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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
+4.5%
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
$107B
AUM Growth
+$8.5B
Cap. Flow
+$5.14B
Cap. Flow %
4.79%
Top 10 Hldgs %
15.45%
Holding
3,339
New
462
Increased
2,302
Reduced
421
Closed
50

Top Buys

Rank Stock Value
1
MDT icon
Medtronic
MDT
+$525M
2
ACN icon
Accenture
ACN
+$382M
3
AGN
Allergan plc
AGN
+$348M
4
AVGO icon
Broadcom
AVGO
+$299M
5
CB icon
Chubb
CB
+$284M

Top Sells

Rank Stock Value
1
LNKD
LinkedIn Corporation
LNKD
+$87.2M
2
CVX icon
Chevron
CVX
+$55.9M
3
AA icon
Alcoa
AA
+$53.2M
4
YUM icon
Yum! Brands
YUM
+$47M
5
T icon
AT&T
T
+$39.6M

Sector Composition

Rank Sector Weight
1 Financials 17.34%
2 Technology 13.95%
3 Healthcare 12.6%
4 Industrials 9.35%
5 Communication Services 9.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PIR
2201
DELISTED
Pier 1 Imports, Inc.
PIR
$223K ﹤0.01%
1,299
+382
+42% +$44.3K
SYNT
2202
DELISTED
Syntel Inc
SYNT
$222K ﹤0.01%
11,205
+3,053
+37% +$65.7K
GIFI
2203
DELISTED
Gulf Island Fabrication
GIFI
$221K ﹤0.01%
18,550
+8,886
+92% +$96.4K
GLRE icon
2204
Greenlight Captial
GLRE
$552M
$221K ﹤0.01%
+9,649
New +$211K
HEI icon
2205
HEICO Corp
HEI
$50.4B
$221K ﹤0.01%
6,995
+535
+8% +$16.1K
PGEN icon
2206
Precigen
PGEN
$2.33B
$221K ﹤0.01%
9,192
+858
+10% +$23.9K
SIMO icon
2207
Silicon Motion
SIMO
$9.1B
$221K ﹤0.01%
5,200
– –
AQN icon
2208
Algonquin Power & Utilities
AQN
$4.42B
$220K ﹤0.01%
+25,952
New +$219K
ZG icon
2209
Zillow
ZG
$8.19B
$219K ﹤0.01%
6,014
+711
+13% +$24.9K
AVX
2210
DELISTED
AVX Corporation
AVX
$219K ﹤0.01%
13,994
+4,567
+48% +$67.3K
AXIA.PR
2211
DELISTED
AXIA Energia American Depositary Shares Preferred Class B1
AXIA.PR
$217K ﹤0.01%
+34,756
New +$219K
MTGE
2212
DELISTED
MTGE Investment Corp. Common Stock
MTGE
$217K ﹤0.01%
13,721
+7,170
+109% +$119K
PINC
2213
DELISTED
Premier
PINC
$216K ﹤0.01%
7,112
+554
+8% +$17.1K
VEON icon
2214
VEON
VEON
$3.68B
$216K ﹤0.01%
2,244
– –
ELNK
2215
DELISTED
EarthLink Holdings Corp.
ELNK
$216K ﹤0.01%
38,345
+11,325
+42% +$64.5K
IOC
2216
DELISTED
Interoil Corporation
IOC
$214K ﹤0.01%
4,489
– –
NOG icon
2217
Northern Oil and Gas
NOG
$2.25B
$213K ﹤0.01%
7,756
+3,430
+79% +$81.7K
WASH icon
2218
Washington Trust Bancorp
WASH
$755M
$213K ﹤0.01%
3,793
+1,796
+90% +$88K
FMX icon
2219
Fomento Económico Mexicano
FMX
$42.8B
$211K ﹤0.01%
2,764
-26,300
-90% -$2.25M
EFSC icon
2220
Enterprise Financial Services Corp
EFSC
$2.42B
$210K ﹤0.01%
4,871
+2,132
+78% +$78.1K
RRR icon
2221
Red Rock Resorts
RRR
$3.84B
$210K ﹤0.01%
9,045
+4,657
+106% +$106K
CBD
2222
DELISTED
Companhia Brasileira de Distribuicao
CBD
$210K ﹤0.01%
12,677
– –
NHC icon
2223
National Healthcare
NHC
$3.48B
$209K ﹤0.01%
2,749
+1,094
+66% +$75.8K
PCTY icon
2224
Paylocity
PCTY
$7.48B
$209K ﹤0.01%
6,928
+2,041
+42% +$76K
HY icon
2225
Hyster-Yale Materials Handling
HY
$628M
$208K ﹤0.01%
3,262
+1,854
+132% +$114K
87 88
89
90 91

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Legal & General Group's Q4 2016 Portfolio in Review

As of Q4 2016, Legal & General Group held 3,339 positions worth $107B, up 8.6% from $98.7B the previous quarter. Its ten largest holdings account for 15% of the portfolio.

Legal & General Group deployed $5.14B of net new capital in Q4 2016, opening 462 new positions and adding to 2,302 existing holdings. Its largest new stake was Medtronic: 6,678,082 shares worth $476M.

By sector, the portfolio is most concentrated in Financials at 17% of assets, up from 15% a quarter earlier, followed by Technology and Healthcare.

On the sell side, the largest reduction was Chevron, an estimated $55.9M trimmed.

  • Legal & General Group's largest Q4 2016 buy was Medtronic: 6,678,082 shares worth $476M.
  • Legal & General Group added most to Microsoft in Q4 2016, an estimated $55.7M increase.
  • Legal & General Group's biggest Q4 2016 reduction was Chevron, cutting an estimated $55.9M.
  • Legal & General Group fully exited LinkedIn Corporation in Q4 2016, selling an estimated $87.2M.
  • Legal & General Group's ten largest holdings make up 15% of its $107B portfolio in Q4 2016.
  • Legal & General Group opened 462 new positions and closed 50 in Q4 2016.
  • Legal & General Group's portfolio value rose 8.6% quarter-over-quarter to $107B.

Based on Legal & General Group's 13F filing for Q4 2016, filed 13 Feb 2017.