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
KULR icon
2926
KULR Technology Group
KULR
$113M
$24.4K ﹤0.01%
+3,422
CMTG icon
2927
Claros Mortgage Trust
CMTG
$432M
$24.4K ﹤0.01%
8,547
-96,196
RHLD
2928
Resolute Holdings Management
RHLD
$1.42B
$24.3K ﹤0.01%
764
-809
ACRE
2929
Ares Commercial Real Estate
ACRE
$269M
$24.3K ﹤0.01%
5,086
RM icon
2930
Regional Management Corp
RM
$366M
$24.2K ﹤0.01%
828
+135
OBT icon
2931
Orange County Bancorp
OBT
$352M
$24.2K ﹤0.01%
935
-25
SKIN icon
2932
The Beauty Health Co
SKIN
$163M
$24.1K ﹤0.01%
12,637
+3,856
BWFG icon
2933
Bankwell Financial Group
BWFG
$357M
$24K ﹤0.01%
665
+28
ZIMV
2934
DELISTED
ZimVie
ZIMV
$24K ﹤0.01%
2,562
+231
FSBW icon
2935
FS Bancorp
FSBW
$298M
$23.9K ﹤0.01%
607
RMR icon
2936
The RMR Group
RMR
$266M
$23.9K ﹤0.01%
1,459
-2,551
SION
2937
Sionna Therapeutics
SION
$1.65B
$23.8K ﹤0.01%
+1,374
BYND icon
2938
Beyond Meat
BYND
$522M
$23.8K ﹤0.01%
6,829
+410
KMTS
2939
Kestra Medical Technologies
KMTS
$1.27B
$23.8K ﹤0.01%
1,434
+434
EGHT icon
2940
8x8 Inc
EGHT
$270M
$23.5K ﹤0.01%
12,014
-2,538
SRTA
2941
Strata Critical Medical Inc
SRTA
$410M
$23.5K ﹤0.01%
5,833
+1,097
NRC icon
2942
National Research Corp
NRC
$347M
$23.5K ﹤0.01%
1,399
-3,903
DSP icon
2943
Viant Technology
DSP
$173M
$23.5K ﹤0.01%
1,775
+153
MVBF icon
2944
MVB Financial
MVBF
$333M
$23.5K ﹤0.01%
1,042
+99
PGEN icon
2945
Precigen
PGEN
$1.7B
$23.5K ﹤0.01%
16,515
+5,597
CRVS icon
2946
Corvus Pharmaceuticals
CRVS
$660M
$23.3K ﹤0.01%
+5,833
SLS icon
2947
SELLAS Life Sciences
SLS
$204M
$23.3K ﹤0.01%
+10,626
RYAM icon
2948
Rayonier Advanced Materials
RYAM
$398M
$23.2K ﹤0.01%
6,030
+524
HCAT icon
2949
Health Catalyst
HCAT
$161M
$23.1K ﹤0.01%
6,140
+527
OLMA icon
2950
Olema Pharmaceuticals
OLMA
$584M
$23.1K ﹤0.01%
5,422
+1,417