Legal & General Group Plc
Institutional investor · Portfolio as of Q4 2023
Top Holdings3,379 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 115.1M | $22.2B | 6.9% | $108.09 | +75.98% | 21 qtrssince 2018-Q4 | Increased 64 |
MICROSOFT CORP | 50.4M | $19B | 5.9% | $145.39 | +154.85% | 21 qtrssince 2018-Q4 | Increased 64 |
NVIDIA CORP | 16.6M | $8.2B | 2.6% | $18.78 | +163.47% | 21 qtrssince 2018-Q4 | Increased 56 |
AMAZON.COM INC | 54M | $8.2B | 2.5% | $109.13 | +39.22% | 21 qtrssince 2018-Q4 | Increased 55 |
ALPHABET INC-CL A | 41.3M | $5.8B | 1.8% | $97.16 | +42.69% | 21 qtrssince 2018-Q4 | Increased 52 |
META PLATFORMS INC-CLASS A | 14.7M | $5.2B | 1.6% | $170.51 | +106.15% | 21 qtrssince 2018-Q4 | Increased 53 |
ALPHABET INC-CL C | 35M | $4.9B | 1.5% | $96.64 | +44.75% | 21 qtrssince 2018-Q4 | Increased 51 |
TESLA INC | 17.2M | $4.3B | 1.3% | $230.72 | +7.70% | 21 qtrssince 2018-Q4 | Increased 50 |
UNITEDHEALTH GROUP INC | 6.8M | $3.6B | 1.1% | $268.85 | +88.17% | 21 qtrssince 2018-Q4 | Increased 51 |
BROADCOM INC | 3.1M | $3.5B | 1.1% | $43.29 | +151.23% | 21 qtrssince 2018-Q4 | Increased 58 |
ELI LILLY & 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% | $90.31 | +79.33% | 21 qtrssince 2018-Q4 | Increased 45 |
VISA INC-CLASS A SHARES | 11.5M | $3B | 0.9% | $153.86 | +65.75% | 21 qtrssince 2018-Q4 | Increased 48 |
JOHNSON & JOHNSON | 18.1M | $2.8B | 0.9% | $116.67 | +26.36% | 21 qtrssince 2018-Q4 | Increased 45 |
MASTERCARD INC - A | 6M | $2.5B | 0.8% | $227.36 | +85.17% | 21 qtrssince 2018-Q4 | Increased 46 |
PROCTER & GAMBLE CO/THE | 16.7M | $2.4B | 0.8% | $89.32 | +52.55% | 21 qtrssince 2018-Q4 | Increased 46 |
BERKSHIRE HATHAWAY INC-CL B | 6.8M | $2.4B | 0.8% | $214.14 | +66.55% | 21 qtrssince 2018-Q4 | Increased 45 |
HOME DEPOT INC | 6.6M | $2.3B | 0.7% | $171.35 | +92.61% | 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% | $64.16 | +59.41% | 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 Rating: 4/5.0.
Active quarter - 22 new positions, 54 exits, 1300 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
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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