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 | |
|---|---|---|---|---|---|---|
2001
Kelly Services Class A
KELYA
$528M
| $1.51M | ﹤0.01% |
90,931
+5,399
| +6% | +$91.9K |
|
|
CIR
2002
DELISTED
CIRCOR International, Inc
CIR
| $1.51M | ﹤0.01% |
48,468
-852
| -2% | -$23.3K |
|
|
SNCY
2003
DELISTED
Sun Country Airlines
SNCY
| $1.5M | ﹤0.01% |
73,299
-1,031
| -1% | -$20.1K |
|
2004
Brookfield Asset Management
BAM
$83.8B
| $1.5M | ﹤0.01% |
45,844
-806
| -2% | -$26.2K |
|
|
TRST
2005
Trustco Bank Corp NY
TRST
$938M
| $1.5M | ﹤0.01% |
46,938
-664
| -1% | -$23.8K |
|
2006
MarineMax
HZO
$788M
| $1.5M | ﹤0.01% |
52,118
+12
| +0% | +$377 |
|
|
MRTX
2007
DELISTED
Mirati Therapeutics, Inc. Common Stock
MRTX
| $1.5M | ﹤0.01% |
40,235
+5,076
| +14% | +$228K |
|
2008
Community Health Systems
CYH
$423M
| $1.49M | ﹤0.01% |
304,836
-2,517
| -0.8% | -$13.2K |
|
2009
Stock Yards Bancorp
SYBT
$2.6B
| $1.49M | ﹤0.01% |
27,029
+988
| +4% | +$57.7K |
|
|
HAYN
2010
DELISTED
Haynes International, Inc.
HAYN
| $1.49M | ﹤0.01% |
29,697
+21
| +0.1% | +$1.1K |
|
2011
Scorpio Tankers
STNG
$3.81B
| $1.48M | ﹤0.01% |
26,306
-102
| -0.4% | -$5.58K |
|
2012
Ameresco
AMRC
$1.36B
| $1.48M | ﹤0.01% |
29,991
-90,445
| -75% | -$4.79M |
|
2013
BGC Group
BGC
$4.89B
| $1.47M | ﹤0.01% |
281,487
+9,304
| +3% | +$42.6K |
|
2014
Freshworks
FRSH
$3.27B
| $1.47M | ﹤0.01% |
95,459
+51,839
| +119% | +$785K |
|
|
LAC
2015
DELISTED
Lithium Americas Corp. Common Shares
LAC
| $1.46M | ﹤0.01% |
67,054
+1,769
| +3% | +$39.1K |
|
2016
Alpha and Omega Semiconductor
AOSL
$1.08B
| $1.46M | ﹤0.01% |
54,018
-72
| -0.1% | -$2.09K |
|
2017
Century Aluminum
CENX
$5.07B
| $1.45M | ﹤0.01% |
145,143
-1,966
| -1% | -$20.4K |
|
2018
Orion
OEC
$409M
| $1.45M | ﹤0.01% |
55,624
+6,312
| +13% | +$143K |
|
2019
Vermilion Energy
VET
$1.66B
| $1.45M | ﹤0.01% |
111,755
-2,338
| -2% | -$32.9K |
|
2020
Dillards
DDS
$9.56B
| $1.45M | ﹤0.01% |
4,701
-156
| -3% | -$55.4K |
|
2021
BioCryst Pharmaceuticals
BCRX
$2.4B
| $1.45M | ﹤0.01% |
173,385
+8,517
| +5% | +$82K |
|
2022
Driven Brands
DRVN
$2.2B
| $1.45M | ﹤0.01% |
47,690
-1,172
| -2% | -$33.2K |
|
2023
Herbalife
HLF
$1.29B
| $1.45M | ﹤0.01% |
89,757
+268
| +0.3% | +$4.74K |
|
2024
BridgeBio Pharma
BBIO
$16.5B
| $1.44M | ﹤0.01% |
86,557
+3,479
| +4% | +$40.6K |
|
2025
TransAlta
TAC
$3.93B
| $1.43M | ﹤0.01% |
164,244
+2,076
| +1% | +$18.3K |
|
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.