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
|
+$278M |
| 2 |
Tesla
TSLA
|
+$190M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$155M |
| 4 |
Amazon
AMZN
|
+$101M |
| 5 |
SCHW
Charles Schwab
SCHW
|
+$91.9M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alibaba
BABA
|
+$103M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
+$75.8M |
| 3 |
ETFC
E*Trade Financial Corporation
ETFC
|
+$70.9M |
| 4 |
Pfizer
PFE
|
+$70.5M |
| 5 |
AMTD
TD Ameritrade Holding Corp
AMTD
|
+$64.4M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 23.77% |
| 2 | Financials | 12.8% |
| 3 | Healthcare | 12.45% |
| 4 | Consumer Discretionary | 12.23% |
| 5 | Communication Services | 9.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
2376
Banco Macro
BMA
$5.35B
| $248K | ﹤0.01% |
15,912
+805
| +5% | +$12K |
|
|
CSW
2377
CSW Industrials
CSW
$5.71B
| $247K | ﹤0.01% |
2,206
-50
| -2% | -$4.99K |
|
|
ORTX
2378
DELISTED
Orchard Therapeutics plc American Depositary Shares
ORTX
| $246K | ﹤0.01% |
5,717
+3,156
| +123% | +$141K |
|
2379
Keros Therapeutics
KROS
$221M
| $245K | ﹤0.01% |
3,480
+2,642
| +315% | +$166K |
|
2380
ICF International
ICFI
$1.72B
| $244K | ﹤0.01% |
3,279
-57
| -2% | -$4.1K |
|
2381
Eastern Bankshares
EBC
$5.23B
| $243K | ﹤0.01% |
+14,877
| New | +$211K |
|
2382
Douglas Dynamics
PLOW
$1.02B
| $241K | ﹤0.01% |
5,622
-40
| -0.7% | -$1.54K |
|
|
FRLN
2383
DELISTED
Freeline Therapeutics Holdings plc American Depositary Shares
FRLN
| $239K | ﹤0.01% |
+872
| New | +$219K |
|
2384
HDFC Bank
HDB
$121B
| $234K | ﹤0.01% |
6,484
-563,586
| -99% | -$18M |
|
2385
ImmunityBio
IBRX
$8.1B
| $234K | ﹤0.01% |
17,590
+13,832
| +368% | +$133K |
|
2386
Camping World
CWH
$653M
| $233K | ﹤0.01% |
8,919
+2,923
| +49% | +$85.5K |
|
2387
VEON
VEON
$3.95B
| $231K | ﹤0.01% |
6,124
| – | – |
|
|
SWCH
2388
DELISTED
Switch, Inc. Class A Common Stock
SWCH
| $231K | ﹤0.01% |
14,108
-25,217
| -64% | -$394K |
|
2389
Atlanta Braves Holdings Series A
BATRA
$3.43B
| $230K | ﹤0.01% |
9,237
+433
| +5% | +$10.3K |
|
2390
iShares Core S&P Mid-Cap ETF
IJH
$127B
| $230K | ﹤0.01% |
5,000
-6,950
| -58% | -$293K |
|
2391
MBIA
MBI
$260M
| $228K | ﹤0.01% |
34,560
-17,247
| -33% | -$112K |
|
2392
Banco Santander Chile
BSAC
$16.6B
| $225K | ﹤0.01% |
11,831
| – | – |
|
2393
Frontline
FRO
$8.85B
| $225K | ﹤0.01% |
36,331
| – | – |
|
2394
Intercorp Financial Services
IFS
$6.55B
| $225K | ﹤0.01% |
7,063
+3,020
| +75% | +$78.5K |
|
|
PFC
2395
DELISTED
Premier Financial Corp. Common Stock
PFC
| $218K | ﹤0.01% |
9,445
| – | – |
|
|
WMC
2396
DELISTED
Western Asset Mortgage Capital Corporation
WMC
| $218K | ﹤0.01% |
6,676
+5,811
| +672% | +$157K |
|
2397
Atomera
ATOM
$214M
| $217K | ﹤0.01% |
13,471
+11,669
| +648% | +$122K |
|
2398
GoPro
GPRO
$126M
| $217K | ﹤0.01% |
26,289
+1,898
| +8% | +$13.7K |
|
2399
MacroGenics
MGNX
$257M
| $215K | ﹤0.01% |
9,398
+142
| +2% | +$3.27K |
|
|
GNMK
2400
DELISTED
GenMark Diagnostics, Inc
GNMK
| $215K | ﹤0.01% |
14,760
-76
| -0.5% | -$1.01K |
|
Similar funds
Legal & General Group's Q4 2020 Portfolio in Review
As of Q4 2020, Legal & General Group held 3,536 positions worth $255B, up 14% from $224B the previous quarter. Its ten largest holdings account for 21% of the portfolio.
Trading was light in Q4 2020: portfolio turnover was 4.4%. Legal & General Group opened 99 new positions and exited 58, leaving the 3,536-position portfolio largely intact.
By sector, the portfolio is most concentrated in Technology at 24% of assets, up from 23% a quarter earlier, followed by Financials and Healthcare.
- Legal & General Group's largest Q4 2020 buy was Apartment Income REIT Corp.: 1,079,162 shares worth $41.5M.
- Legal & General Group added most to Microsoft in Q4 2020, an estimated $278M increase.
- Legal & General Group's biggest Q4 2020 reduction was Alibaba, cutting an estimated $103M.
- Legal & General Group fully exited E*Trade Financial Corporation in Q4 2020, selling an estimated $70.9M.
- Legal & General Group's ten largest holdings make up 21% of its $255B portfolio in Q4 2020.
- Legal & General Group opened 99 new positions and closed 58 in Q4 2020.
- Legal & General Group's portfolio value rose 14% quarter-over-quarter to $255B.
Based on Legal & General Group's 13F filing for Q4 2020, filed 12 Feb 2021.