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
LCNB icon
3076
LCNB Corp
LCNB
$239M
$17.9K ﹤0.01%
1,092
-232
VABK icon
3077
Virginia National Bankshares
VABK
$211M
$17.9K ﹤0.01%
449
SEVN
3078
Seven Hills Realty Trust
SEVN
$194M
$17.9K ﹤0.01%
2,009
+700
FXNC icon
3079
First National Corp
FXNC
$238M
$17.8K ﹤0.01%
704
EVC icon
3080
Entravision Communication
EVC
$315M
$17.8K ﹤0.01%
6,059
OABI icon
3081
OmniAb
OABI
$272M
$17.7K ﹤0.01%
9,557
CRMT icon
3082
America's Car Mart
CRMT
$152M
$17.7K ﹤0.01%
699
FCAP icon
3083
First Capital
FCAP
$168M
$17.5K ﹤0.01%
296
TG icon
3084
Tredegar Corp
TG
$306M
$17.5K ﹤0.01%
2,438
SNDA icon
3085
Sonida Senior Living
SNDA
$688M
$17.5K ﹤0.01%
536
-31
CRDF icon
3086
Cardiff Oncology
CRDF
$129M
$17.4K ﹤0.01%
6,185
KRT icon
3087
Karat Packaging
KRT
$457M
$17.4K ﹤0.01%
770
-50
RMNI icon
3088
Rimini Street
RMNI
$332M
$17.4K ﹤0.01%
4,477
-242
NNOX icon
3089
Nano X Imaging
NNOX
$177M
$17.3K ﹤0.01%
6,161
BALY icon
3090
Bally's
BALY
$677M
$17.2K ﹤0.01%
1,041
+225
AVR
3091
Anteris Technologies
AVR
$603M
$17.2K ﹤0.01%
3,446
-183
QUAD icon
3092
Quad
QUAD
$359M
$17.2K ﹤0.01%
2,740
-174
CURI icon
3093
CuriosityStream
CURI
$194M
$17.1K ﹤0.01%
4,495
+990
LVWR icon
3094
LiveWire
LVWR
$362M
$17.1K ﹤0.01%
3,873
-219
JCAP
3095
Jefferson Capital
JCAP
$1.32B
$17.1K ﹤0.01%
764
-332
WEYS icon
3096
Weyco Group
WEYS
$297M
$17K ﹤0.01%
556
JELD icon
3097
JELD-WEN Holding
JELD
$158M
$17K ﹤0.01%
6,907
-942
SMLR
3098
DELISTED
Semler Scientific
SMLR
$16.9K ﹤0.01%
1,107
AARD
3099
Aardvark Therapeutics
AARD
$127M
$16.9K ﹤0.01%
1,288
+701
SKIN icon
3100
The Beauty Health Co
SKIN
$145M
$16.8K ﹤0.01%
12,102