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
SRDX
2751
DELISTED
Surmodics
SRDX
$46.4K ﹤0.01%
1,551
VREX icon
2752
Varex Imaging
VREX
$488M
$46.3K ﹤0.01%
3,734
GTN icon
2753
Gray Television
GTN
$544M
$46.1K ﹤0.01%
7,983
ARCT icon
2754
Arcturus Therapeutics
ARCT
$206M
$46.1K ﹤0.01%
2,502
NVGS icon
2755
Navigator Holdings
NVGS
$1.15B
$46.1K ﹤0.01%
2,974
ALRS icon
2756
Alerus Financial
ALRS
$596M
$45.8K ﹤0.01%
2,068
HONE
2757
DELISTED
HarborOne Bancorp
HONE
$45.2K ﹤0.01%
3,322
-303
CTO
2758
CTO Realty Growth
CTO
$576M
$45K ﹤0.01%
2,760
KOD icon
2759
Kodiak Sciences
KOD
$1.22B
$45K ﹤0.01%
2,747
CTEV
2760
Claritev Corp
CTEV
$619M
$44.9K ﹤0.01%
845
-14
TCBX icon
2761
Third Coast Bancshares
TCBX
$555M
$44.3K ﹤0.01%
1,168
CYRX icon
2762
CryoPort
CYRX
$471M
$44.3K ﹤0.01%
4,678
PKST
2763
Peakstone Realty Trust
PKST
$532M
$43.9K ﹤0.01%
3,347
DC icon
2764
Dakota Gold
DC
$644M
$43.5K ﹤0.01%
9,566
EBS icon
2765
Emergent Biosolutions
EBS
$648M
$43.3K ﹤0.01%
4,913
SVRA icon
2766
Savara
SVRA
$1.34B
$43.2K ﹤0.01%
12,102
-42,595
BAND icon
2767
Bandwidth Inc
BAND
$466M
$42.9K ﹤0.01%
2,571
CYH icon
2768
Community Health Systems
CYH
$449M
$42.8K ﹤0.01%
13,320
-270
AROW icon
2769
Arrow Financial
AROW
$529M
$42.5K ﹤0.01%
1,500
SFIX icon
2770
Stitch Fix
SFIX
$735M
$42.4K ﹤0.01%
9,749
-180
VOYG
2771
Voyager Technologies
VOYG
$1.55B
$42.2K ﹤0.01%
1,418
+418
PFIS icon
2772
Peoples Financial Services
PFIS
$526M
$42K ﹤0.01%
864
RGNX icon
2773
Regenxbio
RGNX
$700M
$41.6K ﹤0.01%
4,310
CLNE icon
2774
Clean Energy Fuels
CLNE
$496M
$41.4K ﹤0.01%
16,044
CARE icon
2775
Carter Bankshares
CARE
$441M
$41.4K ﹤0.01%
2,132