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
ALCO icon
3101
Alico
ALCO
$253M
$16.2K ﹤0.01%
496
-62
ALTI icon
3102
AlTi Global
ALTI
$395M
$16.1K ﹤0.01%
3,876
+976
MNPR icon
3103
Monopar Therapeutics
MNPR
$503M
$16K ﹤0.01%
+453
HYLN icon
3104
Hyliion Holdings
HYLN
$294M
$16K ﹤0.01%
12,132
BNED icon
3105
Barnes & Noble Education
BNED
$248M
$16K ﹤0.01%
+1,360
HSHP
3106
Himalaya Shipping
HSHP
$372M
$15.9K ﹤0.01%
2,759
-645
SEVN
3107
Seven Hills Realty Trust
SEVN
$133M
$15.8K ﹤0.01%
1,309
+193
EXFY icon
3108
Expensify
EXFY
$135M
$15.8K ﹤0.01%
+6,081
ALLO icon
3109
Allogene Therapeutics
ALLO
$274M
$15.6K ﹤0.01%
13,802
+2,362
OPOF
3110
DELISTED
Old Point Financial
OPOF
$15.6K ﹤0.01%
+397
PAL
3111
Proficient Auto Logistics
PAL
$208M
$15.6K ﹤0.01%
2,146
+203
DOUG icon
3112
Douglas Elliman
DOUG
$218M
$15.5K ﹤0.01%
+6,664
PKOH icon
3113
Park-Ohio Holdings
PKOH
$288M
$15.4K ﹤0.01%
864
+120
ESSA
3114
DELISTED
ESSA Bancorp
ESSA
$15.4K ﹤0.01%
795
ARQ icon
3115
Arq
ARQ
$152M
$15.4K ﹤0.01%
2,872
+744
LFVN icon
3116
LifeVantage
LFVN
$82.3M
$15.4K ﹤0.01%
+1,175
ISTR icon
3117
Investar Holding Corp
ISTR
$233M
$15.4K ﹤0.01%
795
TLS icon
3118
Telos
TLS
$438M
$15.4K ﹤0.01%
4,845
HWBK icon
3119
Hawthorn Bancshares
HWBK
$219M
$15.4K ﹤0.01%
+527
ARAY icon
3120
Accuray
ARAY
$125M
$15.3K ﹤0.01%
11,191
+1,600
NKSH icon
3121
National Bankshares
NKSH
$191M
$15.3K ﹤0.01%
563
+82
BRT
3122
BRT Apartments
BRT
$268M
$15.3K ﹤0.01%
979
WNEB icon
3123
Western New England Bancorp
WNEB
$242M
$15.3K ﹤0.01%
+1,655
PMTS icon
3124
CPI Card Group
PMTS
$151M
$15.2K ﹤0.01%
641
+142
RCKY icon
3125
Rocky Brands
RCKY
$225M
$15.2K ﹤0.01%
684
-62