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
BOX icon
1026
Box
BOX
$4.64B
$13.6M ﹤0.01%
398,040
+16
OWL icon
1027
Blue Owl Capital
OWL
$9.72B
$13.6M ﹤0.01%
706,582
+99,754
AEIS icon
1028
Advanced Energy
AEIS
$7.64B
$13.6M ﹤0.01%
102,292
+857
FND icon
1029
Floor & Decor
FND
$6.47B
$13.5M ﹤0.01%
177,967
+4,013
ELF icon
1030
e.l.f. Beauty
ELF
$4.38B
$13.5M ﹤0.01%
108,165
+348
LGND icon
1031
Ligand Pharmaceuticals
LGND
$3.95B
$13.5M ﹤0.01%
118,333
+16,171
ATGE icon
1032
Adtalem Global Education
ATGE
$3.5B
$13.4M ﹤0.01%
105,675
-963
STWD icon
1033
Starwood Property Trust
STWD
$6.6B
$13.4M ﹤0.01%
669,878
+24,082
MC icon
1034
Moelis & Co
MC
$4.69B
$13.4M ﹤0.01%
214,303
+22,283
VOYA icon
1035
Voya Financial
VOYA
$6.73B
$13.3M ﹤0.01%
187,789
-19,829
DEC
1036
Diversified Energy
DEC
$1.17B
$13.3M ﹤0.01%
897,365
+39,334
HLNE icon
1037
Hamilton Lane
HLNE
$5.77B
$13.3M ﹤0.01%
93,661
+12,898
TMHC icon
1038
Taylor Morrison
TMHC
$5.84B
$13.3M ﹤0.01%
216,389
-4,077
NWPX icon
1039
NWPX Infrastructure Inc
NWPX
$549M
$13.3M ﹤0.01%
323,819
+40,751
PIPR icon
1040
Piper Sandler
PIPR
$5.46B
$13.2M ﹤0.01%
47,635
+2,317
AGO icon
1041
Assured Guaranty
AGO
$4.03B
$13.2M ﹤0.01%
151,897
-2,800
CSW
1042
CSW Industrials
CSW
$4.19B
$13.2M ﹤0.01%
46,037
+253
SXT icon
1043
Sensient Technologies
SXT
$3.99B
$13.2M ﹤0.01%
134,098
+3,682
OSK icon
1044
Oshkosh
OSK
$7.88B
$13.2M ﹤0.01%
116,242
-284
LSCC icon
1045
Lattice Semiconductor
LSCC
$8.78B
$13.2M ﹤0.01%
269,370
+2,458
TGTX icon
1046
TG Therapeutics
TGTX
$4.92B
$13.2M ﹤0.01%
366,141
-14,991
MSA icon
1047
Mine Safety
MSA
$6.12B
$13.2M ﹤0.01%
78,622
+1,921
UFPI icon
1048
UFP Industries
UFPI
$5.27B
$13.1M ﹤0.01%
132,067
+1,214
PK icon
1049
Park Hotels & Resorts
PK
$2.09B
$13.1M ﹤0.01%
1,281,258
-26,780
ATHM icon
1050
Autohome
ATHM
$2.85B
$13.1M ﹤0.01%
507,092
-23,188