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
SOLV icon
676
Solventum
SOLV
$14B
$38.9M 0.01%
532,498
+4,101
NVMI icon
677
Nova
NVMI
$9.44B
$38.8M 0.01%
122,147
+22,292
NLY icon
678
Annaly Capital Management
NLY
$15.3B
$38.6M 0.01%
1,910,694
-792,459
BIDU icon
679
Baidu
BIDU
$41.1B
$38.6M 0.01%
293,043
-167
AOS icon
680
A.O. Smith
AOS
$9.46B
$38.6M 0.01%
525,318
+10,364
DSGX icon
681
Descartes Systems
DSGX
$7.65B
$38.3M 0.01%
406,915
+133,846
IDA icon
682
Idacorp
IDA
$6.81B
$38.3M 0.01%
289,760
-7,553
EPRT icon
683
Essential Properties Realty Trust
EPRT
$6.04B
$38.1M 0.01%
1,281,402
-126,400
SJM icon
684
J.M. Smucker
SJM
$10.6B
$38.1M 0.01%
350,562
-144,835
STAG icon
685
STAG Industrial
STAG
$6.94B
$37.9M 0.01%
1,072,800
-121,608
FR icon
686
First Industrial Realty Trust
FR
$7.68B
$37.8M 0.01%
735,301
-73,421
JLL icon
687
Jones Lang LaSalle
JLL
$15.8B
$37.8M 0.01%
126,648
-4,649
GWRE icon
688
Guidewire Software
GWRE
$16.5B
$37.6M 0.01%
163,521
-10,872
SWKS icon
689
Skyworks Solutions
SWKS
$9.9B
$37.5M 0.01%
487,204
-330,750
COHR icon
690
Coherent
COHR
$26.8B
$37.4M 0.01%
346,986
+90,559
USFD icon
691
US Foods
USFD
$17.1B
$37.3M 0.01%
486,804
-59,570
AFG icon
692
American Financial Group
AFG
$11.4B
$37.1M 0.01%
254,749
+2,748
RHP icon
693
Ryman Hospitality Properties
RHP
$6.14B
$37M 0.01%
413,287
-18,160
TAP icon
694
Molson Coors Class B
TAP
$9.45B
$37M 0.01%
817,558
-335,549
BLDP
695
Ballard Power Systems
BLDP
$761M
$36.5M 0.01%
13,459,729
+326,505
OSPN icon
696
OneSpan
OSPN
$487M
$36.4M 0.01%
2,293,207
-77,567
HRL icon
697
Hormel Foods
HRL
$13B
$36.2M 0.01%
1,463,958
+42,185
TFII icon
698
TFI International
TFII
$8.66B
$36.1M 0.01%
410,078
+107,551
CCK icon
699
Crown Holdings
CCK
$12B
$35.9M 0.01%
371,795
-4,298
AFRM icon
700
Affirm
AFRM
$23.8B
$35.3M 0.01%
482,937
+193,072