Legal & General Group Plc
Institutional investor · Portfolio as of Q1 2023
Top Holdings3,376 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 113.5M | $18.7B | 6.7% | $104.10 | +55.86% | 18 qtrssince 2018-Q4 | Increased 63 |
MICROSOFT CORP | 50.1M | $14.5B | 5.2% | $134.61 | +106.60% | 18 qtrssince 2018-Q4 | Increased 64 |
AMAZON.COM INC | 54.1M | $5.6B | 2.0% | $108.15 | -5.68% | 18 qtrssince 2018-Q4 | Increased 51 |
NVIDIA CORP | 16.5M | $4.6B | 1.6% | $17.42 | +57.11% | 18 qtrssince 2018-Q4 | Increased 51 |
ALPHABET INC-CL A | 40.7M | $4.2B | 1.5% | $95.17 | +5.21% | 18 qtrssince 2018-Q4 | Increased 52 |
ALPHABET INC-CL C | 35.8M | $3.7B | 1.3% | $95.51 | +5.30% | 18 qtrssince 2018-Q4 | Increased 51 |
TESLA INC | 16.4M | $3.4B | 1.2% | $228.01 | -14.36% | 18 qtrssince 2018-Q4 | Increased 55 |
UNITEDHEALTH GROUP INC | 6.7M | $3.2B | 1.1% | $256.31 | +74.23% | 18 qtrssince 2018-Q4 | Increased 50 |
META PLATFORMS INC-CLASS A | 14.4M | $3.1B | 1.1% | $160.02 | +28.98% | 18 qtrssince 2018-Q4 | Increased 50 |
JOHNSON & JOHNSON | 18.7M | $2.9B | 1.0% | $114.66 | +23.02% | 18 qtrssince 2018-Q4 | Increased 51 |
EXXON MOBIL CORP | 23M | $2.5B | 0.9% | $53.95 | +83.25% | 18 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 19.2M | $2.5B | 0.9% | $88.06 | +36.17% | 18 qtrssince 2018-Q4 | Increased 45 |
VISA INC-CLASS A SHARES | 10.9M | $2.5B | 0.9% | $143.99 | +52.46% | 18 qtrssince 2018-Q4 | Increased 46 |
PROCTER & GAMBLE CO/THE | 16.3M | $2.4B | 0.9% | $86.01 | +57.76% | 18 qtrssince 2018-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 7.1M | $2.2B | 0.8% | $210.72 | +44.78% | 18 qtrssince 2018-Q4 | Increased 45 |
MASTERCARD INC - A | 5.8M | $2.1B | 0.8% | $216.94 | +62.74% | 18 qtrssince 2018-Q4 | Increased 46 |
MERCK & CO. INC. | 19.6M | $2.1B | 0.7% | $61.87 | +57.33% | 18 qtrssince 2018-Q4 | Increased 46 |
HOME DEPOT INC | 6.9M | $2B | 0.7% | $168.03 | +58.50% | 18 qtrssince 2018-Q4 | Decreased 0 |
ELI LILLY & CO | 5.9M | $2B | 0.7% | $127.72 | +162.16% | 18 qtrssince 2018-Q4 | Increased 46 |
CHEVRON CORP | 12M | $2B | 0.7% | $88.33 | +61.93% | 18 qtrssince 2018-Q4 | Increased 45 |
Legal & General Group Plc manages $279.6B across 3376 positions as of Q1 2023. Top holdings: AAPL (6.7%), MSFT (5.2%), AMZN (2.0%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Active quarter - 37 new positions, 77 exits, 1893 increased. Top move: MSFT (INCREASED, conviction 64). Portfolio: $279.6B across 3376 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer