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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
ELS icon
576
Equity Lifestyle Properties
ELS
$12.3B
$68.3M 0.02%
1,094,767
-271,135
CASY icon
577
Casey's General Stores
CASY
$28.1B
$68.1M 0.02%
93,607
+33,714
IOT icon
578
Samsara
IOT
$19.6B
$67.7M 0.02%
2,137,844
+334,743
CPT icon
579
Camden Property Trust
CPT
$11.4B
$67.6M 0.02%
691,847
-40,969
ASTS icon
580
AST SpaceMobile
ASTS
$26.5B
$67.5M 0.02%
814,446
+582,010
RIVN icon
581
Rivian
RIVN
$21.1B
$67.2M 0.02%
4,462,105
-74,064
H icon
582
Hyatt Hotels
H
$18.3B
$67.1M 0.02%
466,394
+8,714
ALLE icon
583
Allegion
ALLE
$11.3B
$67M 0.02%
460,982
-2,727
BCE icon
584
BCE
BCE
$22.9B
$66.9M 0.02%
2,660,831
+127,379
JKHY icon
585
Jack Henry & Associates
JKHY
$9.05B
$66.5M 0.02%
420,469
+8,073
COO icon
586
Cooper Companies
COO
$13.4B
$65.9M 0.02%
921,297
-16,432
ARE icon
587
Alexandria Real Estate Equities
ARE
$9.23B
$65.8M 0.02%
1,417,789
-534,812
CF icon
588
CF Industries
CF
$16.7B
$65.6M 0.02%
505,385
-227,888
BXP icon
589
Boston Properties
BXP
$10.6B
$65.3M 0.02%
1,258,536
-289,684
FWONK icon
590
Liberty Media Series C
FWONK
$22B
$65.2M 0.02%
766,717
-22,087
RCI icon
591
Rogers Communications
RCI
$20.3B
$64.6M 0.01%
1,685,227
-73,602
IGLB icon
592
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.61B
$63M 0.01%
1,278,660
-877,132
GDDY icon
593
GoDaddy
GDDY
$10.8B
$62.1M 0.01%
750,865
-14,206
RDWR icon
594
Radware
RDWR
$1.19B
$60.4M 0.01%
2,295,912
-131,242
NVMI
595
Nova
NVMI
$16.4B
$59.3M 0.01%
138,054
-7,373
RDDT icon
596
Reddit
RDDT
$34.3B
$59.1M 0.01%
438,923
+138,087
ALB icon
597
Albemarle
ALB
$18B
$58.7M 0.01%
327,098
-22,813
SOBO
598
South Bow Corp
SOBO
$7.53B
$58.4M 0.01%
1,761,185
-94,543
FOX icon
599
Fox Class B
FOX
$25.6B
$58.4M 0.01%
1,098,907
+99,283
TTD icon
600
Trade Desk
TTD
$9.35B
$58.2M 0.01%
2,566,452
+36,739