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 | |
|---|---|---|---|---|---|---|
2276
Cadre Holdings
CDRE
$1.41B
| $605K | ﹤0.01% |
28,089
+11,567
| +70% | +$250K |
|
|
ALX
2277
Alexander's
ALX
$1.41B
| $594K | ﹤0.01% |
3,067
+1,247
| +69% | +$270K |
|
2278
SFL Corp
SFL
$1.61B
| $592K | ﹤0.01% |
62,364
-10,930
| -15% | -$108K |
|
|
MODN
2279
DELISTED
MODEL N, INC.
MODN
| $591K | ﹤0.01% |
17,658
+922
| +6% | +$33.6K |
|
2280
FIGS
FIGS
$2.37B
| $591K | ﹤0.01% |
95,477
+1,168
| +1% | +$8.99K |
|
2281
Leonardo DRS
DRS
$12B
| $584K | ﹤0.01% |
45,063
+33,843
| +302% | +$437K |
|
2282
Sterling Infrastructure
STRL
$16.7B
| $580K | ﹤0.01% |
15,312
+4,043
| +36% | +$148K |
|
|
DO
2283
DELISTED
Diamond Offshore Drilling, Inc.
DO
| $579K | ﹤0.01% |
48,116
+11,923
| +33% | +$137K |
|
2284
Construction Partners
ROAD
$6.77B
| $577K | ﹤0.01% |
21,418
+5,432
| +34% | +$148K |
|
|
LGF.A
2285
DELISTED
Lions Gate Entertainment Corp. Class A Voting Shares
LGF.A
| $577K | ﹤0.01% |
52,084
+5,265
| +11% | +$47.4K |
|
2286
Malibu Boats
MBUU
$567M
| $575K | ﹤0.01% |
10,191
+487
| +5% | +$28.5K |
|
2287
Tredegar Corp
TG
$310M
| $575K | ﹤0.01% |
63,004
+2,183
| +4% | +$24.2K |
|
2288
TriCo Bancshares
TCBK
$1.83B
| $573K | ﹤0.01% |
13,788
+1,090
| +9% | +$52.5K |
|
|
MTTR
2289
DELISTED
Matterport, Inc. Class A Common Stock
MTTR
| $572K | ﹤0.01% |
209,544
+11,910
| +6% | +$36.4K |
|
|
RADI
2290
DELISTED
Radius Global Infrastructure, Inc. Class A Common Stock
RADI
| $568K | ﹤0.01% |
38,707
+9,411
| +32% | +$128K |
|
|
TDAY
2291
USA Today Co
TDAY
$1.06B
| $567K | ﹤0.01% |
303,142
-8,253
| -3% | -$19.3K |
|
|
SAVE
2292
DELISTED
Spirit Airlines, Inc.
SAVE
| $563K | ﹤0.01% |
32,800
+493
| +2% | +$9.21K |
|
2293
iShares TIPS Bond ETF
TIP
$14.7B
| $559K | ﹤0.01% |
5,070
+1,588
| +46% | +$172K |
|
2294
Danaos Corp
DAC
$2.56B
| $555K | ﹤0.01% |
10,159
+1,548
| +18% | +$87.8K |
|
2295
Washington Trust Bancorp
WASH
$741M
| $554K | ﹤0.01% |
15,974
+380
| +2% | +$16K |
|
|
CMRC
2296
Commerce.com Inc Series 1
CMRC
$184M
| $554K | ﹤0.01% |
61,926
+901
| +1% | +$9.13K |
|
2297
Revolve Group
RVLV
$1.73B
| $552K | ﹤0.01% |
20,994
+1,889
| +10% | +$48.8K |
|
2298
Mirion Technologies
MIR
$3.91B
| $549K | ﹤0.01% |
64,268
+17,852
| +38% | +$142K |
|
2299
Columbus McKinnon
CMCO
$584M
| $547K | ﹤0.01% |
14,707
+4,325
| +42% | +$157K |
|
2300
MannKind Corp
MNKD
$1.32B
| $546K | ﹤0.01% |
133,272
+45,138
| +51% | +$218K |
|
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.