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
|
+$278M |
| 2 |
Tesla
TSLA
|
+$190M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$155M |
| 4 |
Amazon
AMZN
|
+$101M |
| 5 |
SCHW
Charles Schwab
SCHW
|
+$91.9M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alibaba
BABA
|
+$103M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
+$75.8M |
| 3 |
ETFC
E*Trade Financial Corporation
ETFC
|
+$70.9M |
| 4 |
Pfizer
PFE
|
+$70.5M |
| 5 |
AMTD
TD Ameritrade Holding Corp
AMTD
|
+$64.4M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 23.77% |
| 2 | Financials | 12.8% |
| 3 | Healthcare | 12.45% |
| 4 | Consumer Discretionary | 12.23% |
| 5 | Communication Services | 9.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2226
MakeMyTrip
MMYT
$5.64B
| $585K | ﹤0.01% |
19,817
| – | – |
|
2227
Upstart Holdings
UPST
$3.03B
| $584K | ﹤0.01% |
+14,346
| New | +$589K |
|
|
LGF.A
2228
DELISTED
Lions Gate Entertainment Corp. Class A Voting Shares
LGF.A
| $584K | ﹤0.01% |
51,365
-14,208
| -22% | -$128K |
|
2229
Grupo Aeroportuario del Pacifico
PAC
$13.3B
| $578K | ﹤0.01% |
+5,185
| New | +$513K |
|
|
HEES
2230
DELISTED
H&E Equipment Services
HEES
| $577K | ﹤0.01% |
19,347
| – | – |
|
2231
Madrigal Pharmaceuticals
MDGL
$11.8B
| $577K | ﹤0.01% |
5,189
-14
| -0.3% | -$1.71K |
|
2232
Relay Therapeutics
RLAY
$4.33B
| $568K | ﹤0.01% |
13,671
-23,461
| -63% | -$1.06M |
|
2233
Bloom Energy
BE
$64.6B
| $561K | ﹤0.01% |
19,581
+5,359
| +38% | +$114K |
|
|
ACB
2234
Aurora Cannabis
ACB
$185M
| $559K | ﹤0.01% |
6,713
+806
| +14% | +$58.7K |
|
2235
Theravance Biopharma
TBPH
$877M
| $555K | ﹤0.01% |
31,265
| – | – |
|
2236
Atlanta Braves Holdings Series B
BATRK
$3.21B
| $550K | ﹤0.01% |
22,109
+1,590
| +8% | +$37.5K |
|
2237
Rocket Companies
RKT
$38.9B
| $550K | ﹤0.01% |
27,229
-1,185
| -4% | -$25K |
|
|
BBBY
2238
Bed Bath & Beyond
BBBY
$442M
| $548K | ﹤0.01% |
12,566
-116
| -0.9% | -$6.86K |
|
|
FRGI
2239
DELISTED
Fiesta Restaurant Group, Inc.
FRGI
| $547K | ﹤0.01% |
47,992
-805
| -2% | -$8.86K |
|
2240
Spok Holdings
SPOK
$241M
| $546K | ﹤0.01% |
49,112
-1,249
| -2% | -$12.3K |
|
|
CRON
2241
Cronos Group
CRON
$1.14B
| $543K | ﹤0.01% |
78,319
-275,650
| -78% | -$1.9M |
|
2242
GrafTech
EAF
$212M
| $541K | ﹤0.01% |
5,075
-1,746
| -26% | -$140K |
|
|
NGD
2243
DELISTED
New Gold Inc
NGD
| $539K | ﹤0.01% |
245,204
+12,667
| +5% | +$25.8K |
|
2244
PhenixFIN
PFX
$90M
| $538K | ﹤0.01% |
19,012
-2,236
| -11% | -$52.3K |
|
2245
AtriCure
ATRC
$2.11B
| $537K | ﹤0.01% |
9,657
-51
| -0.5% | -$2.21K |
|
2246
Maravai LifeSciences
MRVI
$919M
| $533K | ﹤0.01% |
+19,042
| New | +$530K |
|
|
RDUS
2247
DELISTED
Radius Health, Inc.
RDUS
| $532K | ﹤0.01% |
29,767
-130
| -0.4% | -$1.95K |
|
|
CHS
2248
DELISTED
Chicos FAS, Inc.
CHS
| $530K | ﹤0.01% |
333,078
-36,633
| -10% | -$50.8K |
|
2249
Array Technologies
ARRY
$855M
| $529K | ﹤0.01% |
+12,251
| New | +$494K |
|
|
EPZM
2250
DELISTED
Epizyme, Inc
EPZM
| $528K | ﹤0.01% |
48,675
-142
| -0.3% | -$1.75K |
|
Similar funds
Legal & General Group's Q4 2020 Portfolio in Review
As of Q4 2020, Legal & General Group held 3,536 positions worth $255B, up 14% from $224B the previous quarter. Its ten largest holdings account for 21% of the portfolio.
Trading was light in Q4 2020: portfolio turnover was 4.4%. Legal & General Group opened 99 new positions and exited 58, leaving the 3,536-position portfolio largely intact.
By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 23% a quarter earlier, followed by Financials and Healthcare.
- Legal & General Group's largest Q4 2020 buy was Apartment Income REIT Corp.: 1,079,162 shares worth $41.5M.
- Legal & General Group added most to Microsoft in Q4 2020, an estimated $278M increase.
- Legal & General Group's biggest Q4 2020 reduction was Alibaba, cutting an estimated $103M.
- Legal & General Group fully exited E*Trade Financial Corporation in Q4 2020, selling an estimated $70.9M.
- Legal & General Group's ten largest holdings make up 21% of its $255B portfolio in Q4 2020.
- Legal & General Group opened 99 new positions and closed 58 in Q4 2020.
- Legal & General Group's portfolio value rose 14% quarter-over-quarter to $255B.
Based on Legal & General Group's 13F filing for Q4 2020, filed 12 Feb 2021.