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
BWA icon
726
BorgWarner
BWA
$9.55B
$30.4M 0.01%
692,312
-38,666
TXNM
727
TXNM Energy Inc
TXNM
$6.39B
$30.3M 0.01%
536,092
+9,277
INSM icon
728
Insmed
INSM
$42.3B
$30M 0.01%
208,021
+170
UNM icon
729
Unum
UNM
$13B
$29.9M 0.01%
384,958
-22,226
DOX icon
730
Amdocs
DOX
$8.69B
$29.9M 0.01%
363,977
-21,023
FSK icon
731
FS KKR Capital
FSK
$4.21B
$29.8M 0.01%
1,991,514
-155,795
MAC icon
732
Macerich
MAC
$4.7B
$29.7M 0.01%
1,634,519
-149,841
KRG icon
733
Kite Realty
KRG
$5.15B
$29.4M 0.01%
1,317,031
-146,417
SNX icon
734
TD Synnex
SNX
$12.1B
$29.3M 0.01%
178,994
-12,541
NXT icon
735
Nextpower Inc
NXT
$12.7B
$29.3M 0.01%
395,924
-26,073
LUV icon
736
Southwest Airlines
LUV
$21.2B
$29.1M 0.01%
910,481
+19,375
ARM icon
737
Arm
ARM
$122B
$29M 0.01%
204,990
+9,017
ESTC icon
738
Elastic
ESTC
$7.85B
$29M 0.01%
343,072
+63,753
DVA icon
739
DaVita
DVA
$8.36B
$28.9M 0.01%
217,818
-86,150
FLS icon
740
Flowserve
FLS
$8.8B
$28.9M 0.01%
544,042
+300,827
GNRC icon
741
Generac Holdings
GNRC
$8.5B
$28.9M 0.01%
172,517
-6,316
CDE icon
742
Coeur Mining
CDE
$11B
$28.7M 0.01%
1,531,031
+217,241
MITK icon
743
Mitek Systems
MITK
$468M
$28.5M 0.01%
2,921,348
-88,020
WWD icon
744
Woodward
WWD
$17.3B
$28.5M 0.01%
112,807
-5,131
TAL icon
745
TAL Education Group
TAL
$6.68B
$28.5M 0.01%
2,545,188
-52,535
IAG icon
746
IAMGOLD
IAG
$9.25B
$28.4M 0.01%
2,201,572
+469,870
IDCC icon
747
InterDigital
IDCC
$8.37B
$28.3M 0.01%
82,090
-3,936
SHO icon
748
Sunstone Hotel Investors
SHO
$1.75B
$28.3M 0.01%
3,019,466
-103,368
CC icon
749
Chemours
CC
$1.74B
$28.3M 0.01%
1,784,543
+31,642
ERIE icon
750
Erie Indemnity
ERIE
$15.1B
$28.1M 0.01%
88,432
+5,196