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
ATOM icon
3176
Atomera
ATOM
$77.3M
$14.4K ﹤0.01%
3,257
SSP icon
3177
E.W. Scripps
SSP
$416M
$14.3K ﹤0.01%
5,811
PBFS icon
3178
Pioneer Bancorp
PBFS
$364M
$14.2K ﹤0.01%
1,091
GWRS icon
3179
Global Water Resources
GWRS
$245M
$14.2K ﹤0.01%
1,381
-21
RGP icon
3180
Resources Connection
RGP
$174M
$14.2K ﹤0.01%
2,814
RSVR icon
3181
Reservoir Media
RSVR
$491M
$14.2K ﹤0.01%
1,743
MXCT icon
3182
MaxCyte
MXCT
$157M
$14.2K ﹤0.01%
8,963
EVC icon
3183
Entravision Communication
EVC
$287M
$14.1K ﹤0.01%
6,059
AMBQ
3184
Ambiq Micro
AMBQ
$507M
$14.1K ﹤0.01%
+473
ALMU
3185
Aeluma Inc
ALMU
$292M
$14.1K ﹤0.01%
874
ALTG icon
3186
Alta Equipment Group
ALTG
$170M
$14K ﹤0.01%
1,937
PANL icon
3187
Pangaea Logistics
PANL
$476M
$14K ﹤0.01%
2,756
CVRX icon
3188
CVRx
CVRX
$218M
$14K ﹤0.01%
1,732
CBFV icon
3189
CB Financial Services
CBFV
$183M
$13.9K ﹤0.01%
420
ATNI icon
3190
ATN International
ATNI
$342M
$13.9K ﹤0.01%
927
LNKB icon
3191
LINKBANCORP
LNKB
$315M
$13.9K ﹤0.01%
1,944
VEL icon
3192
Velocity Financial
VEL
$765M
$13.9K ﹤0.01%
764
-248
CZWI icon
3193
Citizens Community Bancorp
CZWI
$178M
$13.9K ﹤0.01%
862
ADV icon
3194
Advantage Solutions
ADV
$274M
$13.8K ﹤0.01%
9,045
ELDN icon
3195
Eledon Pharmaceuticals
ELDN
$122M
$13.8K ﹤0.01%
5,333
ALTI icon
3196
AlTi Global
ALTI
$517M
$13.8K ﹤0.01%
3,876
AIRO
3197
AIRO Group Holdings
AIRO
$241M
$13.8K ﹤0.01%
+718
GENC icon
3198
Gencor Industries
GENC
$193M
$13.8K ﹤0.01%
941
ESOA icon
3199
Energy Services of America
ESOA
$145M
$13.6K ﹤0.01%
1,315
FCAP icon
3200
First Capital
FCAP
$222M
$13.6K ﹤0.01%
296