Legal & General Group

Legal & General Group Portfolio holdings

AUM $403B
1-Year Est. Return 24.44%
 

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
+24.44%
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 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EVBN
3451
DELISTED
Evans Bancorp Inc
EVBN
-2,198
BERY
3452
DELISTED
Berry Global Group, Inc.
BERY
-188,187
BECN
3453
DELISTED
Beacon Roofing Supply, Inc.
BECN
-69,846
ENFN
3454
DELISTED
Enfusion, Inc.
ENFN
-42,226
FFNW
3455
DELISTED
First Financial Northwest, Inc
FFNW
-611
FNA
3456
DELISTED
Paragon 28, Inc.
FNA
-33,075
PDCO
3457
DELISTED
Patterson Companies, Inc.
PDCO
-224,002
AMPS
3458
DELISTED
Altus Power
AMPS
-1,358,048
PYCR
3459
DELISTED
Paycor HCM, Inc. Common Stock
PYCR
-97,397
ATSG
3460
DELISTED
Air Transport Services Group
ATSG
-20,176
ACCD
3461
DELISTED
Accolade Inc
ACCD
-6,932
LGTY
3462
DELISTED
Logility Supply Chain Solutions, Inc. Common Stock
LGTY
-2,776
NVRO
3463
DELISTED
NEVRO CORP.
NVRO
-3,067
ITCI
3464
DELISTED
Intra-Cellular Therapies Inc.
ITCI
-154,271
TBNK
3465
DELISTED
Territorial Bancorp Inc.
TBNK
-14,504
PTVE
3466
DELISTED
Pactiv Evergreen Inc. Common stock
PTVE
-39,290
SASR
3467
DELISTED
Sandy Spring Bancorp Inc
SASR
-49,542
FBMS
3468
DELISTED
The First Bancshares, Inc.
FBMS
-35,327
SBT
3469
DELISTED
Sterling Bancorp, Inc. Common Stock
SBT
-1,953
VCSA
3470
DELISTED
Vacasa, Inc. Class A Common Stock
VCSA
-913
ML
3471
DELISTED
MoneyLion Inc.
ML
-8,290
SWI
3472
DELISTED
SolarWinds Corporation Common Stock
SWI
-161,691
SBDS
3473
Solo Brands Inc
SBDS
$26.1M
-1,707
ABOS icon
3474
Acumen Pharmaceuticals
ABOS
$138M
-3,635
ACHV icon
3475
Achieve Life Sciences
ACHV
$163M
-3,484