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
|
+$206M |
| 2 |
Amazon
AMZN
|
+$145M |
| 3 |
Prologis
PLD
|
+$142M |
| 4 |
Alibaba
BABA
|
+$141M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$91.2M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Trane Technologies
TT
|
+$221M |
| 2 |
Apple
AAPL
|
+$193M |
| 3 |
WCG
Wellcare Health Plans, Inc.
WCG
|
+$111M |
| 4 |
LPT
Liberty Property Trust
LPT
|
+$105M |
| 5 |
ZAYO
Zayo Group Holdings, Inc.
ZAYO
|
+$25.3M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 21.15% |
| 2 | Healthcare | 13.97% |
| 3 | Financials | 13.29% |
| 4 | Consumer Discretionary | 10.43% |
| 5 | Communication Services | 9.19% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2076
Century Aluminum
CENX
$5.07B
| $489K | ﹤0.01% |
134,966
+2,037
| +2% | +$11.4K |
|
|
GOOS
2077
Canada Goose Holdings
GOOS
$856M
| $489K | ﹤0.01% |
24,705
+840
| +4% | +$23.5K |
|
2078
OR Royalties Inc
OR
$6.2B
| $485K | ﹤0.01% |
65,709
| – | – |
|
2079
Daktronics
DAKT
$1.04B
| $482K | ﹤0.01% |
97,630
+1,177
| +1% | +$6.53K |
|
|
WBT
2080
DELISTED
Welbilt, Inc.
WBT
| $481K | ﹤0.01% |
93,896
+13,420
| +17% | +$161K |
|
2081
Primoris Services
PRIM
$4.45B
| $478K | ﹤0.01% |
30,058
-1,967
| -6% | -$38.3K |
|
|
PVG
2082
DELISTED
PRETIUM RESOURCES INC.
PVG
| $478K | ﹤0.01% |
84,744
+28,064
| +50% | +$240K |
|
|
DO
2083
DELISTED
Diamond Offshore Drilling
DO
| $477K | ﹤0.01% |
260,373
-762
| -0.3% | -$3.11K |
|
|
FBM
2084
DELISTED
Foundation Building Materials, Inc. Common Stock
FBM
| $469K | ﹤0.01% |
45,594
+20,859
| +84% | +$339K |
|
|
CUTR
2085
DELISTED
Cutera, Inc.
CUTR
| $468K | ﹤0.01% |
36,013
-15
| -0% | -$379 |
|
2086
Arlo Technologies
ARLO
$1.65B
| $467K | ﹤0.01% |
192,123
-2,201
| -1% | -$7.64K |
|
|
VNE
2087
DELISTED
Veoneer, Inc.
VNE
| $467K | ﹤0.01% |
63,895
+17,920
| +39% | +$214K |
|
|
CHK
2088
DELISTED
Chesapeake Energy Corporation
CHK
| $465K | ﹤0.01% |
13,463
+1,238
| +10% | +$109K |
|
|
OSB
2089
DELISTED
Norbord Inc.
OSB
| $463K | ﹤0.01% |
39,540
+8,970
| +29% | +$226K |
|
2090
Atkore
ATKR
$3.16B
| $462K | ﹤0.01% |
16,272
-39,592
| -71% | -$1.42M |
|
|
SHOE
2091
Shoe Station Group
SHOE
$428M
| $462K | ﹤0.01% |
44,536
-904
| -2% | -$14.2K |
|
2092
Denali Therapeutics
DNLI
$3.97B
| $460K | ﹤0.01% |
26,278
-1,381
| -5% | -$28.8K |
|
|
MDLA
2093
DELISTED
Medallia, Inc.
MDLA
| $460K | ﹤0.01% |
22,925
+20,645
| +905% | +$555K |
|
2094
Golar LNG
GLNG
$5.13B
| $458K | ﹤0.01% |
58,157
-3,910
| -6% | -$42.9K |
|
2095
SM Energy
SM
$6.87B
| $455K | ﹤0.01% |
372,698
+8,529
| +2% | +$60.3K |
|
2096
Revolution Medicines
RVMD
$44B
| $453K | ﹤0.01% |
+20,755
| New | +$575K |
|
|
ANAT
2097
DELISTED
American National Group, Inc. Common Stock
ANAT
| $449K | ﹤0.01% |
5,451
-1,231
| -18% | -$124K |
|
2098
Atlanta Braves Holdings Series B
BATRK
$3.21B
| $446K | ﹤0.01% |
23,132
-1,864
| -7% | -$47.8K |
|
2099
Regis Corp
RGS
$70.3M
| $446K | ﹤0.01% |
3,774
-191
| -5% | -$49.7K |
|
|
GWPH
2100
DELISTED
GW Pharmaceuticals Plc American Depositary Shares
GWPH
| $446K | ﹤0.01% |
5,082
+1,434
| +39% | +$152K |
|
Similar funds
Legal & General Group's Q1 2020 Portfolio in Review
As of Q1 2020, Legal & General Group held 3,393 positions worth $171B, down 19% from $210B the previous quarter. Its ten largest holdings account for 20% of the portfolio.
Trading was light in Q1 2020: portfolio turnover was 1.9%. Legal & General Group opened 25 new positions and exited 38, leaving the 3,393-position portfolio largely intact.
By sector, the portfolio is most concentrated in Technology at 21% of assets, up from 19% a quarter earlier, followed by Healthcare and Financials.
- Legal & General Group's largest Q1 2020 buy was CrowdStrike: 3,221,840 shares worth $40.9M.
- Legal & General Group added most to Microsoft in Q1 2020, an estimated $206M increase.
- Legal & General Group's biggest Q1 2020 reduction was Trane Technologies, cutting an estimated $221M.
- Legal & General Group fully exited Wellcare Health Plans, Inc. in Q1 2020, selling an estimated $111M.
- Legal & General Group's ten largest holdings make up 20% of its $171B portfolio in Q1 2020.
- Legal & General Group opened 25 new positions and closed 38 in Q1 2020.
- Legal & General Group's portfolio value fell 19% quarter-over-quarter to $171B.
Based on Legal & General Group's 13F filing for Q1 2020, filed 14 May 2020.