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
PNBK icon
3351
Patriot National Bancorp
PNBK
$200M
$6.36K ﹤0.01%
4,894
RCEL icon
3352
Avita Medical
RCEL
$106M
$6.33K ﹤0.01%
1,239
-1,896
CPSS icon
3353
Consumer Portfolio Services
CPSS
$203M
$6.12K ﹤0.01%
810
AFCG
3354
AFC Gamma
AFCG
$79.5M
$6.11K ﹤0.01%
1,596
ELA icon
3355
Envela
ELA
$325M
$6K ﹤0.01%
768
PAMT
3356
PAMT Corp
PAMT
$225M
$5.91K ﹤0.01%
518
SI
3357
Shoulder Innovations Inc
SI
$296M
$5.81K ﹤0.01%
+462
TTEC icon
3358
TTEC Holdings
TTEC
$187M
$5.68K ﹤0.01%
1,691
SEAT icon
3359
Vivid Seats
SEAT
$79.4M
$5.6K ﹤0.01%
337
-2
AFRI icon
3360
Forafric Global
AFRI
$296M
$5.38K ﹤0.01%
614
SKIL icon
3361
Skillsoft
SKIL
$53.5M
$5.29K ﹤0.01%
406
TEAD
3362
Teads Holding Co
TEAD
$65.9M
$5.27K ﹤0.01%
3,195
CLPR
3363
Clipper Realty
CLPR
$54.7M
$5.12K ﹤0.01%
1,347
OPAL icon
3364
OPAL Fuels
OPAL
$75.4M
$5.1K ﹤0.01%
2,311
ISPR icon
3365
Ispire Technology
ISPR
$150M
$5.04K ﹤0.01%
1,968
TUSK icon
3366
Mammoth Energy Services
TUSK
$85.3M
$4.99K ﹤0.01%
2,179
SOHU
3367
Sohu.com
SOHU
$450M
$4.81K ﹤0.01%
308
ACTU
3368
Actuate Therapeutics
ACTU
$175M
$4.74K ﹤0.01%
708
HQI icon
3369
HireQuest
HQI
$111M
$4.72K ﹤0.01%
491
-64
SVCO
3370
Silvaco Group
SVCO
$134M
$4.7K ﹤0.01%
868
NEXA icon
3371
Nexa Resources
NEXA
$1.06B
$4.66K ﹤0.01%
933
BEEP icon
3372
Mobile Infrastructure Corp
BEEP
$138M
$4.62K ﹤0.01%
1,311
RBKB icon
3373
Rhinebeck Bancorp
RBKB
$137M
$4.61K ﹤0.01%
406
SWKH icon
3374
SWK Holdings
SWKH
$210M
$4.58K ﹤0.01%
315
NL icon
3375
NL Industries
NL
$275M
$4.45K ﹤0.01%
723