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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
DRH icon
1026
Diamondrock Hospitality Co
DRH
$2.37B
$12.4M ﹤0.01%
1,322,489
-132,850
RARE icon
1027
Ultragenyx Pharmaceutical
RARE
$2.13B
$12.4M ﹤0.01%
590,294
+179,021
NPO icon
1028
Enpro
NPO
$6.82B
$12.3M ﹤0.01%
49,231
-5,213
PIPR icon
1029
Piper Sandler
PIPR
$5.2B
$12.3M ﹤0.01%
160,991
-13,205
IVT icon
1030
InvenTrust Properties
IVT
$2.67B
$12.3M ﹤0.01%
403,844
-36,529
ACA icon
1031
Arcosa
ACA
$6.07B
$12.2M ﹤0.01%
115,404
-11,291
CRC icon
1032
California Resources
CRC
$5.33B
$12.2M ﹤0.01%
176,809
-13,562
SAIA icon
1033
Saia
SAIA
$12.8B
$12.2M ﹤0.01%
34,828
-4,223
FRO icon
1034
Frontline
FRO
$7.79B
$12.2M ﹤0.01%
350,589
+104,790
MGY icon
1035
Magnolia Oil & Gas
MGY
$5.18B
$12.2M ﹤0.01%
385,963
-50,790
NFG icon
1036
National Fuel Gas
NFG
$7.26B
$12.2M ﹤0.01%
129,582
-11,484
CZR icon
1037
Caesars Entertainment
CZR
$5.97B
$12.1M ﹤0.01%
458,886
-37,699
ZION icon
1038
Zions Bancorporation
ZION
$9.3B
$12.1M ﹤0.01%
210,113
-22,740
ARIS
1039
Aris Mining
ARIS
$3.2B
$12.1M ﹤0.01%
651,747
-10,795
MANH icon
1040
Manhattan Associates
MANH
$8.69B
$12.1M ﹤0.01%
90,617
-73,369
WTFC icon
1041
Wintrust Financial
WTFC
$10.2B
$12M ﹤0.01%
86,630
-13,112
LYFT icon
1042
Lyft
LYFT
$5.32B
$12M ﹤0.01%
904,035
+478,163
BF.B icon
1043
Brown-Forman Class B
BF.B
$12.1B
$12M ﹤0.01%
454,340
-441,114
INFY icon
1044
Infosys
INFY
$49.7B
$11.8M ﹤0.01%
875,209
-54,345
SSB icon
1045
SouthState Bank Corp
SSB
$9.25B
$11.8M ﹤0.01%
127,793
-20,213
SFM icon
1046
Sprouts Farmers Market
SFM
$8.15B
$11.8M ﹤0.01%
153,180
-21,146
IDCC icon
1047
InterDigital
IDCC
$6.61B
$11.8M ﹤0.01%
39,083
-31,291
KGS icon
1048
Kodiak Gas Services
KGS
$6.83B
$11.8M ﹤0.01%
202,116
-11,174
AUB icon
1049
Atlantic Union Bankshares
AUB
$5.43B
$11.7M ﹤0.01%
328,048
-28,219
AYI icon
1050
Acuity Brands
AYI
$8.98B
$11.7M ﹤0.01%
41,792
-6,835