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
$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 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VHI icon
3401
Valhi
VHI
$342M
$3.05K ﹤0.01%
187
MKTW icon
3402
MarketWise
MKTW
$34.3M
$2.97K ﹤0.01%
150
VRM icon
3403
Vroom Inc
VRM
$117M
$2.74K ﹤0.01%
+96
ZH
3404
Zhihu
ZH
$303M
$2.41K ﹤0.01%
606
SBC
3405
SBC Medical Group
SBC
$455M
$2.38K ﹤0.01%
+514
LPA
3406
Logistic Properties of the Americas
LPA
$90.1M
$2.2K ﹤0.01%
+324
ARL icon
3407
American Realty Investors
ARL
$258M
$2.14K ﹤0.01%
146
GOCO icon
3408
GoHealth
GOCO
$37.7M
$2.06K ﹤0.01%
370
VGAS icon
3409
Verde Clean Fuels
VGAS
$53.1M
$2.01K ﹤0.01%
+583
ATLN
3410
Atlantic International
ATLN
$74.9M
$2K ﹤0.01%
+987
USGO icon
3411
US GoldMining
USGO
$133M
$1.71K ﹤0.01%
+206
GGR icon
3412
Gogoro
GGR
$51.4M
$1.51K ﹤0.01%
268
ZSPC
3413
zSpace Inc
ZSPC
$15M
$1.02K ﹤0.01%
313
METCB icon
3414
Ramaco Resources Class B
METCB
$720M
$490 ﹤0.01%
62
-170
STEM icon
3415
Stem
STEM
$134M
$243 ﹤0.01%
39
-602
SCLX icon
3416
Scilex Holding
SCLX
$99.2M
$29 ﹤0.01%
+5
NVRO
3417
DELISTED
NEVRO CORP.
NVRO
-3,067
ITCI
3418
DELISTED
Intra-Cellular Therapies Inc.
ITCI
-154,271
TBNK
3419
DELISTED
Territorial Bancorp Inc.
TBNK
-14,504
ACHV icon
3420
Achieve Life Sciences
ACHV
$239M
-3,484
ACRV icon
3421
Acrivon Therapeutics
ACRV
$74.5M
-839
ADVM
3422
DELISTED
Adverum Biotechnologies
ADVM
-1,797
AGEN
3423
Agenus
AGEN
$113M
-1,927
AKYA
3424
DELISTED
Akoya BioSciences
AKYA
-2,510
ALXO icon
3425
ALX Oncology
ALXO
$72.1M
-3,860