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Legal & General Group

Legal & General Group Portfolio holdings

AUM $432B
1-Year Est. Return 29.4%
 

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.

This Quarter Est. Return
+12.71%
1 Year Est. Return
+29.4%
3 Year Est. Return
+97.7%
5 Year Est. Return
+129.51%
10 Year Est. Return
+472.83%
AUM
$322B
AUM Growth
+$35.2B
Cap. Flow
+$2.13B
Cap. Flow %
0.66%
Top 10 Hldgs %
26.34%
Holding
3,426
New
15
Increased
1,304
Reduced
1,475
Closed
47

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$594M
2
MSFT icon
Microsoft
MSFT
+$460M
3
AVGO icon
Broadcom
AVGO
+$406M
4
CSCO icon
Cisco
CSCO
+$241M
5
META icon
Meta Platforms (Facebook)
META
+$217M

Top Sells

Rank Stock Value
1
ATVI
Activision Blizzard
ATVI
+$450M
2
VMW
VMware, Inc
VMW
+$293M
3
SGEN
Seagen Inc. Common Stock
SGEN
+$189M
4
SPLK
Splunk Inc
SPLK
+$165M
5
DHR icon
Danaher
DHR
+$124M

Sector Composition

Rank Sector Weight
1 Technology 29.62%
2 Healthcare 12.35%
3 Financials 12.25%
4 Consumer Discretionary 9.98%
5 Industrials 7.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVXL icon
2351
Anavex Life Sciences
AVXL
$314M
$664K ﹤0.01%
71,273
-201
-0.3% -$1.38K
ARCT icon
2352
Arcturus Therapeutics
ARCT
$200M
$663K ﹤0.01%
21,013
+681
+3% +$16.2K
ATRO icon
2353
Astronics
ATRO
$3.72B
$660K ﹤0.01%
45,440
– –
RUSHB icon
2354
Rush Enterprises Class B
RUSHB
$9.1B
$659K ﹤0.01%
12,438
+1,534
+14% +$68.9K
GDYN icon
2355
Grid Dynamics Holdings
GDYN
$621M
$657K ﹤0.01%
49,283
+2,743
+6% +$33.4K
FMNB icon
2356
Farmers National Banc Corp
FMNB
$931M
$652K ﹤0.01%
45,137
– –
BBUC
2357
Brookfield Business Corp Class A Subordinate Voting Shares
BBUC
$5.9B
$652K ﹤0.01%
27,848
-3,860
-12% -$69.3K
DCPH
2358
DELISTED
Deciphera Pharmaceuticals, Inc. Common Stock
DCPH
$648K ﹤0.01%
40,170
-4,909
-11% -$62.6K
LGF.A
2359
DELISTED
Lions Gate Entertainment Corp. Class A Voting Shares
LGF.A
$648K ﹤0.01%
59,427
-327
-0.5% -$2.98K
TFPM icon
2360
Triple Flag Precious Metals
TFPM
$6.59B
$648K ﹤0.01%
48,419
+2,100
+5% +$27.5K
CMRC
2361
Commerce.com Inc Series 1
CMRC
$175M
$648K ﹤0.01%
66,566
+5,705
+9% +$53K
SA
2362
Seabridge Gold
SA
$3.36B
$636K ﹤0.01%
52,260
+3,000
+6% +$34.5K
FCBC icon
2363
First Community Bankshares
FCBC
$903M
$633K ﹤0.01%
17,054
-1,704
-9% -$57.3K
OPK icon
2364
Opko Health
OPK
$1.04B
$632K ﹤0.01%
418,602
– –
BVH
2365
DELISTED
Bluegreen Vacations Holding Corporation
BVH
$628K ﹤0.01%
8,355
+2,171
+35% +$126K
HY icon
2366
Hyster-Yale Materials Handling
HY
$629M
$627K ﹤0.01%
10,081
+2,784
+38% +$133K
GIC icon
2367
Global Industrial
GIC
$1.52B
$627K ﹤0.01%
16,135
-707
-4% -$25.2K
SUZ icon
2368
Suzano
SUZ
$10B
$626K ﹤0.01%
55,121
– –
HBNC icon
2369
Horizon Bancorp
HBNC
$1.04B
$621K ﹤0.01%
43,380
+3,288
+8% +$37.1K
MTTR
2370
DELISTED
Matterport, Inc. Class A Common Stock
MTTR
$617K ﹤0.01%
229,240
+23,238
+11% +$55.9K
MCB icon
2371
Metropolitan Bank Holding Corp
MCB
$1.15B
$616K ﹤0.01%
11,126
+2,276
+26% +$89.9K
UWMC icon
2372
UWM Holdings
UWMC
$2.26B
$613K ﹤0.01%
85,758
+22,680
+36% +$128K
CTBI icon
2373
Community Trust Bancorp
CTBI
$1.41B
$611K ﹤0.01%
13,939
– –
PLOW icon
2374
Douglas Dynamics
PLOW
$984M
$611K ﹤0.01%
20,584
-96
-0.5% -$2.76K
EB
2375
DELISTED
Eventbrite
EB
$610K ﹤0.01%
72,938
-205
-0.3% -$1.66K
93 94
95
96 97

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Legal & General Group's Q4 2023 Portfolio in Review

As of Q4 2023, Legal & General Group held 3,426 positions worth $322B, up 12% from $287B the previous quarter. Its ten largest holdings account for 26% of the portfolio.

Trading was light in Q4 2023: portfolio turnover was 1.8%. Legal & General Group opened 15 new positions and exited 47, leaving the 3,426-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 30% of assets, up from 28% a quarter earlier, followed by Healthcare and Financials.

  • Legal & General Group's largest Q4 2023 buy was WK Kellogg Co: 403,883 shares worth $5.31M.
  • Legal & General Group added most to Apple in Q4 2023, an estimated $594M increase.
  • Legal & General Group's biggest Q4 2023 reduction was Splunk Inc, cutting an estimated $165M.
  • Legal & General Group fully exited Activision Blizzard in Q4 2023, selling an estimated $450M.
  • Legal & General Group's ten largest holdings make up 26% of its $322B portfolio in Q4 2023.
  • Legal & General Group opened 15 new positions and closed 47 in Q4 2023.
  • Legal & General Group's portfolio value rose 12% quarter-over-quarter to $322B.

Based on Legal & General Group's 13F filing for Q4 2023, filed 15 Feb 2024.