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
ACTG icon
3276
Acacia Research
ACTG
$349M
$10.5K ﹤0.01%
2,926
-554
LRMR icon
3277
Larimar Therapeutics
LRMR
$365M
$10.5K ﹤0.01%
3,631
-6,087
NMAX
3278
Newsmax Inc
NMAX
$1.4B
$10.4K ﹤0.01%
+690
DSGN icon
3279
Design Therapeutics
DSGN
$351M
$10.4K ﹤0.01%
3,078
+513
LUNG icon
3280
Pulmonx
LUNG
$64M
$10.4K ﹤0.01%
4,001
ALEC icon
3281
Alector
ALEC
$326M
$10.3K ﹤0.01%
7,395
-1,661
PDEX icon
3282
Pro-Dex
PDEX
$82.4M
$10.3K ﹤0.01%
+235
KOD icon
3283
Kodiak Sciences
KOD
$788M
$10.2K ﹤0.01%
2,747
SBFG icon
3284
SB Financial Group
SBFG
$117M
$10.2K ﹤0.01%
+536
SMID icon
3285
Smith-Midland
SMID
$197M
$10.2K ﹤0.01%
305
-171
RPT
3286
Rithm Property Trust
RPT
$109M
$10.2K ﹤0.01%
+3,784
EVI icon
3287
EVI Industries
EVI
$345M
$10.2K ﹤0.01%
467
-75
CVRX icon
3288
CVRx
CVRX
$251M
$10.2K ﹤0.01%
1,732
MNTN
3289
MNTN Inc
MNTN
$1.09B
$10.2K ﹤0.01%
+464
RVSB icon
3290
Riverview Bancorp
RVSB
$105M
$10.1K ﹤0.01%
+1,837
ACR
3291
ACRES Commercial Realty
ACR
$151M
$9.94K ﹤0.01%
+554
FRD icon
3292
Friedman Industries
FRD
$142M
$9.9K ﹤0.01%
+598
NREF
3293
NexPoint Real Estate Finance
NREF
$234M
$9.89K ﹤0.01%
717
+144
SMTI icon
3294
Sanara MedTech
SMTI
$261M
$9.77K ﹤0.01%
344
-115
RNAC icon
3295
Cartesian Therapeutics
RNAC
$245M
$9.75K ﹤0.01%
938
-212
CXDO icon
3296
Crexendo
CXDO
$186M
$9.72K ﹤0.01%
+1,601
CSPI icon
3297
CSP Inc
CSPI
$116M
$9.71K ﹤0.01%
+750
TSE icon
3298
Trinseo
TSE
$68.7M
$9.67K ﹤0.01%
+3,098
DERM icon
3299
Journey Medical
DERM
$195M
$9.65K ﹤0.01%
+1,347
SMHI icon
3300
SEACOR Marine Holdings
SMHI
$156M
$9.64K ﹤0.01%
1,890
-377