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 | |
|---|---|---|---|---|---|---|
|
EXAI
2076
DELISTED
Exscientia Plc American Depositary Shares
EXAI
| $1.25M | ﹤0.01% |
235,699
+9,986
| +4% | +$67.7K |
|
|
VISN
2077
Vistance Networks Inc
VISN
$2.52B
| $1.24M | ﹤0.01% |
194,823
+1,924
| +1% | +$14.6K |
|
|
NFBK
2078
DELISTED
Northfield Bancorp
NFBK
| $1.24M | ﹤0.01% |
105,111
-454
| -0.4% | -$6.49K |
|
2079
Children's Place
PLCE
$59.8M
| $1.24M | ﹤0.01% |
30,740
-2,316
| -7% | -$95.2K |
|
2080
Relay Therapeutics
RLAY
$4.33B
| $1.24M | ﹤0.01% |
75,060
+12,726
| +20% | +$228K |
|
2081
Editas Medicine
EDIT
$442M
| $1.23M | ﹤0.01% |
170,121
+15,062
| +10% | +$134K |
|
|
UBA
2082
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
| $1.23M | ﹤0.01% |
70,006
-1,756
| -2% | -$31.5K |
|
|
CLDT
2083
Chatham Lodging
CLDT
$586M
| $1.23M | ﹤0.01% |
116,827
-1,483
| -1% | -$18.1K |
|
2084
Nelnet
NNI
$4.7B
| $1.22M | ﹤0.01% |
13,312
-418
| -3% | -$38.7K |
|
|
RUTH
2085
DELISTED
Ruth's Hospitality Group, Inc.
RUTH
| $1.22M | ﹤0.01% |
74,182
-1,076
| -1% | -$18.7K |
|
2086
Primoris Services
PRIM
$4.45B
| $1.21M | ﹤0.01% |
49,101
+2,375
| +5% | +$60K |
|
2087
Forrester Research
FORR
$224M
| $1.2M | ﹤0.01% |
37,241
+2,817
| +8% | +$97.6K |
|
2088
Universal Insurance Holdings
UVE
$1.23B
| $1.2M | ﹤0.01% |
66,052
-310
| -0.5% | -$4.58K |
|
2089
Clear Secure
YOU
$5.28B
| $1.2M | ﹤0.01% |
45,883
+29,456
| +179% | +$837K |
|
2090
Tilray
TLRY
$622M
| $1.2M | ﹤0.01% |
47,341
-174
| -0.4% | -$4.96K |
|
2091
Fortuna Silver Mines
FSM
$3.07B
| $1.18M | ﹤0.01% |
310,929
+7,862
| +3% | +$27.9K |
|
|
PYCR
2092
DELISTED
Paycor HCM, Inc. Common Stock
PYCR
| $1.18M | ﹤0.01% |
44,596
+1,259
| +3% | +$31.1K |
|
2093
Central Pacific Financial
CPF
$1B
| $1.18M | ﹤0.01% |
65,889
-991
| -1% | -$21.1K |
|
2094
Telus
TU
$15.3B
| $1.18M | ﹤0.01% |
59,370
+16,021
| +37% | +$326K |
|
2095
NovaGold Resources
NG
$3.33B
| $1.18M | ﹤0.01% |
190,165
+21,065
| +12% | +$128K |
|
2096
AMC Global Media
AMCX
$489M
| $1.17M | ﹤0.01% |
66,820
-20,586
| -24% | -$385K |
|
2097
Interface
TILE
$2.22B
| $1.17M | ﹤0.01% |
143,651
-1,414
| -1% | -$13.9K |
|
2098
ANI Pharmaceuticals
ANIP
$1.78B
| $1.16M | ﹤0.01% |
29,322
-426
| -1% | -$18K |
|
2099
Liberty Latin America Class C
LILAK
$1.64B
| $1.16M | ﹤0.01% |
154,843
+30,377
| +24% | +$242K |
|
2100
ICF International
ICFI
$1.72B
| $1.16M | ﹤0.01% |
10,567
+2,520
| +31% | +$262K |
|
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.