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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
HDB icon
726
HDFC Bank
HDB
$119B
$28.7M 0.01%
1,152,913
+55,497
GBDC icon
727
Golub Capital BDC
GBDC
$3.41B
$28.4M 0.01%
2,238,659
+175,808
JBTM
728
JBT Marel
JBTM
$6.42B
$28.3M 0.01%
221,588
+4,776
AFRM icon
729
Affirm
AFRM
$21.7B
$28.2M 0.01%
615,540
+10,019
FN icon
730
Fabrinet
FN
$20.4B
$28.1M 0.01%
53,955
-5,787
BZ icon
731
Kanzhun
BZ
$6B
$28.1M 0.01%
2,096,150
+86,896
GL icon
732
Globe Life
GL
$12.4B
$28M 0.01%
201,001
+22,704
TOST icon
733
Toast
TOST
$14.2B
$28M 0.01%
1,054,825
+22,756
DSGX icon
734
Descartes Systems
DSGX
$6.36B
$28M 0.01%
391,593
-21,202
STNE icon
735
StoneCo
STNE
$2.58B
$27.7M 0.01%
1,964,490
+53,894
Z icon
736
Zillow
Z
$8.08B
$27.7M 0.01%
670,166
-17,142
LAMR icon
737
Lamar Advertising Co
LAMR
$15.2B
$27.7M 0.01%
218,355
-13,880
SKT icon
738
Tanger
SKT
$4.47B
$27.6M 0.01%
810,977
-51,344
FELE icon
739
Franklin Electric
FELE
$4.5B
$27.5M 0.01%
298,745
+8,146
TTEK icon
740
Tetra Tech
TTEK
$7.24B
$27.5M 0.01%
913,770
+530,550
JAZZ icon
741
Jazz Pharmaceuticals
JAZZ
$14.4B
$27.5M 0.01%
145,528
+49,657
VSNT
742
Versant Media Group
VSNT
$5.78B
$27.3M 0.01%
+737,853
ARM icon
743
Arm
ARM
$338B
$27.1M 0.01%
179,172
+5,657
CUZ icon
744
Cousins Properties
CUZ
$4.8B
$26.8M 0.01%
1,186,377
-66,961
APA icon
745
APA Corp
APA
$12.8B
$26.7M 0.01%
629,187
-94,742
JBS
746
JBS N.V.
JBS
$12.6B
$26.6M 0.01%
1,480,718
-153,213
OVV icon
747
Ovintiv
OVV
$15.8B
$26.4M 0.01%
445,371
-10,613
BAH icon
748
Booz Allen Hamilton
BAH
$9.39B
$26.3M 0.01%
337,081
-200,319
TXNM
749
TXNM Energy Inc
TXNM
$6.38B
$26.1M 0.01%
445,979
-41,868
SHO icon
750
Sunstone Hotel Investors
SHO
$2.14B
$25.9M 0.01%
2,878,400
-530,276