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 | |
|---|---|---|---|---|---|---|
|
MGI
2376
DELISTED
MoneyGram International, Inc. New
MGI
| $406K | ﹤0.01% |
39,004
+2,561
| +7% | +$27.6K |
|
2377
Viridian Therapeutics
VRDN
$2.67B
| $406K | ﹤0.01% |
15,963
+3,810
| +31% | +$122K |
|
2378
Vertex
VERX
$1.94B
| $405K | ﹤0.01% |
19,565
+6,932
| +55% | +$107K |
|
|
OLO
2379
DELISTED
Olo Inc
OLO
| $403K | ﹤0.01% |
49,384
+16,982
| +52% | +$131K |
|
2380
U-Haul Holding Co
UHAL
$14.6B
| $399K | ﹤0.01% |
6,693
-1,945
| -23% | -$122K |
|
2381
Globalstar
GSAT
$10.8B
| $398K | ﹤0.01% |
22,886
+2,283
| +11% | +$42.1K |
|
2382
iHeartMedia
IHRT
$583M
| $397K | ﹤0.01% |
101,843
+2,678
| +3% | +$17.1K |
|
|
MRC
2383
DELISTED
MRC Global
MRC
| $397K | ﹤0.01% |
40,843
+2,120
| +5% | +$24.1K |
|
2384
PLDT
PHI
$4.33B
| $396K | ﹤0.01% |
15,690
| – | – |
|
2385
Planet Labs
PL
$8.53B
| $393K | ﹤0.01% |
100,117
+34,152
| +52% | +$153K |
|
|
SP
2386
DELISTED
SP Plus Corporation
SP
| $390K | ﹤0.01% |
11,384
+827
| +8% | +$29.3K |
|
|
TE
2387
T1 Energy
TE
$1.63B
| $387K | ﹤0.01% |
43,542
+16,524
| +61% | +$144K |
|
|
DCPH
2388
DELISTED
Deciphera Pharmaceuticals, Inc. Common Stock
DCPH
| $385K | ﹤0.01% |
24,915
+6,024
| +32% | +$101K |
|
2389
Allogene Therapeutics
ALLO
$694M
| $381K | ﹤0.01% |
77,206
+2,682
| +4% | +$17.2K |
|
|
SPNS
2390
DELISTED
Sapiens International
SPNS
| $381K | ﹤0.01% |
17,818
-68,251
| -79% | -$1.44M |
|
2391
Geron
GERN
$949M
| $381K | ﹤0.01% |
175,350
+28,171
| +19% | +$80K |
|
|
TWKS
2392
DELISTED
Thoughtworks Holding, Inc. Common Stock
TWKS
| $380K | ﹤0.01% |
51,586
+1,538
| +3% | +$14.3K |
|
|
ACCD
2393
DELISTED
Accolade Inc
ACCD
| $375K | ﹤0.01% |
26,051
+1,703
| +7% | +$19.3K |
|
2394
Origin Bancorp
OBK
$1.66B
| $374K | ﹤0.01% |
11,627
+3,581
| +45% | +$132K |
|
2395
Douglas Dynamics
PLOW
$1.02B
| $374K | ﹤0.01% |
11,716
+496
| +4% | +$18.3K |
|
2396
Enel Chile
ENIC
$6.28B
| $372K | ﹤0.01% |
138,003
| – | – |
|
2397
Hess Midstream
HESM
$5.11B
| $371K | ﹤0.01% |
12,826
+1,154
| +10% | +$33.6K |
|
|
ONT
2398
Onterris Inc
ONT
$580M
| $371K | ﹤0.01% |
10,398
+440
| +4% | +$19.9K |
|
2399
Ultrapar
UGP
$6.54B
| $369K | ﹤0.01% |
135,500
| – | – |
|
|
DX
2400
Dynex Capital
DX
$3.21B
| $369K | ﹤0.01% |
30,409
+12,586
| +71% | +$168K |
|
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.