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
|
+$278M |
| 2 |
Tesla
TSLA
|
+$190M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$155M |
| 4 |
Amazon
AMZN
|
+$101M |
| 5 |
SCHW
Charles Schwab
SCHW
|
+$91.9M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alibaba
BABA
|
+$103M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
+$75.8M |
| 3 |
ETFC
E*Trade Financial Corporation
ETFC
|
+$70.9M |
| 4 |
Pfizer
PFE
|
+$70.5M |
| 5 |
AMTD
TD Ameritrade Holding Corp
AMTD
|
+$64.4M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 23.77% |
| 2 | Financials | 12.8% |
| 3 | Healthcare | 12.45% |
| 4 | Consumer Discretionary | 12.23% |
| 5 | Communication Services | 9.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
SPPI
2026
DELISTED
Spectrum Pharmaceuticals Inc
SPPI
| $1.38M | ﹤0.01% |
402,899
+3,398
| +0.9% | +$14K |
|
2027
National Presto Industries
NPK
$989M
| $1.37M | ﹤0.01% |
15,459
| – | – |
|
2028
Brookfield Infrastructure
BIPC
$4.85B
| $1.36M | ﹤0.01% |
28,298
+4,577
| +19% | +$194K |
|
|
DOO
2029
Bombardier Recreational Products
DOO
$4.77B
| $1.36M | ﹤0.01% |
20,672
-1,634
| -7% | -$94.7K |
|
2030
Digital Turbine
APPS
$1.74B
| $1.36M | ﹤0.01% |
23,971
-670
| -3% | -$27.5K |
|
2031
Coeur Mining
CDE
$17.9B
| $1.35M | ﹤0.01% |
130,514
-384
| -0.3% | -$3.15K |
|
|
KREF
2032
KKR Real Estate Finance Trust
KREF
$499M
| $1.34M | ﹤0.01% |
74,819
+314
| +0.4% | +$5.55K |
|
2033
Virgin Galactic
SPCE
$398M
| $1.33M | ﹤0.01% |
2,810
-398
| -12% | -$186K |
|
2034
IAMGOLD
IAG
$10.5B
| $1.32M | ﹤0.01% |
361,535
-56,744
| -14% | -$208K |
|
|
BFS
2035
Saul Centers
BFS
$841M
| $1.32M | ﹤0.01% |
41,656
| – | – |
|
2036
Haverty Furniture Companies
HVT
$454M
| $1.31M | ﹤0.01% |
47,479
-1,327
| -3% | -$35K |
|
2037
Corsair Gaming
CRSR
$1.55B
| $1.3M | ﹤0.01% |
35,932
-49,177
| -58% | -$1.5M |
|
2038
First Merchants
FRME
$2.67B
| $1.3M | ﹤0.01% |
34,754
+5,549
| +19% | +$172K |
|
2039
Axsome Therapeutics
AXSM
$10.9B
| $1.29M | ﹤0.01% |
15,882
-82
| -0.5% | -$6.13K |
|
|
ITCI
2040
DELISTED
Intra-Cellular Therapies Inc.
ITCI
| $1.28M | ﹤0.01% |
40,369
-186
| -0.5% | -$4.89K |
|
2041
American Public Education
APEI
$940M
| $1.28M | ﹤0.01% |
42,115
+171
| +0.4% | +$5.26K |
|
|
BKCC
2042
DELISTED
BlackRock Capital Investment Corporation
BKCC
| $1.28M | ﹤0.01% |
475,628
+11,567
| +2% | +$31.1K |
|
|
DCPH
2043
DELISTED
Deciphera Pharmaceuticals, Inc. Common Stock
DCPH
| $1.28M | ﹤0.01% |
22,360
-37
| -0.2% | -$2.19K |
|
|
DCOM
2044
DELISTED
Dime Community Bancshares
DCOM
| $1.27M | ﹤0.01% |
80,333
-32
| -0% | -$447 |
|
2045
Ethan Allen Interiors
ETD
$603M
| $1.26M | ﹤0.01% |
62,609
+253
| +0.4% | +$4.46K |
|
|
CLLS
2046
Cellectis
CLLS
$285M
| $1.25M | ﹤0.01% |
46,221
+1,570
| +4% | +$35.2K |
|
|
DNB
2047
DELISTED
Dun & Bradstreet
DNB
| $1.25M | ﹤0.01% |
50,189
-38,832
| -44% | -$1.04M |
|
2048
Sphere Entertainment
SPHR
$5.73B
| $1.25M | ﹤0.01% |
11,852
-4,259
| -26% | -$325K |
|
2049
Hamilton Lane
HLNE
$5.57B
| $1.24M | ﹤0.01% |
15,889
+102
| +0.6% | +$7.39K |
|
2050
Ironwood Pharmaceuticals
IRWD
$714M
| $1.24M | ﹤0.01% |
108,542
+21,613
| +25% | +$237K |
|
Similar funds
Legal & General Group's Q4 2020 Portfolio in Review
As of Q4 2020, Legal & General Group held 3,536 positions worth $255B, up 14% from $224B the previous quarter. Its ten largest holdings account for 21% of the portfolio.
Trading was light in Q4 2020: portfolio turnover was 4.4%. Legal & General Group opened 99 new positions and exited 58, leaving the 3,536-position portfolio largely intact.
By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 23% a quarter earlier, followed by Financials and Healthcare.
- Legal & General Group's largest Q4 2020 buy was Apartment Income REIT Corp.: 1,079,162 shares worth $41.5M.
- Legal & General Group added most to Microsoft in Q4 2020, an estimated $278M increase.
- Legal & General Group's biggest Q4 2020 reduction was Alibaba, cutting an estimated $103M.
- Legal & General Group fully exited E*Trade Financial Corporation in Q4 2020, selling an estimated $70.9M.
- Legal & General Group's ten largest holdings make up 21% of its $255B portfolio in Q4 2020.
- Legal & General Group opened 99 new positions and closed 58 in Q4 2020.
- Legal & General Group's portfolio value rose 14% quarter-over-quarter to $255B.
Based on Legal & General Group's 13F filing for Q4 2020, filed 12 Feb 2021.