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 | |
|---|---|---|---|---|---|---|
2176
Metallus
MTUS
$898M
| $328K | ﹤0.01% |
101,533
+1,178
| +1% | +$6.59K |
|
2177
Columbia Financial
CLBK
$1.13B
| $326K | ﹤0.01% |
22,603
-2,324
| -9% | -$37.2K |
|
2178
Gorman-Rupp
GRC
$2.21B
| $323K | ﹤0.01% |
9,523
+4,179
| +78% | +$142K |
|
2179
Cars.com
CARS
$660M
| $322K | ﹤0.01% |
74,917
-2,169
| -3% | -$20.9K |
|
|
SPWR
2180
DELISTED
SunPower Corporation Common Stock
SPWR
| $320K | ﹤0.01% |
96,555
+58,288
| +152% | +$307K |
|
|
KNL
2181
DELISTED
Knoll, Inc.
KNL
| $320K | ﹤0.01% |
31,022
+5,838
| +23% | +$116K |
|
2182
Sea Limited
SE
$69.5B
| $318K | ﹤0.01% |
7,726
+736
| +11% | +$33K |
|
|
AAMI
2183
Acadian Asset Management
AAMI
$3.19B
| $317K | ﹤0.01% |
49,685
+17,831
| +56% | +$154K |
|
|
LADR
2184
Ladder Capital
LADR
$1.24B
| $315K | ﹤0.01% |
66,389
-3,013
| -4% | -$45.8K |
|
2185
RPC Inc
RES
$1.3B
| $315K | ﹤0.01% |
152,769
-487
| -0.3% | -$1.8K |
|
|
DOO
2186
Bombardier Recreational Products
DOO
$4.77B
| $314K | ﹤0.01% |
19,491
| – | – |
|
|
HEES
2187
DELISTED
H&E Equipment Services
HEES
| $314K | ﹤0.01% |
21,415
-1,553
| -7% | -$37.6K |
|
2188
Codexis
CDXS
$158M
| $311K | ﹤0.01% |
22,048
+8,039
| +57% | +$112K |
|
2189
Amneal Pharmaceuticals
AMRX
$5.79B
| $310K | ﹤0.01% |
89,320
+38,426
| +76% | +$163K |
|
2190
BridgeBio Pharma
BBIO
$16.5B
| $310K | ﹤0.01% |
11,481
+7,036
| +158% | +$218K |
|
2191
iShares Russell Mid-Cap Growth ETF
IWP
$20.7B
| $304K | ﹤0.01% |
+5,000
| New | +$364K |
|
2192
Stock Yards Bancorp
SYBT
$2.6B
| $303K | ﹤0.01% |
10,474
-961
| -8% | -$34.7K |
|
|
TARO
2193
DELISTED
Taro Pharmaceutical Industries Ltd.
TARO
| $303K | ﹤0.01% |
4,953
| – | – |
|
2194
Atara Biotherapeutics
ATRA
$76.1M
| $302K | ﹤0.01% |
1,416
-99
| -7% | -$31.4K |
|
2195
Park National Corp
PRK
$3.67B
| $299K | ﹤0.01% |
3,843
-520
| -12% | -$48.4K |
|
2196
WillScot Mobile Mini Holdings
WSC
$4.41B
| $297K | ﹤0.01% |
29,392
-65,239
| -69% | -$1.06M |
|
|
JKS
2197
JinkoSolar
JKS
$891M
| $292K | ﹤0.01% |
19,672
+1,130
| +6% | +$23.7K |
|
|
FFIC
2198
DELISTED
Flushing Financial
FFIC
| $288K | ﹤0.01% |
21,552
-1,157
| -5% | -$21.2K |
|
2199
Intellia Therapeutics
NTLA
$1.67B
| $286K | ﹤0.01% |
20,554
+9,078
| +79% | +$122K |
|
2200
NWPX Infrastructure Inc
NWPX
$1.15B
| $286K | ﹤0.01% |
8,999
+7,401
| +463% | +$226K |
|
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.