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
LRN icon
851
Stride
LRN
$2.81B
$20.1M 0.01%
138,498
+20,412
DY icon
852
Dycom Industries
DY
$8.43B
$20.1M 0.01%
82,260
+35
AVA icon
853
Avista
AVA
$3.35B
$20.1M 0.01%
529,648
+19,071
CC icon
854
Chemours
CC
$1.78B
$20.1M 0.01%
1,752,901
+288,691
AFRM icon
855
Affirm
AFRM
$23.3B
$20M 0.01%
289,865
+20,936
CSIQ icon
856
Canadian Solar
CSIQ
$2.25B
$20M 0.01%
1,815,113
+324,254
HLI icon
857
Houlihan Lokey
HLI
$12.6B
$20M 0.01%
111,112
+881
ORI icon
858
Old Republic International
ORI
$11B
$20M 0.01%
519,637
-11,282
HII icon
859
Huntington Ingalls Industries
HII
$12.3B
$19.9M ﹤0.01%
82,338
+5,626
STRL icon
860
Sterling Infrastructure
STRL
$10.4B
$19.8M ﹤0.01%
85,828
+50,116
MEG icon
861
Montrose Environmental
MEG
$860M
$19.8M ﹤0.01%
904,154
+103,460
JAZZ icon
862
Jazz Pharmaceuticals
JAZZ
$8.57B
$19.7M ﹤0.01%
185,824
+18,675
JBS
863
JBS N.V.
JBS
$14.7B
$19.5M ﹤0.01%
+1,334,086
IDCC icon
864
InterDigital
IDCC
$8.97B
$19.3M ﹤0.01%
86,026
+14,380
WFG icon
865
West Fraser Timber
WFG
$4.72B
$19.3M ﹤0.01%
263,099
+991
ETSY icon
866
Etsy
ETSY
$5.64B
$19.2M ﹤0.01%
383,430
+19,708
ATEN icon
867
A10 Networks
ATEN
$1.25B
$19.2M ﹤0.01%
992,678
+771,405
ARMK icon
868
Aramark
ARMK
$10B
$19.2M ﹤0.01%
458,697
+42,441
BTG icon
869
B2Gold
BTG
$5.48B
$19.2M ﹤0.01%
5,313,283
+2,898,933
HIMS icon
870
Hims & Hers Health
HIMS
$8.42B
$19.1M ﹤0.01%
384,078
+39,868
CR icon
871
Crane Co
CR
$10.6B
$19.1M ﹤0.01%
100,435
+1,267
RBC icon
872
RBC Bearings
RBC
$13.7B
$19M ﹤0.01%
49,330
+1,407
APLE icon
873
Apple Hospitality REIT
APLE
$2.78B
$18.9M ﹤0.01%
1,619,982
-16,098
ENSG icon
874
The Ensign Group
ENSG
$10.3B
$18.7M ﹤0.01%
121,287
+2,601
JEF icon
875
Jefferies Financial Group
JEF
$11.4B
$18.7M ﹤0.01%
341,981
-18,506