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
RMNI icon
3001
Rimini Street
RMNI
$377M
$22.1K ﹤0.01%
4,719
FVR
3002
FrontView REIT
FVR
$326M
$22K ﹤0.01%
1,604
PCB icon
3003
PCB Bancorp
PCB
$332M
$21.9K ﹤0.01%
1,045
LMNR icon
3004
Limoneira
LMNR
$269M
$21.8K ﹤0.01%
1,466
OSUR icon
3005
OraSure Technologies
OSUR
$179M
$21.7K ﹤0.01%
6,750
CADL icon
3006
Candel Therapeutics
CADL
$349M
$21.6K ﹤0.01%
4,231
-156
MCHB
3007
Mechanics Bancorp
MCHB
$3.26B
$21.5K ﹤0.01%
1,617
CIA icon
3008
Citizens
CIA
$260M
$21.5K ﹤0.01%
4,094
ALMS
3009
Alumis Inc
ALMS
$1.2B
$21.2K ﹤0.01%
5,316
+969
TE
3010
T1 Energy Inc
TE
$1.14B
$21.1K ﹤0.01%
9,692
BH icon
3011
Biglari Holdings Class B
BH
$1.03B
$21K ﹤0.01%
65
III icon
3012
Information Services Group
III
$290M
$21K ﹤0.01%
3,653
REFI
3013
Chicago Atlantic Real Estate Finance
REFI
$284M
$20.9K ﹤0.01%
1,638
AVIR icon
3014
Atea Pharmaceuticals
AVIR
$246M
$20.9K ﹤0.01%
7,216
PLTK icon
3015
Playtika
PLTK
$1.59B
$20.9K ﹤0.01%
5,369
HUMA icon
3016
Humacyte
HUMA
$245M
$20.9K ﹤0.01%
12,009
CDXS icon
3017
Codexis
CDXS
$151M
$20.7K ﹤0.01%
8,500
OM icon
3018
Outset Medical
OM
$75.9M
$20.7K ﹤0.01%
1,467
-287
KRT icon
3019
Karat Packaging
KRT
$463M
$20.7K ﹤0.01%
820
+33
LFCR icon
3020
Lifecore Biomedical
LFCR
$292M
$20.7K ﹤0.01%
2,807
ARQ icon
3021
Arq
ARQ
$143M
$20.6K ﹤0.01%
2,872
CRMT icon
3022
America's Car Mart
CRMT
$201M
$20.4K ﹤0.01%
699
IRBT icon
3023
iRobot
IRBT
$137M
$20.4K ﹤0.01%
5,687
OMDA
3024
Omada Health Inc
OMDA
$874M
$20.4K ﹤0.01%
921
+444
ENTA icon
3025
Enanta Pharmaceuticals
ENTA
$425M
$20.4K ﹤0.01%
1,704
-264