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
PLYA
3451
DELISTED
Playa Hotels & Resorts
PLYA
-79,575
PRLD icon
3452
Prelude Therapeutics
PRLD
$185M
-962
PROK icon
3453
ProKidney
PROK
$311M
-10,925
PRPL icon
3454
Purple Innovation
PRPL
$76.9M
-5,053
PYXS icon
3455
Pyxis Oncology
PYXS
$66M
-4,219
QIPT
3456
Quipt Home Medical
QIPT
$156M
-3,960
QRHC icon
3457
Quest Resource Holding
QRHC
$40.7M
-1,892
QUIK icon
3458
QuickLogic
QUIK
$105M
-1,527
RAPT icon
3459
RAPT Therapeutics
RAPT
$993M
-297
RDZN icon
3460
Roadzen
RDZN
$159M
-2,133
PTVE
3461
DELISTED
Pactiv Evergreen Inc. Common stock
PTVE
-39,290
SASR
3462
DELISTED
Sandy Spring Bancorp Inc
SASR
-49,542
FBMS
3463
DELISTED
The First Bancshares, Inc.
FBMS
-35,327
SBT
3464
DELISTED
Sterling Bancorp, Inc. Common Stock
SBT
-1,953
VCSA
3465
DELISTED
Vacasa, Inc. Class A Common Stock
VCSA
-913
ML
3466
DELISTED
MoneyLion Inc.
ML
-8,290
SWI
3467
DELISTED
SolarWinds Corporation Common Stock
SWI
-161,691
SBDS
3468
Solo Brands Inc
SBDS
$9.71M
-43
ABOS icon
3469
Acumen Pharmaceuticals
ABOS
$121M
-3,635
INFU icon
3470
InfuSystem Holdings
INFU
$182M
-1,960
PDCO
3471
DELISTED
Patterson Companies, Inc.
PDCO
-224,002
AMPS
3472
DELISTED
Altus Power
AMPS
-1,358,048
SPCE icon
3473
Virgin Galactic
SPCE
$199M
-2,371
ATNM icon
3474
Actinium Pharmaceuticals
ATNM
$44.3M
-3,713
ATOS icon
3475
Atossa Therapeutics
ATOS
$85.1M
-11,829