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
MGEE icon
876
MGE Energy Inc
MGEE
$3.06B
$18.6M ﹤0.01%
210,602
+6,001
PRI icon
877
Primerica
PRI
$8.11B
$18.6M ﹤0.01%
67,900
-490
RRC icon
878
Range Resources
RRC
$9.06B
$18.5M ﹤0.01%
454,612
+5,582
SPY icon
879
SPDR S&P 500 ETF Trust
SPY
$667B
$18.5M ﹤0.01%
29,900
CECO icon
880
Ceco Environmental
CECO
$1.76B
$18.5M ﹤0.01%
652,258
+74,461
AIT icon
881
Applied Industrial Technologies
AIT
$9.39B
$18.4M ﹤0.01%
79,362
-3,799
NYT icon
882
New York Times
NYT
$10.4B
$18.4M ﹤0.01%
328,215
+6,726
AM icon
883
Antero Midstream
AM
$8.65B
$18.3M ﹤0.01%
967,428
+394,587
INGR icon
884
Ingredion
INGR
$6.84B
$18.3M ﹤0.01%
135,144
+786
EVR icon
885
Evercore
EVR
$11.9B
$18.3M ﹤0.01%
67,857
-4,098
EXAS icon
886
Exact Sciences
EXAS
$12.7B
$18.3M ﹤0.01%
344,069
-91,562
SPSC icon
887
SPS Commerce
SPSC
$3.08B
$18.3M ﹤0.01%
134,338
+665
CHX
888
DELISTED
ChampionX
CHX
$18.3M ﹤0.01%
735,803
+18,426
CHWY icon
889
Chewy
CHWY
$13.9B
$18.3M ﹤0.01%
428,505
+171,046
FSS icon
890
Federal Signal
FSS
$6.67B
$18.2M ﹤0.01%
171,154
+1,033
FN icon
891
Fabrinet
FN
$14.8B
$18.2M ﹤0.01%
61,780
-138
CPK icon
892
Chesapeake Utilities
CPK
$3.18B
$18.2M ﹤0.01%
151,182
+5,888
MLI icon
893
Mueller Industries
MLI
$11.9B
$18M ﹤0.01%
226,969
-4,915
WCC icon
894
WESCO International
WCC
$12.5B
$18M ﹤0.01%
97,149
+2,602
GRP.U
895
Granite Real Estate Investment Trust
GRP.U
$3.32B
$18M ﹤0.01%
354,662
-588
LNC icon
896
Lincoln National
LNC
$7.8B
$17.9M ﹤0.01%
517,783
-5,655
GPI icon
897
Group 1 Automotive
GPI
$4.73B
$17.9M ﹤0.01%
41,010
+4,407
LXP icon
898
LXP Industrial Trust
LXP
$2.72B
$17.8M ﹤0.01%
430,668
+1,805
FCPT icon
899
Four Corners Property Trust
FCPT
$2.57B
$17.8M ﹤0.01%
660,396
+22,248
CART icon
900
Maplebear
CART
$10.8B
$17.7M ﹤0.01%
391,869
+67,975