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 |
Zoom
ZM
|
+$158M |
| 2 |
Match Group
MTCH
|
+$112M |
| 3 |
Algonquin Power & Utilities
AQN
|
+$62M |
| 4 |
Adobe
ADBE
|
+$51M |
| 5 |
KKR & Co
KKR
|
+$46.4M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$486M |
| 2 |
PPLI
People Inc
PPLI
|
+$117M |
| 3 |
Microsoft
MSFT
|
+$110M |
| 4 |
Alibaba
BABA
|
+$109M |
| 5 |
Fastly Inc
FSLY
|
+$85M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 23.49% |
| 2 | Healthcare | 12.99% |
| 3 | Consumer Discretionary | 12.41% |
| 4 | Financials | 12.09% |
| 5 | Communication Services | 9.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2026
Hudbay
HBM
$12.3B
| $1M | ﹤0.01% |
238,005
+33,713
| +17% | +$130K |
|
2027
MACOM Technology Solutions
MTSI
$23.7B
| $1M | ﹤0.01% |
29,490
-2,065
| -7% | -$75K |
|
2028
Reynolds Consumer Products
REYN
$5.59B
| $999K | ﹤0.01% |
32,639
-270
| -0.8% | -$8.89K |
|
2029
American Vanguard Corp
AVD
$68.9M
| $997K | ﹤0.01% |
75,941
+823
| +1% | +$11.5K |
|
|
VNE
2030
DELISTED
Veoneer, Inc.
VNE
| $995K | ﹤0.01% |
67,677
+16,926
| +33% | +$204K |
|
2031
Phibro Animal Health
PAHC
$1.39B
| $989K | ﹤0.01% |
56,818
-310
| -0.5% | -$6.62K |
|
|
TBRG
2032
DELISTED
TruBridge
TBRG
| $984K | ﹤0.01% |
35,608
+265
| +0.7% | +$6.99K |
|
2033
AdvanSix
ASIX
$444M
| $981K | ﹤0.01% |
76,155
-83
| -0.1% | -$1.04K |
|
|
AIMT
2034
DELISTED
Aimmune Therapeutics
AIMT
| $980K | ﹤0.01% |
28,450
-2,017
| -7% | -$43K |
|
2035
XP
XP
$8.39B
| $977K | ﹤0.01% |
23,439
+5,125
| +28% | +$234K |
|
2036
Resources Connection
RGP
$145M
| $973K | ﹤0.01% |
84,242
+1,710
| +2% | +$20.3K |
|
2037
Equinox Gold
EQX
$13.5B
| $969K | ﹤0.01% |
83,267
+75,455
| +966% | +$908K |
|
2038
Coeur Mining
CDE
$17.9B
| $966K | ﹤0.01% |
130,898
-8,445
| -6% | -$63.5K |
|
|
FBM
2039
DELISTED
Foundation Building Materials, Inc. Common Stock
FBM
| $962K | ﹤0.01% |
61,167
+12,713
| +26% | +$194K |
|
2040
Comtech Telecommunications
CMTL
$51.8M
| $960K | ﹤0.01% |
68,512
+741
| +1% | +$11.8K |
|
2041
Health Catalyst
HCAT
$128M
| $954K | ﹤0.01% |
26,057
+20,058
| +334% | +$681K |
|
|
MVC
2042
DELISTED
MVC Capital, Inc.
MVC
| $949K | ﹤0.01% |
120,715
+12,282
| +11% | +$89.3K |
|
|
CIVI
2043
DELISTED
Civitas Resources
CIVI
| $944K | ﹤0.01% |
50,243
-217
| -0.4% | -$4.07K |
|
2044
Delek US
DK
$3.58B
| $944K | ﹤0.01% |
84,872
+3,002
| +4% | +$46.2K |
|
2045
Vir Biotechnology
VIR
$1.49B
| $937K | ﹤0.01% |
27,285
-1,160
| -4% | -$49.9K |
|
|
ZYXI
2046
DELISTED
Zynex
ZYXI
| $936K | ﹤0.01% |
59,003
+12,276
| +26% | +$207K |
|
2047
nCino
NCNO
$2.1B
| $930K | ﹤0.01% |
+11,674
| New | +$932K |
|
|
NSTG
2048
DELISTED
NanoString Technologies, Inc.
NSTG
| $928K | ﹤0.01% |
20,771
+708
| +4% | +$27.5K |
|
2049
ProPetro Holding
PUMP
$1.35B
| $926K | ﹤0.01% |
228,223
-26,748
| -10% | -$145K |
|
2050
McGrath RentCorp
MGRC
$2.92B
| $923K | ﹤0.01% |
15,491
-1,025
| -6% | -$61.8K |
|
Similar funds
Legal & General Group's Q3 2020 Portfolio in Review
As of Q3 2020, Legal & General Group held 3,476 positions worth $224B, up 8.1% from $207B the previous quarter. Its ten largest holdings account for 22% of the portfolio.
Trading was light in Q3 2020: portfolio turnover was 3.2%. Legal & General Group opened 73 new positions and exited 39, leaving the 3,476-position portfolio largely intact.
By sector, the portfolio is most concentrated in Technology at 23% of assets, up from 23% a quarter earlier, followed by Healthcare and Consumer Discretionary.
- Legal & General Group's largest Q3 2020 buy was AstraZeneca: 305,330 shares worth $33.5M.
- Legal & General Group added most to Zoom in Q3 2020, an estimated $158M increase.
- Legal & General Group's biggest Q3 2020 reduction was Apple, cutting an estimated $486M.
- Legal & General Group fully exited 58.com Inc in Q3 2020, selling an estimated $44.9M.
- Legal & General Group's ten largest holdings make up 22% of its $224B portfolio in Q3 2020.
- Legal & General Group opened 73 new positions and closed 39 in Q3 2020.
- Legal & General Group's portfolio value rose 8.1% quarter-over-quarter to $224B.
Based on Legal & General Group's 13F filing for Q3 2020, filed 13 Nov 2020.