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
|
+$403M |
| 2 |
Apple
AAPL
|
+$376M |
| 3 |
Tesla
TSLA
|
+$320M |
| 4 |
Amazon
AMZN
|
+$301M |
| 5 |
Johnson & Johnson
JNJ
|
+$169M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Canadian Pacific Kansas City
CP
|
+$469M |
| 2 |
Thomson Reuters
TRI
|
+$127M |
| 3 |
Chevron
CVX
|
+$93.7M |
| 4 |
SJR
Shaw Communications Inc.
SJR
|
+$67.2M |
| 5 |
iShares MSCI India ETF
INDA
|
+$52.4M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 28.75% |
| 2 | Healthcare | 13.35% |
| 3 | Financials | 11.75% |
| 4 | Consumer Discretionary | 10.07% |
| 5 | Industrials | 7.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2326
Atlanta Braves Holdings Series A
BATRA
$3.43B
| $740K | ﹤0.01% |
18,083
| – | – |
|
2327
Tilray
TLRY
$622M
| $738K | ﹤0.01% |
47,341
| – | – |
|
|
ESMT
2328
DELISTED
EngageSmart, Inc.
ESMT
| $736K | ﹤0.01% |
38,559
+33,431
| +652% | +$595K |
|
|
PLYA
2329
DELISTED
Playa Hotels & Resorts
PLYA
| $733K | ﹤0.01% |
90,013
+36,340
| +68% | +$330K |
|
2330
CRA International
CRAI
$1.06B
| $729K | ﹤0.01% |
7,147
+2,706
| +61% | +$273K |
|
2331
Vertex
VERX
$1.94B
| $729K | ﹤0.01% |
37,384
+17,819
| +91% | +$376K |
|
2332
Keros Therapeutics
KROS
$221M
| $727K | ﹤0.01% |
18,096
+8,549
| +90% | +$375K |
|
2333
Cadre Holdings
CDRE
$1.41B
| $726K | ﹤0.01% |
33,324
+5,235
| +19% | +$111K |
|
2334
Polestar Automotive Holding UK
PSNY
$2.06B
| $723K | ﹤0.01% |
+6,319
| New | +$681K |
|
2335
Kymera Therapeutics
KYMR
$8.94B
| $719K | ﹤0.01% |
31,262
-3,753
| -11% | -$108K |
|
2336
ZipRecruiter
ZIP
$423M
| $715K | ﹤0.01% |
40,249
+19,702
| +96% | +$324K |
|
2337
Beyond Meat
BYND
$277M
| $714K | ﹤0.01% |
55,031
+1,107
| +2% | +$14.1K |
|
2338
Warby Parker
WRBY
$3.27B
| $714K | ﹤0.01% |
61,060
+30,829
| +102% | +$351K |
|
2339
Phibro Animal Health
PAHC
$1.39B
| $714K | ﹤0.01% |
52,088
+1,999
| +4% | +$28.6K |
|
|
RDUS
2340
DELISTED
Radius Recycling
RDUS
| $711K | ﹤0.01% |
23,707
+10,134
| +75% | +$305K |
|
2341
SkinHealth Systems
SKIN
$85.7M
| $706K | ﹤0.01% |
84,291
-1,801
| -2% | -$18.7K |
|
2342
Quanterix
QTRX
$190M
| $704K | ﹤0.01% |
31,234
+15,200
| +95% | +$271K |
|
2343
Rhythm Pharmaceuticals
RYTM
$7.96B
| $703K | ﹤0.01% |
42,653
+25,534
| +149% | +$461K |
|
|
EB
2344
DELISTED
Eventbrite
EB
| $703K | ﹤0.01% |
73,647
+32,395
| +79% | +$255K |
|
2345
Globalstar
GSAT
$10.8B
| $700K | ﹤0.01% |
43,191
+20,305
| +89% | +$326K |
|
2346
OceanFirst Financial
OCFC
$1.91B
| $698K | ﹤0.01% |
44,686
+19,411
| +77% | +$303K |
|
|
MRC
2347
DELISTED
MRC Global
MRC
| $697K | ﹤0.01% |
69,263
+28,420
| +70% | +$269K |
|
2348
AerSale
ASLE
$279M
| $694K | ﹤0.01% |
47,239
+9,048
| +24% | +$145K |
|
|
SP
2349
DELISTED
SP Plus Corporation
SP
| $689K | ﹤0.01% |
17,626
+6,242
| +55% | +$225K |
|
2350
Wipro
WIT
$20B
| $689K | ﹤0.01% |
291,654
+243,570
| +507% | +$566K |
|
Similar funds
Legal & General Group's Q2 2023 Portfolio in Review
As of Q2 2023, Legal & General Group held 3,624 positions worth $307B, up 9.9% from $280B the previous quarter. Its ten largest holdings account for 26% of the portfolio.
Legal & General Group's Q2 2023 filing shows 248 new, 1,958 increased, 995 reduced and 215 closed positions. Its largest new stake was Eos Energy Enterprises: 8,222,102 shares worth $35.7M. The largest sale was Canadian Pacific Kansas City, an estimated $469M.
By sector, the portfolio is most concentrated in Technology at 29% of assets, up from 26% a quarter earlier, followed by Healthcare and Financials.
- Legal & General Group's largest Q2 2023 buy was Eos Energy Enterprises: 8,222,102 shares worth $35.7M.
- Legal & General Group added most to Microsoft in Q2 2023, an estimated $403M increase.
- Legal & General Group's biggest Q2 2023 reduction was Thomson Reuters, cutting an estimated $127M.
- Legal & General Group fully exited Canadian Pacific Kansas City in Q2 2023, selling an estimated $469M.
- Legal & General Group's ten largest holdings make up 26% of its $307B portfolio in Q2 2023.
- Legal & General Group opened 248 new positions and closed 215 in Q2 2023.
- Legal & General Group's portfolio value rose 9.9% quarter-over-quarter to $307B.
Based on Legal & General Group's 13F filing for Q2 2023, filed 14 Aug 2023.