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 | |
|---|---|---|---|---|---|---|
2151
Stevanato
STVN
$5.54B
| $996K | ﹤0.01% |
38,463
+1,737
| +5% | +$37.3K |
|
|
PWSC
2152
DELISTED
PowerSchool Holdings, Inc.
PWSC
| $995K | ﹤0.01% |
50,189
+32,971
| +191% | +$722K |
|
|
CUTR
2153
DELISTED
Cutera, Inc.
CUTR
| $992K | ﹤0.01% |
42,003
-549
| -1% | -$17.6K |
|
2154
Ginkgo Bioworks
DNA
$521M
| $992K | ﹤0.01% |
18,645
+661
| +4% | +$41.9K |
|
2155
F&G Annuities & Life
FG
$3.62B
| $987K | ﹤0.01% |
54,486
-7,937
| -13% | -$159K |
|
2156
AngioDynamics
ANGO
$649M
| $984K | ﹤0.01% |
95,188
-1,192
| -1% | -$15.3K |
|
2157
Kornit Digital
KRNT
$791M
| $981K | ﹤0.01% |
50,680
+1,778
| +4% | +$40.1K |
|
|
PLL
2158
DELISTED
Piedmont Lithium
PLL
| $978K | ﹤0.01% |
16,280
+2,346
| +17% | +$142K |
|
2159
CryoPort
CYRX
$762M
| $974K | ﹤0.01% |
40,599
+2,104
| +5% | +$45.8K |
|
2160
Coursera
COUR
$1.54B
| $973K | ﹤0.01% |
84,491
+1,550
| +2% | +$20.1K |
|
2161
GrafTech
EAF
$212M
| $973K | ﹤0.01% |
20,022
+2,444
| +14% | +$132K |
|
2162
Invesco Mortgage Capital
IVR
$805M
| $972K | ﹤0.01% |
87,602
+269
| +0.3% | +$3.47K |
|
2163
Newmark Group
NMRK
$2.63B
| $971K | ﹤0.01% |
137,098
+4,268
| +3% | +$34.2K |
|
2164
DMC Global
BOOM
$157M
| $970K | ﹤0.01% |
44,150
-399
| -0.9% | -$9.14K |
|
2165
State Street Utilities Select Sector SPDR ETF
XLU
$22.7B
| $968K | ﹤0.01% |
+28,800
| New | +$976K |
|
|
PRVB
2166
DELISTED
Provention Bio, Inc. Common Stock
PRVB
| $963K | ﹤0.01% |
39,941
+11,787
| +42% | +$148K |
|
2167
Central Garden & Pet Co
CENT
$2.8B
| $943K | ﹤0.01% |
28,719
-849
| -3% | -$27.5K |
|
2168
Vanda Pharmaceuticals
VNDA
$302M
| $941K | ﹤0.01% |
138,653
-1,565
| -1% | -$11K |
|
2169
Rocket Pharmaceuticals
RCKT
$394M
| $922K | ﹤0.01% |
53,833
+13,041
| +32% | +$255K |
|
2170
Sigma Lithium
SGML
$1.28B
| $921K | ﹤0.01% |
+24,491
| New | +$785K |
|
|
ONL
2171
Orion Office REIT
ONL
$160M
| $919K | ﹤0.01% |
137,136
-346,596
| -72% | -$2.82M |
|
2172
Marcus Corp
MCS
$945M
| $916K | ﹤0.01% |
57,241
-582
| -1% | -$8.93K |
|
2173
National Presto Industries
NPK
$989M
| $909K | ﹤0.01% |
12,610
+216
| +2% | +$15.8K |
|
2174
JELD-WEN Holding
JELD
$164M
| $909K | ﹤0.01% |
71,777
+1,724
| +2% | +$21.3K |
|
2175
Freedom Holding
FRHC
$9.49B
| $900K | ﹤0.01% |
12,518
+471
| +4% | +$31.9K |
|
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.