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 |
ExxonMobil
XOM
|
+$1.84B |
| 2 |
Apple
AAPL
|
+$1.78B |
| 3 |
Microsoft
MSFT
|
+$1.13B |
| 4 |
GE Aerospace
GE
|
+$1.12B |
| 5 |
Chevron
CVX
|
+$1.11B |
Top Sells
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 16.71% |
| 2 | Technology | 12.47% |
| 3 | Healthcare | 12.36% |
| 4 | Energy | 10.72% |
| 5 | Consumer Staples | 9.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
RAI
201
DELISTED
Reynolds American Inc
RAI
| $85.1M | 0.12% |
+3,517,256
| New | +$83.3M |
|
202
Salesforce
CRM
$154B
| $85M | 0.12% |
+2,225,027
| New | +$91.8M |
|
203
Las Vegas Sands
LVS
$32.2B
| $84.6M | 0.12% |
+1,598,163
| New | +$89.4M |
|
204
PACCAR
PCAR
$70.5B
| $84.5M | 0.12% |
+2,360,751
| New | +$81.4M |
|
205
Waste Management
WM
$95B
| $84.3M | 0.12% |
+2,089,081
| New | +$84.4M |
|
206
Franklin Resources
BEN
$16.8B
| $83.6M | 0.12% |
+1,842,942
| New | +$93.8M |
|
207
Becton Dickinson
BDX
$46.4B
| $83.4M | 0.12% |
+865,477
| New | +$82.5M |
|
|
PPL
208
PPL Corp
PPL
$26.9B
| $83.4M | 0.12% |
+2,959,688
| New | +$85.5M |
|
209
Macy's
M
$6.51B
| $83.1M | 0.11% |
+1,731,995
| New | +$80.4M |
|
|
PXD
210
DELISTED
Pioneer Natural Resource Co.
PXD
| $82.3M | 0.11% |
+568,356
| New | +$75.9M |
|
211
Cognizant
CTSH
$26.5B
| $81.6M | 0.11% |
+2,606,754
| New | +$86.6M |
|
212
Public Service Enterprise Group
PEG
$38.7B
| $80.9M | 0.11% |
+2,477,358
| New | +$84.7M |
|
213
Stryker
SYK
$135B
| $79.9M | 0.11% |
+1,235,767
| New | +$82M |
|
214
Eversource Energy
ES
$28.1B
| $79.8M | 0.11% |
+1,899,357
| New | +$82.1M |
|
|
GG
215
DELISTED
Goldcorp Inc
GG
| $79.5M | 0.11% |
+3,210,272
| New | +$90.9M |
|
|
STI
216
DELISTED
SunTrust Banks, Inc.
STI
| $78.9M | 0.11% |
+2,500,258
| New | +$75.8M |
|
217
Applied Materials
AMAT
$347B
| $78.8M | 0.11% |
+5,283,098
| New | +$76.7M |
|
218
T. Rowe Price
TROW
$25.5B
| $78.3M | 0.11% |
+1,070,700
| New | +$79.9M |
|
219
Cardinal Health
CAH
$53.7B
| $77.5M | 0.11% |
+1,642,453
| New | +$75M |
|
|
WFM
220
DELISTED
Whole Foods Market Inc
WFM
| $76.7M | 0.11% |
+1,489,804
| New | +$71.9M |
|
221
FirstEnergy
FE
$28.4B
| $76.2M | 0.11% |
+2,041,227
| New | +$85.9M |
|
222
Sun Life Financial
SLF
$45.6B
| $76M | 0.11% |
+2,574,580
| New | +$73.3M |
|
223
Cencora
COR
$62B
| $75.9M | 0.1% |
+1,362,212
| New | +$73.9M |
|
|
ALXN
224
DELISTED
Alexion Pharmaceuticals
ALXN
| $75.9M | 0.1% |
+822,666
| New | +$79.3M |
|
225
Canadian Pacific Kansas City
CP
$81B
| $75.3M | 0.1% |
+3,115,960
| New | +$78.4M |
|
Similar funds
Legal & General Group's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Legal & General Group, which disclosed 1,272 positions worth $72.4B. Its ten largest holdings account for 17% of the portfolio.
Its largest position is ExxonMobil: 20,478,679 shares worth $1.85B.
By sector, the portfolio is most concentrated in Financials at 17% of assets, followed by Technology and Healthcare.
- Legal & General Group's largest Q2 2013 buy was ExxonMobil: 20,478,679 shares worth $1.85B.
- Legal & General Group's ten largest holdings make up 17% of its $72.4B portfolio in Q2 2013.
- Legal & General Group disclosed 1,272 positions in Q2 2013, its first 13F filing on record.
Based on Legal & General Group's 13F filing for Q2 2013, filed 1 Aug 2013.