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
IBP icon
1076
Installed Building Products
IBP
$6.8B
$12.6M ﹤0.01%
70,102
+879
RLI icon
1077
RLI Corp
RLI
$5.81B
$12.6M ﹤0.01%
174,046
+7,842
FCN icon
1078
FTI Consulting
FCN
$5.09B
$12.6M ﹤0.01%
77,812
+1,873
LNTH icon
1079
Lantheus
LNTH
$3.52B
$12.5M ﹤0.01%
152,466
+1,604
VRE
1080
Veris Residential
VRE
$1.41B
$12.5M ﹤0.01%
837,050
+296,265
AROC icon
1081
Archrock
AROC
$4.22B
$12.4M ﹤0.01%
501,071
+14,272
INSP icon
1082
Inspire Medical Systems
INSP
$2.51B
$12.4M ﹤0.01%
95,688
+1,709
TMDX icon
1083
Transmedics
TMDX
$3.93B
$12.4M ﹤0.01%
92,524
-149
NSA icon
1084
National Storage Affiliates Trust
NSA
$2.26B
$12.3M ﹤0.01%
385,101
+1,916
URBN icon
1085
Urban Outfitters
URBN
$5.51B
$12.3M ﹤0.01%
169,807
+1,938
JOBY icon
1086
Joby Aviation
JOBY
$13.1B
$12.3M ﹤0.01%
1,165,616
-238,750
GTLS icon
1087
Chart Industries
GTLS
$9.15B
$12.3M ﹤0.01%
74,509
+6,195
CELH icon
1088
Celsius Holdings
CELH
$11B
$12.3M ﹤0.01%
264,092
+4,999
FBIN icon
1089
Fortune Brands Innovations
FBIN
$5.77B
$12.2M ﹤0.01%
237,247
-208,248
SLM icon
1090
SLM Corp
SLM
$5.6B
$12.2M ﹤0.01%
370,797
+9,143
AVT icon
1091
Avnet
AVT
$3.78B
$12.1M ﹤0.01%
228,866
+13,422
AA icon
1092
Alcoa
AA
$9.73B
$12.1M ﹤0.01%
409,253
+10,016
SAIA icon
1093
Saia
SAIA
$7.14B
$12M ﹤0.01%
43,853
-2,692
GVA icon
1094
Granite Construction
GVA
$4.48B
$12M ﹤0.01%
128,293
+5,596
LEA icon
1095
Lear
LEA
$5.5B
$12M ﹤0.01%
126,303
+26,102
RYAN icon
1096
Ryan Specialty Holdings
RYAN
$7.27B
$12M ﹤0.01%
176,284
+7,945
CZR icon
1097
Caesars Entertainment
CZR
$4.04B
$11.9M ﹤0.01%
420,422
+49,644
JHG icon
1098
Janus Henderson
JHG
$6.68B
$11.9M ﹤0.01%
305,725
+3,554
PCOR icon
1099
Procore
PCOR
$11.7B
$11.9M ﹤0.01%
173,204
+8,670
AUB icon
1100
Atlantic Union Bankshares
AUB
$4.63B
$11.8M ﹤0.01%
377,912
+73,022