Legal & General Group Plc
Institutional investor · Portfolio as of Q4 2023
Top Holdings3,379 positions
APPLE INC | 115.1M | $22.2B | 6.9% | $67.27 | +182.74% | 21 qtrssince 2018-Q4 | Increased 64 |
MICROSOFT CORP | 50.4M | $19B | 5.9% | $144.93 | +154.04% | 21 qtrssince 2018-Q4 | Increased 64 |
NVIDIA CORPORATION | 16.6M | $8.2B | 2.6% | $9.18 | +438.14% | 21 qtrssince 2018-Q4 | Increased 56 |
AMAZON COM INC | 54M | $8.2B | 2.5% | $98.09 | +54.90% | 21 qtrssince 2018-Q4 | Increased 55 |
ALPHABET INC | 41.3M | $5.8B | 1.8% | $69.27 | +99.76% | 21 qtrssince 2018-Q4 | Increased 52 |
FACEBOOK INC | 14.7M | $5.2B | 1.6% | $168.32 | +108.29% | 21 qtrssince 2018-Q4 | Increased 53 |
ALPHABET INC | 35M | $4.9B | 1.5% | $63.11 | +121.23% | 21 qtrssince 2018-Q4 | Increased 51 |
TESLA INC | 17.2M | $4.3B | 1.3% | $118.70 | +109.34% | 21 qtrssince 2018-Q4 | Increased 50 |
UNITEDHEALTH GROUP INC | 6.8M | $3.6B | 1.1% | $264.46 | +87.59% | 21 qtrssince 2018-Q4 | Increased 51 |
BROADCOM INC | 3.1M | $3.5B | 1.1% | $43.21 | +151.23% | 21 qtrssince 2018-Q4 | Increased 58 |
LILLY ELI & CO | 5.9M | $3.4B | 1.1% | $138.35 | +313.51% | 21 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 18.9M | $3.2B | 1.0% | $89.58 | +79.07% | 21 qtrssince 2018-Q4 | Increased 45 |
VISA INC | 11.5M | $3B | 0.9% | $153.86 | +65.75% | 21 qtrssince 2018-Q4 | Increased 48 |
JOHNSON & JOHNSON | 18.1M | $2.8B | 0.9% | $115.64 | +25.46% | 21 qtrssince 2018-Q4 | Increased 45 |
MASTERCARD INCORPORATED | 6M | $2.5B | 0.8% | $227.40 | +84.51% | 21 qtrssince 2018-Q4 | Increased 46 |
PROCTER AND GAMBLE CO | 16.7M | $2.4B | 0.8% | $89.32 | +52.55% | 21 qtrssince 2018-Q4 | Increased 46 |
BERKSHIRE HATHAWAY INC DEL | 6.8M | $2.4B | 0.8% | $215.48 | +65.52% | 21 qtrssince 2018-Q4 | Increased 45 |
HOME DEPOT INC | 6.6M | $2.3B | 0.7% | $168.00 | +92.27% | 21 qtrssince 2018-Q4 | Increased 46 |
EXXON MOBIL CORP | 21.2M | $2.1B | 0.7% | $54.07 | +71.33% | 21 qtrssince 2018-Q4 | Increased 45 |
MERCK & CO. INC | 19.4M | $2.1B | 0.7% | $63.46 | +57.92% | 21 qtrssince 2018-Q4 | Decreased 0 |
Legal & General Group Plc manages $321.9B across 3379 positions as of Q4 2023. Top holdings: AAPL (6.9%), MSFT (5.9%), NVDA (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 25 new positions, 57 exits, 1302 increased. Top move: AAPL (INCREASED, conviction 64). Portfolio: $321.9B across 3379 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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Top Losers
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
Verify source filings on SEC EDGAR