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
MAC icon
701
Macerich
MAC
$4.83B
$33.1M 0.01%
1,795,267
+160,748
CASY icon
702
Casey's General Stores
CASY
$24.6B
$33.1M 0.01%
59,893
-16,365
CWT icon
703
California Water Service
CWT
$2.72B
$33.1M 0.01%
763,847
+3,586
TEM
704
Tempus AI
TEM
$9.35B
$33M 0.01%
558,262
+70,020
JBTM
705
JBT Marel
JBTM
$7.73B
$32.7M 0.01%
216,812
-9,592
AOS icon
706
A.O. Smith
AOS
$9.82B
$32.7M 0.01%
488,248
-37,070
BTG icon
707
B2Gold
BTG
$7.05B
$32.5M 0.01%
7,206,782
+849,193
AFG icon
708
American Financial Group
AFG
$10.9B
$32.5M 0.01%
237,514
-17,235
SJM icon
709
J.M. Smucker
SJM
$11.9B
$32.4M 0.01%
331,639
-18,923
CUZ icon
710
Cousins Properties
CUZ
$3.9B
$32.3M 0.01%
1,253,338
+107,284
BSY icon
711
Bentley Systems
BSY
$12.1B
$32M 0.01%
839,300
+79,894
HRL icon
712
Hormel Foods
HRL
$13.4B
$31.9M 0.01%
1,344,225
-119,733
WWD icon
713
Woodward
WWD
$22.3B
$31.8M 0.01%
105,192
-7,615
IAG icon
714
IAMGOLD
IAG
$12.9B
$31.8M 0.01%
1,922,766
-278,806
EXAS icon
715
Exact Sciences
EXAS
$19.8B
$31.7M 0.01%
312,104
-25,308
BVN icon
716
Compañía de Minas Buenaventura
BVN
$9.41B
$31.3M 0.01%
1,124,964
+81,344
PECO icon
717
Phillips Edison & Co
PECO
$4.87B
$31.2M 0.01%
878,521
+95,547
BMI icon
718
Badger Meter
BMI
$4.34B
$31.2M 0.01%
178,844
-66
NIO icon
719
NIO
NIO
$12.4B
$31.2M 0.01%
6,119,665
-129,055
BNTX icon
720
BioNTech
BNTX
$25.6B
$30.6M 0.01%
321,111
+9,528
WTS icon
721
Watts Water Technologies
WTS
$10.2B
$30.6M 0.01%
110,812
-8,040
SHO icon
722
Sunstone Hotel Investors
SHO
$1.78B
$30.5M 0.01%
3,408,676
+389,210
TPG icon
723
TPG
TPG
$6.91B
$30.3M 0.01%
474,488
+278,511
RGLD icon
724
Royal Gold
RGLD
$23.7B
$30.2M 0.01%
135,929
-522
IGSB icon
725
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.4B
$30.1M 0.01%
570,062
+189,717