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 | |
|---|---|---|---|---|---|---|
2101
8x8 Inc
EGHT
$332M
| $1.16M | ﹤0.01% |
277,354
-65,168
| -19% | -$326K |
|
2102
Stratasys
SSYS
$774M
| $1.15M | ﹤0.01% |
69,757
-893,257
| -93% | -$12.6M |
|
2103
Fiverr
FVRR
$339M
| $1.15M | ﹤0.01% |
33,005
+2,177
| +7% | +$79.6K |
|
2104
Bristow Group
VTOL
$1.36B
| $1.14M | ﹤0.01% |
51,083
-1,062
| -2% | -$28.2K |
|
2105
MasterCraft Boat Holdings
MCFT
$590M
| $1.14M | ﹤0.01% |
37,445
+35,090
| +1,490% | +$1.09M |
|
2106
Genesco
GCO
$422M
| $1.13M | ﹤0.01% |
30,614
-2,410
| -7% | -$106K |
|
2107
FTAI Aviation
FTAI
$22.2B
| $1.13M | ﹤0.01% |
+40,322
| New | +$952K |
|
|
AKRO
2108
DELISTED
Akero Therapeutics
AKRO
| $1.12M | ﹤0.01% |
29,387
+16,158
| +122% | +$720K |
|
2109
Designer Brands
DBI
$333M
| $1.12M | ﹤0.01% |
127,920
-16,227
| -11% | -$156K |
|
2110
Agios Pharmaceuticals
AGIO
$1.93B
| $1.12M | ﹤0.01% |
48,660
+1,263
| +3% | +$33.5K |
|
2111
Transmedics
TMDX
$2.91B
| $1.12M | ﹤0.01% |
14,741
+1,705
| +13% | +$118K |
|
2112
Runway Growth Finance
RWAY
$287M
| $1.12M | ﹤0.01% |
+91,951
| New | +$1.15M |
|
2113
ASML
ASML
$669B
| $1.11M | ﹤0.01% |
1,632
-6,318
| -79% | -$4.06M |
|
2114
BRC Group Holdings
RILY
$289M
| $1.11M | ﹤0.01% |
39,028
-459
| -1% | -$17.4K |
|
|
MNTV
2115
DELISTED
Momentive Global Inc. Common Stock
MNTV
| $1.11M | ﹤0.01% |
118,691
+2,303
| +2% | +$18.1K |
|
2116
America's Car Mart
CRMT
$26.9M
| $1.09M | ﹤0.01% |
13,795
-172
| -1% | -$14K |
|
2117
Haverty Furniture Companies
HVT
$454M
| $1.09M | ﹤0.01% |
34,078
-494
| -1% | -$16.8K |
|
2118
SkinHealth Systems
SKIN
$85.7M
| $1.09M | ﹤0.01% |
86,092
+3,545
| +4% | +$41K |
|
2119
Movado Group
MOV
$841M
| $1.08M | ﹤0.01% |
37,694
-662
| -2% | -$22.4K |
|
2120
Coherus Oncology
CHRS
$196M
| $1.07M | ﹤0.01% |
156,936
-1,095
| -0.7% | -$8.5K |
|
2121
Virgin Galactic
SPCE
$398M
| $1.07M | ﹤0.01% |
13,237
+1,883
| +17% | +$188K |
|
|
LADR
2122
Ladder Capital
LADR
$1.24B
| $1.07M | ﹤0.01% |
113,202
+13,001
| +13% | +$138K |
|
2123
Ezcorp Inc
EZPW
$1.71B
| $1.07M | ﹤0.01% |
124,298
-3,074
| -2% | -$27K |
|
|
ETWO
2124
DELISTED
E2open Parent Holdings
ETWO
| $1.07M | ﹤0.01% |
183,570
+23,462
| +15% | +$142K |
|
2125
Oxford Square Capital
OXSQ
$157M
| $1.07M | ﹤0.01% |
336,098
+10,673
| +3% | +$36.3K |
|
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.