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
AVR
3126
Anteris Technologies
AVR
$205M
$16.4K ﹤0.01%
3,629
+1,230
HWBK icon
3127
Hawthorn Bancshares
HWBK
$234M
$16.4K ﹤0.01%
527
DMRC icon
3128
Digimarc
DMRC
$189M
$16.3K ﹤0.01%
1,672
NPB
3129
Northpointe Bancshares
NPB
$599M
$16.3K ﹤0.01%
955
TTSH icon
3130
Tile Shop Holdings
TTSH
$293M
$16.3K ﹤0.01%
2,692
PESI icon
3131
Perma-Fix Environmental Services
PESI
$261M
$16.3K ﹤0.01%
1,611
TBI
3132
Trueblue
TBI
$147M
$16.1K ﹤0.01%
2,632
ATLO icon
3133
AMES National
ATLO
$212M
$16.1K ﹤0.01%
795
LWAY icon
3134
Lifeway Foods
LWAY
$352M
$16K ﹤0.01%
576
FXNC icon
3135
First National Corp
FXNC
$233M
$16K ﹤0.01%
704
WTI icon
3136
W&T Offshore
WTI
$243M
$15.9K ﹤0.01%
8,750
SGHT icon
3137
Sight Sciences
SGHT
$428M
$15.8K ﹤0.01%
4,605
MFIN icon
3138
Medallion Financial
MFIN
$245M
$15.8K ﹤0.01%
1,566
BRCC icon
3139
BRC Inc
BRCC
$141M
$15.7K ﹤0.01%
10,076
+2,925
SNDA icon
3140
Sonida Senior Living
SNDA
$582M
$15.7K ﹤0.01%
567
FLXS icon
3141
Flexsteel Industries
FLXS
$227M
$15.7K ﹤0.01%
339
FRGE icon
3142
Forge Global Holdings
FRGE
$610M
$15.7K ﹤0.01%
929
EFSI
3143
Eagle Financial Services Inc
EFSI
$213M
$15.7K ﹤0.01%
415
FSFG icon
3144
First Savings Financial Group
FSFG
$230M
$15.7K ﹤0.01%
499
CMT icon
3145
Core Molding Technologies
CMT
$175M
$15.7K ﹤0.01%
763
DSGN icon
3146
Design Therapeutics
DSGN
$537M
$15.7K ﹤0.01%
2,077
-1,001
ACRS icon
3147
Aclaris Therapeutics
ACRS
$343M
$15.7K ﹤0.01%
8,242
BLFY icon
3148
Blue Foundry Bancorp
BLFY
$261M
$15.6K ﹤0.01%
1,721
JYNT icon
3149
The Joint Corp
JYNT
$131M
$15.6K ﹤0.01%
1,634
NGNE icon
3150
Neurogene
NGNE
$314M
$15.6K ﹤0.01%
898