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
NCLH icon
876
Norwegian Cruise Line
NCLH
$9.26B
$18.6M ﹤0.01%
831,104
+34,998
ITUB icon
877
Itaú Unibanco
ITUB
$93.5B
$18.5M ﹤0.01%
2,575,565
-2
TTMI icon
878
TTM Technologies
TTMI
$9.97B
$18.4M ﹤0.01%
266,080
-11,872
VSAT icon
879
Viasat
VSAT
$6.29B
$18.3M ﹤0.01%
530,859
+2,570
PRIM icon
880
Primoris Services
PRIM
$7.25B
$18.3M ﹤0.01%
146,972
+79,621
BJ icon
881
BJs Wholesale Club
BJ
$12.6B
$18.3M ﹤0.01%
202,901
-54,383
NRGV icon
882
Energy Vault
NRGV
$530M
$18.2M ﹤0.01%
+3,951,609
PLUG icon
883
Plug Power
PLUG
$2.95B
$18.2M ﹤0.01%
9,232,431
-8,462,646
FHN icon
884
First Horizon
FHN
$11.1B
$18.2M ﹤0.01%
760,110
-128,907
ERII icon
885
Energy Recovery
ERII
$574M
$18.1M ﹤0.01%
1,343,847
+36,109
AR icon
886
Antero Resources
AR
$11.6B
$18.1M ﹤0.01%
525,814
-45,849
CPRX icon
887
Catalyst Pharmaceutical
CPRX
$3.03B
$18.1M ﹤0.01%
776,172
+2,068
IWB icon
888
iShares Russell 1000 ETF
IWB
$45.3B
$18.1M ﹤0.01%
48,430
+13,050
MPT
889
Medical Properties Trust
MPT
$3.22B
$18.1M ﹤0.01%
3,613,160
+314,162
VT icon
890
Vanguard Total World Stock ETF
VT
$63.6B
$18M ﹤0.01%
127,945
-10,450
BNL icon
891
Broadstone Net Lease
BNL
$3.65B
$17.9M ﹤0.01%
1,029,599
+180,388
ORI icon
892
Old Republic International
ORI
$10B
$17.9M ﹤0.01%
391,844
-87,718
DAY
893
DELISTED
Dayforce
DAY
$17.9M ﹤0.01%
258,400
-30,899
OVV icon
894
Ovintiv
OVV
$15B
$17.9M ﹤0.01%
455,984
-59,432
CIB icon
895
Grupo Cibest SA
CIB
$16.7B
$17.9M ﹤0.01%
281,198
-2,055
CPK icon
896
Chesapeake Utilities
CPK
$3.09B
$17.8M ﹤0.01%
142,939
-4,467
HSIC icon
897
Henry Schein
HSIC
$8.75B
$17.8M ﹤0.01%
235,435
-53,134
BLD icon
898
TopBuild
BLD
$10.8B
$17.8M ﹤0.01%
42,631
-1,874
AWR icon
899
American States Water
AWR
$2.87B
$17.7M ﹤0.01%
244,441
-4,964
APA icon
900
APA Corp
APA
$11.3B
$17.7M ﹤0.01%
723,929
-52,650