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
WHR icon
1051
Whirlpool
WHR
$3.95B
$13.1M ﹤0.01%
128,812
+3,525
SSD icon
1052
Simpson Manufacturing
SSD
$6.81B
$13M ﹤0.01%
83,908
+2,419
MIDD icon
1053
Middleby
MIDD
$5.95B
$13M ﹤0.01%
90,425
+2,260
FLR icon
1054
Fluor
FLR
$6.83B
$13M ﹤0.01%
253,662
-16,378
CIB icon
1055
Grupo Cibest SA
CIB
$15B
$13M ﹤0.01%
281,741
-38,472
ADMA icon
1056
ADMA Biologics
ADMA
$3.7B
$13M ﹤0.01%
713,576
+37,699
LINE
1057
Lineage Inc
LINE
$7.63B
$13M ﹤0.01%
298,207
+29,211
CFR icon
1058
Cullen/Frost Bankers
CFR
$7.85B
$12.9M ﹤0.01%
100,690
+3,313
GFS icon
1059
GlobalFoundries
GFS
$18.4B
$12.9M ﹤0.01%
338,253
-7,098
COKE icon
1060
Coca-Cola Consolidated
COKE
$13.6B
$12.9M ﹤0.01%
115,463
+1,273
SEE icon
1061
Sealed Air
SEE
$6.37B
$12.8M ﹤0.01%
413,651
+16,864
BOOT icon
1062
Boot Barn
BOOT
$5.28B
$12.8M ﹤0.01%
84,270
+1,062
THG icon
1063
Hanover Insurance
THG
$6.45B
$12.8M ﹤0.01%
75,356
+2,387
CAVA icon
1064
CAVA Group
CAVA
$5.48B
$12.7M ﹤0.01%
151,349
+10,866
AZTA icon
1065
Azenta
AZTA
$1.36B
$12.7M ﹤0.01%
413,793
+86,580
FLS icon
1066
Flowserve
FLS
$8.54B
$12.7M ﹤0.01%
243,215
-2,332
IAG icon
1067
IAMGOLD
IAG
$7.9B
$12.7M ﹤0.01%
1,731,702
+411,839
NSIT icon
1068
Insight Enterprises
NSIT
$2.79B
$12.7M ﹤0.01%
92,147
+1,620
BBD icon
1069
Banco Bradesco
BBD
$38.9B
$12.7M ﹤0.01%
4,109,863
BPMC
1070
DELISTED
Blueprint Medicines
BPMC
$12.7M ﹤0.01%
99,224
+3,558
OLED icon
1071
Universal Display
OLED
$5.55B
$12.7M ﹤0.01%
82,133
-31
CALM icon
1072
Cal-Maine
CALM
$4.39B
$12.7M ﹤0.01%
127,181
+653
QXO
1073
QXO Inc
QXO
$11.8B
$12.7M ﹤0.01%
587,511
+235,084
DBX icon
1074
Dropbox
DBX
$7.6B
$12.7M ﹤0.01%
442,422
-29,384
ERII icon
1075
Energy Recovery
ERII
$771M
$12.6M ﹤0.01%
989,154
+113,141