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
SWIM icon
2526
Latham Group
SWIM
$779M
$365K ﹤0.01%
47,911
+30,567
BATRA icon
2527
Atlanta Braves Holdings Series A
BATRA
$2.76B
$364K ﹤0.01%
8,001
-6
ASTL icon
2528
Algoma Steel
ASTL
$462M
$362K ﹤0.01%
88,583
WLFC icon
2529
Willis Lease Finance
WLFC
$922M
$360K ﹤0.01%
2,627
-69
HGTY icon
2530
Hagerty
HGTY
$1.3B
$359K ﹤0.01%
29,827
+5,975
TIPT icon
2531
Tiptree Inc
TIPT
$689M
$359K ﹤0.01%
18,729
AEVA
2532
Aeva Technologies
AEVA
$863M
$348K ﹤0.01%
24,032
-18,635
AGL icon
2533
Agilon Health
AGL
$275M
$345K ﹤0.01%
335,743
-10,288
CUK icon
2534
Carnival PLC
CUK
$34.6B
$340K ﹤0.01%
12,859
+1,431
TGLS icon
2535
Tecnoglass
TGLS
$2.48B
$338K ﹤0.01%
5,045
-70
CVLG icon
2536
Covenant Logistics
CVLG
$579M
$334K ﹤0.01%
15,442
GDRX icon
2537
GoodRx Holdings
GDRX
$920M
$333K ﹤0.01%
78,821
EMBJ
2538
Embraer S.A. ADS
EMBJ
$11.7B
$332K ﹤0.01%
5,495
FRPH icon
2539
FRP Holdings
FRPH
$442M
$330K ﹤0.01%
13,541
+1,826
NOA
2540
North American Construction
NOA
$402M
$326K ﹤0.01%
22,919
ATLC icon
2541
Atlanticus Holdings
ATLC
$981M
$323K ﹤0.01%
5,509
-683
WIT icon
2542
Wipro
WIT
$29.5B
$319K ﹤0.01%
121,521
AUGO
2543
Aura Minerals Inc
AUGO
$3.91B
$317K ﹤0.01%
+8,596
SEMR icon
2544
Semrush
SEMR
$1.77B
$315K ﹤0.01%
44,545
+543
USAR
2545
USA Rare Earth Inc
USAR
$2.07B
$312K ﹤0.01%
+18,129
ARDT
2546
Ardent Health
ARDT
$1.27B
$308K ﹤0.01%
23,265
+21,119
GLOB icon
2547
Globant
GLOB
$2.97B
$307K ﹤0.01%
5,344
-288
EOLS icon
2548
Evolus
EOLS
$463M
$305K ﹤0.01%
49,608
-2,084
NTB icon
2549
Bank of N.T. Butterfield & Son
NTB
$2.1B
$303K ﹤0.01%
7,061
-494
MIAX
2550
Miami International Holdings
MIAX
$3.47B
$302K ﹤0.01%
+7,500