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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
+14.72%
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
$175B
AUM Growth
+$46.1B
Cap. Flow
+$27.5B
Cap. Flow %
15.7%
Top 10 Hldgs %
16.65%
Holding
3,405
New
23
Increased
2,377
Reduced
225
Closed
58

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$944M
2
MSFT icon
Microsoft
MSFT
+$935M
3
AMZN icon
Amazon
AMZN
+$851M
4
JNJ icon
Johnson & Johnson
JNJ
+$410M
5
JPM icon
JPMorgan Chase
JPM
+$389M

Top Sells

Rank Stock Value
1
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$309M
2
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$260M
3
EWY icon
iShares MSCI South Korea ETF
EWY
+$157M
4
TFCF
Twenty-First Century Fox, Inc. Class B
TFCF
+$121M
5
SCG
Scana
SCG
+$62.3M

Sector Composition

Rank Sector Weight
1 Technology 17.61%
2 Financials 15.01%
3 Healthcare 13.13%
4 Consumer Discretionary 10.52%
5 Communication Services 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CASS icon
2426
Cass Information Systems
CASS
$736M
$129K ﹤0.01%
2,728
+100
+4% +$5.12K
BOOM icon
2427
DMC Global
BOOM
$157M
$128K ﹤0.01%
2,580
– –
BRY
2428
DELISTED
Berry Corp
BRY
$128K ﹤0.01%
11,085
+9,120
+464% +$104K
ENPH icon
2429
Enphase Energy
ENPH
$5.59B
$128K ﹤0.01%
13,818
+923
+7% +$7.02K
EVRI
2430
DELISTED
Everi Holdings
EVRI
$127K ﹤0.01%
12,040
– –
NTRA icon
2431
Natera
NTRA
$45.1B
$127K ﹤0.01%
6,183
+357
+6% +$5.59K
CCF
2432
DELISTED
Chase Corporation
CCF
$127K ﹤0.01%
1,368
+51
+4% +$4.86K
AXDX
2433
DELISTED
Accelerate Diagnostics
AXDX
$126K ﹤0.01%
600
– –
CAC icon
2434
Camden National
CAC
$982M
$126K ﹤0.01%
3,032
+192
+7% +$8.01K
UPLD icon
2435
Upland Software
UPLD
$14.2M
$125K ﹤0.01%
296
– –
WTI icon
2436
W&T Offshore
WTI
$575M
$124K ﹤0.01%
17,914
– –
NCOM
2437
DELISTED
National Commerce Corporation
NCOM
$124K ﹤0.01%
3,166
– –
EMBJ
2438
Embraer S.A. ADS
EMBJ
$12.7B
$123K ﹤0.01%
6,490
– –
AUD
2439
DELISTED
Audacy, Inc.
AUD
$123K ﹤0.01%
23,349
+874
+4% +$5.78K
NWLI
2440
DELISTED
National Western Life Group, Inc. Class A
NWLI
$122K ﹤0.01%
463
+29
+7% +$8.51K
AGM icon
2441
Federal Agricultural Mortgage
AGM
$2.55B
$120K ﹤0.01%
1,662
+69
+4% +$5.04K
RVNC
2442
DELISTED
Revance Therapeutics, Inc.
RVNC
$120K ﹤0.01%
7,613
+1,168
+18% +$20.3K
CCS icon
2443
Century Communities
CCS
$2.01B
$119K ﹤0.01%
4,943
– –
HLNE icon
2444
Hamilton Lane
HLNE
$5.78B
$119K ﹤0.01%
2,722
+133
+5% +$5.48K
ALLK
2445
DELISTED
Allakos
ALLK
$118K ﹤0.01%
2,891
+1,431
+98% +$57.8K
BF.A icon
2446
Brown-Forman Class A
BF.A
$13B
$118K ﹤0.01%
2,302
+220
+11% +$10.7K
CNOB icon
2447
Center Bancorp
CNOB
$1.79B
$118K ﹤0.01%
5,964
+416
+7% +$8.52K
VCYT icon
2448
Veracyte
VCYT
$3.73B
$116K ﹤0.01%
4,624
– –
VKTX icon
2449
Viking Therapeutics
VKTX
$3.94B
$116K ﹤0.01%
11,707
+1,003
+9% +$8.39K
TGE
2450
DELISTED
Tallgrass Energy, LP Class A Shares
TGE
$116K ﹤0.01%
4,596
– –
96 97
98
99 100

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Legal & General Group's Q1 2019 Portfolio in Review

As of Q1 2019, Legal & General Group held 3,405 positions worth $175B, up 36% from $129B the previous quarter. Its ten largest holdings account for 17% of the portfolio.

Legal & General Group deployed $27.5B of net new capital in Q1 2019, opening 23 new positions and adding to 2,377 existing holdings. Its largest new stake was Fox Class A: 2,002,209 shares worth $73.5M.

By sector, the portfolio is most concentrated in Technology at 18% of assets, up from 16% a quarter earlier, followed by Financials and Healthcare.

On the sell side, the largest reduction was PG&E, an estimated $18.8M trimmed.

  • Legal & General Group's largest Q1 2019 buy was Fox Class A: 2,002,209 shares worth $73.5M.
  • Legal & General Group added most to Apple in Q1 2019, an estimated $944M increase.
  • Legal & General Group's biggest Q1 2019 reduction was PG&E, cutting an estimated $18.8M.
  • Legal & General Group fully exited iShares 20+ Year Treasury Bond ETF in Q1 2019, selling an estimated $309M.
  • Legal & General Group's ten largest holdings make up 17% of its $175B portfolio in Q1 2019.
  • Legal & General Group opened 23 new positions and closed 58 in Q1 2019.
  • Legal & General Group's portfolio value rose 36% quarter-over-quarter to $175B.

Based on Legal & General Group's 13F filing for Q1 2019, filed 15 May 2019.