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
TMCI icon
3176
Treace Medical Concepts
TMCI
$92.4M
$13K ﹤0.01%
5,295
PLX icon
3177
Protalix BioTherapeutics
PLX
$211M
$13K ﹤0.01%
7,201
-556
MNSB icon
3178
MainStreet Bancshares
MNSB
$166M
$12.9K ﹤0.01%
636
LWAY icon
3179
Lifeway Foods
LWAY
$324M
$12.9K ﹤0.01%
534
-42
TTGT icon
3180
TechTarget
TTGT
$277M
$12.9K ﹤0.01%
2,391
-8,436
STXS icon
3181
Stereotaxis
STXS
$191M
$12.9K ﹤0.01%
5,608
PNBK icon
3182
Patriot National Bancorp
PNBK
$143M
$12.9K ﹤0.01%
7,078
+2,184
UBFO icon
3183
United Security Bancshares
UBFO
$182M
$12.6K ﹤0.01%
1,247
SNFCA icon
3184
Security National Financial
SNFCA
$234M
$12.5K ﹤0.01%
1,390
BNED icon
3185
Barnes & Noble Education
BNED
$287M
$12.5K ﹤0.01%
1,360
BSET icon
3186
Bassett Furniture
BSET
$125M
$12.4K ﹤0.01%
737
ASIC
3187
Ategrity Specialty Insurance
ASIC
$1.01B
$12.3K ﹤0.01%
585
FRD icon
3188
Friedman Industries
FRD
$131M
$12.3K ﹤0.01%
598
MLP icon
3189
Maui Land & Pineapple Co
MLP
$325M
$12.2K ﹤0.01%
721
GLSI icon
3190
Greenwich LifeSciences
GLSI
$320M
$12.2K ﹤0.01%
581
-81
GENC icon
3191
Gencor Industries
GENC
$227M
$12.2K ﹤0.01%
941
BHR
3192
Braemar Hotels & Resorts
BHR
$188M
$12.2K ﹤0.01%
4,243
-1,423
MDV
3193
Modiv Industrial
MDV
$153M
$12.2K ﹤0.01%
845
LZM icon
3194
Lifezone Metals
LZM
$364M
$12.1K ﹤0.01%
2,835
-266
ACU icon
3195
Acme United Corp
ACU
$162M
$12.1K ﹤0.01%
300
ECBK icon
3196
ECB Bancorp
ECBK
$150M
$12.1K ﹤0.01%
695
BOOM icon
3197
DMC Global
BOOM
$111M
$12.1K ﹤0.01%
1,803
OFLX icon
3198
Omega Flex
OFLX
$302M
$12K ﹤0.01%
409
RELL icon
3199
Richardson Electronics
RELL
$162M
$12K ﹤0.01%
1,102
TBI
3200
Trueblue
TBI
$127M
$12K ﹤0.01%
2,632