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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
PEB icon
751
Pebblebrook Hotel Trust
PEB
$1.9B
$25.9M 0.01%
2,050,715
-515,552
TAL icon
752
TAL Education Group
TAL
$5.52B
$25.9M 0.01%
2,275,482
+35,647
SBRA icon
753
Sabra Healthcare REIT
SBRA
$4.76B
$25.8M 0.01%
1,342,738
-84,442
SR icon
754
Spire
SR
$4.8B
$25.6M 0.01%
282,839
-23,828
FSK icon
755
FS KKR Capital
FSK
$3B
$25.6M 0.01%
2,515,860
+219,790
TPG icon
756
TPG
TPG
$6.63B
$25.5M 0.01%
630,094
+155,606
ESTC icon
757
Elastic
ESTC
$6.18B
$25.5M 0.01%
510,058
+113,463
KAI icon
758
Kadant
KAI
$3.42B
$25.4M 0.01%
87,015
+443
ERIE icon
759
Erie Indemnity
ERIE
$12.1B
$25.4M 0.01%
101,024
+8,543
BSY icon
760
Bentley Systems
BSY
$9.94B
$25.2M 0.01%
716,382
-122,918
OGS icon
761
ONE Gas
OGS
$4.84B
$24.9M 0.01%
288,893
-23,801
BWXT icon
762
BWX Technologies
BWXT
$16.5B
$24.8M 0.01%
121,616
-15,465
NOVT icon
763
Novanta
NOVT
$5.58B
$24.7M 0.01%
209,215
+2,162
HRL icon
764
Hormel Foods
HRL
$13.2B
$24.5M 0.01%
1,082,864
-261,361
SWKS icon
765
Skyworks Solutions
SWKS
$10.5B
$24.4M 0.01%
454,888
+45,144
RVTY icon
766
Revvity
RVTY
$11.4B
$24.3M 0.01%
277,244
+14,635
ENPH icon
767
Enphase Energy
ENPH
$6.43B
$24.2M 0.01%
641,117
+21,236
IJR icon
768
iShares Core S&P Small-Cap ETF
IJR
$103B
$24.2M 0.01%
194,834
+104,255
SQM icon
769
Sociedad Química y Minera de Chile
SQM
$21B
$24.2M 0.01%
298,457
+8,756
EGO icon
770
Eldorado Gold
EGO
$7.37B
$24.1M 0.01%
702,776
-8,675
CECO icon
771
Ceco Environmental
CECO
$3.2B
$23.9M 0.01%
400,472
-17,783
PTCT icon
772
PTC Therapeutics
PTCT
$5.92B
$23.4M 0.01%
343,380
-22,885
DOX icon
773
Amdocs
DOX
$6.12B
$23.1M 0.01%
353,441
+17,603
THC icon
774
Tenet Healthcare
THC
$14B
$23M 0.01%
122,064
-23,156
ITT icon
775
ITT
ITT
$16.8B
$22.7M 0.01%
119,320
-9,770