Filed: 2/14/2023ACC: 0000764068-23-000005
📋 What this filing means
LEGAL & GENERAL GROUP PLC filed this quarterly 13F‑HR report disclosing 3416 equity positions with a total reported market value of $260.52B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
3416
Positions
$260.52B
Total AUM (reported)
3.29B
Total Shares
Allocation by class
COM$213.16B81.8%
CL A$11.71B4.5%
COM NEW$7.77B3.0%
SHS$4.33B1.7%
CAP STK CL A$3.50B1.3%
CAP STK CL C$3.11B1.2%
COM CL A$2.82B1.1%
Portfolio Concentration
Top 3$30.74B11.8%
4–10$20.94B8.0%
11–25$30.02B11.5%
Rest$178.83B68.6%
Top 3 weight
11.8%
Top 10 weight
19.8%
Voting Authority Distribution
Total shares with voting rights: 3.29B
Sole
Full voting authority
2.58B
shares
% of voting shares78.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
703.42M
shares
% of voting shares21.4%
Investment Discretion (by position count)
Sole0
Shared0
Other3416
Dominant voting typeSole · 78.6% of voting shares
Institutional Holdings3416
Rows:
APPLE INC
DFNDShares112.22M
TypeSH
Market value$14.58B
5.60%
Sole
85.41M
Shared
0.00
None
26.81M
MICROSOFT CORP
DFNDShares48.81M
TypeSH
Market value$11.70B
4.49%
Sole
40.38M
Shared
0.00
None
8.43M
AMAZON COM INC
DFNDShares52.99M
TypeSH
Market value$4.45B
1.71%
Sole
42.54M
Shared
0.00
None
10.45M
UNITEDHEALTH GROUP INC
DFNDShares6.63M
TypeSH
Market value$3.52B
1.35%
Sole
5.52M
Shared
0.00
None
1.11M
ALPHABET INC
DFNDShares39.64M
TypeSH
Market value$3.50B
1.34%
Sole
32.57M
Shared
0.00
None
7.08M
JOHNSON & JOHNSON
DFNDShares18.41M
TypeSH
Market value$3.25B
1.25%
Sole
15.97M
Shared
0.00
None
2.44M
ALPHABET INC
DFNDShares35.05M
TypeSH
Market value$3.11B
1.19%
Sole
28.82M
Shared
0.00
None
6.23M
EXXON MOBIL CORP
DFNDShares23.03M
TypeSH
Market value$2.54B
0.98%
Sole
16.61M
Shared
0.00
None
6.43M
JPMORGAN CHASE & CO
DFNDShares18.95M
TypeSH
Market value$2.54B
0.98%
Sole
15.32M
Shared
0.00
None
3.63M
PROCTER AND GAMBLE CO
DFNDShares16.35M
TypeSH
Market value$2.48B
0.95%
Sole
13.17M
Shared
0.00
None
3.18M
NVIDIA CORPORATION
DFNDShares16.27M
TypeSH
Market value$2.38B
0.91%
Sole
13.58M
Shared
0.00
None
2.69M
VISA INC
DFNDShares10.66M
TypeSH
Market value$2.21B
0.85%
Sole
8.76M
Shared
0.00
None
1.89M
BERKSHIRE HATHAWAY INC DEL
DFNDShares7.12M
TypeSH
Market value$2.20B
0.84%
Sole
5.48M
Shared
0.00
None
1.64M
HOME DEPOT INC
DFNDShares6.88M
TypeSH
Market value$2.17B
0.83%
Sole
5.66M
Shared
0.00
None
1.22M
CHEVRON CORP NEW
DFNDShares11.87M
TypeSH
Market value$2.13B
0.82%
Sole
8.20M
Shared
0.00
None
3.67M
MERCK & CO INC
DFNDShares19.19M
TypeSH
Market value$2.13B
0.82%
Sole
15.85M
Shared
0.00
None
3.34M
LILLY ELI & CO
DFNDShares5.80M
TypeSH
Market value$2.12B
0.81%
Sole
4.82M
Shared
0.00
None
977.72K
PFIZER INC
DFNDShares41.13M
TypeSH
Market value$2.11B
0.81%
Sole
34.22M
Shared
0.00
None
6.91M
