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
$403B
AUM Growth
+$35.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,602
New
Increased
Reduced
Closed

Top Buys

1 +$415M
2 +$360M
3 +$328M
4
JNJ icon
Johnson & Johnson
JNJ
+$168M
5
EMA
Emera Inc
EMA
+$164M

Top Sells

1 +$1.14B
2 +$1.03B
3 +$296M
4
LLY icon
Eli Lilly
LLY
+$215M
5
AMZN icon
Amazon
AMZN
+$205M

Sector Composition

1 Technology 34.3%
2 Financials 13.54%
3 Consumer Discretionary 9.84%
4 Healthcare 9.21%
5 Communication Services 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AVBP icon
2551
ArriVent BioPharma
AVBP
$854M
$322K ﹤0.01%
14,790
+1,197
CBL
2552
CBL Properties
CBL
$996M
$322K ﹤0.01%
12,674
-225
GRDN
2553
Guardian Pharmacy Services
GRDN
$1.85B
$317K ﹤0.01%
14,895
+14,104
FRPH icon
2554
FRP Holdings
FRPH
$469M
$315K ﹤0.01%
11,715
+510
TLRY icon
2555
Tilray
TLRY
$1.21B
$313K ﹤0.01%
756,116
EMBJ
2556
Embraer S.A. ADS
EMBJ
$11.5B
$313K ﹤0.01%
5,495
KLC
2557
KinderCare Learning Companies
KLC
$467M
$312K ﹤0.01%
30,909
+5,192
IWP icon
2558
iShares Russell Mid-Cap Growth ETF
IWP
$19.9B
$312K ﹤0.01%
2,250
-4,750
ARKO icon
2559
ARKO Corp
ARKO
$487M
$311K ﹤0.01%
73,475
+21,885
DOLE icon
2560
Dole
DOLE
$1.33B
$309K ﹤0.01%
22,106
+10,849
BITF
2561
Bitfarms
BITF
$1.43B
$309K ﹤0.01%
370,869
+14,513
FSUN
2562
FirstSun Capital Bancorp
FSUN
$907M
$304K ﹤0.01%
8,749
+2,344
ARHS icon
2563
Arhaus
ARHS
$1.27B
$303K ﹤0.01%
34,921
-17,105
DGICA icon
2564
Donegal Group Class A
DGICA
$732M
$301K ﹤0.01%
15,015
+291
SMWB icon
2565
Similarweb
SMWB
$634M
$299K ﹤0.01%
38,139
CUK icon
2566
Carnival PLC
CUK
$31.2B
$292K ﹤0.01%
11,428
ATEX icon
2567
Anterix
ATEX
$424M
$290K ﹤0.01%
11,303
+1,857
CCO icon
2568
Clear Channel Outdoor Holdings
CCO
$945M
$289K ﹤0.01%
246,938
-33,185
CTOS icon
2569
Custom Truck One Source
CTOS
$1.31B
$288K ﹤0.01%
58,281
+744
GRFS icon
2570
Grifois
GRFS
$5.93B
$279K ﹤0.01%
30,905
-103,028
NBR icon
2571
Nabors Industries
NBR
$719M
$277K ﹤0.01%
9,882
-966
DHT icon
2572
DHT Holdings
DHT
$2.2B
$276K ﹤0.01%
25,535
-299
TASK icon
2573
TaskUs
TASK
$1.06B
$274K ﹤0.01%
16,370
-1,879
GEF.B icon
2574
Greif Class B
GEF.B
$2.57B
$264K ﹤0.01%
3,827
+749
SRAD icon
2575
Sportradar
SRAD
$6.61B
$260K ﹤0.01%
+9,258