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
SVC
2926
Service Properties Trust
SVC
$365M
$26K ﹤0.01%
14,120
FNLC icon
2927
First Bancorp
FNLC
$311M
$26K ﹤0.01%
982
XOMA icon
2928
Xoma
XOMA
$342M
$26K ﹤0.01%
976
CLW icon
2929
Clearwater Paper
CLW
$235M
$25.7K ﹤0.01%
1,479
PLBC icon
2930
Plumas Bancorp
PLBC
$348M
$25.7K ﹤0.01%
575
VUZI icon
2931
Vuzix
VUZI
$207M
$25.5K ﹤0.01%
6,755
-318
LOCO icon
2932
El Pollo Loco
LOCO
$330M
$25.4K ﹤0.01%
2,433
QTRX icon
2933
Quanterix
QTRX
$240M
$25.4K ﹤0.01%
3,993
+686
CIO
2934
DELISTED
City Office REIT
CIO
$25.3K ﹤0.01%
3,629
MCFT icon
2935
MasterCraft Boat Holdings
MCFT
$316M
$25.2K ﹤0.01%
1,333
-205
INSE icon
2936
Inspired Entertainment
INSE
$225M
$25.1K ﹤0.01%
2,685
BCML icon
2937
BayCom
BCML
$310M
$25.1K ﹤0.01%
854
-125
FRMI
2938
Fermi Inc
FRMI
$4.86B
$25K ﹤0.01%
+3,123
FSBW icon
2939
FS Bancorp
FSBW
$296M
$25K ﹤0.01%
607
MVIS icon
2940
Microvision
MVIS
$165M
$25K ﹤0.01%
30,164
+4,680
FSTR icon
2941
Foster
FSTR
$298M
$24.9K ﹤0.01%
925
NECB icon
2942
Northeast Community Bancorp
NECB
$311M
$24.9K ﹤0.01%
1,102
AMCX icon
2943
AMC Networks
AMCX
$343M
$24.9K ﹤0.01%
2,614
-417
BRBS icon
2944
Blue Ridge Bankshares
BRBS
$363M
$24.8K ﹤0.01%
5,819
ACRS icon
2945
Aclaris Therapeutics
ACRS
$406M
$24.8K ﹤0.01%
8,242
TLS icon
2946
Telos
TLS
$323M
$24.7K ﹤0.01%
4,845
BOC icon
2947
Boston Omaha
BOC
$394M
$24.6K ﹤0.01%
1,992
XPER icon
2948
Xperi
XPER
$286M
$24.5K ﹤0.01%
4,189
TSBK icon
2949
Timberland Bancorp
TSBK
$304M
$24.5K ﹤0.01%
685
FRPH icon
2950
FRP Holdings
FRPH
$441M
$24.4K ﹤0.01%
1,069
-12,472