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
EHTH icon
3201
eHealth
EHTH
$51M
$12K ﹤0.01%
2,601
PDYN icon
3202
Palladyne AI
PDYN
$381M
$12K ﹤0.01%
2,806
+482
SBFG icon
3203
SB Financial Group
SBFG
$127M
$11.9K ﹤0.01%
536
LE icon
3204
Lands' End
LE
$493M
$11.9K ﹤0.01%
821
-269
NXDT
3205
NexPoint Diversified Real Estate Trust
NXDT
$225M
$11.9K ﹤0.01%
3,108
+77
ESCA icon
3206
Escalade
ESCA
$205M
$11.9K ﹤0.01%
882
ACR
3207
ACRES Commercial Realty
ACR
$139M
$11.8K ﹤0.01%
554
GWRS icon
3208
Global Water Resources
GWRS
$234M
$11.7K ﹤0.01%
1,381
EPM icon
3209
Evolution Petroleum
EPM
$161M
$11.6K ﹤0.01%
3,286
-281
WHG icon
3210
Westwood Holdings Group
WHG
$142M
$11.6K ﹤0.01%
675
INSG icon
3211
Inseego
INSG
$180M
$11.6K ﹤0.01%
1,130
CMDB
3212
Costamare Bulkers Holdings
CMDB
$444M
$11.6K ﹤0.01%
753
CVRX icon
3213
CVRx
CVRX
$217M
$11.5K ﹤0.01%
1,626
-106
RMBI icon
3214
Richmond Mutual Bancorp
RMBI
$132M
$11.5K ﹤0.01%
822
EVI icon
3215
EVI Industries
EVI
$252M
$11.5K ﹤0.01%
467
ACNT icon
3216
Ascent Industries
ACNT
$124M
$11.4K ﹤0.01%
705
SMHI icon
3217
SEACOR Marine Holdings
SMHI
$197M
$11.4K ﹤0.01%
1,890
LARK icon
3218
Landmark Bancorp
LARK
$159M
$11.3K ﹤0.01%
431
-1
IKT icon
3219
Inhibikase Therapeutics
IKT
$228M
$11.3K ﹤0.01%
5,504
LNSR icon
3220
LENSAR
LNSR
$141M
$11.2K ﹤0.01%
965
-83
BRCC icon
3221
BRC Inc
BRCC
$89.9M
$11.2K ﹤0.01%
10,076
RCMT icon
3222
RCM Technologies
RCMT
$146M
$11.1K ﹤0.01%
544
EWCZ icon
3223
European Wax Center
EWCZ
$253M
$11.1K ﹤0.01%
3,086
SRBK icon
3224
SR Bancorp
SRBK
$128M
$11.1K ﹤0.01%
705
SMID icon
3225
Smith-Midland
SMID
$188M
$11.1K ﹤0.01%
305