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
NODK icon
3301
NI Holdings
NODK
$298M
$9.28K ﹤0.01%
684
INNV icon
3302
InnovAge Holding
INNV
$749M
$9.27K ﹤0.01%
1,797
AIRJ
3303
Montana Technologies Corp
AIRJ
$210M
$9.15K ﹤0.01%
1,952
GAIA icon
3304
Gaia
GAIA
$102M
$9.13K ﹤0.01%
1,537
ACNT icon
3305
Ascent Industries
ACNT
$145M
$9.08K ﹤0.01%
705
BALY icon
3306
Bally's
BALY
$802M
$9.06K ﹤0.01%
816
STRW icon
3307
Strawberry Fields REIT
STRW
$176M
$9.06K ﹤0.01%
737
FOA icon
3308
Finance of America Companies
FOA
$183M
$9.04K ﹤0.01%
403
BTMD icon
3309
Biote Corp
BTMD
$82.2M
$8.98K ﹤0.01%
2,995
SFBC icon
3310
Sound Financial Bancorp
SFBC
$107M
$8.89K ﹤0.01%
193
IKT icon
3311
Inhibikase Therapeutics
IKT
$188M
$8.89K ﹤0.01%
5,504
HBB icon
3312
Hamilton Beach Brands
HBB
$225M
$8.88K ﹤0.01%
618
CARL
3313
Carlsmed
CARL
$332M
$8.82K ﹤0.01%
+657
EPSN icon
3314
Epsilon Energy
EPSN
$133M
$8.8K ﹤0.01%
1,746
FF icon
3315
Future Fuel
FF
$145M
$8.74K ﹤0.01%
2,253
CLAR icon
3316
Clarus
CLAR
$129M
$8.71K ﹤0.01%
2,489
CSPI icon
3317
CSP Inc
CSPI
$125M
$8.66K ﹤0.01%
750
NVCT icon
3318
Nuvectis Pharma
NVCT
$194M
$8.63K ﹤0.01%
1,434
COSO
3319
CoastalSouth Bancshares
COSO
$306M
$8.63K ﹤0.01%
+396
NRDY icon
3320
Nerdy
NRDY
$151M
$8.51K ﹤0.01%
6,750
BARK icon
3321
BARK
BARK
$111M
$8.5K ﹤0.01%
10,232
MYPS icon
3322
PLAYSTUDIOS Inc
MYPS
$82.6M
$8.39K ﹤0.01%
8,718
LFT
3323
Lument Finance Trust
LFT
$79.1M
$8.28K ﹤0.01%
4,097
CFBK icon
3324
CF Bankshares
CFBK
$155M
$8.24K ﹤0.01%
344
EEX icon
3325
Emerald Holding
EEX
$965M
$8.1K ﹤0.01%
1,598