Filed: 5/15/2023ACC: 0000764068-23-000007
📋 What this filing means
LEGAL & GENERAL GROUP PLC filed this quarterly 13F‑HR report disclosing 3376 equity positions with a total reported market value of $279.59B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
3376
Positions
$279.59B
Total AUM (reported)
3.25B
Total Shares
Allocation by class
COM$227.62B81.4%
CL A$13.96B5.0%
COM NEW$7.79B2.8%
SHS$4.32B1.5%
CAP STK CL A$4.22B1.5%
CAP STK CL C$3.72B1.3%
COM CL A$3.19B1.1%
Portfolio Concentration
Top 3$38.75B13.9%
4–10$25.03B9.0%
11–25$31.16B11.1%
Rest$184.65B66.0%
Top 3 weight
13.9%
Top 10 weight
22.8%
Voting Authority Distribution
Total shares with voting rights: 3.25B
Sole
Full voting authority
2.56B
shares
% of voting shares78.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
696.03M
shares
% of voting shares21.4%
Investment Discretion (by position count)
Sole0
Shared0
Other3376
Dominant voting typeSole · 78.6% of voting shares
Institutional Holdings3376
Rows:
APPLE INC
DFNDShares113.47M
TypeSH
Market value$18.71B
6.69%
Sole
86.85M
Shared
0.00
None
26.62M
MICROSOFT CORP
DFNDShares50.13M
TypeSH
Market value$14.45B
5.17%
Sole
41.71M
Shared
0.00
None
8.41M
AMAZON COM INC
DFNDShares54.07M
TypeSH
Market value$5.58B
2.00%
Sole
43.63M
Shared
0.00
None
10.44M
NVIDIA CORPORATION
DFNDShares16.47M
TypeSH
Market value$4.57B
1.64%
Sole
13.80M
Shared
0.00
None
2.67M
ALPHABET INC
DFNDShares40.72M
TypeSH
Market value$4.22B
1.51%
Sole
33.70M
Shared
0.00
None
7.02M
ALPHABET INC
DFNDShares35.78M
TypeSH
Market value$3.72B
1.33%
Sole
29.69M
Shared
0.00
None
6.08M
TESLA INC
DFNDShares16.39M
TypeSH
Market value$3.40B
1.22%
Sole
13.68M
Shared
0.00
None
2.71M
UNITEDHEALTH GROUP INC
DFNDShares6.67M
TypeSH
Market value$3.15B
1.13%
Sole
5.57M
Shared
0.00
None
1.10M
META PLATFORMS INC
DFNDShares14.42M
TypeSH
Market value$3.06B
1.09%
Sole
12M
Shared
0.00
None
2.42M
JOHNSON & JOHNSON
DFNDShares18.74M
TypeSH
Market value$2.90B
1.04%
Sole
16.31M
Shared
0.00
None
2.43M
EXXON MOBIL CORP
DFNDShares23.03M
TypeSH
Market value$2.53B
0.90%
Sole
16.37M
Shared
0.00
None
6.65M
JPMORGAN CHASE & CO
DFNDShares19.18M
TypeSH
Market value$2.50B
0.89%
Sole
15.60M
Shared
0.00
None
3.58M
VISA INC
DFNDShares10.87M
TypeSH
Market value$2.45B
0.88%
Sole
8.99M
Shared
0.00
None
1.89M
PROCTER AND GAMBLE CO
DFNDShares16.32M
TypeSH
Market value$2.43B
0.87%
Sole
13.15M
Shared
0.00
None
3.17M
BERKSHIRE HATHAWAY INC DEL
DFNDShares7.14M
TypeSH
Market value$2.20B
0.79%
Sole
5.47M
Shared
0.00
None
1.66M
MASTERCARD INCORPORATED
DFNDShares5.85M
TypeSH
Market value$2.12B
0.76%
Sole
4.79M
Shared
0.00
None
1.05M
MERCK & CO INC
DFNDShares19.59M
TypeSH
Market value$2.08B
0.75%
Sole
16.29M
Shared
0.00
None
3.30M
HOME DEPOT INC
DFNDShares6.88M
TypeSH
Market value$2.03B
0.73%
Sole
5.68M
Shared
0.00
None
1.20M
LILLY ELI & CO
