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
CHMG icon
3051
Chemung Financial Corp
CHMG
$249M
$18.2K ﹤0.01%
376
+60
IDR icon
3052
Idaho Strategic Resources
IDR
$529M
$18.2K ﹤0.01%
+1,392
MITT
3053
AG Mortgage Investment Trust
MITT
$244M
$18.2K ﹤0.01%
2,408
-149
KLTR icon
3054
Kaltura
KLTR
$248M
$18.2K ﹤0.01%
9,043
-924
FBLA
3055
FB Bancorp
FBLA
$228M
$18.1K ﹤0.01%
+1,610
WOW icon
3056
WideOpenWest
WOW
$442M
$18.1K ﹤0.01%
4,458
CCRD
3057
DELISTED
CoreCard
CCRD
$18K ﹤0.01%
+621
IRBT icon
3058
iRobot
IRBT
$64.9M
$17.8K ﹤0.01%
5,687
-2,758
RMNI icon
3059
Rimini Street
RMNI
$351M
$17.8K ﹤0.01%
4,719
+227
EVCM icon
3060
EverCommerce
EVCM
$1.52B
$17.8K ﹤0.01%
1,691
-666
MBX
3061
MBX Biosciences
MBX
$1.12B
$17.7K ﹤0.01%
1,551
+444
PINE
3062
Alpine Income Property Trust
PINE
$229M
$17.7K ﹤0.01%
1,203
FRGE icon
3063
Forge Global Holdings
FRGE
$606M
$17.7K ﹤0.01%
929
+296
EB icon
3064
Eventbrite
EB
$263M
$17.6K ﹤0.01%
6,706
-2,256
III icon
3065
Information Services Group
III
$249M
$17.5K ﹤0.01%
3,653
+690
FVCB icon
3066
FVCBankcorp
FVCB
$227M
$17.4K ﹤0.01%
1,478
LPRO icon
3067
Open Lending Corp
LPRO
$184M
$17.4K ﹤0.01%
9,009
-111,073
EWCZ icon
3068
European Wax Center
EWCZ
$168M
$17.4K ﹤0.01%
3,086
-522
OVLY icon
3069
Oak Valley Bancorp
OVLY
$239M
$17.3K ﹤0.01%
634
FCCO icon
3070
First Community Corp
FCCO
$212M
$17.3K ﹤0.01%
+708
TRDA icon
3071
Entrada Therapeutics
TRDA
$348M
$17.2K ﹤0.01%
2,557
-17,342
TTSH icon
3072
Tile Shop Holdings
TTSH
$282M
$17.2K ﹤0.01%
2,692
RGCO icon
3073
RGC Resources
RGCO
$217M
$17.1K ﹤0.01%
765
EDIT icon
3074
Editas Medicine
EDIT
$259M
$17.1K ﹤0.01%
7,778
-7,462
SSP icon
3075
E.W. Scripps
SSP
$265M
$17.1K ﹤0.01%
5,811
+651