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
FINW icon
3101
FinWise Bancorp
FINW
$222M
$16.7K ﹤0.01%
933
EFSI
3102
Eagle Financial Services Inc
EFSI
$186M
$16.5K ﹤0.01%
415
UTMD icon
3103
Utah Medical Products
UTMD
$207M
$16.5K ﹤0.01%
295
BSVN icon
3104
Bank7 Corp
BSVN
$392M
$16.5K ﹤0.01%
402
TNXP icon
3105
Tonix Pharmaceuticals
TNXP
$172M
$16.4K ﹤0.01%
1,053
+220
OSUR icon
3106
OraSure Technologies
OSUR
$229M
$16.3K ﹤0.01%
6,750
BPRN icon
3107
Princeton Bancorp
BPRN
$228M
$16.3K ﹤0.01%
470
RGCO icon
3108
RGC Resources
RGCO
$234M
$16.3K ﹤0.01%
765
MFIN icon
3109
Medallion Financial
MFIN
$229M
$16.1K ﹤0.01%
1,566
INBK icon
3110
First Internet Bancorp
INBK
$175M
$16.1K ﹤0.01%
771
LNKB icon
3111
LINKBANCORP
LNKB
$318M
$16.1K ﹤0.01%
1,944
GCBC icon
3112
Greene County Bancorp
GCBC
$382M
$16K ﹤0.01%
721
-40
EDIT icon
3113
Editas Medicine
EDIT
$195M
$15.9K ﹤0.01%
7,778
FSFG
3114
DELISTED
First Savings Financial Group
FSFG
$15.9K ﹤0.01%
499
WEST icon
3115
Westrock Coffee
WEST
$378M
$15.8K ﹤0.01%
3,888
-36,050
DOUG icon
3116
Douglas Elliman
DOUG
$203M
$15.8K ﹤0.01%
6,664
AII
3117
American Integrity Insurance
AII
$382M
$15.7K ﹤0.01%
755
TARA icon
3118
Protara Therapeutics
TARA
$316M
$15.7K ﹤0.01%
2,937
SNBR icon
3119
Sleep Number
SNBR
$121M
$15.6K ﹤0.01%
1,848
VYGR icon
3120
Voyager Therapeutics
VYGR
$217M
$15.6K ﹤0.01%
3,969
LDI icon
3121
loanDepot
LDI
$576M
$15.4K ﹤0.01%
7,426
CZWI icon
3122
Citizens Community Bancorp
CZWI
$170M
$15.4K ﹤0.01%
862
ARCT icon
3123
Arcturus Therapeutics
ARCT
$202M
$15.3K ﹤0.01%
2,502
CMT icon
3124
Core Molding Technologies
CMT
$161M
$15.3K ﹤0.01%
763
PXED
3125
Phoenix Education Partners
PXED
$1.08B
$15.2K ﹤0.01%
+500