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
IBP icon
951
Installed Building Products
IBP
$7.24B
$16.5M ﹤0.01%
67,090
-3,012
EAT icon
952
Brinker International
EAT
$6.42B
$16.5M ﹤0.01%
130,281
-4,124
TFX icon
953
Teleflex
TFX
$5.6B
$16.4M ﹤0.01%
134,351
-10,306
JOBY icon
954
Joby Aviation
JOBY
$12.9B
$16.4M ﹤0.01%
1,018,177
-147,439
U icon
955
Unity
U
$19.4B
$16.4M ﹤0.01%
409,234
-17,582
NHI icon
956
National Health Investors
NHI
$3.72B
$16.3M ﹤0.01%
204,873
-26,209
SMTC icon
957
Semtech
SMTC
$6.71B
$16.3M ﹤0.01%
227,451
-8,686
RRC icon
958
Range Resources
RRC
$8.47B
$16.2M ﹤0.01%
430,903
-23,709
LW icon
959
Lamb Weston
LW
$8.29B
$16.2M ﹤0.01%
278,630
+5,033
PIPR icon
960
Piper Sandler
PIPR
$5.88B
$16.1M ﹤0.01%
46,468
-1,167
FIVE icon
961
Five Below
FIVE
$10B
$16.1M ﹤0.01%
103,960
-4,118
TTMI icon
962
TTM Technologies
TTMI
$7.44B
$16M ﹤0.01%
277,952
-3,640
MTH icon
963
Meritage Homes
MTH
$5.01B
$15.9M ﹤0.01%
219,005
-14,546
REZI icon
964
Resideo Technologies
REZI
$5.39B
$15.8M ﹤0.01%
367,028
-41,105
VMI icon
965
Valmont Industries
VMI
$8.12B
$15.8M ﹤0.01%
40,779
-3,032
JAZZ icon
966
Jazz Pharmaceuticals
JAZZ
$10.3B
$15.8M ﹤0.01%
119,877
-65,947
SSB icon
967
SouthState Bank Corp
SSB
$9.76B
$15.8M ﹤0.01%
159,645
-4,876
UMBF icon
968
UMB Financial
UMBF
$9.05B
$15.7M ﹤0.01%
132,881
-6,713
ZION icon
969
Zions Bancorporation
ZION
$8.73B
$15.7M ﹤0.01%
277,925
-29,516
OLLI icon
970
Ollie's Bargain Outlet
OLLI
$6.93B
$15.7M ﹤0.01%
121,919
-7,688
KMX icon
971
CarMax
KMX
$6.01B
$15.6M ﹤0.01%
348,117
-193,172
WBS icon
972
Webster Financial
WBS
$10.3B
$15.6M ﹤0.01%
261,928
-11,986
ATGE icon
973
Adtalem Global Education
ATGE
$3.55B
$15.6M ﹤0.01%
100,693
-4,982
UE icon
974
Urban Edge Properties
UE
$2.48B
$15.5M ﹤0.01%
758,394
-75,624
VSAT icon
975
Viasat
VSAT
$4.78B
$15.5M ﹤0.01%
528,289
+97,201