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 | |
|---|---|---|---|---|---|---|
2326
Seaboard Corp
SEB
$4.06B
| $467K | ﹤0.01% |
124
+12
| +11% | +$46.5K |
|
2327
OceanFirst Financial
OCFC
$1.91B
| $467K | ﹤0.01% |
25,275
+1,358
| +6% | +$30.1K |
|
2328
American Well
AMWL
$230M
| $464K | ﹤0.01% |
9,830
+324
| +3% | +$20.8K |
|
2329
Douglas Elliman
DOUG
$162M
| $461K | ﹤0.01% |
155,632
-20,324
| -12% | -$81K |
|
2330
Novavax
NVAX
$1.31B
| $461K | ﹤0.01% |
66,451
-4,926
| -7% | -$45.3K |
|
2331
Dutch Bros
BROS
$9.26B
| $460K | ﹤0.01% |
14,557
+7,649
| +111% | +$259K |
|
2332
Ecovyst
ECVT
$1.14B
| $460K | ﹤0.01% |
41,611
+13,812
| +50% | +$143K |
|
|
OPTU
2333
Optimum Communications Inc
OPTU
$301M
| $458K | ﹤0.01% |
134,044
+8,626
| +7% | +$36.7K |
|
2334
LegalZoom.com
LZ
$988M
| $458K | ﹤0.01% |
48,785
-137
| -0.3% | -$1.16K |
|
2335
Claros Mortgage Trust
CMTG
$274M
| $458K | ﹤0.01% |
39,272
+3,032
| +8% | +$43.5K |
|
|
ATRI
2336
DELISTED
Atrion Corp
ATRI
| $457K | ﹤0.01% |
728
+36
| +5% | +$23K |
|
2337
Entravision Communication
EVC
$1.1B
| $456K | ﹤0.01% |
75,439
+68,708
| +1,021% | +$426K |
|
2338
Pliant Therapeutics
PLRX
$65M
| $455K | ﹤0.01% |
17,107
+7,381
| +76% | +$210K |
|
2339
Suzano
SUZ
$10.1B
| $453K | ﹤0.01% |
55,121
| – | – |
|
|
RNAM
2340
DELISTED
Avidity Biosciences
RNAM
| $452K | ﹤0.01% |
29,461
+7,291
| +33% | +$160K |
|
|
DICE
2341
DELISTED
DICE Therapeutics, Inc. Common Stock
DICE
| $452K | ﹤0.01% |
15,775
+1,437
| +10% | +$42.6K |
|
2342
GCM Grosvenor
GCMG
$820M
| $452K | ﹤0.01% |
57,848
+52,793
| +1,044% | +$438K |
|
2343
National Healthcare
NHC
$3.38B
| $450K | ﹤0.01% |
7,744
+2,325
| +43% | +$134K |
|
2344
Joby Aviation
JOBY
$8.55B
| $450K | ﹤0.01% |
103,607
+30,340
| +41% | +$126K |
|
|
LBAI
2345
DELISTED
Lakeland Bancorp Inc
LBAI
| $449K | ﹤0.01% |
28,698
+1,992
| +7% | +$36.2K |
|
|
CCF
2346
DELISTED
Chase Corporation
CCF
| $448K | ﹤0.01% |
4,279
+434
| +11% | +$41.6K |
|
2347
Barrett Business Services
BBSI
$804M
| $447K | ﹤0.01% |
20,168
+6,248
| +45% | +$146K |
|
2348
Intercorp Financial Services
IFS
$6.55B
| $447K | ﹤0.01% |
19,583
-239
| -1% | -$5.62K |
|
2349
Fluence Energy
FLNC
$2.44B
| $446K | ﹤0.01% |
22,000
+7,305
| +50% | +$145K |
|
2350
El Pollo Loco
LOCO
$462M
| $444K | ﹤0.01% |
46,251
+143
| +0.3% | +$1.63K |
|
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.