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
SEG
3201
Seaport Entertainment Group
SEG
$306M
$12.6K ﹤0.01%
675
-120
CRGX
3202
DELISTED
CARGO Therapeutics
CRGX
$12.5K ﹤0.01%
3,037
-10,968
DAC icon
3203
Danaos Corp
DAC
$1.58B
$12.5K ﹤0.01%
145
FSFG icon
3204
First Savings Financial Group
FSFG
$207M
$12.5K ﹤0.01%
+499
SNBR icon
3205
Sleep Number
SNBR
$146M
$12.5K ﹤0.01%
1,848
ACU icon
3206
Acme United Corp
ACU
$148M
$12.4K ﹤0.01%
+300
NXDT
3207
NexPoint Diversified Real Estate Trust
NXDT
$158M
$12.4K ﹤0.01%
2,952
+76
VYGR icon
3208
Voyager Therapeutics
VYGR
$275M
$12.3K ﹤0.01%
3,969
-15,276
ESCA icon
3209
Escalade
ESCA
$165M
$12.3K ﹤0.01%
882
ALTG icon
3210
Alta Equipment Group
ALTG
$204M
$12.2K ﹤0.01%
1,937
-1,038
PBYI icon
3211
Puma Biotechnology
PBYI
$274M
$12.2K ﹤0.01%
3,564
-348
FCAP icon
3212
First Capital
FCAP
$130M
$12.2K ﹤0.01%
+296
FLXS icon
3213
Flexsteel Industries
FLXS
$210M
$12.2K ﹤0.01%
339
-58
MG icon
3214
Mistras Group
MG
$306M
$12.2K ﹤0.01%
1,521
-352
EML icon
3215
Eastern Company
EML
$133M
$12.2K ﹤0.01%
533
+86
PRME icon
3216
Prime Medicine
PRME
$975M
$12.1K ﹤0.01%
4,899
-1,016
HAIN icon
3217
Hain Celestial
HAIN
$117M
$12.1K ﹤0.01%
7,928
BTMD icon
3218
Biote Corp
BTMD
$91M
$12K ﹤0.01%
2,995
+235
MNSB icon
3219
MainStreet Bancshares
MNSB
$142M
$12K ﹤0.01%
+636
CBFV icon
3220
CB Financial Services
CBFV
$159M
$12K ﹤0.01%
+420
ADV icon
3221
Advantage Solutions
ADV
$456M
$11.9K ﹤0.01%
9,045
-101,786
TE
3222
T1 Energy Inc
TE
$751M
$11.9K ﹤0.01%
9,692
MDV
3223
Modiv Industrial
MDV
$147M
$11.9K ﹤0.01%
+845
CZWI icon
3224
Citizens Community Bancorp
CZWI
$151M
$11.9K ﹤0.01%
+862
BVFL icon
3225
BV Financial
BVFL
$148M
$11.9K ﹤0.01%
+779