Legal & General Group

Legal & General Group Portfolio holdings

AUM $451B
1-Year Est. Return 27.92%
 

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
+27.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$451B
AUM Growth
+$5.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,462
New
Increased
Reduced
Closed

Top Buys

1 +$937M
2 +$462M
3 +$218M
4
INTU icon
Intuit
INTU
+$141M
5
Q
Qnity Electronics Inc
Q
+$117M

Top Sells

1 +$1.81B
2 +$433M
3 +$433M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$382M
5
K
Kellanova
K
+$190M

Sector Composition

1 Technology 34.85%
2 Financials 13.39%
3 Healthcare 9.67%
4 Consumer Discretionary 9.63%
5 Communication Services 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WLFC icon
2501
Willis Lease Finance
WLFC
$1.18B
$356K ﹤0.01%
2,627
STKL
2502
SunOpta
STKL
$762M
$354K ﹤0.01%
92,855
-12,682
EMBJ
2503
Embraer S.A. ADS
EMBJ
$11.9B
$354K ﹤0.01%
5,495
CTOS icon
2504
Custom Truck One Source
CTOS
$1.28B
$351K ﹤0.01%
60,973
TNGX icon
2505
Tango Therapeutics
TNGX
$2.22B
$349K ﹤0.01%
39,430
+32,985
NTB icon
2506
Bank of N.T. Butterfield & Son
NTB
$2.01B
$349K ﹤0.01%
7,002
-59
HOV icon
2507
Hovnanian Enterprises
HOV
$647M
$346K ﹤0.01%
3,552
NXDR
2508
Nextdoor Holdings
NXDR
$605M
$343K ﹤0.01%
163,438
-60,356
TIPT icon
2509
Tiptree Inc
TIPT
$624M
$340K ﹤0.01%
18,610
-119
LIND icon
2510
Lindblad Expeditions
LIND
$1.15B
$339K ﹤0.01%
23,513
-9,896
GLOB icon
2511
Globant
GLOB
$2.09B
$337K ﹤0.01%
5,152
-192
CVLG icon
2512
Covenant Logistics
CVLG
$661M
$336K ﹤0.01%
15,267
-175
HGTY icon
2513
Hagerty
HGTY
$979M
$333K ﹤0.01%
24,803
-5,024
RC
2514
Ready Capital
RC
$305M
$332K ﹤0.01%
152,201
-261,982
ABX
2515
Abacus Global Management
ABX
$1.01B
$331K ﹤0.01%
38,697
+5,203
BMBL icon
2516
Bumble
BMBL
$317M
$328K ﹤0.01%
91,941
AEVA
2517
Aeva Technologies
AEVA
$973M
$327K ﹤0.01%
24,592
+560
RPAY icon
2518
Repay Holdings
RPAY
$248M
$323K ﹤0.01%
88,483
+40,877
BFIN
2519
DELISTED
BankFinancial
BFIN
$322K ﹤0.01%
26,843
+20,627
HIPO icon
2520
Hippo Holdings
HIPO
$669M
$322K ﹤0.01%
10,707
+8,879
GRNT icon
2521
Granite Ridge Resources
GRNT
$659M
$321K ﹤0.01%
68,320
+17,077
TNK icon
2522
Teekay Tankers
TNK
$2.84B
$320K ﹤0.01%
5,987
+1,190
IMXI icon
2523
International Money Express
IMXI
$470M
$319K ﹤0.01%
20,736
-51
GEF.B icon
2524
Greif Class B
GEF.B
$3.19B
$315K ﹤0.01%
4,217
-579
BRSL
2525
Brightstar Lottery PLC
BRSL
$2.35B
$313K ﹤0.01%
20,242
-6,373