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
FRAF icon
3051
Franklin Financial Services
FRAF
$224M
$19K ﹤0.01%
378
PANL icon
3052
Pangaea Logistics
PANL
$543M
$19K ﹤0.01%
2,756
ALLO icon
3053
Allogene Therapeutics
ALLO
$517M
$18.9K ﹤0.01%
13,802
NKSH icon
3054
National Bankshares
NKSH
$236M
$18.9K ﹤0.01%
563
UIS icon
3055
Unisys
UIS
$169M
$18.7K ﹤0.01%
6,780
-376
IMMR icon
3056
Immersion
IMMR
$200M
$18.7K ﹤0.01%
2,751
HYLN icon
3057
Hyliion Holdings
HYLN
$356M
$18.7K ﹤0.01%
10,152
HRTX icon
3058
Heron Therapeutics
HRTX
$182M
$18.5K ﹤0.01%
14,237
LMNR icon
3059
Limoneira
LMNR
$254M
$18.5K ﹤0.01%
1,466
NGNE icon
3060
Neurogene
NGNE
$343M
$18.5K ﹤0.01%
898
LRMR icon
3061
Larimar Therapeutics
LRMR
$541M
$18.5K ﹤0.01%
4,854
+243
HWBK icon
3062
Hawthorn Bancshares
HWBK
$227M
$18.4K ﹤0.01%
527
ATLO icon
3063
AMES National
ATLO
$236M
$18.3K ﹤0.01%
795
FHTX icon
3064
Foghorn Therapeutics
FHTX
$339M
$18.2K ﹤0.01%
3,378
PAYS icon
3065
Paysign
PAYS
$209M
$18.2K ﹤0.01%
3,531
-200
CTRN icon
3066
Citi Trends
CTRN
$389M
$18.1K ﹤0.01%
436
LAW icon
3067
CS Disco
LAW
$303M
$18.1K ﹤0.01%
2,333
PKOH icon
3068
Park-Ohio Holdings
PKOH
$369M
$18.1K ﹤0.01%
864
CD
3069
Chaince Digital Holdings
CD
$398M
$18.1K ﹤0.01%
3,627
+716
ALCO icon
3070
Alico
ALCO
$308M
$18K ﹤0.01%
496
EGAN icon
3071
eGain
EGAN
$262M
$18K ﹤0.01%
1,751
ALTI icon
3072
AlTi Global
ALTI
$424M
$18K ﹤0.01%
3,876
NC icon
3073
NACCO Industries
NC
$365M
$17.9K ﹤0.01%
366
SATL icon
3074
Satellogic
SATL
$441M
$17.9K ﹤0.01%
9,595
+2,212
BELFA icon
3075
Bel Fuse Inc Class A
BELFA
$2.19B
$17.9K ﹤0.01%
118
-25