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
$403B
AUM Growth
+$35.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,602
New
Increased
Reduced
Closed

Top Buys

1 +$415M
2 +$360M
3 +$328M
4
JNJ icon
Johnson & Johnson
JNJ
+$168M
5
EMA
Emera Inc
EMA
+$164M

Top Sells

1 +$1.14B
2 +$1.03B
3 +$296M
4
LLY icon
Eli Lilly
LLY
+$215M
5
AMZN icon
Amazon
AMZN
+$205M

Sector Composition

1 Technology 34.3%
2 Financials 13.54%
3 Consumer Discretionary 9.84%
4 Healthcare 9.21%
5 Communication Services 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
JLL icon
701
Jones Lang LaSalle
JLL
$14.3B
$33.6M 0.01%
131,297
+20,429
IWB icon
702
iShares Russell 1000 ETF
IWB
$45.2B
$33.5M 0.01%
99,135
+51,710
KRG icon
703
Kite Realty
KRG
$4.85B
$33.1M 0.01%
1,463,448
+23,682
DEI icon
704
Douglas Emmett
DEI
$1.99B
$32.9M 0.01%
2,189,947
-156,130
UNM icon
705
Unum
UNM
$12.9B
$32.9M 0.01%
407,184
-54,117
ZWS icon
706
Zurn Elkay Water Solutions
ZWS
$7.69B
$32.5M 0.01%
889,044
+68,832
GIL icon
707
Gildan
GIL
$8.8B
$32.5M 0.01%
659,906
-9,741
ALAB icon
708
Astera Labs
ALAB
$24.6B
$32.4M 0.01%
358,545
+103,507
IONQ icon
709
IonQ
IONQ
$16.8B
$32.4M 0.01%
753,274
+525,355
CWT icon
710
California Water Service
CWT
$2.74B
$32.1M 0.01%
706,366
+45,155
FSV icon
711
FirstService
FSV
$7.12B
$32M 0.01%
183,986
+18,989
AFG icon
712
American Financial Group
AFG
$11.9B
$31.8M 0.01%
252,001
+11,770
ARM icon
713
Arm
ARM
$149B
$31.7M 0.01%
195,973
+34,492
ACI icon
714
Albertsons Companies
ACI
$9.95B
$31.6M 0.01%
1,469,905
-14,951
WTS icon
715
Watts Water Technologies
WTS
$9.05B
$31.5M 0.01%
128,144
+11,214
AKR icon
716
Acadia Realty Trust
AKR
$2.62B
$31.4M 0.01%
1,690,225
-31,355
BZ icon
717
Kanzhun
BZ
$9.6B
$31M 0.01%
1,736,692
+24,848
NVT icon
718
nVent Electric
NVT
$17.3B
$30.9M 0.01%
421,643
-32,951
CVLT icon
719
Commault Systems
CVLT
$5.65B
$30.8M 0.01%
176,578
+11,314
CPB icon
720
Campbell Soup
CPB
$9.23B
$30.8M 0.01%
1,003,719
-254,861
PECO icon
721
Phillips Edison & Co
PECO
$4.35B
$30.3M 0.01%
863,643
+13,989
COOP
722
DELISTED
Mr. Cooper
COOP
$30.2M 0.01%
202,210
+1,555
DTM icon
723
DT Midstream
DTM
$11.8B
$30.1M 0.01%
274,031
-10,553
ZTO icon
724
ZTO Express
ZTO
$15.1B
$30.1M 0.01%
1,696,194
-80,287
PFGC icon
725
Performance Food Group
PFGC
$14.9B
$30.1M 0.01%
343,621
+4,227