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
AOMR
3251
Angel Oak Mortgage REIT
AOMR
$214M
$9.83K ﹤0.01%
1,142
FOA icon
3252
Finance of America Companies
FOA
$179M
$9.76K ﹤0.01%
403
ESOA icon
3253
Energy Services of America
ESOA
$261M
$9.73K ﹤0.01%
1,191
-124
STRW icon
3254
Strawberry Fields REIT
STRW
$170M
$9.65K ﹤0.01%
737
UNB icon
3255
Union Bankshares
UNB
$107M
$9.49K ﹤0.01%
400
ALEC icon
3256
Alector
ALEC
$221M
$9.42K ﹤0.01%
6,039
PMTS icon
3257
CPI Card Group
PMTS
$177M
$9.41K ﹤0.01%
641
ARQ icon
3258
Arq
ARQ
$137M
$9.39K ﹤0.01%
2,872
CSPI icon
3259
CSP Inc
CSPI
$86.3M
$9.38K ﹤0.01%
750
DH icon
3260
Definitive Healthcare
DH
$123M
$9.34K ﹤0.01%
3,253
INNV icon
3261
InnovAge Holding
INNV
$1.22B
$9.33K ﹤0.01%
1,797
ARAY icon
3262
Accuray
ARAY
$58.2M
$9.23K ﹤0.01%
11,191
RVSB icon
3263
Riverview Bancorp
RVSB
$112M
$9.22K ﹤0.01%
1,837
COSO
3264
CoastalSouth Bancshares
COSO
$287M
$9.21K ﹤0.01%
396
SNCR
3265
DELISTED
Synchronoss Technologies
SNCR
$9.19K ﹤0.01%
1,073
-121
EXFY icon
3266
Expensify
EXFY
$89.5M
$9.18K ﹤0.01%
6,081
NODK icon
3267
NI Holdings
NODK
$270M
$9.1K ﹤0.01%
684
PDEX icon
3268
Pro-Dex
PDEX
$145M
$9.04K ﹤0.01%
235
JILL icon
3269
J. Jill
JILL
$246M
$9.03K ﹤0.01%
658
ELA icon
3270
Envela
ELA
$327M
$8.94K ﹤0.01%
674
-94
ULH icon
3271
Universal Logistics Holdings
ULH
$406M
$8.93K ﹤0.01%
588
-6,431
ALTG icon
3272
Alta Equipment Group
ALTG
$215M
$8.91K ﹤0.01%
1,937
AVD icon
3273
American Vanguard Corp
AVD
$127M
$8.9K ﹤0.01%
2,331
SSTI icon
3274
SoundThinking
SSTI
$91.4M
$8.88K ﹤0.01%
1,106
SPWR icon
3275
SunPower Inc
SPWR
$142M
$8.63K ﹤0.01%
5,494
-568