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
DMRC icon
3226
Digimarc
DMRC
$116M
$11K ﹤0.01%
1,672
ACTG icon
3227
Acacia Research
ACTG
$394M
$10.9K ﹤0.01%
2,926
FNWD icon
3228
Finward Bancorp
FNWD
$161M
$10.9K ﹤0.01%
309
NVCT icon
3229
Nuvectis Pharma
NVCT
$237M
$10.8K ﹤0.01%
1,434
FNKO icon
3230
Funko
FNKO
$251M
$10.7K ﹤0.01%
3,156
SGC icon
3231
Superior Group of Companies
SGC
$163M
$10.7K ﹤0.01%
1,106
SAMG icon
3232
Silvercrest Asset Management
SAMG
$123M
$10.7K ﹤0.01%
702
ONEW icon
3233
OneWater Marine
ONEW
$164M
$10.6K ﹤0.01%
979
KGEI
3234
Kolibri Global Energy
KGEI
$164M
$10.5K ﹤0.01%
2,680
EML icon
3235
Eastern Company
EML
$113M
$10.5K ﹤0.01%
533
RPT
3236
Rithm Property Trust
RPT
$109M
$10.4K ﹤0.01%
630
-1
ANIK icon
3237
Anika Therapeutics
ANIK
$189M
$10.4K ﹤0.01%
1,081
DERM icon
3238
Journey Medical
DERM
$258M
$10.4K ﹤0.01%
1,347
BCBP icon
3239
BCB Bancorp
BCBP
$142M
$10.4K ﹤0.01%
1,286
CXDO icon
3240
Crexendo
CXDO
$217M
$10.4K ﹤0.01%
1,601
INV
3241
Innventure Inc
INV
$235M
$10.2K ﹤0.01%
+2,448
FATE icon
3242
Fate Therapeutics
FATE
$155M
$10.2K ﹤0.01%
10,398
ACDC icon
3243
ProFrac Holding
ACDC
$977M
$10.2K ﹤0.01%
2,620
+1,493
HBB icon
3244
Hamilton Beach Brands
HBB
$227M
$10.2K ﹤0.01%
618
MNTK icon
3245
Montauk Renewables
MNTK
$219M
$10.1K ﹤0.01%
6,061
NREF
3246
NexPoint Real Estate Finance
NREF
$259M
$10.1K ﹤0.01%
717
TCI icon
3247
Transcontinental Realty Investors
TCI
$315M
$9.96K ﹤0.01%
170
MED icon
3248
Medifast
MED
$118M
$9.92K ﹤0.01%
929
GYRE icon
3249
Gyre Therapeutics
GYRE
$743M
$9.89K ﹤0.01%
1,405
+545
HNVR icon
3250
Hanover Bancorp
HNVR
$150M
$9.87K ﹤0.01%
427