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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
GPC icon
526
Genuine Parts
GPC
$13.7B
$91.3M 0.02%
863,640
-532
SMCI icon
527
Super Micro Computer
SMCI
$24.4B
$90.6M 0.02%
3,979,156
+22,430
QLYS icon
528
Qualys
QLYS
$3.86B
$90.4M 0.02%
1,029,587
-126,825
HST icon
529
Host Hotels & Resorts
HST
$16.8B
$89.9M 0.02%
4,692,701
-333,396
BURL icon
530
Burlington
BURL
$20.4B
$89.7M 0.02%
275,658
-11,006
UDR icon
531
UDR
UDR
$12.8B
$89.3M 0.02%
2,644,336
-611,392
IEX icon
532
IDEX
IEX
$16.4B
$89.3M 0.02%
471,037
-12,650
RBRK icon
533
Rubrik
RBRK
$14.8B
$89.3M 0.02%
1,823,377
-81,433
EMN icon
534
Eastman Chemical
EMN
$8.34B
$89.2M 0.02%
1,169,029
-289
APTV icon
535
Aptiv
APTV
$14.5B
$88.4M 0.02%
1,273,205
+18,617
TRI icon
536
Thomson Reuters
TRI
$35.9B
$88.3M 0.02%
966,663
-2,695
BE icon
537
Bloom Energy
BE
$73.8B
$87.9M 0.02%
648,596
-4,221
ZS icon
538
Zscaler
ZS
$20.3B
$87.9M 0.02%
626,295
-19,701
EG icon
539
Everest Group
EG
$13.1B
$87.4M 0.02%
267,496
+358
CHRW icon
540
C.H. Robinson
CHRW
$22.6B
$87.2M 0.02%
525,320
+38,282
J icon
541
Jacobs Solutions
J
$14.8B
$86.8M 0.02%
681,711
-67,392
CRWV
542
CoreWeave Inc
CRWV
$53.7B
$86.4M 0.02%
1,115,206
+503,905
LPLA icon
543
LPL Financial
LPLA
$23.1B
$86.4M 0.02%
287,069
-81,232
FTI icon
544
TechnipFMC
FTI
$27.3B
$85.8M 0.02%
1,241,337
+474,313
REXR icon
545
Rexford Industrial Realty
REXR
$7.9B
$85.7M 0.02%
2,618,374
-113,540
ZD icon
546
Ziff Davis
ZD
$1.71B
$82.9M 0.02%
1,976,537
-236,675
SSNC icon
547
SS&C Technologies
SSNC
$16.5B
$82.7M 0.02%
1,224,456
+18,810
BALL icon
548
Ball Corp
BALL
$14.4B
$81.5M 0.02%
1,379,491
-164,911
MKC icon
549
McCormick & Company Non-Voting
MKC
$13.1B
$81.2M 0.02%
1,609,697
+9,229
OHI icon
550
Omega Healthcare
OHI
$13.6B
$81.1M 0.02%
1,850,566
-145,638