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
|
+$337M |
| 2 |
Tesla
TSLA
|
+$226M |
| 3 |
Apple
AAPL
|
+$183M |
| 4 |
GE HealthCare
GEHC
|
+$157M |
| 5 |
Exelon
EXC
|
+$122M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Check Point Software Technologies
CHKP
|
+$183M |
| 2 |
GE Aerospace
GE
|
+$158M |
| 3 |
CYBR
CyberArk
CYBR
|
+$122M |
| 4 |
Cloudflare
NET
|
+$94.4M |
| 5 |
Akamai
AKAM
|
+$92.8M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 26.4% |
| 2 | Healthcare | 13.8% |
| 3 | Financials | 12.19% |
| 4 | Consumer Discretionary | 9.58% |
| 5 | Industrials | 8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2026
Resources Connection
RGP
$145M
| $1.43M | ﹤0.01% |
83,857
+5,058
| +6% | +$88.8K |
|
2027
United Fire Group
UFCS
$1.4B
| $1.42M | ﹤0.01% |
53,575
-405
| -0.8% | -$11.5K |
|
|
HTLF
2028
DELISTED
Heartland Financial USA, Inc.
HTLF
| $1.42M | ﹤0.01% |
37,005
+2,020
| +6% | +$92.6K |
|
2029
Celestica
CLS
$36.5B
| $1.42M | ﹤0.01% |
110,180
-4,516
| -4% | -$57.8K |
|
2030
Canadian Solar
CSIQ
$1.08B
| $1.41M | ﹤0.01% |
35,326
-136,834
| -79% | -$5.43M |
|
2031
nCino
NCNO
$2.1B
| $1.4M | ﹤0.01% |
56,683
+3,213
| +6% | +$84.7K |
|
2032
iShares Core S&P Mid-Cap ETF
IJH
$127B
| $1.4M | ﹤0.01% |
28,000
+12,500
| +81% | +$637K |
|
2033
New Fortress Energy
NFE
$101M
| $1.4M | ﹤0.01% |
47,567
-912
| -2% | -$32.2K |
|
2034
Clearfield
CLFD
$374M
| $1.4M | ﹤0.01% |
30,026
+2,022
| +7% | +$130K |
|
2035
Customers Bancorp
CUBI
$2.77B
| $1.39M | ﹤0.01% |
74,997
-813
| -1% | -$22.2K |
|
2036
Cerus
CERS
$474M
| $1.39M | ﹤0.01% |
467,606
+117,823
| +34% | +$355K |
|
2037
Clearwater Paper
CLW
$376M
| $1.39M | ﹤0.01% |
41,446
+434
| +1% | +$15.7K |
|
2038
Tactile Systems Technology
TCMD
$665M
| $1.38M | ﹤0.01% |
84,243
-75,800
| -47% | -$1.06M |
|
2039
Reynolds Consumer Products
REYN
$5.59B
| $1.38M | ﹤0.01% |
50,297
+6,003
| +14% | +$170K |
|
2040
Sphere Entertainment
SPHR
$5.73B
| $1.38M | ﹤0.01% |
23,407
+1,114
| +5% | +$60.2K |
|
|
RVNC
2041
DELISTED
Revance Therapeutics, Inc.
RVNC
| $1.36M | ﹤0.01% |
42,377
+7,635
| +22% | +$238K |
|
|
ZUO
2042
DELISTED
Zuora, Inc.
ZUO
| $1.36M | ﹤0.01% |
137,932
+14,490
| +12% | +$121K |
|
|
CIM
2043
Chimera Investment
CIM
$1B
| $1.36M | ﹤0.01% |
80,437
-4,430
| -5% | -$84.8K |
|
2044
Orthofix Medical
OFIX
$419M
| $1.36M | ﹤0.01% |
81,202
+32,659
| +67% | +$639K |
|
|
HEES
2045
DELISTED
H&E Equipment Services
HEES
| $1.36M | ﹤0.01% |
30,747
+1,296
| +4% | +$63.2K |
|
2046
Hanmi Financial
HAFC
$946M
| $1.35M | ﹤0.01% |
72,770
-559
| -0.8% | -$12.7K |
|
2047
Insteel Industries
IIIN
$625M
| $1.35M | ﹤0.01% |
48,571
-654
| -1% | -$19K |
|
|
NGD
2048
DELISTED
New Gold Inc
NGD
| $1.35M | ﹤0.01% |
1,243,682
+43,451
| +4% | +$44.3K |
|
|
BCIC
2049
BCP Investment Corp
BCIC
$92.9M
| $1.35M | ﹤0.01% |
65,437
+2,320
| +4% | +$51.6K |
|
2050
Gates Industrial Corporation Ltd.
GTES
$7.15B
| $1.35M | ﹤0.01% |
96,991
+17,909
| +23% | +$239K |
|
Similar funds
Legal & General Group's Q1 2023 Portfolio in Review
As of Q1 2023, Legal & General Group held 3,448 positions worth $280B, up 7.3% from $261B the previous quarter. Its ten largest holdings account for 23% of the portfolio.
Trading was light in Q1 2023: portfolio turnover was 3%. Legal & General Group opened 32 new positions and exited 72, leaving the 3,448-position portfolio largely intact.
By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 23% a quarter earlier, followed by Healthcare and Financials.
- Legal & General Group's largest Q1 2023 buy was GE HealthCare: 2,192,516 shares worth $180M.
- Legal & General Group added most to Microsoft in Q1 2023, an estimated $337M increase.
- Legal & General Group's biggest Q1 2023 reduction was Check Point Software Technologies, cutting an estimated $183M.
- Legal & General Group fully exited SVB Financial Group in Q1 2023, selling an estimated $81.2M.
- Legal & General Group's ten largest holdings make up 23% of its $280B portfolio in Q1 2023.
- Legal & General Group opened 32 new positions and closed 72 in Q1 2023.
- Legal & General Group's portfolio value rose 7.3% quarter-over-quarter to $280B.
Based on Legal & General Group's 13F filing for Q1 2023, filed 15 May 2023.