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Legal & General Group

Legal & General Group Portfolio holdings

AUM $432B
1-Year Est. Return 29.4%
 

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.

This Quarter Est. Return
+7.14%
1 Year Est. Return
+29.4%
3 Year Est. Return
+97.7%
5 Year Est. Return
+129.51%
10 Year Est. Return
+472.83%
AUM
$140B
AUM Growth
+$10.1B
Cap. Flow
+$2.35B
Cap. Flow %
1.68%
Top 10 Hldgs %
16.66%
Holding
3,435
New
84
Increased
1,839
Reduced
575
Closed
49

Top Buys

Rank Stock Value
1
WMB icon
Williams Companies
WMB
+$57.5M
2
XYZ
Block Inc
XYZ
+$54.2M
3
PLD icon
Prologis
PLD
+$51.4M
4
EVRG icon
Evergy
EVRG
+$47.5M
5
ABMD
Abiomed Inc
ABMD
+$41.2M

Top Sells

Rank Stock Value
1
GGP
GGP Inc.
GGP
+$110M
2
XL
XL Group Ltd.
XL
+$72.4M
3
AAPL icon
Apple
AAPL
+$60.6M
4
UPS icon
United Parcel Service
UPS
+$33.4M
5
TD icon
Toronto Dominion Bank
TD
+$31.8M

Sector Composition

Rank Sector Weight
1 Technology 17.68%
2 Financials 15.6%
3 Healthcare 13.13%
4 Consumer Discretionary 10.05%
5 Industrials 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BSAC icon
2051
Banco Santander Chile
BSAC
$16.8B
$698K ﹤0.01%
21,838
-1,905
-8% -$60K
TOWN icon
2052
Towne Bank
TOWN
$3.44B
$696K ﹤0.01%
22,589
– –
GBT
2053
DELISTED
Global Blood Therapeutics, Inc.
GBT
$686K ﹤0.01%
18,065
+1,973
+12% +$87.4K
PEGI
2054
DELISTED
Pattern Energy Group Inc. Class A
PEGI
$685K ﹤0.01%
34,520
+7,053
+26% +$136K
SHEN icon
2055
Shenandoah Telecom
SHEN
$742M
$683K ﹤0.01%
17,617
-255
-1% -$9.08K
HCI icon
2056
HCI Group
HCI
$2.31B
$680K ﹤0.01%
15,594
+576
+4% +$23.8K
TBRG
2057
DELISTED
TruBridge
TBRG
$679K ﹤0.01%
25,510
+3,386
+15% +$99.1K
MB
2058
DELISTED
MINDBODY, Inc. Class A Common Stock
MB
$679K ﹤0.01%
16,701
+10,074
+152% +$394K
DOOR
2059
DELISTED
MASONITE INTERNATIONAL CORP
DOOR
$677K ﹤0.01%
10,568
+557
+6% +$38K
ANAB icon
2060
AnaptysBio
ANAB
$1.62B
$675K ﹤0.01%
6,767
+89
+1% +$7.38K
SAIL
2061
DELISTED
SailPoint Technologies Holdings, Inc. Common Stock
SAIL
$672K ﹤0.01%
19,754
+7,944
+67% +$231K
CCRN
2062
DELISTED
Cross Country Healthcare
CCRN
$671K ﹤0.01%
76,954
+6,751
+10% +$68.9K
XNCR icon
2063
Xencor
XNCR
$1.48B
$671K ﹤0.01%
17,211
+9,934
+137% +$405K
IJH icon
2064
iShares Core S&P Mid-Cap ETF
IJH
$125B
$669K ﹤0.01%
16,625
-53,700
-76% -$2.16M
RRR icon
2065
Red Rock Resorts
RRR
$3.68B
$665K ﹤0.01%
24,961
+707
+3% +$22.8K
GCP
2066
DELISTED
GCP Applied Technologies Inc.
GCP
$665K ﹤0.01%
25,050
-396
-2% -$10.7K
PHI icon
2067
PLDT
PHI
$4.32B
$664K ﹤0.01%
25,854
– –
FOE
2068
DELISTED
Ferro Corporation
FOE
$661K ﹤0.01%
28,461
– –
USNA icon
2069
Usana Health Sciences
USNA
$275M
$660K ﹤0.01%
5,468
+1,532
+39% +$190K
POWL icon
2070
Powell Industries
POWL
$7.55B
$659K ﹤0.01%
55,830
+3,012
+6% +$37.4K
DAKT icon
2071
Daktronics
DAKT
$1.05B
$658K ﹤0.01%
83,933
+7,529
+10% +$61.9K
OTTR icon
2072
Otter Tail
OTTR
$3.91B
$656K ﹤0.01%
13,711
– –
ATRA icon
2073
Atara Biotherapeutics
ATRA
$74.3M
$655K ﹤0.01%
633
+376
+146% +$368K
CLDR
2074
DELISTED
Cloudera, Inc.
CLDR
$651K ﹤0.01%
36,885
– –
YPF icon
2075
YPF Sociedad Anonima American Depositary Shares (Each representing ten (10) Class D shares of Capital Stock)
YPF
$19.5B
$648K ﹤0.01%
+41,919
New +$653K
81 82
83
84 85

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Legal & General Group's Q3 2018 Portfolio in Review

As of Q3 2018, Legal & General Group held 3,435 positions worth $140B, up 7.8% from $130B the previous quarter. Its ten largest holdings account for 17% of the portfolio.

Trading was light in Q3 2018: portfolio turnover was 3.9%. Legal & General Group opened 84 new positions and exited 49, leaving the 3,435-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 18% of assets, up from 17% a quarter earlier, followed by Financials and Healthcare.

  • Legal & General Group's largest Q3 2018 buy was Brookfield Property REIT Inc. Class A Common Stock: 1,113,758 shares worth $23.3M.
  • Legal & General Group added most to Williams Companies in Q3 2018, an estimated $57.5M increase.
  • Legal & General Group's biggest Q3 2018 reduction was Apple, cutting an estimated $60.6M.
  • Legal & General Group fully exited GGP Inc. in Q3 2018, selling an estimated $110M.
  • Legal & General Group's ten largest holdings make up 17% of its $140B portfolio in Q3 2018.
  • Legal & General Group opened 84 new positions and closed 49 in Q3 2018.
  • Legal & General Group's portfolio value rose 7.8% quarter-over-quarter to $140B.

Based on Legal & General Group's 13F filing for Q3 2018, filed 20 Nov 2018.