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
ESPR icon
2726
Esperion Therapeutics
ESPR
$896M
$51.6K ﹤0.01%
19,464
NB
2727
NioCorp Developments
NB
$677M
$50.7K ﹤0.01%
7,584
+1,822
GPRE icon
2728
Green Plains
GPRE
$675M
$50.6K ﹤0.01%
5,762
LTBR icon
2729
Lightbridge
LTBR
$500M
$50K ﹤0.01%
2,359
+271
SMBK icon
2730
SmartFinancial
SMBK
$669M
$49.9K ﹤0.01%
1,396
BCAX
2731
Bicara Therapeutics
BCAX
$1.01B
$49.8K ﹤0.01%
3,156
FISI icon
2732
Financial Institutions
FISI
$659M
$49.7K ﹤0.01%
1,828
KROS icon
2733
Keros Therapeutics
KROS
$655M
$49.3K ﹤0.01%
3,117
LILA icon
2734
Liberty Latin America Class A
LILA
$1.71B
$49.1K ﹤0.01%
5,921
-1,904
BBBY
2735
Bed Bath & Beyond
BBBY
$436M
$49K ﹤0.01%
5,509
IBEX icon
2736
IBEX
IBEX
$508M
$48.9K ﹤0.01%
1,208
+99
MPB icon
2737
Mid Penn Bancorp
MPB
$739M
$48.9K ﹤0.01%
1,707
-170
SHBI icon
2738
Shore Bancshares
SHBI
$627M
$48.6K ﹤0.01%
2,964
REAX icon
2739
Real Brokerage
REAX
$896M
$48.5K ﹤0.01%
11,598
-191
ZIMV
2740
DELISTED
ZimVie
ZIMV
$48.5K ﹤0.01%
2,562
PHAT icon
2741
Phathom Pharmaceuticals
PHAT
$1.04B
$48.1K ﹤0.01%
4,087
CRVS icon
2742
Corvus Pharmaceuticals
CRVS
$625M
$48.1K ﹤0.01%
6,524
+691
NRIM icon
2743
Northrim BanCorp
NRIM
$611M
$47.7K ﹤0.01%
2,204
ORKA
2744
Oruka Therapeutics
ORKA
$1.46B
$47.6K ﹤0.01%
2,477
PBPB
2745
DELISTED
Potbelly
PBPB
$47.6K ﹤0.01%
2,794
PVLA
2746
Palvella Therapeutics
PVLA
$1.17B
$47.3K ﹤0.01%
755
IDR icon
2747
Idaho Strategic Resources
IDR
$688M
$47K ﹤0.01%
1,392
TERN icon
2748
Terns Pharmaceuticals
TERN
$4.89B
$46.7K ﹤0.01%
6,224
-541
SLDP icon
2749
Solid Power
SLDP
$886M
$46.7K ﹤0.01%
13,461
-244
AQST icon
2750
Aquestive Therapeutics
AQST
$758M
$46.5K ﹤0.01%
8,311