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
NWN icon
1076
Northwest Natural Holdings
NWN
$2.14B
$12M ﹤0.01%
256,307
-4,968
AGNC icon
1077
AGNC Investment
AGNC
$11.9B
$12M ﹤0.01%
1,116,217
+1,905
MTH icon
1078
Meritage Homes
MTH
$4.4B
$12M ﹤0.01%
181,773
-37,232
CADE
1079
DELISTED
Cadence Bank
CADE
$11.9M ﹤0.01%
278,329
-17,569
VFC icon
1080
VF Corp
VFC
$6.39B
$11.9M ﹤0.01%
658,009
-119,951
ELME
1081
Elme Communities
ELME
$191M
$11.9M ﹤0.01%
681,734
+69,014
HCC icon
1082
Warrior Met Coal
HCC
$4.31B
$11.8M ﹤0.01%
133,281
-7,280
ONTO icon
1083
Onto Innovation
ONTO
$9.65B
$11.8M ﹤0.01%
74,440
-20,113
PI icon
1084
Impinj
PI
$2.92B
$11.7M ﹤0.01%
67,523
-1,240
MRCY icon
1085
Mercury Systems
MRCY
$5.24B
$11.7M ﹤0.01%
160,874
-4,602
QTWO icon
1086
Q2 Holdings
QTWO
$3.12B
$11.7M ﹤0.01%
161,914
-5,593
GNL icon
1087
Global Net Lease
GNL
$2B
$11.7M ﹤0.01%
1,357,701
+177,809
AGCO icon
1088
AGCO
AGCO
$8.84B
$11.7M ﹤0.01%
111,784
-22,940
NPO icon
1089
Enpro
NPO
$5.4B
$11.7M ﹤0.01%
54,444
-1,590
CFR icon
1090
Cullen/Frost Bankers
CFR
$8.41B
$11.6M ﹤0.01%
91,970
-5,202
CZR icon
1091
Caesars Entertainment
CZR
$5.25B
$11.6M ﹤0.01%
496,585
-29,816
BIO icon
1092
Bio-Rad Laboratories Class A
BIO
$7.21B
$11.6M ﹤0.01%
38,319
-2,767
NSA icon
1093
National Storage Affiliates Trust
NSA
$2.51B
$11.6M ﹤0.01%
410,893
+67,220
STEP icon
1094
StepStone Group
STEP
$3.58B
$11.5M ﹤0.01%
178,518
-10,270
AVTR icon
1095
Avantor
AVTR
$5.65B
$11.5M ﹤0.01%
999,263
-138,227
URBN icon
1096
Urban Outfitters
URBN
$5.92B
$11.4M ﹤0.01%
152,048
-8,332
AEO icon
1097
American Eagle Outfitters
AEO
$3.13B
$11.4M ﹤0.01%
432,911
-22,419
VSCO icon
1098
Victoria's Secret
VSCO
$3.66B
$11.3M ﹤0.01%
208,911
-6,178
NFG icon
1099
National Fuel Gas
NFG
$8.77B
$11.3M ﹤0.01%
141,066
-25,236
GRC icon
1100
Gorman-Rupp
GRC
$1.61B
$11.3M ﹤0.01%
236,460
+5,374