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
SKYH icon
2951
Sky Harbour Group
SKYH
$324M
$23.1K ﹤0.01%
2,366
+1,119
AURA icon
2952
Aura Biosciences
AURA
$342M
$23.1K ﹤0.01%
3,686
-325
KGEI
2953
Kolibri Global Energy
KGEI
$142M
$23K ﹤0.01%
+3,366
LMNR icon
2954
Limoneira
LMNR
$241M
$22.9K ﹤0.01%
1,466
REFI
2955
Chicago Atlantic Real Estate Finance
REFI
$266M
$22.9K ﹤0.01%
1,638
-2,746
INSE icon
2956
Inspired Entertainment
INSE
$208M
$22.8K ﹤0.01%
2,796
+524
LFCR icon
2957
Lifecore Biomedical
LFCR
$297M
$22.8K ﹤0.01%
2,807
+406
ONIT
2958
Onity Group
ONIT
$343M
$22.6K ﹤0.01%
592
XPOF icon
2959
Xponential Fitness
XPOF
$213M
$22.5K ﹤0.01%
3,004
+376
ASUR icon
2960
Asure Software
ASUR
$224M
$22.5K ﹤0.01%
2,305
TBCH
2961
Turtle Beach Corp
TBCH
$272M
$22.4K ﹤0.01%
1,622
-3,305
ALDX icon
2962
Aldeyra Therapeutics
ALDX
$308M
$22.4K ﹤0.01%
5,836
+1,439
TCMD icon
2963
Tactile Systems Technology
TCMD
$538M
$22.3K ﹤0.01%
2,199
-4,058
ILPT
2964
Industrial Logistics Properties Trust
ILPT
$374M
$22.3K ﹤0.01%
4,898
-696
CADL icon
2965
Candel Therapeutics
CADL
$254M
$22.2K ﹤0.01%
4,387
+1,288
KRT icon
2966
Karat Packaging
KRT
$448M
$22.2K ﹤0.01%
787
+72
DMRC icon
2967
Digimarc
DMRC
$167M
$22.1K ﹤0.01%
1,672
-16,418
SMC
2968
Summit Midstream
SMC
$289M
$22.1K ﹤0.01%
+900
QTRX icon
2969
Quanterix
QTRX
$267M
$22K ﹤0.01%
3,307
-3,381
PCB icon
2970
PCB Bancorp
PCB
$309M
$21.9K ﹤0.01%
1,045
+145
STRT icon
2971
STRATTEC Security
STRT
$278M
$21.9K ﹤0.01%
+352
OPRT icon
2972
Oportun Financial
OPRT
$211M
$21.8K ﹤0.01%
+3,042
IMMR icon
2973
Immersion
IMMR
$213M
$21.7K ﹤0.01%
2,751
-5,159
ADCT icon
2974
ADC Therapeutics
ADCT
$499M
$21.7K ﹤0.01%
8,085
-452
JMSB icon
2975
John Marshall Bancorp
JMSB
$281M
$21.6K ﹤0.01%
1,165
+109