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 | |
|---|---|---|---|---|---|---|
2451
Enact Holdings
ACT
$6.73B
| $296K | ﹤0.01% |
12,952
+1,084
| +9% | +$25.8K |
|
|
ENLC
2452
DELISTED
ENLINK MIDSTREAM, LLC
ENLC
| $296K | ﹤0.01% |
27,288
+13,943
| +104% | +$165K |
|
|
EGLE
2453
DELISTED
Eagle Bulk Shipping Inc.
EGLE
| $294K | ﹤0.01% |
6,470
+2,310
| +56% | +$123K |
|
2454
Global Ship Lease
GSL
$1.53B
| $294K | ﹤0.01% |
15,684
+830
| +6% | +$15.5K |
|
2455
PubMatic
PUBM
$810M
| $293K | ﹤0.01% |
21,219
+803
| +4% | +$11.6K |
|
2456
Argan
AGX
$8.37B
| $293K | ﹤0.01% |
7,239
+191
| +3% | +$7.5K |
|
2457
Bally's
BALY
$658M
| $291K | ﹤0.01% |
14,926
+341
| +2% | +$6.69K |
|
2458
NexGen Energy
NXE
$6.99B
| $291K | ﹤0.01% |
75,965
+7,679
| +11% | +$33K |
|
2459
Center Bancorp
CNOB
$1.78B
| $291K | ﹤0.01% |
16,473
+975
| +6% | +$22.2K |
|
2460
Ardagh Metal Packaging
AMBP
$3.01B
| $291K | ﹤0.01% |
71,248
+2,561
| +4% | +$12.6K |
|
2461
GoPro
GPRO
$126M
| $291K | ﹤0.01% |
57,778
+4,630
| +9% | +$25K |
|
2462
NRC Health Common Stock
NRC
$450M
| $290K | ﹤0.01% |
6,665
+566
| +9% | +$25K |
|
|
ESTE
2463
DELISTED
Earthstone Energy Inc. Class A Common Stock
ESTE
| $290K | ﹤0.01% |
22,277
+1,185
| +6% | +$15.9K |
|
2464
Republic Bancorp
RBCAA
$1.95B
| $289K | ﹤0.01% |
6,805
+129
| +2% | +$5.57K |
|
2465
Nektar Therapeutics
NKTR
$2.58B
| $288K | ﹤0.01% |
27,355
-8,740
| -24% | -$264K |
|
2466
VEON
VEON
$3.95B
| $288K | ﹤0.01% |
16,243
-4
| -0% | -$64 |
|
2467
Energy Fuels
UUUU
$3.53B
| $287K | ﹤0.01% |
51,545
+5,307
| +11% | +$34.4K |
|
|
CTEV
2468
Claritev Corp
CTEV
$556M
| $287K | ﹤0.01% |
6,773
+154
| +2% | +$6.96K |
|
2469
Cass Information Systems
CASS
$743M
| $287K | ﹤0.01% |
6,624
+372
| +6% | +$17.8K |
|
2470
Ennis
EBF
$564M
| $285K | ﹤0.01% |
13,512
+842
| +7% | +$18K |
|
2471
Conduent
CNDT
$264M
| $285K | ﹤0.01% |
83,068
+5,234
| +7% | +$21.5K |
|
2472
QCR Holdings
QCRH
$1.7B
| $282K | ﹤0.01% |
6,432
+388
| +6% | +$19.3K |
|
|
BCYC
2473
Bicycle Therapeutics
BCYC
$292M
| $280K | ﹤0.01% |
13,159
+2,626
| +25% | +$65.9K |
|
|
TELL
2474
DELISTED
Tellurian Inc.
TELL
| $278K | ﹤0.01% |
225,812
+11,286
| +5% | +$18K |
|
2475
Univest Financial
UVSP
$1.18B
| $277K | ﹤0.01% |
11,660
+359
| +3% | +$9.5K |
|
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.