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 | |
|---|---|---|---|---|---|---|
2051
Aurinia Pharmaceuticals
AUPH
$2.11B
| $1.35M | ﹤0.01% |
123,295
+4,638
| +4% | +$40.9K |
|
2052
Xperi
XPER
$348M
| $1.33M | ﹤0.01% |
122,040
-1,629
| -1% | -$17K |
|
|
CCC
2053
CCC Intelligent Solutions
CCC
$4.08B
| $1.33M | ﹤0.01% |
147,874
+19,543
| +15% | +$174K |
|
2054
Ducommun
DCO
$2.98B
| $1.32M | ﹤0.01% |
24,218
+2,281
| +10% | +$124K |
|
2055
Schrodinger
SDGR
$1.36B
| $1.32M | ﹤0.01% |
50,319
+1,441
| +3% | +$34.2K |
|
2056
NETGEAR
NTGR
$635M
| $1.32M | ﹤0.01% |
71,532
+205
| +0.3% | +$3.85K |
|
2057
Enviri
NVRI
$620M
| $1.31M | ﹤0.01% |
191,784
-40,851
| -18% | -$308K |
|
2058
Weis Markets
WMK
$1.86B
| $1.31M | ﹤0.01% |
15,460
+37
| +0.2% | +$3.1K |
|
2059
Titan International
TWI
$475M
| $1.3M | ﹤0.01% |
124,266
+429
| +0.3% | +$6.08K |
|
2060
Artivion
AORT
$1.32B
| $1.3M | ﹤0.01% |
99,251
-1,085
| -1% | -$13.9K |
|
2061
Codexis
CDXS
$158M
| $1.3M | ﹤0.01% |
313,821
+25,119
| +9% | +$132K |
|
2062
Arlo Technologies
ARLO
$1.65B
| $1.3M | ﹤0.01% |
214,194
+690
| +0.3% | +$3.06K |
|
|
CERE
2063
DELISTED
Cerevel Therapeutics Holdings, Inc. Common Stock
CERE
| $1.3M | ﹤0.01% |
53,143
+2,537
| +5% | +$74.5K |
|
2064
Baytex Energy
BTE
$2.92B
| $1.29M | ﹤0.01% |
+345,444
| New | +$1.28M |
|
2065
PC Connection
CNXN
$2.12B
| $1.28M | ﹤0.01% |
28,522
-339
| -1% | -$15.5K |
|
2066
Eldorado Gold
EGO
$9.89B
| $1.28M | ﹤0.01% |
123,640
-5,017
| -4% | -$46.7K |
|
2067
Arvinas
ARVN
$572M
| $1.28M | ﹤0.01% |
46,724
+5,511
| +13% | +$174K |
|
|
EVBG
2068
DELISTED
Everbridge, Inc. Common Stock
EVBG
| $1.27M | ﹤0.01% |
36,745
+1,047
| +3% | +$33.5K |
|
2069
Enovix
ENVX
$1.03B
| $1.27M | ﹤0.01% |
97,599
+1,724
| +2% | +$14.2K |
|
|
LGF.B
2070
DELISTED
Lions Gate Entertainment Corp. Class B Non-Voting Shares
LGF.B
| $1.27M | ﹤0.01% |
122,044
+16,586
| +16% | +$141K |
|
2071
Schneider National
SNDR
$6.25B
| $1.26M | ﹤0.01% |
47,230
-111
| -0.2% | -$2.99K |
|
2072
Upwork
UPWK
$1.19B
| $1.26M | ﹤0.01% |
111,238
+2,692
| +2% | +$32K |
|
2073
Oil States International
OIS
$491M
| $1.26M | ﹤0.01% |
151,104
+15,062
| +11% | +$128K |
|
|
AGTI
2074
DELISTED
Agiliti Inc
AGTI
| $1.26M | ﹤0.01% |
78,608
-1,070
| -1% | -$18.4K |
|
|
CVGW
2075
DELISTED
Calavo Growers
CVGW
| $1.25M | ﹤0.01% |
43,434
-9,212
| -17% | -$276K |
|
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.