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
|
+$403M |
| 2 |
Apple
AAPL
|
+$376M |
| 3 |
Tesla
TSLA
|
+$320M |
| 4 |
Amazon
AMZN
|
+$301M |
| 5 |
Johnson & Johnson
JNJ
|
+$169M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Canadian Pacific Kansas City
CP
|
+$469M |
| 2 |
Thomson Reuters
TRI
|
+$127M |
| 3 |
Chevron
CVX
|
+$93.7M |
| 4 |
SJR
Shaw Communications Inc.
SJR
|
+$67.2M |
| 5 |
iShares MSCI India ETF
INDA
|
+$52.4M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 28.75% |
| 2 | Healthcare | 13.35% |
| 3 | Financials | 11.75% |
| 4 | Consumer Discretionary | 10.07% |
| 5 | Industrials | 7.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2001
PagSeguro Digital
PAGS
$2.55B
| $1.66M | ﹤0.01% |
176,210
-16,927
| -9% | -$172K |
|
|
EBIX
2002
DELISTED
Ebix Inc
EBIX
| $1.66M | ﹤0.01% |
65,778
+7,930
| +14% | +$149K |
|
2003
Xenon Pharmaceuticals
XENE
$6.12B
| $1.65M | ﹤0.01% |
42,792
-4,683
| -10% | -$186K |
|
2004
Pitney Bowes
PBI
$2.39B
| $1.65M | ﹤0.01% |
465,324
+61,012
| +15% | +$211K |
|
2005
Magnite
MGNI
$3.55B
| $1.65M | ﹤0.01% |
120,585
+7,105
| +6% | +$79.1K |
|
2006
RPC Inc
RES
$1.3B
| $1.65M | ﹤0.01% |
230,134
+31,187
| +16% | +$228K |
|
2007
Insteel Industries
IIIN
$625M
| $1.64M | ﹤0.01% |
52,842
+4,271
| +9% | +$127K |
|
2008
Asana
ASAN
$2.13B
| $1.64M | ﹤0.01% |
74,506
+1,503
| +2% | +$30.1K |
|
|
SNBR
2009
DELISTED
Sleep Number
SNBR
| $1.64M | ﹤0.01% |
60,179
+6,272
| +12% | +$143K |
|
2010
Vermilion Energy
VET
$1.66B
| $1.64M | ﹤0.01% |
131,226
+19,471
| +17% | +$240K |
|
2011
Pilgrim's Pride
PPC
$6.54B
| $1.64M | ﹤0.01% |
76,107
-2,382
| -3% | -$53.6K |
|
2012
REX American Resources
REX
$1.41B
| $1.63M | ﹤0.01% |
93,886
+20,040
| +27% | +$310K |
|
|
EHAB
2013
DELISTED
Enhabit
EHAB
| $1.63M | ﹤0.01% |
141,585
+626
| +0.4% | +$7.82K |
|
2014
Ginkgo Bioworks
DNA
$521M
| $1.62M | ﹤0.01% |
21,841
+3,196
| +17% | +$189K |
|
|
CIM
2015
Chimera Investment
CIM
$1B
| $1.61M | ﹤0.01% |
93,217
+12,780
| +16% | +$204K |
|
2016
BridgeBio Pharma
BBIO
$16.5B
| $1.61M | ﹤0.01% |
93,485
+6,928
| +8% | +$104K |
|
|
AGTI
2017
DELISTED
Agiliti Inc
AGTI
| $1.61M | ﹤0.01% |
97,433
+18,825
| +24% | +$315K |
|
2018
Titan International
TWI
$475M
| $1.6M | ﹤0.01% |
139,733
+15,467
| +12% | +$164K |
|
2019
Silicon Motion
SIMO
$8.68B
| $1.6M | ﹤0.01% |
22,257
-15,002
| -40% | -$959K |
|
|
HAYN
2020
DELISTED
Haynes International, Inc.
HAYN
| $1.59M | ﹤0.01% |
31,370
+1,673
| +6% | +$79.6K |
|
2021
Primoris Services
PRIM
$4.45B
| $1.59M | ﹤0.01% |
52,207
+3,106
| +6% | +$83.1K |
|
2022
Sterling Infrastructure
STRL
$16.7B
| $1.59M | ﹤0.01% |
28,469
+13,157
| +86% | +$583K |
|
2023
Hillman Solutions
HLMN
$1.79B
| $1.58M | ﹤0.01% |
175,866
+97,773
| +125% | +$815K |
|
2024
Clear Secure
YOU
$5.28B
| $1.58M | ﹤0.01% |
68,323
+22,440
| +49% | +$555K |
|
2025
New Fortress Energy
NFE
$101M
| $1.58M | ﹤0.01% |
59,110
+11,543
| +24% | +$335K |
|
Similar funds
Legal & General Group's Q2 2023 Portfolio in Review
As of Q2 2023, Legal & General Group held 3,624 positions worth $307B, up 9.9% from $280B the previous quarter. Its ten largest holdings account for 26% of the portfolio.
Legal & General Group's Q2 2023 filing shows 248 new, 1,958 increased, 995 reduced and 215 closed positions. Its largest new stake was Eos Energy Enterprises: 8,222,102 shares worth $35.7M. The largest sale was Canadian Pacific Kansas City, an estimated $469M.
By sector, the portfolio is most concentrated in Technology at 29% of assets, up from 26% a quarter earlier, followed by Healthcare and Financials.
- Legal & General Group's largest Q2 2023 buy was Eos Energy Enterprises: 8,222,102 shares worth $35.7M.
- Legal & General Group added most to Microsoft in Q2 2023, an estimated $403M increase.
- Legal & General Group's biggest Q2 2023 reduction was Thomson Reuters, cutting an estimated $127M.
- Legal & General Group fully exited Canadian Pacific Kansas City in Q2 2023, selling an estimated $469M.
- Legal & General Group's ten largest holdings make up 26% of its $307B portfolio in Q2 2023.
- Legal & General Group opened 248 new positions and closed 215 in Q2 2023.
- Legal & General Group's portfolio value rose 9.9% quarter-over-quarter to $307B.
Based on Legal & General Group's 13F filing for Q2 2023, filed 14 Aug 2023.