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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
SLAB icon
1126
Silicon Laboratories
SLAB
$7.2B
$9.87M ﹤0.01%
47,412
-6,070
CVSA
1127
Covista Inc
CVSA
$4.3B
$9.85M ﹤0.01%
85,476
-9,510
INGR icon
1128
Ingredion
INGR
$6.28B
$9.84M ﹤0.01%
87,330
-11,795
HQY icon
1129
HealthEquity
HQY
$7.34B
$9.83M ﹤0.01%
117,659
-17,697
CSWC icon
1130
Capital Southwest
CSWC
$1.45B
$9.8M ﹤0.01%
443,138
+53,558
SNAP icon
1131
Snap
SNAP
$9.36B
$9.8M ﹤0.01%
2,130,853
-26,316
TEX icon
1132
Terex
TEX
$7.16B
$9.79M ﹤0.01%
165,732
+58,697
SERV
1133
Serve Robotics
SERV
$648M
$9.79M ﹤0.01%
1,107,859
+267,926
ALV icon
1134
Autoliv
ALV
$9.6B
$9.75M ﹤0.01%
92,745
-14,984
MOD icon
1135
Modine Manufacturing
MOD
$14.5B
$9.75M ﹤0.01%
44,972
-8,938
LAD icon
1136
Lithia Motors
LAD
$6.66B
$9.69M ﹤0.01%
38,808
-6,326
SKY icon
1137
Champion Homes
SKY
$4.13B
$9.67M ﹤0.01%
129,996
-13,915
JEF icon
1138
Jefferies Financial Group
JEF
$11.8B
$9.64M ﹤0.01%
233,651
-24,707
ORLA
1139
Orla Mining
ORLA
$3.75B
$9.64M ﹤0.01%
601,348
+273,738
ACI icon
1140
Albertsons Companies
ACI
$7.98B
$9.63M ﹤0.01%
565,002
-87,059
MRP
1141
Millrose Properties Inc
MRP
$4.8B
$9.62M ﹤0.01%
343,707
-10,381
HE icon
1142
Hawaiian Electric Industries
HE
$2.32B
$9.57M ﹤0.01%
644,767
-73,773
WAL icon
1143
Western Alliance Bancorporation
WAL
$8.74B
$9.55M ﹤0.01%
134,813
-20,576
SSD icon
1144
Simpson Manufacturing
SSD
$7.64B
$9.53M ﹤0.01%
55,554
-6,540
CNR
1145
Core Natural Resources Inc
CNR
$4.7B
$9.53M ﹤0.01%
90,999
-13,361
PSEC icon
1146
Prospect Capital
PSEC
$1.12B
$9.52M ﹤0.01%
3,640,665
+319,188
PSMT icon
1147
Pricesmart
PSMT
$5.47B
$9.49M ﹤0.01%
63,065
-4,711
SSYS icon
1148
Stratasys
SSYS
$778M
$9.49M ﹤0.01%
1,215,245
+183,204
RUSHA icon
1149
Rush Enterprises Class A
RUSHA
$5.23B
$9.49M ﹤0.01%
143,505
-14,584
PSKY
1150
Paramount Skydance Corp
PSKY
$11.6B
$9.44M ﹤0.01%
1,046,451
+250,179