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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
FROG icon
676
JFrog
FROG
$9.84B
$36.2M 0.01%
772,256
+237,639
NIO icon
677
NIO
NIO
$13.2B
$36.1M 0.01%
5,988,661
-131,004
IDA icon
678
Idacorp
IDA
$7.77B
$36M 0.01%
251,863
-20,679
RPM icon
679
RPM International
RPM
$13.7B
$35.5M 0.01%
357,181
+5,350
CWT icon
680
California Water Service
CWT
$2.78B
$35.3M 0.01%
777,542
+13,695
JLL icon
681
Jones Lang LaSalle
JLL
$14.2B
$35M 0.01%
114,894
+7,405
TEM
682
Tempus AI
TEM
$8.77B
$34.9M 0.01%
771,374
+213,112
MITK icon
683
Mitek Systems
MITK
$700M
$34.8M 0.01%
2,575,425
-234,111
ZWS icon
684
Zurn Elkay Water Solutions
ZWS
$8.06B
$34.5M 0.01%
768,311
-26,910
ACM icon
685
Aecom
ACM
$9.16B
$34.4M 0.01%
405,333
-57,962
WWD icon
686
Woodward
WWD
$22.7B
$34.1M 0.01%
95,315
-9,877
DOCU
687
DocuSign
DOCU
$8.61B
$33.9M 0.01%
715,960
-704,984
TME icon
688
Tencent Music
TME
$14.9B
$33.8M 0.01%
3,644,974
+216,890
SGML icon
689
Sigma Lithium
SGML
$1.59B
$33.8M 0.01%
2,739,812
+92,808
RVMD icon
690
Revolution Medicines
RVMD
$31.8B
$33.2M 0.01%
341,148
+187,768
AOS icon
691
A.O. Smith
AOS
$8.16B
$33.1M 0.01%
502,282
+14,034
ASML icon
692
ASML
ASML
$685B
$32.9M 0.01%
24,943
-3,094
BTG icon
693
B2Gold
BTG
$5.36B
$32.6M 0.01%
7,192,351
-14,431
BMRN icon
694
BioMarin Pharmaceuticals
BMRN
$11.2B
$32.5M 0.01%
575,186
-28,395
XPO icon
695
XPO
XPO
$26.7B
$32.4M 0.01%
166,548
-17,919
CNM icon
696
Core & Main
CNM
$9.91B
$32.4M 0.01%
655,283
+83,044
KRG icon
697
Kite Realty
KRG
$5.83B
$32.4M 0.01%
1,318,222
-118,292
WMS icon
698
Advanced Drainage Systems
WMS
$10.4B
$32.2M 0.01%
234,949
-655
LUV icon
699
Southwest Airlines
LUV
$21.1B
$32.1M 0.01%
854,332
-2,061
HTO
700
H2O America
HTO
$2.41B
$31.9M 0.01%
543,482
-25,340