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
PAYS icon
2976
Paysign
PAYS
$295M
$23.5K ﹤0.01%
3,731
XPOF icon
2977
Xponential Fitness
XPOF
$256M
$23.4K ﹤0.01%
3,004
DENN icon
2978
Denny's
DENN
$319M
$23.4K ﹤0.01%
4,465
SKYH icon
2979
Sky Harbour Group
SKYH
$318M
$23.4K ﹤0.01%
2,366
ATXS icon
2980
Astria Therapeutics
ATXS
$738M
$23.3K ﹤0.01%
3,199
-545
MBX
2981
MBX Biosciences
MBX
$1.27B
$23.2K ﹤0.01%
1,328
-223
JMSB icon
2982
John Marshall Bancorp
JMSB
$296M
$23.1K ﹤0.01%
1,165
WOW icon
2983
WideOpenWest
WOW
$442M
$23K ﹤0.01%
4,458
LOVE icon
2984
LoveSac
LOVE
$197M
$23K ﹤0.01%
1,357
RMR icon
2985
The RMR Group
RMR
$267M
$22.9K ﹤0.01%
1,459
TOI icon
2986
The Oncology Institute
TOI
$371M
$22.9K ﹤0.01%
6,576
WSBF icon
2987
Waterstone Financial
WSBF
$315M
$22.9K ﹤0.01%
1,471
ACRE
2988
Ares Commercial Real Estate
ACRE
$298M
$22.9K ﹤0.01%
5,086
LDI icon
2989
loanDepot
LDI
$550M
$22.8K ﹤0.01%
7,426
TSBK icon
2990
Timberland Bancorp
TSBK
$295M
$22.8K ﹤0.01%
685
NNOX icon
2991
Nano X Imaging
NNOX
$212M
$22.8K ﹤0.01%
6,161
PACK icon
2992
Ranpak Holdings
PACK
$460M
$22.8K ﹤0.01%
4,052
ASLE icon
2993
AerSale
ASLE
$328M
$22.7K ﹤0.01%
2,774
HSHP
2994
Himalaya Shipping
HSHP
$418M
$22.7K ﹤0.01%
2,759
NECB icon
2995
Northeast Community Bancorp
NECB
$317M
$22.7K ﹤0.01%
1,102
BNTC icon
2996
Benitec Biopharma
BNTC
$412M
$22.6K ﹤0.01%
1,613
SB icon
2997
Safe Bulkers
SB
$500M
$22.5K ﹤0.01%
5,065
OPRT icon
2998
Oportun Financial
OPRT
$241M
$22.4K ﹤0.01%
3,630
+588
TBRG icon
2999
TruBridge
TBRG
$338M
$22.4K ﹤0.01%
1,109
VUZI icon
3000
Vuzix
VUZI
$217M
$22.1K ﹤0.01%
7,073