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 | |
|---|---|---|---|---|---|---|
2251
Rocket Lab Corp
RKLB
$51.8B
| $658K | ﹤0.01% |
162,935
+40,813
| +33% | +$183K |
|
2252
AerSale
ASLE
$279M
| $658K | ﹤0.01% |
38,191
+9,067
| +31% | +$161K |
|
2253
Hillman Solutions
HLMN
$1.79B
| $658K | ﹤0.01% |
78,093
+38,909
| +99% | +$339K |
|
|
AAN
2254
DELISTED
The Aaron's Company Inc
AAN
| $655K | ﹤0.01% |
67,778
-7,953
| -11% | -$102K |
|
2255
Preformed Line Products
PLPC
$2.28B
| $646K | ﹤0.01% |
5,044
+4,784
| +1,840% | +$475K |
|
|
GOOS
2256
Canada Goose Holdings
GOOS
$856M
| $645K | ﹤0.01% |
33,582
+1,019
| +3% | +$20.1K |
|
2257
Gray Television
GTN
$552M
| $637K | ﹤0.01% |
73,017
+2,019
| +3% | +$22.5K |
|
2258
Levi Strauss
LEVI
$9.39B
| $635K | ﹤0.01% |
34,840
+10,072
| +41% | +$173K |
|
2259
Petco
WOOF
$794M
| $632K | ﹤0.01% |
70,244
+3,972
| +6% | +$41.1K |
|
2260
Inogen
INGN
$164M
| $631K | ﹤0.01% |
50,542
-5,771
| -10% | -$110K |
|
2261
iShares Core S&P 500 ETF
IVV
$904B
| $631K | ﹤0.01% |
1,534
| – | – |
|
2262
Napco Security Technologies
NSSC
$1.48B
| $626K | ﹤0.01% |
16,650
+4,356
| +35% | +$139K |
|
2263
Atlanta Braves Holdings Series A
BATRA
$3.43B
| $625K | ﹤0.01% |
18,083
+212
| +1% | +$7.25K |
|
2264
Zeta Global
ZETA
$6.69B
| $621K | ﹤0.01% |
57,340
+14,798
| +35% | +$143K |
|
2265
Opko Health
OPK
$1.02B
| $620K | ﹤0.01% |
424,403
+25,428
| +6% | +$32.7K |
|
2266
Federal Agricultural Mortgage
AGM
$2.56B
| $618K | ﹤0.01% |
4,640
+260
| +6% | +$34.1K |
|
2267
Stem
STEM
$52.7M
| $617K | ﹤0.01% |
5,440
+57
| +1% | +$9.66K |
|
2268
Theravance Biopharma
TBPH
$877M
| $616K | ﹤0.01% |
56,795
+1,404
| +3% | +$14.8K |
|
|
TA
2269
DELISTED
TravelCenters of America LLC
TA
| $614K | ﹤0.01% |
7,099
+2,034
| +40% | +$134K |
|
2270
Syndax Pharmaceuticals
SNDX
$1.82B
| $613K | ﹤0.01% |
29,008
+7,748
| +36% | +$193K |
|
|
ZYXI
2271
DELISTED
Zynex
ZYXI
| $612K | ﹤0.01% |
51,003
+4,042
| +9% | +$52.8K |
|
2272
Hims & Hers Health
HIMS
$7.31B
| $610K | ﹤0.01% |
61,455
+2,920
| +5% | +$25.6K |
|
|
BRSP
2273
BrightSpire Capital
BRSP
$648M
| $610K | ﹤0.01% |
103,321
+9,472
| +10% | +$64.9K |
|
2274
PhenixFIN
PFX
$90M
| $609K | ﹤0.01% |
16,577
| – | – |
|
2275
TFS Financial
TFSL
$4.93B
| $605K | ﹤0.01% |
47,929
+3,118
| +7% | +$43.5K |
|
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.