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
BRY icon
2951
Berry Corp
BRY
$258M
$25.4K ﹤0.01%
6,715
CIO
2952
City Office REIT
CIO
$281M
$25.3K ﹤0.01%
3,629
CZFS icon
2953
Citizens Financial Services
CZFS
$295M
$25.2K ﹤0.01%
418
KRRO icon
2954
Korro Bio
KRRO
$75M
$25.2K ﹤0.01%
526
INSE icon
2955
Inspired Entertainment
INSE
$243M
$25.2K ﹤0.01%
2,685
-111
BETR icon
2956
Better Home & Finance Holding
BETR
$622M
$25.1K ﹤0.01%
447
MOV icon
2957
Movado Group
MOV
$481M
$25.1K ﹤0.01%
1,321
AMCX icon
2958
AMC Networks
AMCX
$434M
$25K ﹤0.01%
3,031
AVNW icon
2959
Aviat Networks
AVNW
$270M
$24.9K ﹤0.01%
1,088
FSTR icon
2960
Foster
FSTR
$300M
$24.9K ﹤0.01%
925
PLBC icon
2961
Plumas Bancorp
PLBC
$320M
$24.8K ﹤0.01%
575
+92
FEIM icon
2962
Frequency Electronics
FEIM
$437M
$24.8K ﹤0.01%
730
ZUMZ icon
2963
Zumiez
ZUMZ
$497M
$24.6K ﹤0.01%
1,257
-246
BRBS icon
2964
Blue Ridge Bankshares
BRBS
$420M
$24.6K ﹤0.01%
5,819
FSBW icon
2965
FS Bancorp
FSBW
$326M
$24.2K ﹤0.01%
607
DMAC icon
2966
DiaMedica Therapeutics
DMAC
$452M
$24.2K ﹤0.01%
3,525
+582
SATL icon
2967
Satellogic
SATL
$256M
$24.2K ﹤0.01%
7,383
SKIN icon
2968
The Beauty Health Co
SKIN
$176M
$24.1K ﹤0.01%
12,102
-535
IRWD icon
2969
Ironwood Pharmaceuticals
IRWD
$584M
$24.1K ﹤0.01%
18,359
STRT icon
2970
STRATTEC Security
STRT
$335M
$24K ﹤0.01%
352
FC icon
2971
Franklin Covey
FC
$197M
$23.9K ﹤0.01%
1,231
MEI icon
2972
Methode Electronics
MEI
$239M
$23.8K ﹤0.01%
3,151
CTGO icon
2973
Contango ORE
CTGO
$401M
$23.8K ﹤0.01%
953
ONIT
2974
Onity Group
ONIT
$362M
$23.7K ﹤0.01%
592
LOCO icon
2975
El Pollo Loco
LOCO
$351M
$23.6K ﹤0.01%
2,433