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
WTBA icon
2901
West Bancorporation
WTBA
$403M
$28.7K ﹤0.01%
1,413
FLOC
2902
Flowco Holdings
FLOC
$511M
$28.6K ﹤0.01%
1,929
-202
TLK icon
2903
Telkom Indonesia
TLK
$21B
$28.6K ﹤0.01%
1,520
ILPT
2904
Industrial Logistics Properties Trust
ILPT
$378M
$28.6K ﹤0.01%
4,898
CMTG icon
2905
Claros Mortgage Trust
CMTG
$488M
$28.4K ﹤0.01%
8,547
BAK icon
2906
Braskem
BAK
$1.14B
$28.2K ﹤0.01%
11,635
BCML icon
2907
BayCom
BCML
$353M
$28.1K ﹤0.01%
979
FMAO icon
2908
Farmers & Merchants Bancorp
FMAO
$381M
$28.1K ﹤0.01%
1,124
CLDT
2909
Chatham Lodging
CLDT
$343M
$28K ﹤0.01%
4,170
UIS icon
2910
Unisys
UIS
$205M
$27.9K ﹤0.01%
7,156
SLP icon
2911
Simulations Plus
SLP
$391M
$27.9K ﹤0.01%
1,849
-40,829
ZEUS icon
2912
Olympic Steel
ZEUS
$453M
$27.9K ﹤0.01%
915
SLQT icon
2913
SelectQuote
SLQT
$245M
$27.8K ﹤0.01%
14,192
-127,468
HVT icon
2914
Haverty Furniture Companies
HVT
$407M
$27.7K ﹤0.01%
1,265
RBB icon
2915
RBB Bancorp
RBB
$380M
$27.7K ﹤0.01%
1,477
RRBI icon
2916
Red River Bancshares
RRBI
$501M
$27.7K ﹤0.01%
427
NPCE icon
2917
Neuropace
NPCE
$530M
$27.6K ﹤0.01%
2,679
GCO icon
2918
Genesco
GCO
$255M
$27.5K ﹤0.01%
950
MRVI icon
2919
Maravai LifeSciences
MRVI
$532M
$27.5K ﹤0.01%
9,581
-1,568
OBT icon
2920
Orange County Bancorp
OBT
$391M
$27.5K ﹤0.01%
1,089
+154
NGS icon
2921
Natural Gas Services Group
NGS
$419M
$27.3K ﹤0.01%
976
XPER icon
2922
Xperi
XPER
$278M
$27.1K ﹤0.01%
4,189
EDIT icon
2923
Editas Medicine
EDIT
$238M
$27K ﹤0.01%
7,778
AIP icon
2924
Arteris
AIP
$696M
$26.9K ﹤0.01%
2,661
CZNC icon
2925
Citizens & Northern Corp
CZNC
$391M
$26.8K ﹤0.01%
1,355