Legal & General Group

Legal & General Group Portfolio holdings

AUM $451B
1-Year Est. Return 27.92%
 

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
+27.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$451B
AUM Growth
+$5.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,462
New
Increased
Reduced
Closed

Top Buys

1 +$937M
2 +$462M
3 +$218M
4
INTU icon
Intuit
INTU
+$141M
5
Q
Qnity Electronics Inc
Q
+$117M

Top Sells

1 +$1.81B
2 +$433M
3 +$433M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$382M
5
K
Kellanova
K
+$190M

Sector Composition

1 Technology 34.85%
2 Financials 13.39%
3 Healthcare 9.67%
4 Consumer Discretionary 9.63%
5 Communication Services 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ENPH icon
851
Enphase Energy
ENPH
$5.71B
$19.9M ﹤0.01%
619,881
+8,705
SITM icon
852
SiTime
SITM
$9.34B
$19.8M ﹤0.01%
56,121
-2,675
MLI icon
853
Mueller Industries
MLI
$12.7B
$19.8M ﹤0.01%
172,089
-44,387
HL icon
854
Hecla Mining
HL
$14.8B
$19.6M ﹤0.01%
1,021,992
-673,290
MSEX icon
855
Middlesex Water
MSEX
$965M
$19.6M ﹤0.01%
388,546
+8,784
IE icon
856
Ivanhoe Electric
IE
$2.18B
$19.4M ﹤0.01%
1,214,463
-554,695
AVA icon
857
Avista
AVA
$3.23B
$19.4M ﹤0.01%
502,896
-13,714
CMA
858
DELISTED
Comerica
CMA
$19.3M ﹤0.01%
222,041
-41,243
APLE icon
859
Apple Hospitality REIT
APLE
$2.84B
$19.2M ﹤0.01%
1,623,818
+146,431
CACI icon
860
CACI
CACI
$13.1B
$19.2M ﹤0.01%
36,063
-8,361
NHI icon
861
National Health Investors
NHI
$4.18B
$19.2M ﹤0.01%
251,588
+46,715
SF icon
862
Stifel
SF
$11.2B
$19.2M ﹤0.01%
153,382
-31,124
QRVO icon
863
Qorvo
QRVO
$7.25B
$19.2M ﹤0.01%
227,154
-44,125
CVLT icon
864
Commault Systems
CVLT
$3.53B
$19.2M ﹤0.01%
153,120
-26,022
IVZ icon
865
Invesco
IVZ
$10.6B
$19.1M ﹤0.01%
728,896
-56,249
GXO icon
866
GXO Logistics
GXO
$6.27B
$19.1M ﹤0.01%
362,109
-15,031
AES icon
867
AES
AES
$10.1B
$19.1M ﹤0.01%
1,328,914
-167,439
YMM icon
868
Full Truck Alliance
YMM
$9.7B
$19M ﹤0.01%
1,775,293
+278,108
NWE icon
869
NorthWestern Energy
NWE
$4.17B
$19M ﹤0.01%
294,648
-24,550
EXEL icon
870
Exelixis
EXEL
$10.7B
$19M ﹤0.01%
433,858
-110,542
ARM icon
871
Arm
ARM
$128B
$19M ﹤0.01%
173,515
-31,475
CCK icon
872
Crown Holdings
CCK
$11.9B
$18.9M ﹤0.01%
183,788
-188,007
LNN icon
873
Lindsay Corp
LNN
$1.34B
$18.9M ﹤0.01%
160,199
+3,602
JXN icon
874
Jackson Financial
JXN
$7.7B
$18.9M ﹤0.01%
176,927
-35,546
IREN icon
875
Iris Energy
IREN
$12.6B
$18.6M ﹤0.01%
+493,776