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 |
Alibaba
BABA
|
+$145M |
| 2 |
Nutrien
NTR
|
+$120M |
| 3 |
Baidu
BIDU
|
+$60.4M |
| 4 |
IPG Photonics
IPGP
|
+$48.7M |
| 5 |
Cadence Design Systems
CDNS
|
+$46.9M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$349M |
| 2 |
Microsoft
MSFT
|
+$231M |
| 3 |
JPMorgan Chase
JPM
|
+$149M |
| 4 |
Amazon
AMZN
|
+$131M |
| 5 |
ExxonMobil
XOM
|
+$129M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 16.85% |
| 2 | Technology | 16.63% |
| 3 | Healthcare | 12.26% |
| 4 | Consumer Discretionary | 9.93% |
| 5 | Industrials | 9.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2351
NovaGold Resources
NG
$3.33B
| $163K | ﹤0.01% |
37,607
| – | – |
|
2352
FerroAtlántica
GSM
$861M
| $161K | ﹤0.01% |
14,985
| – | – |
|
|
PRO
2353
DELISTED
PROS Holdings
PRO
| $160K | ﹤0.01% |
4,834
-1,984
| -29% | -$61.2K |
|
2354
Telkom Indonesia
TLK
$14.4B
| $160K | ﹤0.01% |
6,076
| – | – |
|
2355
iRhythm Holdings
IRTC
$4.03B
| $159K | ﹤0.01% |
2,527
-863
| -25% | -$53.4K |
|
|
RVNC
2356
DELISTED
Revance Therapeutics, Inc.
RVNC
| $159K | ﹤0.01% |
5,168
-638
| -11% | -$20.5K |
|
|
SPWR
2357
DELISTED
SunPower Corporation Common Stock
SPWR
| $159K | ﹤0.01% |
30,514
-6,812
| -18% | -$34.7K |
|
2358
Dropbox
DBX
$7.46B
| $158K | ﹤0.01% |
+5,000
| New | +$151K |
|
|
MTGE
2359
DELISTED
MTGE Investment Corp. Common Stock
MTGE
| $158K | ﹤0.01% |
8,841
-3,500
| -28% | -$61.9K |
|
2360
Regenxbio
RGNX
$707M
| $156K | ﹤0.01% |
5,236
-1,630
| -24% | -$47.4K |
|
2361
Columbus McKinnon
CMCO
$562M
| $154K | ﹤0.01% |
4,281
-1,168
| -21% | -$44.8K |
|
2362
Virtu Financial
VIRT
$4.93B
| $154K | ﹤0.01% |
4,670
-1,360
| -23% | -$35.2K |
|
|
CCF
2363
DELISTED
Chase Corporation
CCF
| $154K | ﹤0.01% |
1,315
-497
| -27% | -$55.8K |
|
|
UBNK
2364
DELISTED
United Financial Bancorp, Inc.
UBNK
| $154K | ﹤0.01% |
9,542
-3,418
| -26% | -$56.7K |
|
2365
Smith & Wesson
SWBI
$639M
| $153K | ﹤0.01% |
19,270
-4,542
| -19% | -$38.2K |
|
2366
Federal Agricultural Mortgage
AGM
$2.58B
| $148K | ﹤0.01% |
1,711
-394
| -19% | -$32K |
|
|
OSG
2367
Octave Specialty Group
OSG
$206M
| $148K | ﹤0.01% |
9,438
-1,864
| -16% | -$28.8K |
|
2368
Quad
QUAD
$510M
| $147K | ﹤0.01% |
5,774
-1,758
| -23% | -$42.8K |
|
2369
Assembly Biosciences
ASMB
$531M
| $146K | ﹤0.01% |
249
-70
| -22% | -$43.4K |
|
2370
Astronics
ATRO
$3.71B
| $146K | ﹤0.01% |
5,422
-1,957
| -27% | -$58.5K |
|
2371
CytomX Therapeutics
CTMX
$754M
| $146K | ﹤0.01% |
5,118
-2,128
| -29% | -$60.7K |
|
|
NOAH
2372
Noah Holdings
NOAH
$592M
| $146K | ﹤0.01% |
3,100
-900
| -23% | -$43.3K |
|
|
RRTS
2373
DELISTED
RoadRunner Transportation Systems, Inc.
RRTS
| $146K | ﹤0.01% |
2,272
+9
| +0.4% | +$1.16K |
|
|
KMG
2374
DELISTED
KMG Chemicals Inc
KMG
| $146K | ﹤0.01% |
2,451
-469
| -16% | -$29.2K |
|
|
KTWO
2375
DELISTED
K2M Group Holdings, Inc
KTWO
| $146K | ﹤0.01% |
7,734
-3,015
| -28% | -$59.7K |
|
Similar funds
Legal & General Group's Q1 2018 Portfolio in Review
As of Q1 2018, Legal & General Group held 3,334 positions worth $131B, down 5.2% from $138B the previous quarter. Its ten largest holdings account for 16% of the portfolio.
Legal & General Group withdrew a net $5.02B in Q1 2018, closing 54 positions and reducing 1,618 holdings. Its most notable exit was Agrium, an estimated $79.7M position sold in full.
By sector, the portfolio is most concentrated in Financials at 17% of assets, down from 17% a quarter earlier, followed by Technology and Healthcare.
Against the trend, Legal & General Group opened a new position in Nutrien worth $113M.
- Legal & General Group's largest Q1 2018 buy was Nutrien: 2,398,576 shares worth $113M.
- Legal & General Group added most to Alibaba in Q1 2018, an estimated $145M increase.
- Legal & General Group's biggest Q1 2018 reduction was Apple, cutting an estimated $349M.
- Legal & General Group fully exited Agrium in Q1 2018, selling an estimated $79.7M.
- Legal & General Group's ten largest holdings make up 16% of its $131B portfolio in Q1 2018.
- Legal & General Group opened 50 new positions and closed 54 in Q1 2018.
- Legal & General Group's portfolio value fell 5.2% quarter-over-quarter to $131B.
Based on Legal & General Group's 13F filing for Q1 2018, filed 17 May 2018.