Legal & General Group

Legal & General Group Portfolio holdings

AUM $446B
1-Year Est. Return 28%
 

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
+28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$446B
AUM Growth
+$42.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,464
New
Increased
Reduced
Closed

Top Buys

1 +$1B
2 +$712M
3 +$487M
4
META icon
Meta Platforms (Facebook)
META
+$410M
5
AMZN icon
Amazon
AMZN
+$362M

Top Sells

1 +$483M
2 +$252M
3 +$216M
4
JNPR
Juniper Networks
JNPR
+$104M
5
WELL icon
Welltower
WELL
+$103M

Sector Composition

1 Technology 35.51%
2 Financials 13.17%
3 Consumer Discretionary 9.84%
4 Communication Services 9.37%
5 Healthcare 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EBMT icon
3251
Eagle Bancorp Montana
EBMT
$155M
$11.4K ﹤0.01%
663
LFVN icon
3252
LifeVantage
LFVN
$80.4M
$11.4K ﹤0.01%
1,175
JILL icon
3253
J. Jill
JILL
$217M
$11.3K ﹤0.01%
658
SMID icon
3254
Smith-Midland
SMID
$189M
$11.3K ﹤0.01%
305
EXFY icon
3255
Expensify
EXFY
$145M
$11.3K ﹤0.01%
6,081
EHTH icon
3256
eHealth
EHTH
$132M
$11.2K ﹤0.01%
2,601
NXDT
3257
NexPoint Diversified Real Estate Trust
NXDT
$195M
$11.2K ﹤0.01%
3,031
+79
FSP
3258
Franklin Street Properties
FSP
$102M
$11.2K ﹤0.01%
6,982
BCBP icon
3259
BCB Bancorp
BCBP
$146M
$11.2K ﹤0.01%
1,286
WHG icon
3260
Westwood Holdings Group
WHG
$172M
$11.1K ﹤0.01%
675
ESCA icon
3261
Escalade
ESCA
$181M
$11.1K ﹤0.01%
882
AISP
3262
Airship AI Holdings
AISP
$105M
$11.1K ﹤0.01%
2,140
SAMG icon
3263
Silvercrest Asset Management
SAMG
$125M
$11.1K ﹤0.01%
702
ECBK icon
3264
ECB Bancorp
ECBK
$153M
$11K ﹤0.01%
695
STIM icon
3265
Neuronetics
STIM
$113M
$11K ﹤0.01%
4,030
LARK icon
3266
Landmark Bancorp
LARK
$175M
$11K ﹤0.01%
411
SMTI icon
3267
Sanara MedTech
SMTI
$225M
$10.9K ﹤0.01%
344
FNKO icon
3268
Funko
FNKO
$166M
$10.9K ﹤0.01%
3,156
CMDB
3269
Costamare Bulkers Holdings
CMDB
$385M
$10.8K ﹤0.01%
753
-148
RELL icon
3270
Richardson Electronics
RELL
$159M
$10.8K ﹤0.01%
1,102
KRO icon
3271
KRONOS Worldwide
KRO
$537M
$10.8K ﹤0.01%
1,876
-8,853
AOMR
3272
Angel Oak Mortgage REIT
AOMR
$217M
$10.7K ﹤0.01%
1,142
SPWR icon
3273
SunPower Inc
SPWR
$162M
$10.7K ﹤0.01%
6,062
MAPS icon
3274
WM Technology
MAPS
$125M
$10.7K ﹤0.01%
9,196
SRBK icon
3275
SR Bancorp
SRBK
$127M
$10.6K ﹤0.01%
705