet
TNET
$3.06B
| $710K | ﹤0.01% |
15,332
-8,304
| -35% | -$367K |
|
2022
Hilltop Holdings
HTH
$2.24B
| $708K | ﹤0.01% |
30,193
-4,347
| -13% | -$110K |
|
|
JE
2023
DELISTED
Just Energy Group Inc
JE
| $699K | ﹤0.01% |
4,804
-1,788
| -27% | -$266K |
|
2024
Pilgrim's Pride
PPC
$6.4B
| $697K | ﹤0.01% |
28,309
+2,069
| +8% | +$55.5K |
|
2025
Stantec
STN
$8.5B
| $695K | ﹤0.01% |
28,191
+737
| +3% | +$19.9K |
|
Similar funds
Legal & General Group's Q1 2018 Portfolio in Review
As of Q1 2018, Legal & General Group held 3,334 positions worth $131B, down 5.2% from $138B the previous quarter. Its ten largest holdings account for 16% of the portfolio.
Legal & General Group withdrew a net $5.02B in Q1 2018, closing 54 positions and reducing 1,618 holdings. Its most notable exit was Agrium, an estimated $79.7M position sold in full.
By sector, the portfolio is most concentrated in Financials at 17% of assets, down from 17% a quarter earlier, followed by Technology and Healthcare.
Against the trend, Legal & General Group opened a new position in Nutrien worth $113M.
- Legal & General Group's largest Q1 2018 buy was Nutrien: 2,398,576 shares worth $113M.
- Legal & General Group added most to Alibaba in Q1 2018, an estimated $145M increase.
- Legal & General Group's biggest Q1 2018 reduction was Apple, cutting an estimated $349M.
- Legal & General Group fully exited Agrium in Q1 2018, selling an estimated $79.7M.
- Legal & General Group's ten largest holdings make up 16% of its $131B portfolio in Q1 2018.
- Legal & General Group opened 50 new positions and closed 54 in Q1 2018.
- Legal & General Group's portfolio value fell 5.2% quarter-over-quarter to $131B.
Based on Legal & General Group's 13F filing for Q1 2018, filed 17 May 2018.