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Legal & General Group

Legal & General Group Portfolio holdings

AUM $432B
1-Year Est. Return 31.03%
 

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
+31.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$432B
AUM Growth
-$18.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,422
New
Increased
Reduced
Closed

Top Buys

1 +$4.14B
2 +$201M
3 +$141M
4
JNJ icon
Johnson & Johnson
JNJ
+$141M
5
RYN icon
Rayonier
RYN
+$112M

Top Sells

1 +$605M
2 +$425M
3 +$412M
4
MSFT icon
Microsoft
MSFT
+$347M
5
CYBR
CyberArk
CYBR
+$238M

Sector Composition

1 Technology 32.6%
2 Financials 12.66%
3 Healthcare 10.78%
4 Communication Services 9.19%
5 Consumer Discretionary 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FIVE icon
901
Five Below
FIVE
$10.3B
$16.7M ﹤0.01%
72,905
-12,131
IVZ icon
902
Invesco
IVZ
$12.2B
$16.6M ﹤0.01%
683,451
-45,445
ONT
903
Onterris Inc
ONT
$603M
$16.5M ﹤0.01%
753,684
+115,054
ENSG icon
904
The Ensign Group
ENSG
$9.14B
$16.5M ﹤0.01%
81,838
-12,129
SCI icon
905
Service Corp International
SCI
$9.84B
$16.4M ﹤0.01%
198,762
-20,061
EVR icon
906
Evercore
EVR
$13.2B
$16.4M ﹤0.01%
54,895
-4,970
AL
907
DELISTED
Air Lease Corp
AL
$16.4M ﹤0.01%
251,927
-18,145
RRX icon
908
Regal Rexnord
RRX
$14B
$16.3M ﹤0.01%
87,269
-9,897
AEIS icon
909
Advanced Energy
AEIS
$12.2B
$16.3M ﹤0.01%
50,487
-44,649
BAX icon
910
Baxter International
BAX
$9.94B
$16.3M ﹤0.01%
968,026
-1,466,789
MTCH icon
911
Match Group
MTCH
$7.98B
$16.2M ﹤0.01%
528,638
+109,982
UE icon
912
Urban Edge Properties
UE
$2.89B
$16.2M ﹤0.01%
810,854
-63,390
QRVO icon
913
Qorvo
QRVO
$8.79B
$16.2M ﹤0.01%
209,230
-17,924
MOS icon
914
The Mosaic Company
MOS
$6.8B
$16.1M ﹤0.01%
632,551
-81,500
HSIC icon
915
Henry Schein
HSIC
$8.89B
$16.1M ﹤0.01%
218,530
-16,905
SMTC icon
916
Semtech
SMTC
$14.8B
$16.1M ﹤0.01%
209,025
-7,308
FCPT icon
917
Four Corners Property Trust
FCPT
$2.69B
$16.1M ﹤0.01%
679,499
-53,157
NJR icon
918
New Jersey Resources
NJR
$5.49B
$16M ﹤0.01%
291,911
+127,318
PSN icon
919
Parsons
PSN
$6.19B
$16M ﹤0.01%
294,836
+25,909
CAG icon
920
Conagra Brands
CAG
$6.29B
$15.9M ﹤0.01%
1,011,720
-3,149
OKLO
921
Oklo
OKLO
$10.3B
$15.8M ﹤0.01%
318,061
+19,456
MPT
922
Medical Properties Trust
MPT
$2.94B
$15.6M ﹤0.01%
3,377,823
-235,337
FSS icon
923
Federal Signal
FSS
$6.52B
$15.6M ﹤0.01%
144,306
-13,678
DVA icon
924
DaVita
DVA
$12.3B
$15.6M ﹤0.01%
101,436
-11,640
ROIV icon
925
Roivant Sciences
ROIV
$20.5B
$15.5M ﹤0.01%
561,307
-28,366