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 | |
|---|---|---|---|---|---|---|
|
STER
2401
DELISTED
Sterling Check Corp. Common Stock
STER
| $367K | ﹤0.01% |
32,878
+1,756
| +6% | +$23.1K |
|
|
UMH
2402
UMH Properties
UMH
$1.36B
| $364K | ﹤0.01% |
24,588
+1,415
| +6% | +$23.2K |
|
2403
Tidewater
TDW
$4.12B
| $363K | ﹤0.01% |
8,240
+161
| +2% | +$6.92K |
|
2404
Crinetics Pharmaceuticals
CRNX
$8.92B
| $362K | ﹤0.01% |
22,547
+6,601
| +41% | +$122K |
|
2405
Peoples Bancorp
PEBO
$1.47B
| $362K | ﹤0.01% |
14,043
+2,235
| +19% | +$64.4K |
|
|
PLYM
2406
DELISTED
Plymouth Industrial REIT
PLYM
| $362K | ﹤0.01% |
17,210
+2,955
| +21% | +$62.3K |
|
2407
Replimune Group
REPL
$1.01B
| $361K | ﹤0.01% |
20,427
+6,863
| +51% | +$163K |
|
2408
Nicolet Bankshares
NIC
$3.62B
| $360K | ﹤0.01% |
5,695
+915
| +19% | +$66.1K |
|
|
NKLA
2409
DELISTED
Nikola Corporation Common Stock
NKLA
| $356K | ﹤0.01% |
9,818
+239
| +2% | +$15.7K |
|
2410
Star Holdings Shares of Beneficial Interest
STHO
$116M
| $356K | ﹤0.01% |
+20,479
| New | +$398K |
|
2411
TPG
TPG
$7.86B
| $356K | ﹤0.01% |
12,141
+1,785
| +17% | +$56K |
|
|
IMGN
2412
DELISTED
Immunogen Inc
IMGN
| $355K | ﹤0.01% |
92,485
+6,294
| +7% | +$26.8K |
|
|
AXIA.PR
2413
DELISTED
AXIA Energia American Depositary Shares Preferred Class B1
AXIA.PR
| $355K | ﹤0.01% |
62,510
| – | – |
|
|
VTYX
2414
DELISTED
Ventyx Biosciences
VTYX
| $354K | ﹤0.01% |
10,573
+3,191
| +43% | +$124K |
|
|
EB
2415
DELISTED
Eventbrite
EB
| $354K | ﹤0.01% |
41,252
+4,012
| +11% | +$33.1K |
|
2416
Outset Medical
OM
$90.8M
| $354K | ﹤0.01% |
1,281
+53
| +4% | +$19.5K |
|
2417
indie Semiconductor
INDI
$854M
| $352K | ﹤0.01% |
33,338
+2,247
| +7% | +$20.1K |
|
2418
Braze
BRZE
$2.99B
| $347K | ﹤0.01% |
10,029
+1,726
| +21% | +$53.7K |
|
2419
Alector
ALEC
$199M
| $346K | ﹤0.01% |
55,826
+2,524
| +5% | +$20.5K |
|
2420
Plains GP Holdings
PAGP
$4.9B
| $345K | ﹤0.01% |
26,332
+11,202
| +74% | +$147K |
|
2421
Janus International
JBI
$757M
| $344K | ﹤0.01% |
34,855
+1,983
| +6% | +$20.6K |
|
2422
Cytek Biosciences
CTKB
$546M
| $343K | ﹤0.01% |
37,309
+1,429
| +4% | +$15.4K |
|
2423
Genco Shipping & Trading
GNK
$1.1B
| $341K | ﹤0.01% |
21,753
+7,229
| +50% | +$124K |
|
2424
Aehr Test Systems
AEHR
$3.36B
| $339K | ﹤0.01% |
10,921
+3,970
| +57% | +$128K |
|
|
MORF
2425
DELISTED
Morphic Holding, Inc. Common Stock
MORF
| $337K | ﹤0.01% |
8,941
+469
| +6% | +$17.3K |
|
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.