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 | |
|---|---|---|---|---|---|---|
|
RDFN
2351
DELISTED
Redfin
RDFN
| $443K | ﹤0.01% |
48,909
-46,340
| -49% | -$346K |
|
2352
Utz Brands
UTZ
$1.25B
| $442K | ﹤0.01% |
26,815
+1,601
| +6% | +$26.5K |
|
2353
German American Bancorp
GABC
$1.9B
| $441K | ﹤0.01% |
13,203
+684
| +5% | +$25.4K |
|
2354
Protagonist Therapeutics
PTGX
$9.44B
| $440K | ﹤0.01% |
19,136
+4,728
| +33% | +$79.4K |
|
2355
OneSpaWorld
OSW
$2.66B
| $438K | ﹤0.01% |
36,570
+10,989
| +43% | +$120K |
|
|
THR
2356
DELISTED
Thermon Group Holdings
THR
| $436K | ﹤0.01% |
17,492
+2,168
| +14% | +$52.9K |
|
|
SHYF
2357
DELISTED
The Shyft Group
SHYF
| $434K | ﹤0.01% |
19,080
+5,217
| +38% | +$146K |
|
2358
Winmark
WINA
$1.32B
| $429K | ﹤0.01% |
1,338
+101
| +8% | +$28.3K |
|
2359
CareDx
CDNA
$2.42B
| $428K | ﹤0.01% |
46,779
-136,987
| -75% | -$1.75M |
|
2360
Goosehead Insurance
GSHD
$2.32B
| $426K | ﹤0.01% |
8,161
+524
| +7% | +$22.7K |
|
2361
Atlas Energy Solutions
AESI
$1.41B
| $426K | ﹤0.01% |
+25,000
| New | +$410K |
|
2362
Kearny Financial
KRNY
$599M
| $423K | ﹤0.01% |
52,140
+162
| +0.3% | +$1.55K |
|
|
RDUS
2363
DELISTED
Radius Recycling
RDUS
| $422K | ﹤0.01% |
13,573
+810
| +6% | +$26.3K |
|
2364
First Advantage
FA
$4.12B
| $421K | ﹤0.01% |
30,148
+9,524
| +46% | +$129K |
|
2365
ARS Pharmaceuticals
SPRY
$612M
| $420K | ﹤0.01% |
+64,543
| New | +$496K |
|
2366
Camping World
CWH
$653M
| $420K | ﹤0.01% |
20,122
+1,066
| +6% | +$24.9K |
|
|
CNSL
2367
DELISTED
Consolidated Communications Holdings, Inc.
CNSL
| $418K | ﹤0.01% |
162,067
-19,002
| -10% | -$68.2K |
|
2368
Manchester United
MANU
$3.73B
| $418K | ﹤0.01% |
18,864
-113
| -0.6% | -$2.56K |
|
2369
Kura Oncology
KURA
$850M
| $418K | ﹤0.01% |
34,171
+11,798
| +53% | +$147K |
|
2370
Marathon Digital Holdings
MARA
$3.9B
| $416K | ﹤0.01% |
47,704
-47,682
| -50% | -$333K |
|
2371
Compass
COMP
$9.66B
| $415K | ﹤0.01% |
128,504
+12,139
| +10% | +$41.6K |
|
2372
Credo Technology Group
CRDO
$46.6B
| $413K | ﹤0.01% |
43,871
+2,045
| +5% | +$25.8K |
|
|
OLPX
2373
DELISTED
Olaplex Holdings
OLPX
| $410K | ﹤0.01% |
96,126
-122,391
| -56% | -$652K |
|
2374
Santander
BSBR
$43.5B
| $408K | ﹤0.01% |
76,800
| – | – |
|
2375
Keros Therapeutics
KROS
$221M
| $408K | ﹤0.01% |
9,547
+1,464
| +18% | +$73.9K |
|
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.