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 |
Prologis
PLD
|
+$226M |
| 2 |
TSMC
TSM
|
+$61M |
| 3 |
Exelon
EXC
|
+$38.5M |
| 4 |
Ovintiv
OVV
|
+$38.1M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$35.7M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$880M |
| 2 |
Microsoft
MSFT
|
+$818M |
| 3 |
Brookfield
BN
|
+$290M |
| 4 |
Amazon
AMZN
|
+$273M |
| 5 |
DRE
Duke Realty Corp.
DRE
|
+$232M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 23.3% |
| 2 | Healthcare | 15.26% |
| 3 | Financials | 13.4% |
| 4 | Consumer Discretionary | 8.81% |
| 5 | Industrials | 8.34% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2026
nCino
NCNO
$2.1B
| $1.41M | ﹤0.01% |
53,470
+1,906
| +4% | +$53.6K |
|
2027
Koppers
KOP
$969M
| $1.41M | ﹤0.01% |
50,089
+1,349
| +3% | +$36.4K |
|
2028
Arvinas
ARVN
$572M
| $1.41M | ﹤0.01% |
41,213
-480
| -1% | -$20.2K |
|
2029
Designer Brands
DBI
$333M
| $1.41M | ﹤0.01% |
144,147
-8,686
| -6% | -$117K |
|
2030
Blue Owl Capital
OWL
$18.5B
| $1.41M | ﹤0.01% |
132,696
+9,696
| +8% | +$102K |
|
|
BRSL
2031
Brightstar Lottery PLC
BRSL
$2.03B
| $1.4M | ﹤0.01% |
61,879
-72
| -0.1% | -$1.56K |
|
|
DADA
2032
DELISTED
Dada Nexus
DADA
| $1.4M | ﹤0.01% |
201,222
-2,443
| -1% | -$12.8K |
|
|
CIM
2033
Chimera Investment
CIM
$1B
| $1.4M | ﹤0.01% |
84,867
+5,004
| +6% | +$93.3K |
|
2034
Surgery Partners
SGRY
$2.03B
| $1.4M | ﹤0.01% |
50,183
+16,218
| +48% | +$430K |
|
|
HSII
2035
DELISTED
Heidrick & Struggles
HSII
| $1.38M | ﹤0.01% |
49,437
+1,188
| +2% | +$33.6K |
|
2036
Editas Medicine
EDIT
$442M
| $1.38M | ﹤0.01% |
155,059
+93,750
| +153% | +$1.03M |
|
|
CSII
2037
DELISTED
Cardiovascular Systems, Inc.
CSII
| $1.37M | ﹤0.01% |
100,943
+3,851
| +4% | +$53.6K |
|
2038
AMC Global Media
AMCX
$489M
| $1.37M | ﹤0.01% |
87,406
+3,790
| +5% | +$75K |
|
2039
Tronox
TROX
$1.04B
| $1.36M | ﹤0.01% |
99,512
-749
| -0.7% | -$9.96K |
|
2040
Duolingo
DUOL
$6.12B
| $1.36M | ﹤0.01% |
19,145
+1,861
| +11% | +$145K |
|
|
UBA
2041
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
| $1.36M | ﹤0.01% |
71,762
+898
| +1% | +$16.4K |
|
2042
Central Pacific Financial
CPF
$1B
| $1.36M | ﹤0.01% |
66,880
+1,373
| +2% | +$28.2K |
|
|
HAYN
2043
DELISTED
Haynes International, Inc.
HAYN
| $1.36M | ﹤0.01% |
29,676
+3,862
| +15% | +$181K |
|
2044
Insteel Industries
IIIN
$625M
| $1.35M | ﹤0.01% |
49,225
+719
| +1% | +$19.7K |
|
2045
PC Connection
CNXN
$2.12B
| $1.35M | ﹤0.01% |
28,861
+856
| +3% | +$43K |
|
2046
BRC Group Holdings
RILY
$289M
| $1.35M | ﹤0.01% |
39,487
+1,305
| +3% | +$54.7K |
|
2047
TG Therapeutics
TGTX
$7.62B
| $1.35M | ﹤0.01% |
114,052
-10,304
| -8% | -$74.8K |
|
|
SASR
2048
DELISTED
Sandy Spring Bancorp Inc
SASR
| $1.35M | ﹤0.01% |
38,213
-781
| -2% | -$27.4K |
|
2049
Codexis
CDXS
$158M
| $1.35M | ﹤0.01% |
288,702
+44,891
| +18% | +$246K |
|
2050
Doximity
DOCS
$4.88B
| $1.34M | ﹤0.01% |
39,895
+28,735
| +257% | +$878K |
|
Similar funds
Legal & General Group's Q4 2022 Portfolio in Review
As of Q4 2022, Legal & General Group held 3,488 positions worth $261B, up 1.8% from $256B the previous quarter. Its ten largest holdings account for 20% of the portfolio.
Legal & General Group withdrew a net $13B in Q4 2022, closing 73 positions and reducing 1,182 holdings. Its most notable exit was Duke Realty Corp., an estimated $232M position sold in full.
By sector, the portfolio is most concentrated in Technology at 23% of assets, down from 24% a quarter earlier, followed by Healthcare and Financials.
Against the trend, Legal & General Group opened a new position in U-Haul Holding Co Series N worth $16.8M.
- Legal & General Group's largest Q4 2022 buy was U-Haul Holding Co Series N: 306,440 shares worth $16.8M.
- Legal & General Group added most to Prologis in Q4 2022, an estimated $226M increase.
- Legal & General Group's biggest Q4 2022 reduction was Apple, cutting an estimated $880M.
- Legal & General Group fully exited Duke Realty Corp. in Q4 2022, selling an estimated $232M.
- Legal & General Group's ten largest holdings make up 20% of its $261B portfolio in Q4 2022.
- Legal & General Group opened 35 new positions and closed 73 in Q4 2022.
- Legal & General Group's portfolio value rose 1.8% quarter-over-quarter to $261B.
Based on Legal & General Group's 13F filing for Q4 2022, filed 14 Feb 2023.