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 | |
|---|---|---|---|---|---|---|
2201
monday.com
MNDY
$3.94B
| $797K | ﹤0.01% |
5,585
| – | – |
|
2202
Amylyx Pharmaceuticals
AMLX
$2.54B
| $794K | ﹤0.01% |
27,052
+22,029
| +439% | +$765K |
|
|
ITOS
2203
DELISTED
iTeos Therapeutics
ITOS
| $791K | ﹤0.01% |
58,125
-940
| -2% | -$16.8K |
|
2204
International Seaways
INSW
$4.57B
| $788K | ﹤0.01% |
18,895
+4,284
| +29% | +$181K |
|
2205
IonQ
IONQ
$16.6B
| $787K | ﹤0.01% |
128,024
+27,565
| +27% | +$129K |
|
2206
KB Financial Group
KB
$43.5B
| $783K | ﹤0.01% |
21,512
| – | – |
|
|
BWIN
2207
Baldwin Insurance Group
BWIN
$2.86B
| $782K | ﹤0.01% |
30,717
+7,119
| +30% | +$198K |
|
2208
Hudbay
HBM
$12.3B
| $775K | ﹤0.01% |
147,957
+3,709
| +3% | +$19.5K |
|
2209
Liquidity Services
LQDT
$1.32B
| $773K | ﹤0.01% |
58,719
-6,807
| -10% | -$92.6K |
|
2210
V2X
VVX
$2.65B
| $772K | ﹤0.01% |
19,431
+4,639
| +31% | +$198K |
|
2211
Phibro Animal Health
PAHC
$1.39B
| $767K | ﹤0.01% |
50,089
-299
| -0.6% | -$4.57K |
|
2212
dLocal
DLO
$4.24B
| $763K | ﹤0.01% |
47,055
-31,418
| -40% | -$495K |
|
|
EBIX
2213
DELISTED
Ebix Inc
EBIX
| $763K | ﹤0.01% |
57,848
-740
| -1% | -$12.9K |
|
2214
i3 Verticals
IIIV
$342M
| $758K | ﹤0.01% |
30,908
+4,371
| +16% | +$115K |
|
|
BBBY
2215
Bed Bath & Beyond
BBBY
$442M
| $754K | ﹤0.01% |
40,931
+2,430
| +6% | +$45.3K |
|
2216
RE/MAX Holdings
RMAX
$242M
| $752K | ﹤0.01% |
40,101
-5,183
| -11% | -$103K |
|
|
EGRX
2217
DELISTED
Eagle Pharmaceuticals, Inc.
EGRX
| $749K | ﹤0.01% |
26,416
-441
| -2% | -$13.1K |
|
2218
Adecoagro
AGRO
$1.36B
| $747K | ﹤0.01% |
92,395
| – | – |
|
2219
Iovance Biotherapeutics
IOVA
$2.87B
| $742K | ﹤0.01% |
121,479
-7,398
| -6% | -$51K |
|
|
BIG
2220
DELISTED
Big Lots, Inc.
BIG
| $741K | ﹤0.01% |
67,605
-16,774
| -20% | -$254K |
|
|
EVRI
2221
DELISTED
Everi Holdings
EVRI
| $741K | ﹤0.01% |
43,188
+8,647
| +25% | +$150K |
|
2222
Krystal Biotech
KRYS
$9.66B
| $740K | ﹤0.01% |
9,249
+2,129
| +30% | +$167K |
|
2223
Enterprise Financial Services Corp
EFSC
$2.39B
| $738K | ﹤0.01% |
16,546
+1,398
| +9% | +$71.5K |
|
2224
Riot Platforms
RIOT
$7.76B
| $737K | ﹤0.01% |
73,770
+10,855
| +17% | +$70.6K |
|
2225
Corebridge Financial
CRBG
$15B
| $725K | ﹤0.01% |
45,229
-275,233
| -86% | -$5.39M |
|
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.