DFNDShares5.91M
TypeSH
Market value$2.03B
0.73%
Sole
4.93M
Shared
0.00
None
978.04K
CHEVRON CORP NEW
DFNDShares11.97M
TypeSH
Market value$1.95B
0.70%
Sole
8.16M
Shared
0.00
None
3.81M
ABBVIE INC
DFNDShares11.89M
TypeSH
Market value$1.89B
0.68%
Sole
9.89M
Shared
0.00
None
1.99M
COCA COLA CO
DFNDShares29.07M
TypeSH
Market value$1.80B
0.65%
Sole
23.67M
Shared
0.00
None
5.41M
PEPSICO INC
DFNDShares9.77M
TypeSH
Market value$1.78B
0.64%
Sole
7.82M
Shared
0.00
None
1.94M
PFIZER INC
DFNDShares41.75M
TypeSH
Market value$1.70B
0.61%
Sole
34.91M
Shared
0.00
None
6.84M
BROADCOM INC
DFNDShares2.58M
TypeSH
Market value$1.65B
0.59%
Sole
2.17M
Shared
0.00
None
407K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLE INCDFND | COM | 113.47M | SH | $18.71B 6.69% | 86.85M | 0.00 | 26.62M |
MICROSOFT CORPDFND | COM | 50.13M | SH | $14.45B 5.17% | 41.71M | 0.00 | 8.41M |
AMAZON COM INCDFND | COM | 54.07M | SH | $5.58B 2.00% | 43.63M | 0.00 | 10.44M |
NVIDIA CORPORATIONDFND | COM | 16.47M | SH | $4.57B 1.64% | 13.80M | 0.00 | 2.67M |
ALPHABET INCDFND | CAP STK CL A | 40.72M | SH | $4.22B 1.51% | 33.70M | 0.00 | 7.02M |
ALPHABET INCDFND | CAP STK CL C | 35.78M | SH | $3.72B 1.33% | 29.69M | 0.00 | 6.08M |
TESLA INCDFND | COM | 16.39M | SH | $3.40B 1.22% | 13.68M | 0.00 | 2.71M |
UNITEDHEALTH GROUP INCDFND | COM | 6.67M | SH | $3.15B 1.13% | 5.57M | 0.00 | 1.10M |
META PLATFORMS INCDFND | CL A | 14.42M | SH | $3.06B 1.09% | 12M | 0.00 | 2.42M |
JOHNSON & JOHNSONDFND | COM | 18.74M | SH | $2.90B 1.04% | 16.31M | 0.00 | 2.43M |
EXXON MOBIL CORPDFND | COM | 23.03M | SH | $2.53B 0.90% | 16.37M | 0.00 | 6.65M |
JPMORGAN CHASE & CODFND | COM | 19.18M | SH | $2.50B 0.89% | 15.60M | 0.00 | 3.58M |
VISA INCDFND | COM CL A | 10.87M | SH | $2.45B 0.88% | 8.99M | 0.00 | 1.89M |
PROCTER AND GAMBLE CODFND | COM | 16.32M | SH | $2.43B 0.87% | 13.15M | 0.00 | 3.17M |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 7.14M | SH | $2.20B 0.79% | 5.47M | 0.00 | 1.66M |
MASTERCARD INCORPORATEDDFND | CL A | 5.85M | SH | $2.12B 0.76% | 4.79M | 0.00 | 1.05M |
MERCK & CO INCDFND | COM | 19.59M | SH | $2.08B 0.75% | 16.29M | 0.00 | 3.30M |
HOME DEPOT INCDFND | COM | 6.88M | SH | $2.03B 0.73% | 5.68M | 0.00 | 1.20M |
LILLY ELI & CODFND | COM | 5.91M | SH | $2.03B 0.73% | 4.93M | 0.00 | 978.04K |
CHEVRON CORP NEWDFND | COM | 11.97M | SH | $1.95B 0.70% | 8.16M | 0.00 | 3.81M |
ABBVIE INCDFND | COM | 11.89M | SH | $1.89B 0.68% | 9.89M | 0.00 | 1.99M |
COCA COLA CODFND | COM | 29.07M | SH | $1.80B 0.65% | 23.67M | 0.00 | 5.41M |
PEPSICO INCDFND | COM | 9.77M | SH | $1.78B 0.64% | 7.82M | 0.00 | 1.94M |
PFIZER INCDFND | COM | 41.75M | SH | $1.70B 0.61% | 34.91M | 0.00 | 6.84M |
BROADCOM INCDFND | COM | 2.58M | SH | $1.65B 0.59% | 2.17M | 0.00 | 407K |
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