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
JILL icon
3301
J. Jill
JILL
$234M
$9.63K ﹤0.01%
658
+97
FORR icon
3302
Forrester Research
FORR
$164M
$9.62K ﹤0.01%
972
SUNS
3303
Sunrise Realty Trust
SUNS
$130M
$9.59K ﹤0.01%
905
SRBK icon
3304
SR Bancorp
SRBK
$118M
$9.52K ﹤0.01%
+705
LDI icon
3305
loanDepot
LDI
$651M
$9.43K ﹤0.01%
+7,426
WALD icon
3306
Waldencast
WALD
$251M
$9.42K ﹤0.01%
3,853
+1,638
FOA icon
3307
Finance of America Companies
FOA
$236M
$9.4K ﹤0.01%
+403
BRCC icon
3308
BRC Inc
BRCC
$162M
$9.37K ﹤0.01%
7,151
+1,527
INSG icon
3309
Inseego
INSG
$235M
$9.31K ﹤0.01%
+1,130
LX
3310
LexinFintech Holdings
LX
$843M
$9.27K ﹤0.01%
1,286
SLSN
3311
Solesence Inc
SLSN
$277M
$9.19K ﹤0.01%
+2,095
AVD icon
3312
American Vanguard Corp
AVD
$149M
$9.14K ﹤0.01%
2,331
AVR
3313
Anteris Technologies
AVR
$184M
$9.1K ﹤0.01%
2,399
+902
LFT
3314
Lument Finance Trust
LFT
$95.3M
$9.05K ﹤0.01%
+4,097
AIRJ
3315
Montana Technologies Corp
AIRJ
$348M
$9.04K ﹤0.01%
+1,952
BARK icon
3316
BARK
BARK
$134M
$9K ﹤0.01%
10,232
-974
TZOO icon
3317
Travelzoo
TZOO
$113M
$8.96K ﹤0.01%
+704
AREN icon
3318
Arena Group
AREN
$228M
$8.91K ﹤0.01%
+1,437
TARA icon
3319
Protara Therapeutics
TARA
$224M
$8.9K ﹤0.01%
+2,937
ACNT icon
3320
Ascent Industries
ACNT
$113M
$8.89K ﹤0.01%
+705
BIOA
3321
BioAge Labs
BIOA
$193M
$8.89K ﹤0.01%
2,152
+832
SFBC icon
3322
Sound Financial Bancorp
SFBC
$108M
$8.88K ﹤0.01%
+193
ACDC icon
3323
ProFrac Holding
ACDC
$675M
$8.75K ﹤0.01%
1,127
-1,061
OMDA
3324
Omada Health Inc
OMDA
$1.46B
$8.74K ﹤0.01%
+477
FF icon
3325
Future Fuel
FF
$181M
$8.74K ﹤0.01%
2,253