Legal & General Group

Legal & General Group Portfolio holdings

AUM $451B
1-Year Est. Return 27.92%
 

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
+27.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$451B
AUM Growth
+$5.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,462
New
Increased
Reduced
Closed

Top Buys

1 +$937M
2 +$462M
3 +$218M
4
INTU icon
Intuit
INTU
+$141M
5
Q
Qnity Electronics Inc
Q
+$117M

Top Sells

1 +$1.81B
2 +$433M
3 +$433M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$382M
5
K
Kellanova
K
+$190M

Sector Composition

1 Technology 34.85%
2 Financials 13.39%
3 Healthcare 9.67%
4 Consumer Discretionary 9.63%
5 Communication Services 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
REZI icon
1051
Resideo Technologies
REZI
$5.26B
$12.4M ﹤0.01%
354,293
-12,735
IVT icon
1052
InvenTrust Properties
IVT
$2.39B
$12.4M ﹤0.01%
440,373
+50,610
COLB icon
1053
Columbia Banking Systems
COLB
$7.97B
$12.4M ﹤0.01%
443,665
-16,064
HQY icon
1054
HealthEquity
HQY
$6.71B
$12.4M ﹤0.01%
135,356
-22,310
OSK icon
1055
Oshkosh
OSK
$9.78B
$12.4M ﹤0.01%
98,615
-13,810
EOSE icon
1056
Eos Energy Enterprises
EOSE
$2.18B
$12.3M ﹤0.01%
1,071,635
-1,196,513
VRNS icon
1057
Varonis Systems
VRNS
$2.81B
$12.3M ﹤0.01%
374,037
-381,762
MESO
1058
Mesoblast
MESO
$2.03B
$12.2M ﹤0.01%
679,023
+27,607
RVMD icon
1059
Revolution Medicines
RVMD
$19.6B
$12.2M ﹤0.01%
153,380
-2,009
RDNT icon
1060
RadNet
RDNT
$4.71B
$12.2M ﹤0.01%
171,097
-7,756
DINO icon
1061
HF Sinclair
DINO
$9.58B
$12.2M ﹤0.01%
264,911
-90,232
ABCB icon
1062
Ameris Bancorp
ABCB
$5.2B
$12.2M ﹤0.01%
163,706
-5,348
SKY icon
1063
Champion Homes
SKY
$4.37B
$12.2M ﹤0.01%
143,911
-8,362
TTC icon
1064
Toro Company
TTC
$9.64B
$12.1M ﹤0.01%
154,241
-43,420
ABG icon
1065
Asbury Automotive
ABG
$3.84B
$12.1M ﹤0.01%
52,193
-7,011
MUSA icon
1066
Murphy USA
MUSA
$8.07B
$12.1M ﹤0.01%
30,074
-7,655
ADMA icon
1067
ADMA Biologics
ADMA
$3.77B
$12.1M ﹤0.01%
663,362
-30,782
ONB icon
1068
Old National Bancorp
ONB
$8.62B
$12.1M ﹤0.01%
541,598
-103,932
MASI icon
1069
Masimo
MASI
$9.16B
$12M ﹤0.01%
92,436
-10,241
BBD icon
1070
Banco Bradesco
BBD
$40.9B
$12M ﹤0.01%
3,615,629
AROC icon
1071
Archrock
AROC
$6.32B
$12M ﹤0.01%
461,897
-23,664
ALKS icon
1072
Alkermes
ALKS
$4.62B
$12M ﹤0.01%
429,497
-70,126
CDE icon
1073
Coeur Mining
CDE
$15B
$12M ﹤0.01%
673,448
-857,583
AX icon
1074
Axos Financial
AX
$4.87B
$12M ﹤0.01%
139,330
-5,880
CVCO icon
1075
Cavco Industries
CVCO
$4.05B
$12M ﹤0.01%
20,302
-735