Legal & General Group

Legal & General Group Portfolio holdings

AUM $403B
1-Year Est. Return 24.44%
 

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
+24.44%
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
OFLX icon
3176
Omega Flex
OFLX
$294M
$13.2K ﹤0.01%
409
+60
GENC icon
3177
Gencor Industries
GENC
$208M
$13.2K ﹤0.01%
941
IRWD icon
3178
Ironwood Pharmaceuticals
IRWD
$244M
$13.2K ﹤0.01%
18,359
-231,913
TCX icon
3179
Tucows
TCX
$201M
$13.1K ﹤0.01%
667
-121
PBFS icon
3180
Pioneer Bancorp
PBFS
$330M
$13.1K ﹤0.01%
1,091
+168
MLP icon
3181
Maui Land & Pineapple Co
MLP
$319M
$13.1K ﹤0.01%
721
-169
ONEW icon
3182
OneWater Marine
ONEW
$244M
$13.1K ﹤0.01%
979
-145
NPB
3183
Northpointe Bancshares
NPB
$577M
$13.1K ﹤0.01%
+955
FRAF icon
3184
Franklin Financial Services
FRAF
$196M
$13.1K ﹤0.01%
+378
ESOA icon
3185
Energy Services of America
ESOA
$167M
$13.1K ﹤0.01%
+1,315
MED icon
3186
Medifast
MED
$143M
$13.1K ﹤0.01%
929
SNFCA icon
3187
Security National Financial
SNFCA
$223M
$13K ﹤0.01%
+1,390
ALMS
3188
Alumis Inc
ALMS
$470M
$13K ﹤0.01%
4,347
+2,317
PANL icon
3189
Pangaea Logistics
PANL
$318M
$13K ﹤0.01%
2,756
-435
EPSN icon
3190
Epsilon Energy
EPSN
$105M
$12.9K ﹤0.01%
+1,746
LZM icon
3191
Lifezone Metals
LZM
$448M
$12.9K ﹤0.01%
3,101
-47
BELFA icon
3192
Bel Fuse Inc Class A
BELFA
$1.6B
$12.8K ﹤0.01%
143
RCMT icon
3193
RCM Technologies
RCMT
$172M
$12.8K ﹤0.01%
+544
TRUE icon
3194
TrueCar
TRUE
$213M
$12.7K ﹤0.01%
6,698
-1,176
EFSI
3195
Eagle Financial Services Inc
EFSI
$194M
$12.7K ﹤0.01%
+415
DH icon
3196
Definitive Healthcare
DH
$296M
$12.7K ﹤0.01%
3,253
-34,174
CMT icon
3197
Core Molding Technologies
CMT
$159M
$12.7K ﹤0.01%
763
+179
STXS icon
3198
Stereotaxis
STXS
$268M
$12.6K ﹤0.01%
5,955
THRD
3199
DELISTED
Third Harmonic Bio
THRD
$12.6K ﹤0.01%
2,323
+369
AISP
3200
Airship AI Holdings
AISP
$166M
$12.6K ﹤0.01%
2,140
+1,041