Legal & General Group

Legal & General Group Portfolio holdings

AUM $446B
1-Year Est. Return 28%
 

Legal & General Group Plc, founded in 1836 by six lawyers in London, is a British multinational financial services company headquartered in London, renowned for its leadership in insurance, pensions, and investment management. Managing trillions in assets, the firm operates through key divisions like Legal & General Investment Management (LGIM), one of the UK’s largest asset managers, focusing on index funds, active strategies, and sustainable investing for institutional clients like pension funds. It also provides life insurance, retirement products, and general insurance, serving millions of customers with a strong emphasis on long-term financial security and infrastructure investment, such as affordable housing. With a heritage of stability and a modern push toward ESG (environmental, social, governance) principles, Legal & General remains a cornerstone of the UK financial landscape with a growing global presence.

This Quarter Est. Return
1 Year Est. Return
+28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$446B
AUM Growth
+$42.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,464
New
Increased
Reduced
Closed

Top Buys

1 +$1B
2 +$712M
3 +$487M
4
META icon
Meta Platforms (Facebook)
META
+$410M
5
AMZN icon
Amazon
AMZN
+$362M

Top Sells

1 +$483M
2 +$252M
3 +$216M
4
JNPR
Juniper Networks
JNPR
+$104M
5
WELL icon
Welltower
WELL
+$103M

Sector Composition

1 Technology 35.51%
2 Financials 13.17%
3 Consumer Discretionary 9.84%
4 Communication Services 9.37%
5 Healthcare 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MAGN
2501
Magnera Corp
MAGN
$528M
$406K ﹤0.01%
34,639
FCBC icon
2502
First Community Bankshares
FCBC
$642M
$405K ﹤0.01%
11,625
-5,034
AEBI
2503
Aebi Schmidt Holding AG
AEBI
$1.04B
$404K ﹤0.01%
+32,431
SMWB icon
2504
Similarweb
SMWB
$626M
$403K ﹤0.01%
43,374
+5,235
DAWN icon
2505
Day One Biopharmaceuticals
DAWN
$858M
$401K ﹤0.01%
56,864
ORIC icon
2506
Oric Pharmaceuticals
ORIC
$914M
$398K ﹤0.01%
33,126
+28,787
CRCT icon
2507
Cricut
CRCT
$1.09B
$395K ﹤0.01%
62,812
+3,566
CTOS icon
2508
Custom Truck One Source
CTOS
$1.39B
$391K ﹤0.01%
60,973
+2,692
CCO icon
2509
Clear Channel Outdoor Holdings
CCO
$1.01B
$390K ﹤0.01%
246,938
MCHI icon
2510
iShares MSCI China ETF
MCHI
$7.8B
$388K ﹤0.01%
5,900
OMI icon
2511
Owens & Minor
OMI
$233M
$388K ﹤0.01%
80,889
-132,635
RBBN icon
2512
Ribbon Communications
RBBN
$526M
$388K ﹤0.01%
102,056
MAX icon
2513
MediaAlpha
MAX
$739M
$386K ﹤0.01%
33,934
-2,381
PUBM icon
2514
PubMatic
PUBM
$420M
$384K ﹤0.01%
46,318
-1,950
SVV icon
2515
Savers
SVV
$1.48B
$382K ﹤0.01%
28,834
+5,914
SPFI icon
2516
South Plains Financial
SPFI
$669M
$381K ﹤0.01%
9,870
LAB icon
2517
Standard BioTools
LAB
$558M
$379K ﹤0.01%
291,916
-18,519
WOOF icon
2518
Petco
WOOF
$863M
$379K ﹤0.01%
98,012
-28,340
WBI
2519
WaterBridge Infrastructure LLC
WBI
$908M
$378K ﹤0.01%
+15,000
NUTX
2520
Nutex Health
NUTX
$1.24B
$377K ﹤0.01%
3,645
IBTA icon
2521
Ibotta
IBTA
$569M
$375K ﹤0.01%
13,461
+1,112
HOUS icon
2522
Anywhere Real Estate
HOUS
$1.57B
$373K ﹤0.01%
35,216
+25,634
ARHS icon
2523
Arhaus
ARHS
$1.53B
$370K ﹤0.01%
34,834
-87
DCBO
2524
Docebo
DCBO
$632M
$370K ﹤0.01%
13,566
HY icon
2525
Hyster-Yale Materials Handling
HY
$595M
$367K ﹤0.01%
9,958
+674