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
REAX icon
2701
Real Brokerage
REAX
$784M
$53.1K ﹤0.01%
11,789
+674
MOFG icon
2702
MidWestOne Financial Group
MOFG
$810M
$52.9K ﹤0.01%
1,840
+248
MPB icon
2703
Mid Penn Bancorp
MPB
$676M
$52.9K ﹤0.01%
1,877
+493
ASND icon
2704
Ascendis Pharma
ASND
$12.5B
$52.6K ﹤0.01%
305
-472
MAZE
2705
Maze Therapeutics
MAZE
$1.57B
$52K ﹤0.01%
4,242
+3,371
SFD
2706
Smithfield Foods
SFD
$8.44B
$51.9K ﹤0.01%
2,208
NRIM icon
2707
Northrim BanCorp
NRIM
$516M
$51.4K ﹤0.01%
2,204
+340
MYE icon
2708
Myers Industries
MYE
$654M
$51.3K ﹤0.01%
3,543
-2,435
HIPO icon
2709
Hippo Holdings
HIPO
$795M
$51.1K ﹤0.01%
1,828
+75
UAMY icon
2710
United States Antimony
UAMY
$1.03B
$51K ﹤0.01%
+23,405
CLFD icon
2711
Clearfield
CLFD
$424M
$50.4K ﹤0.01%
1,160
-9,881
ATYR
2712
aTyr Pharma
ATYR
$73.8M
$48.5K ﹤0.01%
+9,570
ALNT icon
2713
Allient
ALNT
$898M
$48.1K ﹤0.01%
1,326
+26
HNST icon
2714
The Honest Company
HNST
$288M
$48K ﹤0.01%
9,439
-16,973
LILA icon
2715
Liberty Latin America Class A
LILA
$1.64B
$47.7K ﹤0.01%
7,825
-19,115
CTO
2716
CTO Realty Growth
CTO
$565M
$47.6K ﹤0.01%
2,760
+283
KALV icon
2717
KalVista Pharmaceuticals
KALV
$688M
$47.5K ﹤0.01%
4,202
-4,338
AMLX icon
2718
Amylyx Pharmaceuticals
AMLX
$1.39B
$47.4K ﹤0.01%
+7,402
ASPI icon
2719
ASP Isotopes
ASPI
$897M
$47.3K ﹤0.01%
6,424
-60
SAGE
2720
DELISTED
Sage Therapeutics
SAGE
$47.2K ﹤0.01%
5,175
-4,571
SMBK icon
2721
SmartFinancial
SMBK
$613M
$47.2K ﹤0.01%
1,396
-81
HUYA
2722
Huya Inc
HUYA
$601M
$47K ﹤0.01%
13,366
FISI icon
2723
Financial Institutions
FISI
$589M
$46.9K ﹤0.01%
1,828
+236
EU
2724
enCore Energy
EU
$511M
$46.8K ﹤0.01%
16,363
-18,952
SHBI icon
2725
Shore Bancshares
SHBI
$535M
$46.6K ﹤0.01%
2,964
+64