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
ONEW icon
3151
OneWater Marine
ONEW
$180M
$15.5K ﹤0.01%
979
AIRS icon
3152
AirSculpt Technologies
AIRS
$164M
$15.5K ﹤0.01%
1,928
+775
SEG
3153
Seaport Entertainment Group
SEG
$276M
$15.5K ﹤0.01%
675
BHR
3154
Braemar Hotels & Resorts
BHR
$183M
$15.5K ﹤0.01%
5,666
NC icon
3155
NACCO Industries
NC
$369M
$15.4K ﹤0.01%
366
BBCP icon
3156
Concrete Pumping Holdings
BBCP
$360M
$15.4K ﹤0.01%
2,183
LE icon
3157
Lands' End
LE
$472M
$15.4K ﹤0.01%
1,090
MDWD icon
3158
MediWound
MDWD
$244M
$15.3K ﹤0.01%
851
BRT
3159
BRT Apartments
BRT
$286M
$15.3K ﹤0.01%
979
OABI icon
3160
OmniAb
OABI
$310M
$15.3K ﹤0.01%
9,557
EGAN icon
3161
eGain
EGAN
$280M
$15.3K ﹤0.01%
1,751
BOOM icon
3162
DMC Global
BOOM
$137M
$15.2K ﹤0.01%
1,803
CHRS icon
3163
Coherus Oncology
CHRS
$168M
$15.2K ﹤0.01%
9,272
-2,353
JAKK icon
3164
Jakks Pacific
JAKK
$186M
$15.1K ﹤0.01%
806
MPTI icon
3165
M-tron Industries
MPTI
$158M
$15.1K ﹤0.01%
272
LAW icon
3166
CS Disco
LAW
$542M
$15.1K ﹤0.01%
2,333
-214
MG icon
3167
Mistras Group
MG
$395M
$15K ﹤0.01%
1,521
BPRN icon
3168
Princeton Bancorp
BPRN
$245M
$15K ﹤0.01%
470
LRMR icon
3169
Larimar Therapeutics
LRMR
$347M
$14.9K ﹤0.01%
4,611
+980
KGEI
3170
Kolibri Global Energy
KGEI
$144M
$14.9K ﹤0.01%
2,680
-686
TRDA icon
3171
Entrada Therapeutics
TRDA
$423M
$14.8K ﹤0.01%
2,557
OPBK icon
3172
OP Bancorp
OPBK
$220M
$14.8K ﹤0.01%
1,063
PAL
3173
Proficient Auto Logistics
PAL
$277M
$14.8K ﹤0.01%
2,146
EVI icon
3174
EVI Industries
EVI
$294M
$14.8K ﹤0.01%
467
RCMT icon
3175
RCM Technologies
RCMT
$155M
$14.4K ﹤0.01%
544