What are the most popular shares held by IG clients at the start of 2019?

Many investors carry out an annual review of their portfolios, and to assist with idea generation we have compiled the top 30 investments held by IG’s UK clients.

The value of investments can fall as well as rise, and you may get back less than you invested. Past performance is no guarantee of future results
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The start of a new year can be a popular time for investors to do a deep dive into their portfolios to assess if the reasons they hold positions are still valid, or whether it is time to have a refresh of their investments.

Looking at what other investors hold is a sensible part of that process; what has the collective wisdom of the peer group picked up that you might have missed?

Global equity markets suffered a poor end to 2018, causing valuations in many of the most widely held investments to come back down to more palatable levels for those with cash on the side lines. Similarly, investors with near-term losses will be thinking about how to offset those against gains elsewhere before the end of the tax year.

Themes within the top 30

Of the UK listed stocks, Llloyds Banking Group (10.9% of clients own it) is by some distance the most popular share and other FTSE 100 heavyweights also unsurprisingly make up the list.

Income is a theme, coming hand-in-hand with the FTSE All Share’s 4.6% yield. High dividend payers include utility companies SSE (9%) and Centrica (9.1%), while Aviva (7.4%), HSBC (6.2%) and Vodafone (8.6%) also rank highly.

Interestingly some smaller thematic stocks including Sirius Minerals, UK Oil a& Gas, and fashion retailer boohoo group also make the list.

Analysis of IG’s UK clients reveals that 29% own at least one US stock, and from the top 30 positions we can see that technology stocks, such as Nvidia, Netflix and Twitter all make the list alongside Alphabet, Amazon and Apple.

Rank Stock Ticker Client ownership
1 Lloyds Banking Group LLOY 10.9%
2 Vodafone Group VOD 5.6%
3 Amazon AMZN 5.3%
4 Sirius Minerals SXX 5.1%
5 Barclays BARC 5.1%
6 Apple APPL 4.7%
7 BT Group BT/A 4.7%
8 BP BP/ 4.6%
9 Facebook FB 4.2%
10 GlaxoSmithKline GSK 3.6%
11 Tesco TSCO 3.0%
12 Tesla TSLA 2.9%
13 UK Oil & Gas UKOG 2.8%
14 National Grid NG/ 2.8%
15 Netflix NFLX 2.7%
16 Royal Dutch Shell B RDSB 2.7%
17 Centrica CNA 2.6%
18 Aviva AV/ 2.6%
19 HSBC Bank HSBA 2.6%
20 Legal & General LGEN 2.6%
21 Royal Bank of Scotland RBS 2.3%
22 Nvidia NVDA 2.2%
23 Alibaba Group BABA 2.2%
24 Microsoft MSFT 2.2%
25 Glencore GLEN 2.1%
26 Twitter TW/ 2.0%
27 Alphabet GOOGL 1.9%
28 ITV ITV 1.8%
29 SSE SSE 1.8%
30 boohoo Group BOO 1.8%

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