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
PINE
3026
Alpine Income Property Trust
PINE
$295M
$20.1K ﹤0.01%
1,203
REFI
3027
Chicago Atlantic Real Estate Finance
REFI
$259M
$20.1K ﹤0.01%
1,638
RCKY icon
3028
Rocky Brands
RCKY
$328M
$20.1K ﹤0.01%
684
CFFI icon
3029
C&F Financial
CFFI
$237M
$20K ﹤0.01%
276
TLSI icon
3030
TriSalus Life Sciences
TLSI
$267M
$20K ﹤0.01%
2,870
+1,416
LOVE icon
3031
LoveSac
LOVE
$174M
$20K ﹤0.01%
1,357
ALMU
3032
Aeluma Inc
ALMU
$271M
$20K ﹤0.01%
1,164
+290
PCYO icon
3033
Pure Cycle
PCYO
$246M
$20K ﹤0.01%
1,818
RICK icon
3034
RCI Hospitality Holdings
RICK
$200M
$19.9K ﹤0.01%
835
CIA icon
3035
Citizens
CIA
$258M
$19.8K ﹤0.01%
4,094
ASLE icon
3036
AerSale
ASLE
$305M
$19.7K ﹤0.01%
2,774
MDWD icon
3037
MediWound
MDWD
$219M
$19.7K ﹤0.01%
1,065
+214
DDD icon
3038
3D Systems Corp
DDD
$286M
$19.6K ﹤0.01%
11,075
DSGN icon
3039
Design Therapeutics
DSGN
$572M
$19.5K ﹤0.01%
2,077
KINS icon
3040
Kingstone Companies
KINS
$220M
$19.4K ﹤0.01%
1,152
-61
FDBC icon
3041
Fidelity D&D Bancorp
FDBC
$251M
$19.4K ﹤0.01%
445
OPRX icon
3042
OptimizeRx
OPRX
$126M
$19.4K ﹤0.01%
1,580
-78
USNA icon
3043
Usana Health Sciences
USNA
$326M
$19.3K ﹤0.01%
982
-27,808
OPRT icon
3044
Oportun Financial
OPRT
$227M
$19.2K ﹤0.01%
3,630
WSBF icon
3045
Waterstone Financial
WSBF
$321M
$19.2K ﹤0.01%
1,158
-313
DSP icon
3046
Viant Technology
DSP
$173M
$19.2K ﹤0.01%
1,591
+243
RZLT icon
3047
Rezolute
RZLT
$298M
$19.2K ﹤0.01%
8,115
-101
OVLY icon
3048
Oak Valley Bancorp
OVLY
$272M
$19.1K ﹤0.01%
634
EVCM icon
3049
EverCommerce
EVCM
$2.2B
$19K ﹤0.01%
1,575
-116
SLQT icon
3050
SelectQuote
SLQT
$133M
$19K ﹤0.01%
13,478
-714