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
MLAB icon
2801
Mesa Laboratories
MLAB
$429M
$38.5K ﹤0.01%
574
-14,083
CNDT icon
2802
Conduent
CNDT
$306M
$38.3K ﹤0.01%
13,690
SVC
2803
Service Properties Trust
SVC
$319M
$38.3K ﹤0.01%
14,120
WNC icon
2804
Wabash National
WNC
$401M
$37.7K ﹤0.01%
3,819
-40,525
XOMA icon
2805
Xoma
XOMA
$316M
$37.6K ﹤0.01%
976
COFS icon
2806
Choiceone Financial
COFS
$479M
$37.6K ﹤0.01%
1,297
PRME icon
2807
Prime Medicine
PRME
$729M
$37.4K ﹤0.01%
6,751
+1,852
INGM
2808
Ingram Micro Holding
INGM
$5.08B
$37.4K ﹤0.01%
1,739
KELYA icon
2809
Kelly Services Class A
KELYA
$321M
$37.3K ﹤0.01%
2,841
SD icon
2810
SandRidge Energy
SD
$538M
$37.2K ﹤0.01%
3,296
FBIZ icon
2811
First Business Financial Services
FBIZ
$476M
$37.1K ﹤0.01%
724
KODK icon
2812
Kodak
KODK
$835M
$37K ﹤0.01%
5,770
CMCO icon
2813
Columbus McKinnon
CMCO
$513M
$36.9K ﹤0.01%
2,573
BWB icon
2814
Bridgewater Bancshares
BWB
$517M
$36.9K ﹤0.01%
2,094
TSSI
2815
TSS Inc
TSSI
$206M
$36.8K ﹤0.01%
2,033
SEPN
2816
Septerna Inc
SEPN
$1.14B
$36.6K ﹤0.01%
1,945
MGTX icon
2817
MeiraGTx Holdings
MGTX
$718M
$36.3K ﹤0.01%
4,415
BCAL icon
2818
Southern California Bancorp
BCAL
$639M
$36.2K ﹤0.01%
2,168
ITIC icon
2819
Investors Title Co
ITIC
$473M
$36.2K ﹤0.01%
135
-4
DCTH icon
2820
Delcath Systems
DCTH
$366M
$36.1K ﹤0.01%
3,356
UNTY icon
2821
Unity Bancorp
UNTY
$556M
$35.9K ﹤0.01%
735
CBNK icon
2822
Capital Bancorp
CBNK
$489M
$35.5K ﹤0.01%
1,114
TMCI icon
2823
Treace Medical Concepts
TMCI
$178M
$35.5K ﹤0.01%
5,295
-128
DIN icon
2824
Dine Brands
DIN
$497M
$35.3K ﹤0.01%
1,429
HDSN icon
2825
Hudson Technologies
HDSN
$325M
$35.3K ﹤0.01%
3,555