Legal & General Group

Legal & General Group Portfolio holdings

AUM $432B
1-Year Est. Return 31.03%
 

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
+31.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$432B
AUM Growth
-$18.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,422
New
Increased
Reduced
Closed

Top Buys

1 +$4.14B
2 +$201M
3 +$141M
4
JNJ icon
Johnson & Johnson
JNJ
+$141M
5
RYN icon
Rayonier
RYN
+$112M

Top Sells

1 +$605M
2 +$425M
3 +$412M
4
MSFT icon
Microsoft
MSFT
+$347M
5
CYBR
CyberArk
CYBR
+$238M

Sector Composition

1 Technology 32.6%
2 Financials 12.66%
3 Healthcare 10.78%
4 Communication Services 9.19%
5 Consumer Discretionary 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
RYN icon
351
Rayonier
RYN
$6.31B
$201M 0.05%
9,751,282
+5,061,344
CMS icon
352
CMS Energy
CMS
$22.3B
$200M 0.05%
2,584,329
-69,135
DTE icon
353
DTE Energy
DTE
$30.3B
$200M 0.05%
1,370,210
-11,735
BAP icon
354
Credicorp
BAP
$25.6B
$200M 0.05%
590,913
+4,425
FISV
355
Fiserv Inc
FISV
$29B
$200M 0.05%
3,575,497
-159,459
ADM icon
356
Archer Daniels Midland
ADM
$39B
$198M 0.05%
2,726,631
-22,331
PBA icon
357
Pembina Pipeline
PBA
$28.4B
$198M 0.05%
4,438,511
-23,049
WDAY icon
358
Workday
WDAY
$35.6B
$198M 0.05%
1,520,545
-12,060
SYF icon
359
Synchrony
SYF
$23.8B
$197M 0.05%
2,889,558
-126,576
CPRT icon
360
Copart
CPRT
$28.7B
$194M 0.04%
5,829,390
+58,436
EMA
361
Emera Inc
EMA
$15.8B
$192M 0.04%
3,718,555
-112,301
LITE icon
362
Lumentum
LITE
$67.2B
$191M 0.04%
272,494
+81,991
TPL icon
363
Texas Pacific Land
TPL
$26.9B
$191M 0.04%
402,574
+2,898
NTRS icon
364
Northern Trust
NTRS
$31.5B
$188M 0.04%
1,346,397
-5,439
VRSN icon
365
VeriSign
VRSN
$26.8B
$188M 0.04%
755,682
+36,948
WPC icon
366
W.P. Carey
WPC
$16.6B
$186M 0.04%
2,743,172
+44,116
COHR icon
367
Coherent
COHR
$73.8B
$184M 0.04%
774,307
+467,460
IQV icon
368
IQVIA
IQV
$30.6B
$184M 0.04%
1,079,804
+5,539
ULTA icon
369
Ulta Beauty
ULTA
$20.1B
$183M 0.04%
350,765
-18,387
TECK icon
370
Teck Resources
TECK
$30.2B
$183M 0.04%
3,534,826
+12,360
NI icon
371
NiSource
NI
$22.3B
$181M 0.04%
3,874,791
-61,146
VMC icon
372
Vulcan Materials
VMC
$36.5B
$181M 0.04%
663,707
-10,146
AXON icon
373
Axon Enterprise
AXON
$39.2B
$181M 0.04%
425,516
-1,017
VEEV icon
374
Veeva Systems
VEEV
$28.2B
$179M 0.04%
1,021,207
+2,702
SUNB
375
Sunbelt Rentals Holdings
SUNB
$32.8B
$179M 0.04%
+2,857,761