Legal & General Group

Legal & General Group Portfolio holdings

AUM $451B
1-Year Est. Return 27.92%
 

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
+27.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$451B
AUM Growth
+$5.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,462
New
Increased
Reduced
Closed

Top Buys

1 +$937M
2 +$462M
3 +$218M
4
INTU icon
Intuit
INTU
+$141M
5
Q
Qnity Electronics Inc
Q
+$117M

Top Sells

1 +$1.81B
2 +$433M
3 +$433M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$382M
5
K
Kellanova
K
+$190M

Sector Composition

1 Technology 34.85%
2 Financials 13.39%
3 Healthcare 9.67%
4 Consumer Discretionary 9.63%
5 Communication Services 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
WBTN
3001
WEBTOON Entertainment Inc
WBTN
$1.29B
$21.2K ﹤0.01%
1,629
PBYI icon
3002
Puma Biotechnology
PBYI
$316M
$21.2K ﹤0.01%
3,564
AVIR icon
3003
Atea Pharmaceuticals
AVIR
$480M
$21.2K ﹤0.01%
5,933
-1,283
ATNI icon
3004
ATN International
ATNI
$360M
$21.1K ﹤0.01%
927
III icon
3005
Information Services Group
III
$204M
$21.1K ﹤0.01%
3,653
DBI icon
3006
Designer Brands
DBI
$299M
$21.1K ﹤0.01%
2,836
FCCO icon
3007
First Community Corp
FCCO
$265M
$21K ﹤0.01%
708
CHMG icon
3008
Chemung Financial Corp
CHMG
$264M
$21K ﹤0.01%
376
HSHP
3009
Himalaya Shipping
HSHP
$646M
$21K ﹤0.01%
2,304
-455
MEI icon
3010
Methode Electronics
MEI
$200M
$20.9K ﹤0.01%
3,151
WNEB icon
3011
Western New England Bancorp
WNEB
$255M
$20.9K ﹤0.01%
1,655
FBLA
3012
FB Bancorp
FBLA
$192M
$20.7K ﹤0.01%
1,610
PAL
3013
Proficient Auto Logistics
PAL
$186M
$20.7K ﹤0.01%
2,146
BNTC icon
3014
Benitec Biopharma
BNTC
$431M
$20.6K ﹤0.01%
1,532
-81
FVCB icon
3015
FVCBankcorp
FVCB
$268M
$20.6K ﹤0.01%
1,478
MITT
3016
TPG Mortgage Investment Trust
MITT
$247M
$20.5K ﹤0.01%
2,408
INR
3017
Infinity Natural Resources
INR
$327M
$20.5K ﹤0.01%
1,392
RLGT icon
3018
Radiant Logistics
RLGT
$336M
$20.5K ﹤0.01%
3,235
SB icon
3019
Safe Bulkers
SB
$648M
$20.4K ﹤0.01%
4,231
-834
FUNC icon
3020
First United
FUNC
$236M
$20.4K ﹤0.01%
544
USCB icon
3021
USCB Financial Holdings
USCB
$333M
$20.3K ﹤0.01%
1,104
SKYH icon
3022
Sky Harbour Group
SKYH
$308M
$20.3K ﹤0.01%
2,264
-102
PESI icon
3023
Perma-Fix Environmental Services
PESI
$244M
$20.3K ﹤0.01%
1,611
CRD.A icon
3024
Crawford & Co Class A
CRD.A
$495M
$20.2K ﹤0.01%
1,798
-8,236
FC icon
3025
Franklin Covey
FC
$140M
$20.2K ﹤0.01%
1,205
-26