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
TBI
3076
Trueblue
TBI
$145M
$17.1K ﹤0.01%
2,632
CFFI icon
3077
C&F Financial
CFFI
$215M
$17K ﹤0.01%
+276
PVLA
3078
Palvella Therapeutics
PVLA
$987M
$17K ﹤0.01%
+755
KRMD icon
3079
KORU Medical Systems
KRMD
$196M
$17K ﹤0.01%
+4,735
PESI icon
3080
Perma-Fix Environmental Services
PESI
$242M
$16.9K ﹤0.01%
1,611
-251
ELMD icon
3081
Electromed
ELMD
$212M
$16.9K ﹤0.01%
+769
GCBC icon
3082
Greene County Bancorp
GCBC
$374M
$16.9K ﹤0.01%
761
-5,818
FUNC icon
3083
First United
FUNC
$233M
$16.9K ﹤0.01%
+544
EPM icon
3084
Evolution Petroleum
EPM
$148M
$16.8K ﹤0.01%
3,567
-8,521
BSVN icon
3085
Bank7 Corp
BSVN
$393M
$16.8K ﹤0.01%
402
+50
UTMD icon
3086
Utah Medical Products
UTMD
$179M
$16.8K ﹤0.01%
295
JAKK icon
3087
Jakks Pacific
JAKK
$189M
$16.7K ﹤0.01%
806
+173
FHTX icon
3088
Foghorn Therapeutics
FHTX
$262M
$16.7K ﹤0.01%
3,548
+842
ASLE icon
3089
AerSale
ASLE
$281M
$16.7K ﹤0.01%
2,774
OABI icon
3090
OmniAb
OABI
$219M
$16.6K ﹤0.01%
9,557
+1,242
VABK icon
3091
Virginia National Bankshares
VABK
$213M
$16.6K ﹤0.01%
449
RCEL icon
3092
Avita Medical
RCEL
$115M
$16.6K ﹤0.01%
3,135
+389
FEIM icon
3093
Frequency Electronics
FEIM
$273M
$16.6K ﹤0.01%
+730
GETY icon
3094
Getty Images
GETY
$624M
$16.6K ﹤0.01%
10,011
-712
MDWD icon
3095
MediWound
MDWD
$233M
$16.5K ﹤0.01%
851
-234
BLFY icon
3096
Blue Foundry Bancorp
BLFY
$167M
$16.5K ﹤0.01%
1,721
-218
QUAD icon
3097
Quad
QUAD
$280M
$16.5K ﹤0.01%
2,914
VALE icon
3098
Vale
VALE
$52.8B
$16.4K ﹤0.01%
1,694
ATOM icon
3099
Atomera
ATOM
$71M
$16.4K ﹤0.01%
+3,257
NC icon
3100
NACCO Industries
NC
$379M
$16.2K ﹤0.01%
366
+59