Legal & General Group

Legal & General Group Portfolio holdings

AUM $403B
1-Year Return 24.44%
 

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 Return
+3.99%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$378B
AUM Growth
-$2.18B
Cap. Flow
-$8.25B
Cap. Flow %
-2.18%
Top 10 Hldgs %
33.03%
Holding
3,439
New
34
Increased
1,418
Reduced
1,301
Closed
49

Top Sells

1
AAPL icon
Apple
AAPL
+$900M
2
NVDA icon
NVIDIA
NVDA
+$857M
3
AVGO icon
Broadcom
AVGO
+$355M
4
CSCO icon
Cisco
CSCO
+$312M
5
UNH icon
UnitedHealth
UNH
+$230M

Sector Composition

1 Technology 33.87%
2 Financials 13.19%
3 Consumer Discretionary 10.31%
4 Healthcare 10.02%
5 Communication Services 8.63%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
CRD.A icon
2651
Crawford & Co Class A
CRD.A
$516M
$227K ﹤0.01%
19,608
GCBC icon
2652
Greene County Bancorp
GCBC
$405M
$220K ﹤0.01%
7,951
-34
-0.4% -$942
SWIM icon
2653
Latham Group
SWIM
$922M
$218K ﹤0.01%
31,299
+27,577
+741% +$192K
RGTI icon
2654
Rigetti Computing
RGTI
$5.35B
$214K ﹤0.01%
14,051
+1,817
+15% +$27.7K
MNTK icon
2655
Montauk Renewables
MNTK
$285M
$213K ﹤0.01%
53,555
URGN icon
2656
UroGen Pharma
URGN
$957M
$211K ﹤0.01%
19,845
+3,920
+25% +$41.7K
GEF.B icon
2657
Greif Class B
GEF.B
$2.42B
$209K ﹤0.01%
3,078
-1,229
-29% -$83.4K
BYND icon
2658
Beyond Meat
BYND
$198M
$208K ﹤0.01%
55,385
SFL icon
2659
SFL Corp
SFL
$1.09B
$204K ﹤0.01%
19,933
+3,615
+22% +$37K
FLWS icon
2660
1-800-Flowers.com
FLWS
$324M
$203K ﹤0.01%
24,851
SVV icon
2661
Savers
SVV
$1.94B
$202K ﹤0.01%
19,741
-97
-0.5% -$994
LUCK
2662
Lucky Strike Entertainment Corporation
LUCK
$1.39B
$199K ﹤0.01%
19,843
-3,815
-16% -$38.2K
BBBY
2663
Bed Bath & Beyond, Inc.
BBBY
$638M
$197K ﹤0.01%
40,007
ASR icon
2664
Grupo Aeroportuario del Sureste
ASR
$10.2B
$197K ﹤0.01%
765
SGHC icon
2665
SGHC Ltd
SGHC
$6.65B
$196K ﹤0.01%
31,394
+7,825
+33% +$48.7K
LEGH icon
2666
Legacy Housing
LEGH
$654M
$191K ﹤0.01%
7,742
FDMT icon
2667
4D Molecular Therapeutics
FDMT
$326M
$191K ﹤0.01%
34,280
+1,906
+6% +$10.6K
ODD icon
2668
ODDITY Tech
ODD
$3.55B
$190K ﹤0.01%
4,526
TU icon
2669
Telus
TU
$25B
$190K ﹤0.01%
+13,990
New +$190K
PHVS icon
2670
Pharvaris
PHVS
$1.54B
$189K ﹤0.01%
9,855
+994
+11% +$19.1K
HNST icon
2671
The Honest Company
HNST
$438M
$184K ﹤0.01%
26,571
+6,146
+30% +$42.6K
WEST icon
2672
Westrock Coffee
WEST
$510M
$180K ﹤0.01%
28,062
-155
-0.5% -$995
SMMT icon
2673
Summit Therapeutics
SMMT
$14B
$180K ﹤0.01%
10,061
+342
+4% +$6.1K
BIRK icon
2674
Birkenstock
BIRK
$8.71B
$179K ﹤0.01%
3,158
+347
+12% +$19.7K
BBW icon
2675
Build-A-Bear
BBW
$936M
$175K ﹤0.01%
3,793
+783
+26% +$36K