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 | |
|---|---|---|---|---|---|---|
2226
Bank of N.T. Butterfield & Son
NTB
$2.45B
| $722K | ﹤0.01% |
26,754
+120
| +0.5% | +$3.83K |
|
2227
Live Oak Bancshares
LOB
$1.97B
| $718K | ﹤0.01% |
29,405
+826
| +3% | +$25.9K |
|
|
INFN
2228
DELISTED
Infinera Corporation Common Stock
INFN
| $717K | ﹤0.01% |
92,414
+9,515
| +11% | +$69.2K |
|
2229
Kforce
KFRC
$1.06B
| $715K | ﹤0.01% |
11,304
+909
| +9% | +$54K |
|
|
SILK
2230
DELISTED
Silk Road Medical, Inc. Common Stock
SILK
| $714K | ﹤0.01% |
18,258
+2,119
| +13% | +$104K |
|
|
LPRO
2231
DELISTED
Open Lending Corp
LPRO
| $708K | ﹤0.01% |
100,614
+3,780
| +4% | +$29.4K |
|
2232
Sinclair Inc
SBGI
$1.03B
| $706K | ﹤0.01% |
41,134
+973
| +2% | +$16.9K |
|
2233
LendingTree
TREE
$451M
| $705K | ﹤0.01% |
26,450
-303
| -1% | -$9.94K |
|
2234
1st Source
SRCE
$2.12B
| $704K | ﹤0.01% |
16,320
+778
| +5% | +$38K |
|
2235
Opendoor
OPEN
$3.38B
| $699K | ﹤0.01% |
410,674
+12,549
| +3% | +$20.7K |
|
|
QVCGA
2236
DELISTED
QVC Group Inc Series A
QVCGA
| $698K | ﹤0.01% |
14,138
+193
| +1% | +$17.3K |
|
2237
ACV Auctions
ACVA
$1.3B
| $697K | ﹤0.01% |
53,994
+12,938
| +32% | +$141K |
|
2238
Zumiez
ZUMZ
$339M
| $691K | ﹤0.01% |
37,472
-451
| -1% | -$10.4K |
|
|
JKS
2239
JinkoSolar
JKS
$891M
| $683K | ﹤0.01% |
13,388
-1,000
| -7% | -$52.4K |
|
2240
Columbia Financial
CLBK
$1.13B
| $682K | ﹤0.01% |
37,327
+7,555
| +25% | +$153K |
|
2241
World Acceptance Corp
WRLD
$873M
| $681K | ﹤0.01% |
8,177
+10
| +0.1% | +$872 |
|
2242
Cimpress
CMPR
$2.31B
| $681K | ﹤0.01% |
15,531
+597
| +4% | +$20.4K |
|
2243
Repay Holdings
RPAY
$327M
| $680K | ﹤0.01% |
103,630
+13,519
| +15% | +$111K |
|
2244
Celldex Therapeutics
CLDX
$3.28B
| $677K | ﹤0.01% |
18,821
+1,606
| +9% | +$69.3K |
|
2245
Hayward Holdings
HAYW
$3.36B
| $677K | ﹤0.01% |
57,762
+1,153
| +2% | +$14.1K |
|
2246
Zentalis Pharmaceuticals
ZNTL
$302M
| $675K | ﹤0.01% |
39,271
+1,158
| +3% | +$23.5K |
|
|
SCS
2247
DELISTED
Steelcase
SCS
| $674K | ﹤0.01% |
80,080
-1,139
| -1% | -$8.74K |
|
2248
Recursion Pharmaceuticals
RXRX
$1.73B
| $671K | ﹤0.01% |
100,550
+6,580
| +7% | +$52.2K |
|
2249
Ingles Markets
IMKTA
$1.67B
| $663K | ﹤0.01% |
7,474
-392
| -5% | -$36.4K |
|
2250
Seneca Foods Class A
SENEA
$1.21B
| $662K | ﹤0.01% |
12,663
-118
| -0.9% | -$6.78K |
|
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.