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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
CW icon
551
Curtiss-Wright
CW
$27.1B
$80.2M 0.02%
117,682
+48,851
ALAB icon
552
Astera Labs
ALAB
$58.6B
$78.9M 0.02%
720,256
+187,184
IFF icon
553
International Flavors & Fragrances
IFF
$19.3B
$78.9M 0.02%
1,087,596
-21,342
DECK icon
554
Deckers Outdoor
DECK
$15.6B
$78.8M 0.02%
787,673
+36,782
JBHT icon
555
JB Hunt Transport Services
JBHT
$27.1B
$78.4M 0.02%
370,043
+18,695
BBY icon
556
Best Buy
BBY
$15.8B
$76.4M 0.02%
1,190,241
-38,005
ENLT icon
557
Enlight Renewable Energy
ENLT
$13.7B
$76.2M 0.02%
1,148,999
+43,170
CWEN icon
558
Clearway Energy Class C
CWEN
$6.07B
$76M 0.02%
1,933,906
-309,725
TEAM icon
559
Atlassian
TEAM
$24.3B
$75.4M 0.02%
1,104,197
-29,136
CPNG icon
560
Coupang
CPNG
$28.6B
$75.3M 0.02%
3,990,611
-394,478
FRT icon
561
Federal Realty Investment Trust
FRT
$10.8B
$75M 0.02%
705,714
-91,847
OKTA icon
562
Okta
OKTA
$20.8B
$73.8M 0.02%
937,343
-37,033
BABA icon
563
Alibaba
BABA
$287B
$73.3M 0.02%
584,247
+41,221
BRO icon
564
Brown & Brown
BRO
$20B
$72.5M 0.02%
1,111,830
-424
STN icon
565
Stantec
STN
$8.43B
$72.5M 0.02%
840,754
-51,315
UAL icon
566
United Airlines
UAL
$35.6B
$71.5M 0.02%
776,645
-5,448
FTAI icon
567
FTAI Aviation
FTAI
$24B
$71.5M 0.02%
291,667
+184,214
CRDO icon
568
Credo Technology Group
CRDO
$43.2B
$69.7M 0.02%
742,340
+247,957
ORA icon
569
Ormat Technologies
ORA
$8.49B
$69.3M 0.02%
619,432
-72,046
BG icon
570
Bunge Global
BG
$24.6B
$69.3M 0.02%
544,832
+951
TYL icon
571
Tyler Technologies
TYL
$12.7B
$69.1M 0.02%
201,849
-3,124
AVY icon
572
Avery Dennison
AVY
$12.2B
$69M 0.02%
399,450
+20,647
RS icon
573
Reliance Steel & Aluminium
RS
$20.5B
$68.9M 0.02%
226,602
-2,240
TXT icon
574
Textron
TXT
$16.2B
$68.7M 0.02%
784,648
-24,109
PODD icon
575
Insulet
PODD
$11.1B
$68.4M 0.02%
326,039
-5,108