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
TRUE
3126
DELISTED
TrueCar
TRUE
$15.1K ﹤0.01%
6,698
BLLN
3127
BillionToOne Inc
BLLN
$3.36B
$15.1K ﹤0.01%
+184
CBK
3128
Commercial Bancgroup
CBK
$350M
$15K ﹤0.01%
+614
OPBK icon
3129
OP Bancorp
OPBK
$195M
$15K ﹤0.01%
1,063
HUMA icon
3130
Humacyte
HUMA
$214M
$15K ﹤0.01%
15,617
+3,608
TCX icon
3131
Tucows
TCX
$197M
$15K ﹤0.01%
667
CATX icon
3132
Perspective Therapeutics
CATX
$566M
$14.9K ﹤0.01%
5,426
KLTR icon
3133
Kaltura
KLTR
$216M
$14.8K ﹤0.01%
9,043
SKYX icon
3134
SKYX Platforms
SKYX
$251M
$14.8K ﹤0.01%
6,826
MPAA icon
3135
Motorcar Parts of America
MPAA
$202M
$14.8K ﹤0.01%
1,197
PBFS icon
3136
Pioneer Bancorp
PBFS
$352M
$14.7K ﹤0.01%
1,091
HCAT icon
3137
Health Catalyst
HCAT
$138M
$14.7K ﹤0.01%
6,140
BBCP icon
3138
Concrete Pumping Holdings
BBCP
$341M
$14.6K ﹤0.01%
2,183
CBFV icon
3139
CB Financial Services
CBFV
$173M
$14.6K ﹤0.01%
420
STRS icon
3140
Stratus Properties
STRS
$248M
$14.6K ﹤0.01%
605
TRAK icon
3141
ReposiTrak
TRAK
$157M
$14.6K ﹤0.01%
1,182
-66
POWW icon
3142
Outdoor Holding Co
POWW
$239M
$14.6K ﹤0.01%
8,548
OMDA
3143
Omada Health Inc
OMDA
$814M
$14.5K ﹤0.01%
921
BZAI
3144
Blaize Holdings
BZAI
$133M
$14.5K ﹤0.01%
7,446
BRT
3145
BRT Apartments
BRT
$278M
$14.4K ﹤0.01%
979
TSSI
3146
TSS Inc
TSSI
$261M
$14.4K ﹤0.01%
2,033
MASS icon
3147
908 Devices
MASS
$227M
$14.4K ﹤0.01%
2,734
-184
INGN icon
3148
Inogen
INGN
$176M
$14.3K ﹤0.01%
2,134
PEBK icon
3149
Peoples Bancorp of North Carolina
PEBK
$199M
$14.3K ﹤0.01%
396
MRBK icon
3150
Meridian
MRBK
$226M
$14.3K ﹤0.01%
815