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
PARAA
3426
DELISTED
Paramount Global Class A
PARAA
-5,603
PARA
3427
DELISTED
Paramount Global Class B
PARA
-1,657,547
PLL
3428
DELISTED
Piedmont Lithium
PLL
-2,300
AGS
3429
DELISTED
PlayAGS
AGS
-3,704
AMED
3430
DELISTED
Amedisys
AMED
-72,297
ANSS
3431
DELISTED
Ansys
ANSS
-615,675
ARTNA icon
3432
Artesian Resources
ARTNA
$332M
-142,048
AZEK
3433
DELISTED
The AZEK Co
AZEK
-18,929
BASE
3434
DELISTED
Couchbase
BASE
-38,800
BPMC
3435
DELISTED
Blueprint Medicines
BPMC
-99,224
BRKL
3436
DELISTED
Brookline Bancorp
BRKL
-249,379
CHX
3437
DELISTED
ChampionX
CHX
-735,803
CRGX
3438
DELISTED
CARGO Therapeutics
CRGX
-3,037
DNB
3439
DELISTED
Dun & Bradstreet
DNB
-411,417
EBTC
3440
DELISTED
Enterprise Bancorp
EBTC
-15,104
ESGR
3441
DELISTED
Enstar Group
ESGR
-13,327
ESSA
3442
DELISTED
ESSA Bancorp
ESSA
-795
ETWO
3443
DELISTED
E2open Parent Holdings
ETWO
-155,302
PPBI
3444
DELISTED
Pacific Premier Bancorp
PPBI
-288,862
PWOD
3445
DELISTED
Penns Woods Bancorp
PWOD
-667
RDFN
3446
DELISTED
Redfin
RDFN
-83,553
RDUS
3447
DELISTED
Radius Recycling
RDUS
-18,587
SAGE
3448
DELISTED
Sage Therapeutics
SAGE
-5,175
SCLX icon
3449
Scilex Holding
SCLX
$101M
-5
SHYF
3450
DELISTED
The Shyft Group
SHYF
-3,060