MASTERCARD INCORPORATED
DFNDShares5.71M
TypeSH
Market value$1.99B
0.76%
Sole
4.64M
Shared
0.00
None
1.07M
ABBVIE INC
DFNDShares11.74M
TypeSH
Market value$1.90B
0.73%
Sole
9.76M
Shared
0.00
None
1.98M
TESLA INC
DFNDShares15.10M
TypeSH
Market value$1.86B
0.71%
Sole
12.44M
Shared
0.00
None
2.66M
COCA COLA CO
DFNDShares28.70M
TypeSH
Market value$1.83B
0.70%
Sole
23.29M
Shared
0.00
None
5.40M
PEPSICO INC
DFNDShares9.61M
TypeSH
Market value$1.74B
0.67%
Sole
7.67M
Shared
0.00
None
1.94M
META PLATFORMS INC
DFNDShares14.39M
TypeSH
Market value$1.73B
0.66%
Sole
11.89M
Shared
0.00
None
2.50M
CISCO SYS INC
DFNDShares32.17M
TypeSH
Market value$1.53B
0.59%
Sole
27.13M
Shared
0.00
None
5.04M
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCDFND | COM | 112.22M | SH | $14.58B 5.60% | 85.41M | 0.00 | 26.81M |
MICROSOFT CORPDFND | COM | 48.81M | SH | $11.70B 4.49% | 40.38M | 0.00 | 8.43M |
AMAZON COM INCDFND | COM | 52.99M | SH | $4.45B 1.71% | 42.54M | 0.00 | 10.45M |
UNITEDHEALTH GROUP INCDFND | COM | 6.63M | SH | $3.52B 1.35% | 5.52M | 0.00 | 1.11M |
ALPHABET INCDFND | CAP STK CL A | 39.64M | SH | $3.50B 1.34% | 32.57M | 0.00 | 7.08M |
JOHNSON & JOHNSONDFND | COM | 18.41M | SH | $3.25B 1.25% | 15.97M | 0.00 | 2.44M |
ALPHABET INCDFND | CAP STK CL C | 35.05M | SH | $3.11B 1.19% | 28.82M | 0.00 | 6.23M |
EXXON MOBIL CORPDFND | COM | 23.03M | SH | $2.54B 0.98% | 16.61M | 0.00 | 6.43M |
JPMORGAN CHASE & CODFND | COM | 18.95M | SH | $2.54B 0.98% | 15.32M | 0.00 | 3.63M |
PROCTER AND GAMBLE CODFND | COM | 16.35M | SH | $2.48B 0.95% | 13.17M | 0.00 | 3.18M |
NVIDIA CORPORATIONDFND | COM | 16.27M | SH | $2.38B 0.91% | 13.58M | 0.00 | 2.69M |
VISA INCDFND | COM CL A | 10.66M | SH | $2.21B 0.85% | 8.76M | 0.00 | 1.89M |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 7.12M | SH | $2.20B 0.84% | 5.48M | 0.00 | 1.64M |
HOME DEPOT INCDFND | COM | 6.88M | SH | $2.17B 0.83% | 5.66M | 0.00 | 1.22M |
CHEVRON CORP NEWDFND | COM | 11.87M | SH | $2.13B 0.82% | 8.20M | 0.00 | 3.67M |
MERCK & CO INCDFND | COM | 19.19M | SH | $2.13B 0.82% | 15.85M | 0.00 | 3.34M |
LILLY ELI & CODFND | COM | 5.80M | SH | $2.12B 0.81% | 4.82M | 0.00 | 977.72K |
PFIZER INCDFND | COM | 41.13M | SH | $2.11B 0.81% | 34.22M | 0.00 | 6.91M |
MASTERCARD INCORPORATEDDFND | CL A | 5.71M | SH | $1.99B 0.76% | 4.64M | 0.00 | 1.07M |
ABBVIE INCDFND | COM | 11.74M | SH | $1.90B 0.73% | 9.76M | 0.00 | 1.98M |
TESLA INCDFND | COM | 15.10M | SH | $1.86B 0.71% | 12.44M | 0.00 | 2.66M |
COCA COLA CODFND | COM | 28.70M | SH | $1.83B 0.70% | 23.29M | 0.00 | 5.40M |
PEPSICO INCDFND | COM | 9.61M | SH | $1.74B 0.67% | 7.67M | 0.00 | 1.94M |
META PLATFORMS INCDFND | CL A | 14.39M | SH | $1.73B 0.66% | 11.89M | 0.00 | 2.50M |
CISCO SYS INCDFND | COM | 32.17M | SH | $1.53B 0.59% | 27.13M | 0.00 | 5.04M |
Page 1 of 137
…