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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
+0.07%
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
$85.1B
AUM Growth
+$1.48B
Cap. Flow
+$2.03B
Cap. Flow %
2.38%
Top 10 Hldgs %
15.98%
Holding
2,845
New
57
Increased
1,510
Reduced
299
Closed
77

Top Buys

Rank Stock Value
1
XOM icon
ExxonMobil
XOM
+$124M
2
CME icon
CME Group
CME
+$121M
3
KO icon
Coca-Cola
KO
+$51.7M
4
NTAP icon
NetApp
NTAP
+$45M
5
ABBV icon
AbbVie
ABBV
+$38.3M

Top Sells

Rank Stock Value
1
LO
LORILLARD INC COM STK
LO
+$97.2M
2
PCYC
PHARMACYCLICS INC
PCYC
+$51M
3
TRW
TRW AUTOMOTIVE HOLDINGS CORP
TRW
+$49M
4
TLM
TALISMAN ENERGY INC
TLM
+$33M
5
DTE icon
DTE Energy
DTE
+$27.8M

Sector Composition

Rank Sector Weight
1 Financials 16.75%
2 Healthcare 14.22%
3 Technology 12.98%
4 Industrials 9.07%
5 Energy 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CAMP
2201
DELISTED
CalAmp Corp.
CAMP
$89K ﹤0.01%
219
– –
PGNX
2202
DELISTED
Progenics Pharmaceuticals Inc
PGNX
$89K ﹤0.01%
12,790
– –
SAAS
2203
DELISTED
inContact, Inc.
SAAS
$89K ﹤0.01%
9,114
– –
RLD
2204
DELISTED
REALD INC COM STK
RLD
$89K ﹤0.01%
7,410
– –
ZINC
2205
DELISTED
HORSEHEAD HLDG CORP COM STK (DE)
ZINC
$89K ﹤0.01%
7,389
– –
CNOB icon
2206
Center Bancorp
CNOB
$1.66B
$88K ﹤0.01%
4,072
– –
ENTA icon
2207
Enanta Pharmaceuticals
ENTA
$366M
$88K ﹤0.01%
1,990
– –
EVC icon
2208
Entravision Communication
EVC
$1.03B
$88K ﹤0.01%
10,785
– –
INGN icon
2209
Inogen
INGN
$175M
$88K ﹤0.01%
+2,026
New +$77.7K
INO icon
2210
Inovio Pharmaceuticals
INO
$55.7M
$88K ﹤0.01%
914
+176
+24% +$18.8K
LADR
2211
Ladder Capital
LADR
$1.21B
$88K ﹤0.01%
6,261
+2,691
+75% +$38.6K
PDFS icon
2212
PDF Solutions
PDFS
$1.93B
$88K ﹤0.01%
5,525
– –
NVRO
2213
DELISTED
NEVRO CORP.
NVRO
$88K ﹤0.01%
1,657
+1,428
+624% +$72.7K
CPE
2214
DELISTED
Callon Petroleum Company
CPE
$88K ﹤0.01%
1,065
– –
USG
2215
DELISTED
Usg
USG
$88K ﹤0.01%
3,158
+743
+31% +$20.4K
TNGO
2216
DELISTED
Tangoe, Inc.
TNGO
$88K ﹤0.01%
6,990
– –
ARPI
2217
DELISTED
AMERICAN RESIDENTIAL PPTYS INC COM
ARPI
$88K ﹤0.01%
4,725
– –
ASCMA
2218
DELISTED
Ascent Capital Group, Inc. Series A
ASCMA
$88K ﹤0.01%
2,034
– –
HZO icon
2219
MarineMax
HZO
$759M
$87K ﹤0.01%
3,790
– –
LPSN icon
2220
LivePerson
LPSN
$21.8M
$87K ﹤0.01%
593
+113
+24% +$16.4K
AVID
2221
DELISTED
Avid Technology Inc
AVID
$87K ﹤0.01%
+6,431
New +$103K
GNCMA
2222
DELISTED
GCI Liberty, Inc. Class A-1 Common Stock
GNCMA
$87K ﹤0.01%
5,153
– –
ALJ
2223
DELISTED
Alon USA Energy Inc
ALJ
$87K ﹤0.01%
4,608
– –
TFSL icon
2224
TFS Financial
TFSL
$5.16B
$86K ﹤0.01%
5,120
– –
TMHC
2225
DELISTED
Taylor Morrison
TMHC
$86K ﹤0.01%
+4,186
New +$82.8K
87 88
89
90 91

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Legal & General Group's Q2 2015 Portfolio in Review

As of Q2 2015, Legal & General Group held 2,845 positions worth $85.1B, up 1.8% from $83.7B the previous quarter. Its ten largest holdings account for 16% of the portfolio.

Trading was light in Q2 2015: portfolio turnover was 4.7%. Legal & General Group opened 57 new positions and exited 77, leaving the 2,845-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 17% of assets, up from 16% a quarter earlier, followed by Healthcare and Technology.

  • Legal & General Group's largest Q2 2015 buy was CME Group: 1,295,794 shares worth $121M.
  • Legal & General Group added most to ExxonMobil in Q2 2015, an estimated $124M increase.
  • Legal & General Group's biggest Q2 2015 reduction was DTE Energy, cutting an estimated $27.8M.
  • Legal & General Group fully exited LORILLARD INC COM STK in Q2 2015, selling an estimated $97.2M.
  • Legal & General Group's ten largest holdings make up 16% of its $85.1B portfolio in Q2 2015.
  • Legal & General Group opened 57 new positions and closed 77 in Q2 2015.
  • Legal & General Group's portfolio value rose 1.8% quarter-over-quarter to $85.1B.

Based on Legal & General Group's 13F filing for Q2 2015, filed 31 Jul 2015.