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
ETON icon
2751
Eton Pharmaceutcials
ETON
$454M
$40.6K ﹤0.01%
+2,852
CCSI icon
2752
Consensus Cloud Solutions
CCSI
$425M
$40.6K ﹤0.01%
1,760
+229
CLW icon
2753
Clearwater Paper
CLW
$293M
$40.3K ﹤0.01%
1,479
-16,838
ACNB icon
2754
ACNB Corp
ACNB
$491M
$40K ﹤0.01%
934
+214
AROW icon
2755
Arrow Financial
AROW
$505M
$39.6K ﹤0.01%
1,500
+77
VOYG
2756
Voyager Technologies
VOYG
$1.18B
$39.6K ﹤0.01%
+1,000
CMCO icon
2757
Columbus McKinnon
CMCO
$429M
$39.3K ﹤0.01%
2,573
-28,436
TTI icon
2758
TETRA Technologies
TTI
$1.03B
$39.3K ﹤0.01%
11,702
-127,163
PHAT icon
2759
Phathom Pharmaceuticals
PHAT
$1.04B
$39.2K ﹤0.01%
4,087
-32,351
CRMT icon
2760
America's Car Mart
CRMT
$151M
$39.2K ﹤0.01%
699
+86
LXU icon
2761
LSB Industries
LXU
$699M
$38.9K ﹤0.01%
4,988
-39,505
CTEV
2762
Claritev Corp
CTEV
$715M
$38.8K ﹤0.01%
+859
SHYF
2763
DELISTED
The Shyft Group
SHYF
$38.4K ﹤0.01%
3,060
MTW icon
2764
Manitowoc
MTW
$394M
$38.3K ﹤0.01%
3,184
+175
TCBX icon
2765
Third Coast Bancshares
TCBX
$520M
$38.2K ﹤0.01%
1,168
+154
BAK icon
2766
Braskem
BAK
$1.22B
$38.1K ﹤0.01%
11,635
PSFE icon
2767
Paysafe
PSFE
$411M
$38K ﹤0.01%
3,010
+282
FLOC
2768
Flowco Holdings
FLOC
$466M
$38K ﹤0.01%
2,131
+108
OPFI icon
2769
OppFi
OPFI
$272M
$37.8K ﹤0.01%
2,700
+600
TITN icon
2770
Titan Machinery
TITN
$369M
$37.7K ﹤0.01%
1,904
+126
CBNK icon
2771
Capital Bancorp
CBNK
$459M
$37.4K ﹤0.01%
1,114
+239
COFS icon
2772
Choiceone Financial
COFS
$447M
$37.2K ﹤0.01%
1,297
+554
BORR
2773
Borr Drilling
BORR
$926M
$37.1K ﹤0.01%
20,310
-23,212
CARE icon
2774
Carter Bankshares
CARE
$387M
$37K ﹤0.01%
2,132
+85
HIFS icon
2775
Hingham Institution for Saving
HIFS
$606M
$36.8K ﹤0.01%
148
+4