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
$446B
AUM Growth
+$42.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,464
New
Increased
Reduced
Closed

Top Buys

1 +$1B
2 +$712M
3 +$487M
4
META icon
Meta Platforms (Facebook)
META
+$410M
5
AMZN icon
Amazon
AMZN
+$362M

Top Sells

1 +$483M
2 +$252M
3 +$216M
4
JNPR
Juniper Networks
JNPR
+$104M
5
WELL icon
Welltower
WELL
+$103M

Sector Composition

1 Technology 35.51%
2 Financials 13.17%
3 Consumer Discretionary 9.84%
4 Communication Services 9.37%
5 Healthcare 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EXAS icon
901
Exact Sciences
EXAS
$19.3B
$18.5M ﹤0.01%
337,412
-6,657
ONC
902
BeOne Medicines Ltd
ONC
$34.4B
$18.4M ﹤0.01%
54,022
-3,221
COLD icon
903
Americold
COLD
$3.64B
$18.4M ﹤0.01%
1,501,370
-165,117
ITUB icon
904
Itaú Unibanco
ITUB
$79.8B
$18.4M ﹤0.01%
2,500,550
-500,000
AWR icon
905
American States Water
AWR
$2.86B
$18.3M ﹤0.01%
249,405
-195,107
PGRE
906
Paramount Group
PGRE
$1.46B
$18.3M ﹤0.01%
2,793,091
-1,068,992
R icon
907
Ryder
R
$7.7B
$18.2M ﹤0.01%
96,337
-4,645
EPAM icon
908
EPAM Systems
EPAM
$11.7B
$18.2M ﹤0.01%
120,401
-90,234
MOG.A icon
909
Moog Inc Class A
MOG.A
$7.8B
$18.1M ﹤0.01%
87,134
-1,086
CMA icon
910
Comerica
CMA
$11.3B
$18M ﹤0.01%
263,284
-24,131
FYBR icon
911
Frontier Communications
FYBR
$9.56B
$18M ﹤0.01%
482,694
+15,871
IVZ icon
912
Invesco
IVZ
$11.6B
$18M ﹤0.01%
785,145
-99,434
DCI icon
913
Donaldson
DCI
$10.7B
$18M ﹤0.01%
219,848
-15,247
TECH icon
914
Bio-Techne
TECH
$9.14B
$18M ﹤0.01%
323,098
-233,735
ATR icon
915
AptarGroup
ATR
$8.03B
$17.9M ﹤0.01%
133,963
-8,850
ALE icon
916
Allete
ALE
$3.94B
$17.9M ﹤0.01%
268,857
-6,735
AL icon
917
Air Lease Corp
AL
$7.18B
$17.8M ﹤0.01%
280,050
-11,342
UGI icon
918
UGI
UGI
$8.19B
$17.8M ﹤0.01%
534,591
-37,153
AVAV icon
919
AeroVironment
AVAV
$11.7B
$17.8M ﹤0.01%
56,424
-26,902
APLE icon
920
Apple Hospitality REIT
APLE
$2.91B
$17.7M ﹤0.01%
1,477,387
-142,595
NYT icon
921
New York Times
NYT
$11B
$17.7M ﹤0.01%
308,824
-19,391
SITM icon
922
SiTime
SITM
$9.48B
$17.7M ﹤0.01%
58,796
+3,542
PRI icon
923
Primerica
PRI
$8.25B
$17.7M ﹤0.01%
63,754
-4,146
BBIO icon
924
BridgeBio Pharma
BBIO
$14.4B
$17.6M ﹤0.01%
339,490
+179,917
GRP.U
925
Granite Real Estate Investment Trust
GRP.U
$3.46B
$17.6M ﹤0.01%
316,916
-37,746