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 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SOBO
601
South Bow Corp
SOBO
$5.66B
$55.8M 0.01%
2,153,053
-234,199
TAP icon
602
Molson Coors Class B
TAP
$9.17B
$55.5M 0.01%
1,153,107
-92,987
TRNO icon
603
Terreno Realty
TRNO
$6.29B
$54.7M 0.01%
976,074
-9,358
BRX icon
604
Brixmor Property Group
BRX
$8.09B
$54.1M 0.01%
2,076,826
+60,475
PAYC icon
605
Paycom
PAYC
$9.05B
$54M 0.01%
233,523
+73,603
IOT icon
606
Samsara
IOT
$22.4B
$53.4M 0.01%
1,342,677
-1,619
TEVA icon
607
Teva Pharmaceuticals
TEVA
$29.3B
$52.8M 0.01%
3,148,741
+158,401
ADC icon
608
Agree Realty
ADC
$8.47B
$52.5M 0.01%
718,802
+53,694
XP icon
609
XP
XP
$10B
$52.4M 0.01%
2,595,785
-138,849
NNN icon
610
NNN REIT
NNN
$7.8B
$51.5M 0.01%
1,192,176
+26,882
HR icon
611
Healthcare Realty
HR
$6.38B
$51.5M 0.01%
3,244,543
-52,922
EGP icon
612
EastGroup Properties
EGP
$9.47B
$51.4M 0.01%
307,420
+16,702
OGE icon
613
OGE Energy
OGE
$9.01B
$51.2M 0.01%
1,153,592
+29,868
NLY icon
614
Annaly Capital Management
NLY
$14.9B
$50.9M 0.01%
2,703,153
+180,997
NBIX icon
615
Neurocrine Biosciences
NBIX
$14.6B
$50.2M 0.01%
399,426
+16,499
CWEN icon
616
Clearway Energy Class C
CWEN
$4.28B
$50.1M 0.01%
1,566,451
+62,982
HEI icon
617
HEICO Corp
HEI
$44B
$49.5M 0.01%
151,022
-89
FOX icon
618
Fox Class B
FOX
$26.1B
$49.5M 0.01%
958,932
+128,015
ORA icon
619
Ormat Technologies
ORA
$6.57B
$49.4M 0.01%
589,645
+8,593
OTEX icon
620
Open Text
OTEX
$8.57B
$49.3M 0.01%
1,689,982
+109,246
CAG icon
621
Conagra Brands
CAG
$8.33B
$49.2M 0.01%
2,403,845
-566,422
PAAS icon
622
Pan American Silver
PAAS
$16.3B
$48.9M 0.01%
1,733,589
+315,745
AGI icon
623
Alamos Gold
AGI
$14.1B
$48.7M 0.01%
1,832,731
+827,877
SJM icon
624
J.M. Smucker
SJM
$11.6B
$48.6M 0.01%
495,397
-101,022
WSO icon
625
Watsco Inc
WSO
$13.9B
$48.1M 0.01%
108,889
+1,122