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
ARL icon
3401
American Realty Investors
ARL
$247M
$2.44K ﹤0.01%
146
SBC
3402
SBC Medical Group
SBC
$429M
$2.23K ﹤0.01%
514
VGAS icon
3403
Verde Clean Fuels
VGAS
$60.2M
$1.79K ﹤0.01%
583
GOCO icon
3404
GoHealth
GOCO
$48.3M
$1.78K ﹤0.01%
370
LPA
3405
Logistic Properties of the Americas
LPA
$92.6M
$1.53K ﹤0.01%
324
ZSPC
3406
zSpace Inc
ZSPC
$14.5M
$301 ﹤0.01%
313
EVRI
3407
DELISTED
Everi Holdings
EVRI
-112,033
FARO
3408
DELISTED
Faro Technologies
FARO
-3,470
FL
3409
DELISTED
Foot Locker
FL
-281,025
GGR icon
3410
Gogoro
GGR
$55M
-268
GMS
3411
DELISTED
GMS Inc
GMS
-106,860
GOGL
3412
DELISTED
Golden Ocean Group
GOGL
-125,659
HES
3413
DELISTED
Hess
HES
-1,817,792
INZY
3414
DELISTED
Inozyme Pharma
INZY
-4,813
ITOS
3415
DELISTED
iTeos Therapeutics
ITOS
-2,717
JHX icon
3416
James Hardie Industries
JHX
$11.8B
-4,870
JNPR
3417
DELISTED
Juniper Networks
JNPR
-2,614,171
KLG
3418
DELISTED
WK Kellogg Co
KLG
-189,279
MAG
3419
DELISTED
MAG Silver
MAG
-99,958
METCB icon
3420
Ramaco Resources Class B
METCB
$796M
-61
MX icon
3421
Magnachip Semiconductor
MX
$97.5M
-1,507
NVEE
3422
DELISTED
NV5 Global
NVEE
-151,599
NVS icon
3423
Novartis
NVS
$259B
-65,156
OLO
3424
DELISTED
Olo Inc
OLO
-132,335
OPOF
3425
DELISTED
Old Point Financial
OPOF
-397