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
$446B
AUM Growth
+$42.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,464
New
Increased
Reduced
Closed

Top Buys

1 +$1B
2 +$712M
3 +$487M
4
META icon
Meta Platforms (Facebook)
META
+$410M
5
AMZN icon
Amazon
AMZN
+$362M

Top Sells

1 +$483M
2 +$252M
3 +$216M
4
JNPR
Juniper Networks
JNPR
+$104M
5
WELL icon
Welltower
WELL
+$103M

Sector Composition

1 Technology 35.51%
2 Financials 13.17%
3 Consumer Discretionary 9.84%
4 Communication Services 9.37%
5 Healthcare 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LITE icon
651
Lumentum
LITE
$22.7B
$43.9M 0.01%
269,820
+153,532
VRNS icon
652
Varonis Systems
VRNS
$3.91B
$43.4M 0.01%
755,799
+46,998
CW icon
653
Curtiss-Wright
CW
$20.1B
$43.2M 0.01%
79,627
-3,856
BZ icon
654
Kanzhun
BZ
$9.44B
$43.2M 0.01%
1,850,416
+113,724
CASY icon
655
Casey's General Stores
CASY
$20.5B
$43.1M 0.01%
76,258
-5,488
AMBA icon
656
Ambarella
AMBA
$3.1B
$42.8M 0.01%
518,799
-115,678
HDB icon
657
HDFC Bank
HDB
$181B
$42.4M 0.01%
1,242,558
+20,762
RKLB icon
658
Rocket Lab Corp
RKLB
$28.8B
$41.6M 0.01%
867,315
+400,506
BF.B icon
659
Brown-Forman Class B
BF.B
$14.1B
$41.4M 0.01%
1,529,703
-45,019
PLUG icon
660
Plug Power
PLUG
$3.01B
$41.2M 0.01%
17,695,077
+714,212
COOP
661
DELISTED
Mr. Cooper
COOP
$41.2M 0.01%
195,229
-6,981
AQN icon
662
Algonquin Power & Utilities
AQN
$4.73B
$41.1M 0.01%
7,643,986
-88,791
VTRS icon
663
Viatris
VTRS
$13.5B
$40.7M 0.01%
4,110,921
-2,326,897
EWT icon
664
iShares MSCI Taiwan ETF
EWT
$6.51B
$40.4M 0.01%
635,303
RVTY icon
665
Revvity
RVTY
$10.9B
$40.1M 0.01%
457,772
-212,418
SNDK
666
Sandisk
SNDK
$30.3B
$39.9M 0.01%
355,648
-207,138
CIEN icon
667
Ciena
CIEN
$29.6B
$39.9M 0.01%
273,881
-22,863
ZWS icon
668
Zurn Elkay Water Solutions
ZWS
$7.89B
$39.9M 0.01%
847,718
-41,326
OC icon
669
Owens Corning
OC
$9.35B
$39.8M 0.01%
281,521
-13,257
MAIN icon
670
Main Street Capital
MAIN
$5.42B
$39.7M 0.01%
624,790
-50,705
TEM
671
Tempus AI
TEM
$11.5B
$39.4M 0.01%
488,242
+37,597
TOST icon
672
Toast
TOST
$20.6B
$39.4M 0.01%
1,078,913
+27,670
NVT icon
673
nVent Electric
NVT
$16.5B
$39.2M 0.01%
397,709
-23,934
BSY icon
674
Bentley Systems
BSY
$12.2B
$39.1M 0.01%
759,406
-3,793
WIX icon
675
WIX.com
WIX
$5.59B
$38.9M 0.01%
218,917
-5,959