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
MATV icon
2701
Mativ Holdings
MATV
$514M
$58K ﹤0.01%
4,771
-154
RGNX icon
2702
Regenxbio
RGNX
$525M
$57.9K ﹤0.01%
4,022
-288
ERAS icon
2703
Erasca
ERAS
$4.88B
$57.5K ﹤0.01%
15,428
AHL
2704
DELISTED
Aspen Insurance
AHL
$57.1K ﹤0.01%
1,540
-27
TKC icon
2705
Turkcell
TKC
$5.35B
$56.4K ﹤0.01%
10,317
IRWD icon
2706
Ironwood Pharmaceuticals
IRWD
$595M
$56.2K ﹤0.01%
16,690
-1,669
NRIM icon
2707
Northrim BanCorp
NRIM
$509M
$56K ﹤0.01%
2,105
-99
LXEO icon
2708
Lexeo Therapeutics
LXEO
$543M
$55.9K ﹤0.01%
5,631
+3,599
APPS icon
2709
Digital Turbine
APPS
$478M
$55.8K ﹤0.01%
11,158
+534
ATEX icon
2710
Anterix
ATEX
$742M
$55.7K ﹤0.01%
2,553
-46
NCMI icon
2711
National CineMedia
NCMI
$331M
$55.7K ﹤0.01%
14,327
SEPN
2712
Septerna Inc
SEPN
$1.29B
$54.2K ﹤0.01%
1,945
MOFG
2713
DELISTED
MidWestOne Financial Group
MOFG
$54.1K ﹤0.01%
1,404
FISI icon
2714
Financial Institutions
FISI
$608M
$53.9K ﹤0.01%
1,728
-100
OFIX icon
2715
Orthofix Medical
OFIX
$507M
$53.6K ﹤0.01%
3,533
MAMA icon
2716
Mama's Creations
MAMA
$676M
$53.5K ﹤0.01%
3,968
+191
OPRA
2717
Opera Ltd
OPRA
$1.37B
$53.4K ﹤0.01%
3,773
-161,287
KROS icon
2718
Keros Therapeutics
KROS
$344M
$53.4K ﹤0.01%
2,621
-496
CASS icon
2719
Cass Information Systems
CASS
$577M
$53K ﹤0.01%
1,277
-13,331
MPB icon
2720
Mid Penn Bancorp
MPB
$730M
$53K ﹤0.01%
1,707
SPOK icon
2721
Spok Holdings
SPOK
$260M
$52.2K ﹤0.01%
3,954
DC icon
2722
Dakota Gold
DC
$766M
$51.9K ﹤0.01%
9,142
-424
CHT icon
2723
Chunghwa Telecom
CHT
$33.3B
$51.7K ﹤0.01%
1,240
SHBI icon
2724
Shore Bancshares
SHBI
$601M
$51.4K ﹤0.01%
2,905
-59
SFIX icon
2725
Stitch Fix
SFIX
$442M
$51.2K ﹤0.01%
9,749