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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
MATX icon
1101
Matsons
MATX
$5.82B
$10.3M ﹤0.01%
62,667
-2,704
LEA icon
1102
Lear
LEA
$7.26B
$10.3M ﹤0.01%
84,833
-11,443
PTEN icon
1103
Patterson-UTI
PTEN
$4.52B
$10.3M ﹤0.01%
948,255
-46,013
BOOT icon
1104
Boot Barn
BOOT
$4.92B
$10.2M ﹤0.01%
69,797
-8,166
TDS icon
1105
Telephone and Data Systems
TDS
$4.47B
$10.2M ﹤0.01%
242,640
-25,438
LI icon
1106
Li Auto
LI
$14.7B
$10.2M ﹤0.01%
573,032
CAVA icon
1107
CAVA Group
CAVA
$8.57B
$10.2M ﹤0.01%
126,337
-18,307
FLNC icon
1108
Fluence Energy
FLNC
$3.2B
$10.2M ﹤0.01%
741,284
+2,386
DNA icon
1109
Ginkgo Bioworks
DNA
$528M
$10.2M ﹤0.01%
1,661,587
+83,660
NOV icon
1110
NOV
NOV
$7.58B
$10.2M ﹤0.01%
541,276
-48,237
CMC icon
1111
Commercial Metals
CMC
$8.15B
$10.2M ﹤0.01%
165,304
-17,719
AGNC icon
1112
AGNC Investment
AGNC
$11.6B
$10.1M ﹤0.01%
1,010,509
-105,708
ACIW icon
1113
ACI Worldwide
ACIW
$4.33B
$10.1M ﹤0.01%
246,459
-25,224
VFC icon
1114
VF Corp
VFC
$6.51B
$10.1M ﹤0.01%
594,501
-63,508
BIO icon
1115
Bio-Rad Laboratories Class A
BIO
$7.8B
$10.1M ﹤0.01%
36,228
-2,091
MYRG icon
1116
MYR Group
MYRG
$6.8B
$10.1M ﹤0.01%
35,723
-4,120
LBRT icon
1117
Liberty Energy
LBRT
$4.69B
$10M ﹤0.01%
348,639
-41,798
OSIS icon
1118
OSI Systems
OSIS
$3.47B
$9.99M ﹤0.01%
37,618
-3,837
WIX icon
1119
WIX.com
WIX
$2.02B
$9.96M ﹤0.01%
110,583
-107,409
CYTK icon
1120
Cytokinetics
CYTK
$9.22B
$9.95M ﹤0.01%
151,021
-17,565
WFRD icon
1121
Weatherford International
WFRD
$7.41B
$9.95M ﹤0.01%
105,386
-10,414
CSW
1122
CSW Industrials
CSW
$4.36B
$9.92M ﹤0.01%
38,090
-4,315
SARO
1123
StandardAero Inc
SARO
$8.24B
$9.91M ﹤0.01%
383,840
+165,708
TPH
1124
DELISTED
Tri Pointe Homes
TPH
$9.9M ﹤0.01%
211,794
-26,038
VIST icon
1125
Vista Energy
VIST
$8.24B
$9.89M ﹤0.01%
131,088
-370