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
CLPT icon
2801
ClearPoint Neuro
CLPT
$343M
$38.1K ﹤0.01%
2,784
-118
NFBK icon
2802
Northfield Bancorp
NFBK
$550M
$37.8K ﹤0.01%
3,311
-41,631
BCAL icon
2803
Southern California Bancorp
BCAL
$582M
$37.5K ﹤0.01%
2,010
-158
KRNY icon
2804
Kearny Financial
KRNY
$467M
$37.5K ﹤0.01%
5,061
FEIM icon
2805
Frequency Electronics
FEIM
$524M
$37.5K ﹤0.01%
696
-34
UNTY icon
2806
Unity Bancorp
UNTY
$503M
$37.3K ﹤0.01%
722
-13
ORGO icon
2807
Organogenesis Holdings
ORGO
$355M
$37K ﹤0.01%
7,141
-337
CAL icon
2808
Caleres
CAL
$359M
$36.9K ﹤0.01%
3,036
-89,565
RXST icon
2809
RxSight
RXST
$312M
$36.8K ﹤0.01%
3,531
-198
BSRR icon
2810
Sierra Bancorp
BSRR
$446M
$36.5K ﹤0.01%
1,116
CIVB icon
2811
Civista Bancshares
CIVB
$464M
$36.5K ﹤0.01%
1,641
KODK icon
2812
Kodak
KODK
$658M
$36.4K ﹤0.01%
4,305
-1,465
PSNL icon
2813
Personalis
PSNL
$854M
$36.4K ﹤0.01%
4,572
EOLS icon
2814
Evolus
EOLS
$347M
$36.3K ﹤0.01%
5,454
-44,154
BVS icon
2815
Bioventus
BVS
$563M
$36.3K ﹤0.01%
4,873
-266
BRCB
2816
Black Rock Coffee Bar Inc
BRCB
$291M
$36.1K ﹤0.01%
1,620
-8,380
EGY icon
2817
Vaalco Energy
EGY
$563M
$36K ﹤0.01%
9,881
BWB icon
2818
Bridgewater Bancshares
BWB
$492M
$35.7K ﹤0.01%
2,037
-57
CCSI icon
2819
Consensus Cloud Solutions
CCSI
$575M
$35.6K ﹤0.01%
1,631
-129
BMRC icon
2820
Bank of Marin Bancorp
BMRC
$394M
$35.3K ﹤0.01%
1,359
ORN icon
2821
Orion Group Holdings
ORN
$472M
$35.3K ﹤0.01%
3,555
FLOC
2822
Flowco Holdings
FLOC
$729M
$35.1K ﹤0.01%
1,873
-56
NLOP
2823
Net Lease Office Properties
NLOP
$210M
$34.9K ﹤0.01%
1,353
LFMD icon
2824
LifeMD
LFMD
$150M
$34.6K ﹤0.01%
10,144
LTBR icon
2825
Lightbridge
LTBR
$374M
$34.5K ﹤0.01%
2,731
+372