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 | |
|---|---|---|---|---|---|---|
2301
Alphatec Holdings
ATEC
$1.44B
| $537K | ﹤0.01% |
34,407
+1,369
| +4% | +$19.4K |
|
|
KDNY
2302
DELISTED
Chinook Therapeutics, Inc. Common Stock
KDNY
| $533K | ﹤0.01% |
23,024
+6,677
| +41% | +$159K |
|
2303
StepStone Group
STEP
$3.82B
| $529K | ﹤0.01% |
21,785
+1,438
| +7% | +$39.3K |
|
2304
Modine Manufacturing
MOD
$10.4B
| $524K | ﹤0.01% |
22,747
+5,925
| +35% | +$137K |
|
|
SQSP
2305
DELISTED
Squarespace, Inc.
SQSP
| $518K | ﹤0.01% |
16,317
+5,085
| +45% | +$126K |
|
|
PLYA
2306
DELISTED
Playa Hotels & Resorts
PLYA
| $515K | ﹤0.01% |
53,673
+18,819
| +54% | +$150K |
|
2307
Alignment Healthcare
ALHC
$2.98B
| $512K | ﹤0.01% |
80,458
+8,782
| +12% | +$83.7K |
|
2308
Uranium Energy
UEC
$5.57B
| $511K | ﹤0.01% |
177,560
+30,799
| +21% | +$111K |
|
2309
Expensify
EXFY
$245M
| $509K | ﹤0.01% |
62,463
+7,957
| +15% | +$70.8K |
|
2310
Gulfport Energy Corp
GPOR
$2.88B
| $508K | ﹤0.01% |
6,351
+1,581
| +33% | +$115K |
|
2311
Perimeter Solutions
PRM
$5.77B
| $507K | ﹤0.01% |
62,806
+3,483
| +6% | +$30K |
|
2312
Establishment Labs
ESTA
$2.28B
| $505K | ﹤0.01% |
7,456
+491
| +7% | +$33.7K |
|
2313
Viking Therapeutics
VKTX
$4B
| $505K | ﹤0.01% |
+30,309
| New | +$313K |
|
2314
Arqit Quantum
ARQQ
$399M
| $501K | ﹤0.01% |
14,196
+1,602
| +13% | +$75.8K |
|
2315
UFP Technologies
UFPT
$2.43B
| $492K | ﹤0.01% |
3,792
+1,112
| +41% | +$129K |
|
2316
Portillo's
PTLO
$321M
| $491K | ﹤0.01% |
22,968
+9,075
| +65% | +$191K |
|
|
VRNA
2317
DELISTED
Verona Pharma
VRNA
| $490K | ﹤0.01% |
24,376
-277
| -1% | -$5.98K |
|
2318
CRA International
CRAI
$1.06B
| $479K | ﹤0.01% |
4,441
+1,617
| +57% | +$190K |
|
2319
iShares Russell 2000 Growth ETF
IWO
$15B
| $476K | ﹤0.01% |
2,100
+1,300
| +163% | +$297K |
|
2320
Community Trust Bancorp
CTBI
$1.41B
| $474K | ﹤0.01% |
12,498
+461
| +4% | +$19.6K |
|
2321
Luxfer Holdings
LXFR
$458M
| $469K | ﹤0.01% |
27,750
-1,192
| -4% | -$19.1K |
|
2322
First Busey Corp
BUSE
$2.56B
| $469K | ﹤0.01% |
23,037
+1,208
| +6% | +$28.2K |
|
2323
PAR Technology
PAR
$735M
| $469K | ﹤0.01% |
13,796
+4,062
| +42% | +$135K |
|
2324
Future Fuel
FF
$223M
| $468K | ﹤0.01% |
63,450
-422
| -0.7% | -$3.63K |
|
|
TVRD
2325
Tvardi Therapeutics
TVRD
$23.4M
| $468K | ﹤0.01% |
2,649
-340
| -11% | -$114K |
|
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.