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
MTRX icon
2801
Matrix Service
MTRX
$333M
$34.5K ﹤0.01%
2,556
-4,434
BBBY
2802
Bed Bath & Beyond
BBBY
$415M
$34.5K ﹤0.01%
5,509
+997
ABL icon
2803
Abacus Life
ABL
$640M
$34.4K ﹤0.01%
+6,702
NESR
2804
National Energy Services Reunited Corp
NESR
$1.37B
$34.3K ﹤0.01%
+5,706
PBPB
2805
DELISTED
Potbelly
PBPB
$34.2K ﹤0.01%
2,794
-339
BCAL icon
2806
Southern California Bancorp
BCAL
$615M
$34.2K ﹤0.01%
2,168
+71
DNTH icon
2807
Dianthus Therapeutics
DNTH
$1.75B
$34.1K ﹤0.01%
1,829
-2,062
SVC
2808
Service Properties Trust
SVC
$286M
$33.7K ﹤0.01%
14,120
-7,283
OM icon
2809
Outset Medical
OM
$85M
$33.7K ﹤0.01%
+1,754
TTAM
2810
Titan America SA
TTAM
$2.86B
$33.7K ﹤0.01%
2,703
-4,964
MATV icon
2811
Mativ Holdings
MATV
$697M
$33.6K ﹤0.01%
4,925
-51,574
CPS icon
2812
Cooper-Standard Automotive
CPS
$562M
$33.4K ﹤0.01%
1,553
+101
ALT icon
2813
Altimmune
ALT
$435M
$33.3K ﹤0.01%
8,620
-59,482
BWB icon
2814
Bridgewater Bancshares
BWB
$462M
$33.3K ﹤0.01%
2,094
+420
KELYA icon
2815
Kelly Services Class A
KELYA
$295M
$33.3K ﹤0.01%
2,841
-41,203
XPER icon
2816
Xperi
XPER
$287M
$33.1K ﹤0.01%
4,189
BSRR icon
2817
Sierra Bancorp
BSRR
$396M
$33.1K ﹤0.01%
1,116
TRC icon
2818
Tejon Ranch
TRC
$443M
$33.1K ﹤0.01%
1,949
+119
HBCP icon
2819
Home Bancorp
HBCP
$426M
$32.8K ﹤0.01%
634
+40
RICK icon
2820
RCI Hospitality Holdings
RICK
$209M
$32.8K ﹤0.01%
860
+81
KRNY icon
2821
Kearny Financial
KRNY
$407M
$32.7K ﹤0.01%
5,061
-49,073
KODK icon
2822
Kodak
KODK
$712M
$32.6K ﹤0.01%
5,770
+516
ARCT icon
2823
Arcturus Therapeutics
ARCT
$207M
$32.6K ﹤0.01%
2,502
-22,620
CRTO icon
2824
Criteo
CRTO
$1.09B
$32.5K ﹤0.01%
1,356
-1,116
UIS icon
2825
Unisys
UIS
$188M
$32.4K ﹤0.01%
7,156
+1,565