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 |
ExxonMobil
XOM
|
+$1.84B |
| 2 |
Apple
AAPL
|
+$1.78B |
| 3 |
Microsoft
MSFT
|
+$1.13B |
| 4 |
GE Aerospace
GE
|
+$1.12B |
| 5 |
Chevron
CVX
|
+$1.11B |
Top Sells
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 16.71% |
| 2 | Technology | 12.47% |
| 3 | Healthcare | 12.36% |
| 4 | Energy | 10.72% |
| 5 | Consumer Staples | 9.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
ExxonMobil
XOM
$650B
| $1.85B | 2.56% |
+20,478,679
| New | +$1.84B |
|
|
2
Apple
AAPL
$5.01T
| $1.64B | 2.26% |
+115,665,144
| New | +$1.78B |
|
|
3
Microsoft
MSFT
$2.9T
| $1.19B | 1.65% |
+34,569,419
| New | +$1.13B |
|
|
4
GE Aerospace
GE
$373B
| $1.12B | 1.55% |
+10,080,822
| New | +$1.12B |
|
5
Johnson & Johnson
JNJ
$644B
| $1.1B | 1.52% |
+12,812,868
| New | +$1.09B |
|
|
6
Chevron
CVX
$383B
| $1.09B | 1.51% |
+9,211,632
| New | +$1.11B |
|
7
Alphabet (Google) Class C
GOOG
$4.1T
| $1.05B | 1.45% |
+47,720,480
| New | +$1.01B |
|
8
Wells Fargo
WFC
$263B
| $988M | 1.36% |
+23,938,673
| New | +$933M |
|
9
Procter & Gamble
PG
$335B
| $972M | 1.34% |
+12,627,722
| New | +$991M |
|
10
Pfizer
PFE
$144B
| $960M | 1.33% |
+36,105,802
| New | +$998M |
|
11
JPMorgan Chase
JPM
$946B
| $955M | 1.32% |
+18,099,033
| New | +$920M |
|
12
IBM
IBM
$211B
| $953M | 1.32% |
+5,213,887
| New | +$1.02B |
|
13
AT&T
T
$168B
| $914M | 1.26% |
+34,168,138
| New | +$949M |
|
14
Coca-Cola
KO
$387B
| $768M | 1.06% |
+19,155,079
| New | +$793M |
|
15
Citigroup
C
$221B
| $704M | 0.97% |
+14,672,194
| New | +$705M |
|
16
Bank of America
BAC
$438B
| $693M | 0.96% |
+53,907,605
| New | +$687M |
|
17
Verizon
VZ
$201B
| $676M | 0.93% |
+13,433,797
| New | +$686M |
|
18
Merck
MRK
$325B
| $674M | 0.93% |
+15,200,365
| New | +$679M |
|
19
Philip Morris
PM
$314B
| $657M | 0.91% |
+7,583,975
| New | +$705M |
|
20
PepsiCo
PEP
$196B
| $587M | 0.81% |
+7,179,221
| New | +$586M |
|
21
Cisco
CSCO
$459B
| $581M | 0.8% |
+23,896,491
| New | +$538M |
|
22
Walmart Inc
WMT
$900B
| $563M | 0.78% |
+22,687,677
| New | +$581M |
|
23
Intel
INTC
$438B
| $553M | 0.76% |
+22,812,717
| New | +$539M |
|
24
Home Depot
HD
$339B
| $525M | 0.72% |
+6,776,968
| New | +$509M |
|
25
Berkshire Hathaway Class B
BRK.B
$1.1T
| $524M | 0.72% |
+4,680,322
| New | +$515M |
|
Similar funds
Legal & General Group's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Legal & General Group, which disclosed 1,272 positions worth $72.4B. Its ten largest holdings account for 17% of the portfolio.
Its largest position is ExxonMobil: 20,478,679 shares worth $1.85B.
By sector, the portfolio is most concentrated in Financials at 17% of assets, followed by Technology and Healthcare.
- Legal & General Group's largest Q2 2013 buy was ExxonMobil: 20,478,679 shares worth $1.85B.
- Legal & General Group's ten largest holdings make up 17% of its $72.4B portfolio in Q2 2013.
- Legal & General Group disclosed 1,272 positions in Q2 2013, its first 13F filing on record.
Based on Legal & General Group's 13F filing for Q2 2013, filed 1 Aug 2013.