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Legal & General Group

Legal & General Group Portfolio holdings

AUM $432B
1-Year Est. Return 29.4%
 

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.

This Quarter Est. Return
+15.31%
1 Year Est. Return
+29.4%
3 Year Est. Return
+97.7%
5 Year Est. Return
+129.51%
10 Year Est. Return
+472.83%
AUM
$255B
AUM Growth
+$31.6B
Cap. Flow
+$3.27B
Cap. Flow %
1.28%
Top 10 Hldgs %
20.95%
Holding
3,536
New
99
Increased
1,353
Reduced
1,205
Closed
58

Top Buys

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$278M
2
TSLA icon
Tesla
TSLA
+$190M
3
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$155M
4
AMZN icon
Amazon
AMZN
+$101M
5
SCHW
Charles Schwab
SCHW
+$91.9M

Top Sells

Rank Stock Value
1
BABA icon
Alibaba
BABA
+$103M
2
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$75.8M
3
ETFC
E*Trade Financial Corporation
ETFC
+$70.9M
4
PFE icon
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
VTLE
2276
DELISTED
Vital Energy
VTLE
$462K ﹤0.01%
23,433
-875
-4% -$11.3K
ATEC icon
2277
Alphatec Holdings
ATEC
$1.44B
$459K ﹤0.01%
31,604
+2,772
+10% +$29.3K
SRCE icon
2278
1st Source
SRCE
$2.12B
$454K ﹤0.01%
11,264
– –
ARVN icon
2279
Arvinas
ARVN
$572M
$453K ﹤0.01%
+5,329
New +$184K
SILK
2280
DELISTED
Silk Road Medical, Inc. Common Stock
SILK
$452K ﹤0.01%
7,187
-29
-0.4% -$1.8K
LOB icon
2281
Live Oak Bancshares
LOB
$1.97B
$451K ﹤0.01%
9,506
– –
BRSP
2282
BrightSpire Capital
BRSP
$648M
$450K ﹤0.01%
60,041
-442
-0.7% -$2.87K
OCUL icon
2283
Ocular Therapeutix
OCUL
$2.02B
$445K ﹤0.01%
21,460
+14,243
+197% +$212K
ACCO icon
2284
Acco Brands
ACCO
$407M
$442K ﹤0.01%
52,309
-25,674
-33% -$186K
LILA icon
2285
Liberty Latin America Class A
LILA
$1.67B
$442K ﹤0.01%
58,393
-2,788
-5% -$20.7K
ALEC icon
2286
Alector
ALEC
$199M
$432K ﹤0.01%
28,511
– –
BELFB
2287
Bel Fuse Inc Class B
BELFB
$4.21B
$431K ﹤0.01%
28,577
-574
-2% -$7.72K
WLL
2288
DELISTED
Whiting Petroleum Corporation
WLL
$431K ﹤0.01%
17,249
-1,537
-8% -$30.8K
NOVA
2289
DELISTED
Sunnova Energy
NOVA
$429K ﹤0.01%
9,505
+2,656
+39% +$92.1K
SGMO
2290
DELISTED
SANGAMO THERAPEUTICS INC
SGMO
$426K ﹤0.01%
27,272
-169
-0.6% -$1.98K
SRNE
2291
DELISTED
Sorrento Therapeutics, Inc.
SRNE
$425K ﹤0.01%
62,325
+7,106
+13% +$57.1K
CELH icon
2292
Celsius Holdings
CELH
$7.03B
$421K ﹤0.01%
25,065
+12,834
+105% +$128K
ZUO
2293
DELISTED
Zuora, Inc.
ZUO
$415K ﹤0.01%
29,818
-2,511
-8% -$28.5K
ROCC
2294
DELISTED
Ranger Oil Corporation Class A Common Stock
ROCC
$414K ﹤0.01%
40,774
– –
TARO
2295
DELISTED
Taro Pharmaceutical Industries Ltd.
TARO
$410K ﹤0.01%
5,578
+634
+13% +$40.8K
SPT icon
2296
Sprout Social
SPT
$621M
$408K ﹤0.01%
8,984
+4,666
+108% +$222K
TBIO
2297
DELISTED
Translate Bio, Inc. Common Stock
TBIO
$408K ﹤0.01%
22,140
-136
-0.6% -$2.43K
KOS icon
2298
Kosmos Energy
KOS
$1.48B
$407K ﹤0.01%
172,947
-1,613
-0.9% -$2.55K
ATSG
2299
DELISTED
Air Transport Services Group
ATSG
$406K ﹤0.01%
12,940
-176
-1% -$5.14K
KNL
2300
DELISTED
Knoll, Inc.
KNL
$403K ﹤0.01%
27,409
– –
90 91
92
93 94

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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.