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
PRTA icon
2826
Prothena Corp
PRTA
$517M
$35.1K ﹤0.01%
3,599
-5,724
HNST icon
2827
The Honest Company
HNST
$320M
$34.7K ﹤0.01%
9,439
HBCP icon
2828
Home Bancorp
HBCP
$478M
$34.4K ﹤0.01%
634
BVS icon
2829
Bioventus
BVS
$505M
$34.4K ﹤0.01%
5,139
-66,270
KMTS
2830
Kestra Medical Technologies
KMTS
$1.6B
$34K ﹤0.01%
1,434
OPRX icon
2831
OptimizeRx
OPRX
$238M
$34K ﹤0.01%
1,658
-304
VPG icon
2832
Vishay Precision Group
VPG
$510M
$33.9K ﹤0.01%
1,058
CMPX icon
2833
Compass Therapeutics
CMPX
$936M
$33.7K ﹤0.01%
9,643
ERAS icon
2834
Erasca
ERAS
$1.03B
$33.6K ﹤0.01%
15,428
SPIR icon
2835
Spire Global
SPIR
$305M
$33.6K ﹤0.01%
3,057
RXST icon
2836
RxSight
RXST
$525M
$33.5K ﹤0.01%
3,729
-40,845
KFS icon
2837
Kingsway Financial Services
KFS
$365M
$33.4K ﹤0.01%
2,287
+278
MTRX icon
2838
Matrix Service
MTRX
$347M
$33.4K ﹤0.01%
2,556
CERS icon
2839
Cerus
CERS
$409M
$33.4K ﹤0.01%
21,025
CIVB icon
2840
Civista Bancshares
CIVB
$472M
$33.3K ﹤0.01%
1,641
+261
KRNY icon
2841
Kearny Financial
KRNY
$490M
$33.3K ﹤0.01%
5,061
SMLR icon
2842
Semler Scientific
SMLR
$268M
$33.2K ﹤0.01%
1,107
+317
ACCO icon
2843
Acco Brands
ACCO
$340M
$33.2K ﹤0.01%
8,323
TLS icon
2844
Telos
TLS
$405M
$33.1K ﹤0.01%
4,845
BKKT icon
2845
Bakkt Holdings
BKKT
$267M
$33K ﹤0.01%
982
+516
RR icon
2846
Richtech Robotics
RR
$722M
$33K ﹤0.01%
7,700
MCFT icon
2847
MasterCraft Boat Holdings
MCFT
$305M
$33K ﹤0.01%
1,538
BMRC icon
2848
Bank of Marin Bancorp
BMRC
$449M
$33K ﹤0.01%
1,359
LXFR icon
2849
Luxfer Holdings
LXFR
$364M
$33K ﹤0.01%
2,372
OIS icon
2850
Oil States International
OIS
$404M
$32.9K ﹤0.01%
5,428