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 | |
|---|---|---|---|---|---|---|
|
AGNT
2176
AGNT Inc
AGNT
$734M
| $898K | ﹤0.01% |
70,757
+1,880
| +3% | +$25.1K |
|
|
FLNA
2177
Filana Therapeutics
FLNA
$48.1M
| $895K | ﹤0.01% |
37,125
+2,537
| +7% | +$70.3K |
|
|
BLDP
2178
Ballard Power Systems
BLDP
$790M
| $883K | ﹤0.01% |
158,540
-4,094,856
| -96% | -$23.6M |
|
2179
HCI Group
HCI
$2.41B
| $883K | ﹤0.01% |
16,466
-554
| -3% | -$27.8K |
|
2180
Beyond Meat
BYND
$277M
| $875K | ﹤0.01% |
53,924
-2,759
| -5% | -$45.4K |
|
2181
iShares Expanded Tech-Software Sector ETF
IGV
$14.7B
| $873K | ﹤0.01% |
+14,320
| New | +$803K |
|
|
SWTX
2182
DELISTED
SpringWorks Therapeutics
SWTX
| $870K | ﹤0.01% |
33,811
+9,190
| +37% | +$269K |
|
2183
PJT Partners
PJT
$4.38B
| $865K | ﹤0.01% |
11,981
+2,542
| +27% | +$195K |
|
2184
Roivant Sciences
ROIV
$26.2B
| $864K | ﹤0.01% |
117,083
+15,588
| +15% | +$128K |
|
|
HCP
2185
DELISTED
HashiCorp, Inc. Class A Common Stock
HCP
| $861K | ﹤0.01% |
+29,387
| New | +$877K |
|
2186
Star Bulk Carriers
SBLK
$3.22B
| $857K | ﹤0.01% |
40,594
+4,899
| +14% | +$107K |
|
|
YSG
2187
Yatsen Holding
YSG
$319M
| $857K | ﹤0.01% |
115,799
| – | – |
|
|
ARGO
2188
DELISTED
Argo Group International Holdings, Ltd.
ARGO
| $856K | ﹤0.01% |
29,216
+849
| +3% | +$24K |
|
|
EVA
2189
DELISTED
Enviva Inc.
EVA
| $856K | ﹤0.01% |
29,629
+16,860
| +132% | +$688K |
|
|
TUYA
2190
Tuya Inc
TUYA
$1.1B
| $855K | ﹤0.01% |
452,552
+21,345
| +5% | +$48.2K |
|
2191
IMAX
IMAX
$2.66B
| $853K | ﹤0.01% |
44,480
+721
| +2% | +$12.4K |
|
2192
PetMed Express
PETS
$42.3M
| $846K | ﹤0.01% |
52,112
-720
| -1% | -$13.6K |
|
2193
Adaptive Biotechnologies
ADPT
$3.97B
| $845K | ﹤0.01% |
95,661
+1,353
| +1% | +$11.9K |
|
2194
Biohaven
BHVN
$2.21B
| $838K | ﹤0.01% |
61,318
+24,766
| +68% | +$394K |
|
2195
Comtech Telecommunications
CMTL
$51.8M
| $837K | ﹤0.01% |
67,078
-757
| -1% | -$10.8K |
|
2196
LivePerson
LPSN
$32.3M
| $826K | ﹤0.01% |
12,492
-1,255
| -9% | -$201K |
|
|
ATSG
2197
DELISTED
Air Transport Services Group
ATSG
| $812K | ﹤0.01% |
38,996
+466
| +1% | +$11.3K |
|
|
STR
2198
DELISTED
Sitio Royalties
STR
| $806K | ﹤0.01% |
35,645
+7,395
| +26% | +$183K |
|
|
EDR
2199
DELISTED
Endeavor Group Holdings, Inc.
EDR
| $803K | ﹤0.01% |
33,569
+10,920
| +48% | +$243K |
|
|
MCHB
2200
Mechanics Bancorp
MCHB
$3.68B
| $799K | ﹤0.01% |
44,414
-312
| -0.7% | -$7.83K |
|
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.