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
TSEM icon
926
Tower Semiconductor
TSEM
$11.1B
$16.8M ﹤0.01%
387,410
+42,160
DNA icon
927
Ginkgo Bioworks
DNA
$487M
$16.8M ﹤0.01%
1,490,521
+71,927
RKLB icon
928
Rocket Lab Corp
RKLB
$24.3B
$16.7M ﹤0.01%
466,809
+63,569
INFY icon
929
Infosys
INFY
$69B
$16.6M ﹤0.01%
898,535
+16,426
MUSA icon
930
Murphy USA
MUSA
$6.68B
$16.6M ﹤0.01%
40,843
+585
MTSI icon
931
MACOM Technology Solutions
MTSI
$12.1B
$16.6M ﹤0.01%
115,538
+2,602
DOCS icon
932
Doximity
DOCS
$9.34B
$16.5M ﹤0.01%
268,864
+78,247
DAY icon
933
Dayforce
DAY
$11B
$16.5M ﹤0.01%
297,438
-154,643
MPW icon
934
Medical Properties Trust
MPW
$2.98B
$16.4M ﹤0.01%
3,807,878
-404,832
CURB
935
Curbline Properties
CURB
$2.45B
$16.4M ﹤0.01%
718,186
+94,244
DINO icon
936
HF Sinclair
DINO
$10.3B
$16.4M ﹤0.01%
398,957
+98,745
RDN icon
937
Radian Group
RDN
$4.78B
$16.4M ﹤0.01%
454,662
-33,254
RRX icon
938
Regal Rexnord
RRX
$9.12B
$16.3M ﹤0.01%
112,789
+3,096
WTFC icon
939
Wintrust Financial
WTFC
$8.59B
$16.3M ﹤0.01%
131,813
+121
DCI icon
940
Donaldson
DCI
$9.91B
$16.3M ﹤0.01%
235,095
+964
NHI icon
941
National Health Investors
NHI
$3.68B
$16.2M ﹤0.01%
231,082
+7,558
CRDO icon
942
Credo Technology Group
CRDO
$25.2B
$16.2M ﹤0.01%
174,722
+18,494
LI icon
943
Li Auto
LI
$20B
$16.1M ﹤0.01%
595,079
-1,779
ALV icon
944
Autoliv
ALV
$9.17B
$16.1M ﹤0.01%
144,190
+3,975
CRL icon
945
Charles River Laboratories
CRL
$8.26B
$16.1M ﹤0.01%
106,201
+11,614
R icon
946
Ryder
R
$6.88B
$16.1M ﹤0.01%
100,982
-5,765
ENPH icon
947
Enphase Energy
ENPH
$3.75B
$16M ﹤0.01%
403,855
-479,591
IONS icon
948
Ionis Pharmaceuticals
IONS
$11.6B
$16M ﹤0.01%
404,366
+65,904
ZION icon
949
Zions Bancorporation
ZION
$7.53B
$16M ﹤0.01%
307,441
-18,534
MOG.A icon
950
Moog Inc Class A
MOG.A
$6.38B
$16M ﹤0.01%
88,220
+5,912