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
SMC
3076
Summit Midstream
SMC
$332M
$18.5K ﹤0.01%
900
ISTR icon
3077
Investar Holding Corp
ISTR
$267M
$18.5K ﹤0.01%
795
VALE icon
3078
Vale
VALE
$54.5B
$18.4K ﹤0.01%
1,694
PKOH icon
3079
Park-Ohio Holdings
PKOH
$329M
$18.4K ﹤0.01%
864
INR
3080
Infinity Natural Resources
INR
$219M
$18.2K ﹤0.01%
1,392
QUAD icon
3081
Quad
QUAD
$327M
$18.2K ﹤0.01%
2,914
FIGR
3082
Figure Technology Solutions
FIGR
$8.15B
$18.2K ﹤0.01%
+500
KRMD icon
3083
KORU Medical Systems
KRMD
$268M
$18.1K ﹤0.01%
4,735
QSI icon
3084
Quantum-Si Incorporated
QSI
$265M
$18.1K ﹤0.01%
12,860
FINW icon
3085
FinWise Bancorp
FINW
$242M
$18.1K ﹤0.01%
933
QTRX icon
3086
Quanterix
QTRX
$353M
$18K ﹤0.01%
3,307
HRTX icon
3087
Heron Therapeutics
HRTX
$251M
$17.9K ﹤0.01%
14,237
KULR icon
3088
KULR Technology Group
KULR
$153M
$17.9K ﹤0.01%
4,303
+881
NRC icon
3089
National Research Corp
NRC
$400M
$17.9K ﹤0.01%
1,399
ALEC icon
3090
Alector
ALEC
$155M
$17.9K ﹤0.01%
6,039
-1,356
OVLY icon
3091
Oak Valley Bancorp
OVLY
$253M
$17.9K ﹤0.01%
634
KINS icon
3092
Kingstone Companies
KINS
$226M
$17.8K ﹤0.01%
1,213
HCAT icon
3093
Health Catalyst
HCAT
$174M
$17.5K ﹤0.01%
6,140
STXS icon
3094
Stereotaxis
STXS
$221M
$17.4K ﹤0.01%
5,608
-347
INGN icon
3095
Inogen
INGN
$192M
$17.4K ﹤0.01%
2,134
MITT
3096
AG Mortgage Investment Trust
MITT
$267M
$17.4K ﹤0.01%
2,408
VABK icon
3097
Virginia National Bankshares
VABK
$217M
$17.4K ﹤0.01%
449
FRAF icon
3098
Franklin Financial Services
FRAF
$248M
$17.4K ﹤0.01%
378
MEC icon
3099
Mayville Engineering Co
MEC
$378M
$17.3K ﹤0.01%
1,260
INBK icon
3100
First Internet Bancorp
INBK
$189M
$17.3K ﹤0.01%
771