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
MBCN icon
3001
Middlefield Banc Corp
MBCN
$272M
$20.1K ﹤0.01%
669
+69
PDYN icon
3002
Palladyne AI
PDYN
$257M
$20.1K ﹤0.01%
+2,324
MEC icon
3003
Mayville Engineering Co
MEC
$323M
$20.1K ﹤0.01%
1,260
ATXS icon
3004
Astria Therapeutics
ATXS
$714M
$20.1K ﹤0.01%
3,744
-27,674
ZUMZ icon
3005
Zumiez
ZUMZ
$380M
$19.9K ﹤0.01%
1,503
HIMX
3006
Himax Technologies
HIMX
$1.3B
$19.8K ﹤0.01%
2,214
CURI icon
3007
CuriosityStream
CURI
$254M
$19.7K ﹤0.01%
+3,505
RLGT icon
3008
Radiant Logistics
RLGT
$279M
$19.7K ﹤0.01%
3,235
ERAS icon
3009
Erasca
ERAS
$746M
$19.6K ﹤0.01%
15,428
-171,397
MXCT icon
3010
MaxCyte
MXCT
$171M
$19.5K ﹤0.01%
8,963
-16,207
PCYO icon
3011
Pure Cycle
PCYO
$265M
$19.5K ﹤0.01%
1,818
-262
CRDF icon
3012
Cardiff Oncology
CRDF
$145M
$19.5K ﹤0.01%
6,185
+633
FET icon
3013
Forum Energy Technologies
FET
$349M
$19.4K ﹤0.01%
998
CIO
3014
City Office REIT
CIO
$278M
$19.4K ﹤0.01%
3,629
+358
INZY
3015
DELISTED
Inozyme Pharma
INZY
$19.3K ﹤0.01%
4,813
FVR
3016
FrontView REIT
FVR
$296M
$19.2K ﹤0.01%
1,604
+380
LCNB icon
3017
LCNB Corp
LCNB
$221M
$19.2K ﹤0.01%
1,324
+337
VSTM icon
3018
Verastem
VSTM
$510M
$19.2K ﹤0.01%
4,617
+401
ESPR icon
3019
Esperion Therapeutics
ESPR
$697M
$19.2K ﹤0.01%
19,464
+1,923
GLUE icon
3020
Monte Rosa Therapeutics
GLUE
$926M
$19.1K ﹤0.01%
4,245
+648
DDD icon
3021
3D Systems Corp
DDD
$281M
$19.1K ﹤0.01%
12,426
+1,389
IHRT icon
3022
iHeartMedia
IHRT
$607M
$19.1K ﹤0.01%
10,846
+1,958
SGHT icon
3023
Sight Sciences
SGHT
$380M
$19K ﹤0.01%
4,605
+720
AMCX icon
3024
AMC Networks
AMCX
$335M
$19K ﹤0.01%
3,031
BH icon
3025
Biglari Holdings Class B
BH
$985M
$19K ﹤0.01%
65