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
CACI icon
801
CACI
CACI
$13B
$23M 0.01%
48,251
+1,642
NXT icon
802
Nextpower Inc. Class A Common Stock
NXT
$13.9B
$22.9M 0.01%
421,997
+38,897
HTGC icon
803
Hercules Capital
HTGC
$3.19B
$22.9M 0.01%
1,253,204
+77,187
COHR icon
804
Coherent
COHR
$21.9B
$22.9M 0.01%
256,427
-12,001
AES icon
805
AES
AES
$9.84B
$22.7M 0.01%
2,157,523
+210,532
KD icon
806
Kyndryl
KD
$5.88B
$22.6M 0.01%
537,563
+6,113
PEB icon
807
Pebblebrook Hotel Trust
PEB
$1.26B
$22.5M 0.01%
2,248,247
-7,763
ATR icon
808
AptarGroup
ATR
$7.78B
$22.3M 0.01%
142,813
+3,220
LECO icon
809
Lincoln Electric
LECO
$12.4B
$22.2M 0.01%
107,263
+1,330
PRMB
810
Primo Brands
PRMB
$6.08B
$22.2M 0.01%
750,104
+131,487
ASML icon
811
ASML
ASML
$391B
$22.2M 0.01%
27,718
+4,346
BKH icon
812
Black Hills Corp
BKH
$5.28B
$22.1M 0.01%
393,787
+12,097
NOVT icon
813
Novanta
NOVT
$3.71B
$22.1M 0.01%
171,314
+15,788
SGI
814
Somnigroup International
SGI
$18.5B
$22.1M 0.01%
324,573
+34,135
HSIC icon
815
Henry Schein
HSIC
$8.41B
$22M 0.01%
301,578
-133,868
CORT icon
816
Corcept Therapeutics
CORT
$7.95B
$21.9M 0.01%
298,822
+28,685
KTOS icon
817
Kratos Defense & Security Solutions
KTOS
$12.2B
$21.9M 0.01%
471,758
-27,475
APG icon
818
APi Group
APG
$15.5B
$21.9M 0.01%
643,118
+223,302
AWI icon
819
Armstrong World Industries
AWI
$7.88B
$21.8M 0.01%
134,087
+2,109
SEIC icon
820
SEI Investments
SEIC
$9.99B
$21.7M 0.01%
241,531
-160,739
CDP icon
821
COPT Defense Properties
CDP
$3.27B
$21.6M 0.01%
782,114
+12,696
NIO icon
822
NIO
NIO
$15.2B
$21.6M 0.01%
6,279,118
-31,939
GMED icon
823
Globus Medical
GMED
$11.3B
$21.5M 0.01%
364,572
+52,059
PEN icon
824
Penumbra
PEN
$11B
$21.5M 0.01%
83,743
+19,851
SOFI icon
825
SoFi Technologies
SOFI
$33.5B
$21.5M 0.01%
1,179,998
+39,483