Legal & General Group

Legal & General Group Portfolio holdings

AUM $451B
1-Year Est. Return 27.92%
 

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
+27.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$451B
AUM Growth
+$5.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,462
New
Increased
Reduced
Closed

Top Buys

1 +$937M
2 +$462M
3 +$218M
4
INTU icon
Intuit
INTU
+$141M
5
Q
Qnity Electronics Inc
Q
+$117M

Top Sells

1 +$1.81B
2 +$433M
3 +$433M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$382M
5
K
Kellanova
K
+$190M

Sector Composition

1 Technology 34.85%
2 Financials 13.39%
3 Healthcare 9.67%
4 Consumer Discretionary 9.63%
5 Communication Services 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NDSN icon
626
Nordson
NDSN
$15.1B
$49.9M 0.01%
207,716
-1,297
CUBE icon
627
CubeSmart
CUBE
$9.14B
$49.8M 0.01%
1,381,625
+193,467
ALB icon
628
Albemarle
ALB
$20B
$49.5M 0.01%
349,911
+98,394
SNDK
629
Sandisk
SNDK
$86.9B
$49.4M 0.01%
208,094
-147,554
DT icon
630
Dynatrace
DT
$11.6B
$48.8M 0.01%
1,125,951
-17,067
NVMI icon
631
Nova
NVMI
$13.8B
$48.6M 0.01%
145,427
+23,280
HEI icon
632
HEICO Corp
HEI
$43.3B
$48.5M 0.01%
149,834
-6,930
BG icon
633
Bunge Global
BG
$23B
$48.4M 0.01%
543,881
-19,803
AHR icon
634
American Healthcare REIT
AHR
$9.3B
$48.2M 0.01%
1,023,393
+200,127
FDS icon
635
Factset
FDS
$8.2B
$48M 0.01%
165,386
-124,434
UHS icon
636
Universal Health Services
UHS
$11.6B
$47.3M 0.01%
217,122
-21,883
NBIX icon
637
Neurocrine Biosciences
NBIX
$13B
$46.9M 0.01%
330,606
-69,564
Z icon
638
Zillow
Z
$10.9B
$46.9M 0.01%
687,308
-69,867
FR icon
639
First Industrial Realty Trust
FR
$8.02B
$46.9M 0.01%
818,157
+82,856
BAX icon
640
Baxter International
BAX
$9.21B
$46.5M 0.01%
2,434,815
-684,043
HTHT icon
641
Huazhu Hotels Group
HTHT
$16B
$45.9M 0.01%
974,499
-156,152
TFII icon
642
TFI International
TFII
$9.11B
$45.6M 0.01%
440,538
+30,460
BAH icon
643
Booz Allen Hamilton
BAH
$9.82B
$45.3M 0.01%
537,400
+48,457
XP icon
644
XP
XP
$10.1B
$45.2M 0.01%
2,760,141
+228,242
AFRM icon
645
Affirm
AFRM
$16.9B
$45.1M 0.01%
605,521
+122,584
VTRS icon
646
Viatris
VTRS
$16.4B
$44.6M 0.01%
3,585,648
-525,273
NNN icon
647
NNN REIT
NNN
$8.63B
$44.5M 0.01%
1,122,516
+57,711
NLY icon
648
Annaly Capital Management
NLY
$15.9B
$44.4M 0.01%
1,984,768
+74,074
JD icon
649
JD.com
JD
$39B
$44.3M 0.01%
1,545,460
+70,062
ACM icon
650
Aecom
ACM
$12.2B
$44.2M 0.01%
463,295
+46,006