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
CRML icon
3051
Critical Metals Corp
CRML
$962M
$19.3K ﹤0.01%
3,107
JRVR icon
3052
James River Group Holdings
JRVR
$312M
$19.3K ﹤0.01%
3,473
USCB icon
3053
USCB Financial Holdings
USCB
$350M
$19.3K ﹤0.01%
1,104
ONTF icon
3054
ON24
ONTF
$245M
$19.3K ﹤0.01%
3,367
FVCB icon
3055
FVCBankcorp
FVCB
$253M
$19.2K ﹤0.01%
1,478
RLGT icon
3056
Radiant Logistics
RLGT
$314M
$19.1K ﹤0.01%
3,235
VOXR
3057
Vox Royalty Corp
VOXR
$364M
$19.1K ﹤0.01%
4,433
DOUG icon
3058
Douglas Elliman
DOUG
$236M
$19.1K ﹤0.01%
6,664
LPRO icon
3059
Open Lending Corp
LPRO
$200M
$19K ﹤0.01%
9,009
PVBC
3060
DELISTED
Provident Bancorp
PVBC
$19K ﹤0.01%
1,515
JCAP
3061
Jefferson Capital
JCAP
$1.27B
$18.9K ﹤0.01%
1,096
+96
PBYI icon
3062
Puma Biotechnology
PBYI
$293M
$18.9K ﹤0.01%
3,564
ASUR icon
3063
Asure Software
ASUR
$246M
$18.9K ﹤0.01%
2,305
ELMD icon
3064
Electromed
ELMD
$247M
$18.9K ﹤0.01%
769
EVCM icon
3065
EverCommerce
EVCM
$2.4B
$18.8K ﹤0.01%
1,691
ARAY icon
3066
Accuray
ARAY
$119M
$18.7K ﹤0.01%
11,191
MYFW icon
3067
First Western Financial
MYFW
$248M
$18.6K ﹤0.01%
810
CATX icon
3068
Perspective Therapeutics
CATX
$189M
$18.6K ﹤0.01%
5,426
BSVN icon
3069
Bank7 Corp
BSVN
$417M
$18.6K ﹤0.01%
402
CURI icon
3070
CuriosityStream
CURI
$244M
$18.6K ﹤0.01%
3,505
UTMD icon
3071
Utah Medical Products
UTMD
$184M
$18.6K ﹤0.01%
295
CFFI icon
3072
C&F Financial
CFFI
$245M
$18.5K ﹤0.01%
276
JOUT icon
3073
Johnson Outdoors
JOUT
$445M
$18.5K ﹤0.01%
459
VYGR icon
3074
Voyager Therapeutics
VYGR
$242M
$18.5K ﹤0.01%
3,969
TRAK icon
3075
ReposiTrak
TRAK
$238M
$18.5K ﹤0.01%
1,248