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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
GNL icon
1051
Global Net Lease
GNL
$2.01B
$11.7M ﹤0.01%
1,249,259
-108,442
CHRD icon
1052
Chord Energy
CHRD
$7.78B
$11.6M ﹤0.01%
81,905
-11,754
ABCB icon
1053
Ameris Bancorp
ABCB
$5.74B
$11.6M ﹤0.01%
149,387
-14,319
ATR icon
1054
AptarGroup
ATR
$7.14B
$11.6M ﹤0.01%
92,133
-17,027
CR icon
1055
Crane Co
CR
$11.1B
$11.6M ﹤0.01%
67,763
-7,955
CWST icon
1056
Casella Waste Systems
CWST
$5.38B
$11.4M ﹤0.01%
144,081
-13,471
LFUS icon
1057
Littelfuse
LFUS
$11.7B
$11.4M ﹤0.01%
33,454
-4,435
OUT icon
1058
Outfront Media
OUT
$5.39B
$11.3M ﹤0.01%
426,261
-30,782
AMG icon
1059
Affiliated Managers Group
AMG
$8.89B
$11.3M ﹤0.01%
40,814
-3,351
LAUR icon
1060
Laureate Education
LAUR
$4.78B
$11.3M ﹤0.01%
324,080
+167,136
FCFS icon
1061
FirstCash
FCFS
$9.81B
$11.3M ﹤0.01%
60,054
-6,500
MHK icon
1062
Mohawk Industries
MHK
$6.18B
$11.3M ﹤0.01%
114,600
-15,658
AGCO icon
1063
AGCO
AGCO
$8.37B
$11.2M ﹤0.01%
97,022
-14,762
CART icon
1064
Maplebear
CART
$9.97B
$11.2M ﹤0.01%
299,859
-30,431
HCC icon
1065
Warrior Met Coal
HCC
$5.22B
$11.2M ﹤0.01%
120,580
-12,701
CFR icon
1066
Cullen/Frost Bankers
CFR
$8.84B
$11.2M ﹤0.01%
81,867
-10,103
LTC
1067
LTC Properties
LTC
$1.82B
$11.1M ﹤0.01%
299,467
-18,242
MASI icon
1068
Masimo
MASI
$9.42B
$11.1M ﹤0.01%
62,545
-29,891
EFA icon
1069
iShares MSCI EAFE ETF
EFA
$75.9B
$11.1M ﹤0.01%
114,400
+59,250
VMI icon
1070
Valmont Industries
VMI
$10.4B
$11.1M ﹤0.01%
27,753
-3,652
XERS icon
1071
Xeris Biopharma Holdings
XERS
$1.08B
$11.1M ﹤0.01%
1,908,289
+512,024
MRCY icon
1072
Mercury Systems
MRCY
$6.66B
$11.1M ﹤0.01%
151,645
-9,229
GTY
1073
Getty Realty Corp
GTY
$1.98B
$11M ﹤0.01%
346,887
-21,958
UMBF icon
1074
UMB Financial
UMBF
$9.81B
$11M ﹤0.01%
97,244
-16,433
CPB icon
1075
Campbell Soup
CPB
$6.41B
$11M ﹤0.01%
492,074
+30,177