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Legal & General Group

Legal & General Group Portfolio holdings

AUM $432B
1-Year Est. Return 29.4%
 

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.

This Quarter Est. Return
+7.14%
1 Year Est. Return
+29.4%
3 Year Est. Return
+97.7%
5 Year Est. Return
+129.51%
10 Year Est. Return
+472.83%
AUM
$140B
AUM Growth
+$10.1B
Cap. Flow
+$2.35B
Cap. Flow %
1.68%
Top 10 Hldgs %
16.66%
Holding
3,435
New
84
Increased
1,839
Reduced
575
Closed
49

Top Buys

Rank Stock Value
1
WMB icon
Williams Companies
WMB
+$57.5M
2
XYZ
Block Inc
XYZ
+$54.2M
3
PLD icon
Prologis
PLD
+$51.4M
4
EVRG icon
Evergy
EVRG
+$47.5M
5
ABMD
Abiomed Inc
ABMD
+$41.2M

Top Sells

Rank Stock Value
1
GGP
GGP Inc.
GGP
+$110M
2
XL
XL Group Ltd.
XL
+$72.4M
3
AAPL icon
Apple
AAPL
+$60.6M
4
UPS icon
United Parcel Service
UPS
+$33.4M
5
TD icon
Toronto Dominion Bank
TD
+$31.8M

Sector Composition

Rank Sector Weight
1 Technology 17.68%
2 Financials 15.6%
3 Healthcare 13.13%
4 Consumer Discretionary 10.05%
5 Industrials 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SASR
2176
DELISTED
Sandy Spring Bancorp Inc
SASR
$440K ﹤0.01%
11,193
– –
LXU icon
2177
LSB Industries
LXU
$698M
$434K ﹤0.01%
57,603
+5,543
+11% +$32.5K
FWONA icon
2178
Liberty Media Series A
FWONA
$22.9B
$433K ﹤0.01%
12,727
-348
-3% -$11.5K
KNL
2179
DELISTED
Knoll, Inc.
KNL
$432K ﹤0.01%
18,432
-356
-2% -$8.05K
NMRK icon
2180
Newmark Group
NMRK
$2.66B
$429K ﹤0.01%
38,290
-15,000
-28% -$195K
LSCC icon
2181
Lattice Semiconductor
LSCC
$18.3B
$419K ﹤0.01%
52,374
– –
ZEUS
2182
DELISTED
Olympic Steel
ZEUS
$414K ﹤0.01%
19,945
+1,798
+10% +$39.1K
CVI icon
2183
CVR Energy
CVI
$3.15B
$408K ﹤0.01%
10,140
-9,585
-49% -$360K
TXMD icon
2184
TherapeuticsMD
TXMD
$24.2M
$405K ﹤0.01%
1,234
+45
+4% +$13.8K
BANF icon
2185
BancFirst
BANF
$3.81B
$399K ﹤0.01%
6,658
– –
RES icon
2186
RPC Inc
RES
$1.31B
$395K ﹤0.01%
25,515
– –
TWNK
2187
DELISTED
Hostess Brands, Inc. Class A Common Stock
TWNK
$395K ﹤0.01%
35,709
– –
NSU
2188
DELISTED
Nevsun Resources Ltd.
NSU
$394K ﹤0.01%
88,832
+48,227
+119% +$185K
OPK icon
2189
Opko Health
OPK
$985M
$392K ﹤0.01%
113,289
– –
EFA icon
2190
iShares MSCI EAFE ETF
EFA
$79.4B
$391K ﹤0.01%
5,756
-614
-10% -$41.5K
ACIA
2191
DELISTED
Acacia Communications Inc
ACIA
$391K ﹤0.01%
9,438
– –
TVTX icon
2192
Travere Therapeutics
TVTX
$5.89B
$389K ﹤0.01%
13,541
+3,395
+33% +$97K
CLD
2193
DELISTED
Cloud Peak Energy Inc
CLD
$388K ﹤0.01%
166,997
+14,809
+10% +$39.8K
AIMT
2194
DELISTED
Aimmune Therapeutics
AIMT
$386K ﹤0.01%
14,150
– –
ALDR
2195
DELISTED
Alder Biopharmaceuticals
ALDR
$385K ﹤0.01%
23,144
– –
FIT
2196
DELISTED
Fitbit, Inc. Class A common stock
FIT
$378K ﹤0.01%
70,658
+1,309
+2% +$7.83K
TERP
2197
DELISTED
TerraForm Power, Inc
TERP
$378K ﹤0.01%
32,776
+12,611
+63% +$140K
TFSL icon
2198
TFS Financial
TFSL
$5.01B
$375K ﹤0.01%
25,000
-779
-3% -$12.2K
PBR.A icon
2199
Petrobras Class A
PBR.A
$106B
$374K ﹤0.01%
35,752
-33,214
-48% -$322K
LCI
2200
DELISTED
Lannett Company, Inc.
LCI
$374K ﹤0.01%
19,594
+3,013
+18% +$115K
86 87
88
89 90

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Legal & General Group's Q3 2018 Portfolio in Review

As of Q3 2018, Legal & General Group held 3,435 positions worth $140B, up 7.8% from $130B the previous quarter. Its ten largest holdings account for 17% of the portfolio.

Trading was light in Q3 2018: portfolio turnover was 3.9%. Legal & General Group opened 84 new positions and exited 49, leaving the 3,435-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 18% of assets, up from 17% a quarter earlier, followed by Financials and Healthcare.

  • Legal & General Group's largest Q3 2018 buy was Brookfield Property REIT Inc. Class A Common Stock: 1,113,758 shares worth $23.3M.
  • Legal & General Group added most to Williams Companies in Q3 2018, an estimated $57.5M increase.
  • Legal & General Group's biggest Q3 2018 reduction was Apple, cutting an estimated $60.6M.
  • Legal & General Group fully exited GGP Inc. in Q3 2018, selling an estimated $110M.
  • Legal & General Group's ten largest holdings make up 17% of its $140B portfolio in Q3 2018.
  • Legal & General Group opened 84 new positions and closed 49 in Q3 2018.
  • Legal & General Group's portfolio value rose 7.8% quarter-over-quarter to $140B.

Based on Legal & General Group's 13F filing for Q3 2018, filed 20 Nov 2018.