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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
+4.26%
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
$186B
AUM Growth
+$10.8B
Cap. Flow
+$4.78B
Cap. Flow %
2.57%
Top 10 Hldgs %
16.36%
Holding
3,532
New
182
Increased
1,889
Reduced
672
Closed
40

Top Buys

Rank Stock Value
1
DOW icon
Dow Inc
DOW
+$227M
2
CTVA icon
Corteva
CTVA
+$116M
3
BABA icon
Alibaba
BABA
+$90.5M
4
ETR icon
Entergy
ETR
+$83.4M
5
NEM icon
Newmont
NEM
+$69.6M

Top Sells

Rank Stock Value
1
DD icon
DuPont de Nemours
DD
+$207M
2
AAPL icon
Apple
AAPL
+$89.2M
3
GG
Goldcorp Inc
GG
+$56.2M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$53.1M
5
JPM icon
JPMorgan Chase
JPM
+$47.4M

Sector Composition

Rank Sector Weight
1 Technology 17.74%
2 Financials 15.34%
3 Healthcare 12.56%
4 Consumer Discretionary 10.45%
5 Communication Services 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ATCO
2201
DELISTED
Atlas Corp.
ATCO
$377K ﹤0.01%
38,411
– –
RETA
2202
DELISTED
Reata Pharmaceuticals, Inc. Class A Common Stock
RETA
$376K ﹤0.01%
3,979
+288
+8% +$24.9K
OSB
2203
DELISTED
Norbord Inc.
OSB
$376K ﹤0.01%
15,114
+1,805
+14% +$42.6K
ARES icon
2204
Ares Management
ARES
$32B
$371K ﹤0.01%
14,147
+10,719
+313% +$272K
TTSH
2205
DELISTED
Tile Shop Holdings
TTSH
$369K ﹤0.01%
92,317
– –
CWST icon
2206
Casella Waste Systems
CWST
$5.8B
$368K ﹤0.01%
9,284
+1,144
+14% +$42.9K
ASR icon
2207
Grupo Aeroportuario del Sureste
ASR
$8.29B
$366K ﹤0.01%
2,261
– –
FIT
2208
DELISTED
Fitbit, Inc. Class A common stock
FIT
$361K ﹤0.01%
81,908
+2,821
+4% +$14.2K
WASH icon
2209
Washington Trust Bancorp
WASH
$766M
$360K ﹤0.01%
6,893
+159
+2% +$8.08K
IWB icon
2210
iShares Russell 1000 ETF
IWB
$49.9B
$359K ﹤0.01%
2,200
+550
+33% +$88.1K
ATRA icon
2211
Atara Biotherapeutics
ATRA
$79.5M
$356K ﹤0.01%
708
+28
+4% +$19.8K
FVRR icon
2212
Fiverr
FVRR
$347M
$356K ﹤0.01%
+12,000
New +$367K
PRIM icon
2213
Primoris Services
PRIM
$4.87B
$355K ﹤0.01%
16,927
+445
+3% +$9.12K
RDUS
2214
DELISTED
Radius Recycling
RDUS
$348K ﹤0.01%
13,310
– –
ADT icon
2215
ADT
ADT
$5.67B
$344K ﹤0.01%
56,335
+5,075
+10% +$32.3K
HBM icon
2216
Hudbay
HBM
$11B
$343K ﹤0.01%
63,231
+2,004
+3% +$11.9K
HCC icon
2217
Warrior Met Coal
HCC
$4.35B
$343K ﹤0.01%
13,128
+1,513
+13% +$43.1K
CDE icon
2218
Coeur Mining
CDE
$17B
$341K ﹤0.01%
78,547
+7,127
+10% +$25.1K
ENIA
2219
DELISTED
Enel Amricas S.A. American Depositary Shares (Each representing 50 shares of Common Stock)
ENIA
$340K ﹤0.01%
38,322
+5,691
+17% +$47.9K
TBPH icon
2220
Theravance Biopharma
TBPH
$875M
$339K ﹤0.01%
20,790
+500
+2% +$10.1K
RESI
2221
DELISTED
Front Yard Residential Corporation Common Stock
RESI
$337K ﹤0.01%
27,556
+686
+3% +$7.43K
HASI icon
2222
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$4.99B
$336K ﹤0.01%
11,914
+750
+7% +$19.9K
NTRA icon
2223
Natera
NTRA
$39.3B
$335K ﹤0.01%
12,125
+5,942
+96% +$131K
GPRO icon
2224
GoPro
GPRO
$133M
$334K ﹤0.01%
61,182
+2,029
+3% +$12.9K
WMK icon
2225
Weis Markets
WMK
$1.96B
$329K ﹤0.01%
9,039
– –
87 88
89
90 91

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Legal & General Group's Q2 2019 Portfolio in Review

As of Q2 2019, Legal & General Group held 3,532 positions worth $186B, up 6.1% from $175B the previous quarter. Its ten largest holdings account for 16% of the portfolio.

Legal & General Group's Q2 2019 filing shows 182 new, 1,889 increased, 672 reduced and 40 closed positions. Its largest new stake was Dow Inc: 4,294,708 shares worth $212M. The largest sale was DuPont de Nemours, an estimated $207M.

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

  • Legal & General Group's largest Q2 2019 buy was Dow Inc: 4,294,708 shares worth $212M.
  • Legal & General Group added most to Alibaba in Q2 2019, an estimated $90.5M increase.
  • Legal & General Group's biggest Q2 2019 reduction was DuPont de Nemours, cutting an estimated $207M.
  • Legal & General Group fully exited Goldcorp Inc in Q2 2019, selling an estimated $56.2M.
  • Legal & General Group's ten largest holdings make up 16% of its $186B portfolio in Q2 2019.
  • Legal & General Group opened 182 new positions and closed 40 in Q2 2019.
  • Legal & General Group's portfolio value rose 6.1% quarter-over-quarter to $186B.

Based on Legal & General Group's 13F filing for Q2 2019, filed 14 Aug 2019.