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
|
+$206M |
| 2 |
Amazon
AMZN
|
+$145M |
| 3 |
Prologis
PLD
|
+$142M |
| 4 |
Alibaba
BABA
|
+$141M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$91.2M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Trane Technologies
TT
|
+$221M |
| 2 |
Apple
AAPL
|
+$193M |
| 3 |
WCG
Wellcare Health Plans, Inc.
WCG
|
+$111M |
| 4 |
LPT
Liberty Property Trust
LPT
|
+$105M |
| 5 |
ZAYO
Zayo Group Holdings, Inc.
ZAYO
|
+$25.3M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 21.15% |
| 2 | Healthcare | 13.97% |
| 3 | Financials | 13.29% |
| 4 | Consumer Discretionary | 10.43% |
| 5 | Communication Services | 9.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
LCI
2026
DELISTED
Lannett Company, Inc.
LCI
| $583K | ﹤0.01% |
20,967
+112
| +0.5% | +$3.76K |
|
2027
ASML
ASML
$669B
| $582K | ﹤0.01% |
2,160
+268
| +14% | +$76.3K |
|
2028
Gray Television
GTN
$552M
| $582K | ﹤0.01% |
54,191
-73,129
| -57% | -$1.32M |
|
2029
Enel Chile
ENIC
$6.28B
| $581K | ﹤0.01% |
174,695
| – | – |
|
|
CIR
2030
DELISTED
CIRCOR International, Inc
CIR
| $580K | ﹤0.01% |
49,908
-289
| -0.6% | -$10.2K |
|
2031
Canadian Solar
CSIQ
$1.08B
| $579K | ﹤0.01% |
36,379
+3,642
| +11% | +$73.8K |
|
2032
Green Plains
GPRE
$1.03B
| $570K | ﹤0.01% |
117,503
-6,363
| -5% | -$68.7K |
|
2033
Veracyte
VCYT
$3.8B
| $568K | ﹤0.01% |
22,183
+7,716
| +53% | +$194K |
|
2034
Haverty Furniture Companies
HVT
$454M
| $564K | ﹤0.01% |
47,481
+666
| +1% | +$11.7K |
|
|
MNTV
2035
DELISTED
Momentive Global Inc. Common Stock
MNTV
| $564K | ﹤0.01% |
41,798
-3,939
| -9% | -$67.7K |
|
2036
Core Laboratories
CLB
$521M
| $563K | ﹤0.01% |
54,394
+2,300
| +4% | +$64.3K |
|
|
LGF.B
2037
DELISTED
Lions Gate Entertainment Corp. Class B Non-Voting Shares
LGF.B
| $556K | ﹤0.01% |
99,638
| – | – |
|
2038
Hilltop Holdings
HTH
$2.24B
| $555K | ﹤0.01% |
36,710
-3,306
| -8% | -$70K |
|
2039
JELD-WEN Holding
JELD
$164M
| $554K | ﹤0.01% |
56,984
+8,711
| +18% | +$174K |
|
2040
Virtu Financial
VIRT
$4.93B
| $546K | ﹤0.01% |
26,244
+1,124
| +4% | +$20.8K |
|
2041
Cloudflare
NET
$107B
| $545K | ﹤0.01% |
24,837
-47,163
| -66% | -$917K |
|
2042
Hecla Mining
HL
$11.3B
| $544K | ﹤0.01% |
299,064
-11,836
| -4% | -$32.8K |
|
2043
Ducommun
DCO
$2.98B
| $541K | ﹤0.01% |
21,779
-18,660
| -46% | -$718K |
|
|
TDAY
2044
USA Today Co
TDAY
$1.06B
| $541K | ﹤0.01% |
366,128
-24,221
| -6% | -$120K |
|
|
AMAG
2045
DELISTED
AMAG Pharmaceuticals
AMAG
| $541K | ﹤0.01% |
87,572
+1,319
| +2% | +$11.6K |
|
2046
Adecoagro
AGRO
$1.36B
| $540K | ﹤0.01% |
139,659
+12,787
| +10% | +$87.2K |
|
2047
Ezcorp Inc
EZPW
$1.71B
| $538K | ﹤0.01% |
129,163
-1,514
| -1% | -$7.79K |
|
|
WPG
2048
DELISTED
Washington Prime Group Inc.
WPG
| $537K | ﹤0.01% |
74,079
-86,034
| -54% | -$2.02M |
|
|
ESPR
2049
DELISTED
Esperion Therapeutics
ESPR
| $527K | ﹤0.01% |
16,709
-1,141
| -6% | -$60.2K |
|
2050
Kadant
KAI
$3.99B
| $524K | ﹤0.01% |
5,920
+1,716
| +41% | +$163K |
|
Similar funds
Legal & General Group's Q1 2020 Portfolio in Review
As of Q1 2020, Legal & General Group held 3,393 positions worth $171B, down 19% from $210B the previous quarter. Its ten largest holdings account for 20% of the portfolio.
Trading was light in Q1 2020: portfolio turnover was 1.9%. Legal & General Group opened 25 new positions and exited 38, leaving the 3,393-position portfolio largely intact.
By sector, the portfolio is most concentrated in Technology at 21% of assets, up from 19% a quarter earlier, followed by Healthcare and Financials.
- Legal & General Group's largest Q1 2020 buy was CrowdStrike: 3,221,840 shares worth $40.9M.
- Legal & General Group added most to Microsoft in Q1 2020, an estimated $206M increase.
- Legal & General Group's biggest Q1 2020 reduction was Trane Technologies, cutting an estimated $221M.
- Legal & General Group fully exited Wellcare Health Plans, Inc. in Q1 2020, selling an estimated $111M.
- Legal & General Group's ten largest holdings make up 20% of its $171B portfolio in Q1 2020.
- Legal & General Group opened 25 new positions and closed 38 in Q1 2020.
- Legal & General Group's portfolio value fell 19% quarter-over-quarter to $171B.
Based on Legal & General Group's 13F filing for Q1 2020, filed 14 May 2020.