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
ASIC
2976
Ategrity Specialty Insurance
ASIC
$931M
$21.6K ﹤0.01%
+1,000
PLBC icon
2977
Plumas Bancorp
PLBC
$291M
$21.5K ﹤0.01%
483
-46
TG icon
2978
Tredegar Corp
TG
$294M
$21.5K ﹤0.01%
2,438
TSBK icon
2979
Timberland Bancorp
TSBK
$262M
$21.4K ﹤0.01%
685
MCHB
2980
Mechanics Bancorp
MCHB
$3.07B
$21.1K ﹤0.01%
1,617
TYRA icon
2981
Tyra Biosciences
TYRA
$843M
$21K ﹤0.01%
2,192
-7,069
BRBS icon
2982
Blue Ridge Bankshares
BRBS
$392M
$20.9K ﹤0.01%
+5,819
TECX
2983
Tectonic Therapeutic
TECX
$353M
$20.9K ﹤0.01%
+1,050
MASS icon
2984
908 Devices
MASS
$206M
$20.8K ﹤0.01%
2,918
+1,097
CDXS icon
2985
Codexis
CDXS
$150M
$20.7K ﹤0.01%
8,500
+1,151
INBK icon
2986
First Internet Bancorp
INBK
$156M
$20.7K ﹤0.01%
771
VUZI icon
2987
Vuzix
VUZI
$182M
$20.7K ﹤0.01%
+7,073
FRST icon
2988
Primis Financial Corp
FRST
$269M
$20.6K ﹤0.01%
1,903
+193
NWFL icon
2989
Norwood Financial Corp
NWFL
$255M
$20.6K ﹤0.01%
800
+79
NATR icon
2990
Nature's Sunshine
NATR
$364M
$20.6K ﹤0.01%
1,393
+162
SEPN
2991
Septerna Inc
SEPN
$1.02B
$20.6K ﹤0.01%
1,945
+105
FDBC icon
2992
Fidelity D&D Bancorp
FDBC
$256M
$20.5K ﹤0.01%
445
JRVR icon
2993
James River Group Holdings, Inc. Common Stock
JRVR
$254M
$20.4K ﹤0.01%
3,473
ANNX icon
2994
Annexon
ANNX
$341M
$20.3K ﹤0.01%
8,476
-77,059
WSBF icon
2995
Waterstone Financial
WSBF
$288M
$20.3K ﹤0.01%
1,471
FTK icon
2996
Flotek Industries
FTK
$447M
$20.3K ﹤0.01%
+1,375
OSUR icon
2997
OraSure Technologies
OSUR
$163M
$20.3K ﹤0.01%
6,750
-16,876
PWOD
2998
DELISTED
Penns Woods Bancorp
PWOD
$20.3K ﹤0.01%
+667
FSTR icon
2999
Foster
FSTR
$281M
$20.2K ﹤0.01%
925
-1,905
MOV icon
3000
Movado Group
MOV
$411M
$20.1K ﹤0.01%
1,321