Legal & General Group

Legal & General Group Portfolio holdings

AUM $451B
1-Year Est. Return 27.93%
 

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
+27.93%
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 +$985M
2 +$632M
3 +$455M
4
META icon
Meta Platforms (Facebook)
META
+$416M
5
AMZN icon
Amazon
AMZN
+$374M

Top Sells

1 +$377M
2 +$252M
3 +$216M
4
JNPR
Juniper Networks
JNPR
+$104M
5
WELL icon
Welltower
WELL
+$94.7M

Sector Composition

1 Technology 35.5%
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
FL
3426
DELISTED
Foot Locker
FL
-281,025
GGR icon
3427
Gogoro
GGR
$50.8M
-268
GMS
3428
DELISTED
GMS Inc
GMS
-106,860
GOGL
3429
DELISTED
Golden Ocean Group
GOGL
-125,659
HES
3430
DELISTED
Hess
HES
-1,817,792
INZY
3431
DELISTED
Inozyme Pharma
INZY
-4,813
ITOS
3432
DELISTED
iTeos Therapeutics
ITOS
-2,717
JHX icon
3433
James Hardie Industries
JHX
$10.2B
-4,870
JNPR
3434
DELISTED
Juniper Networks
JNPR
-2,614,171
KLG
3435
DELISTED
WK Kellogg Co
KLG
-189,279
MAG
3436
DELISTED
MAG Silver
MAG
-99,958
METCB icon
3437
Ramaco Resources Class B
METCB
$689M
-62
MX icon
3438
Magnachip Semiconductor
MX
$98.8M
-1,507
NVEE
3439
DELISTED
NV5 Global
NVEE
-151,599
NVS icon
3440
Novartis
NVS
$287B
-65,156
OLO
3441
DELISTED
Olo Inc
OLO
-132,335
OPOF
3442
DELISTED
Old Point Financial
OPOF
-397
PARAA
3443
DELISTED
Paramount Global Class A
PARAA
-5,603
PARA
3444
DELISTED
Paramount Global Class B
PARA
-1,657,547
PLL
3445
DELISTED
Piedmont Lithium
PLL
-2,300
PPBI
3446
DELISTED
Pacific Premier Bancorp
PPBI
-288,862
PWOD
3447
DELISTED
Penns Woods Bancorp
PWOD
-667
RDFN
3448
DELISTED
Redfin
RDFN
-83,553
RDUS
3449
DELISTED
Radius Recycling
RDUS
-18,587
SAGE
3450
DELISTED
Sage Therapeutics
SAGE
-5,175