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
CHDN icon
1126
Churchill Downs
CHDN
$6.92B
$11.1M ﹤0.01%
110,160
+2,961
MP icon
1127
MP Materials
MP
$10.4B
$11.1M ﹤0.01%
333,604
+7,886
AX icon
1128
Axos Financial
AX
$4.48B
$11.1M ﹤0.01%
145,962
+1,028
UHAL.B icon
1129
U-Haul Holding Co Series N
UHAL.B
$8.97B
$11.1M ﹤0.01%
203,454
+722
LITE icon
1130
Lumentum
LITE
$16.5B
$11.1M ﹤0.01%
116,288
+5,052
PJT icon
1131
PJT Partners
PJT
$4.05B
$11.1M ﹤0.01%
66,974
+1,998
GNTX icon
1132
Gentex
GNTX
$5.01B
$11M ﹤0.01%
500,905
+22,552
PBH icon
1133
Prestige Consumer Healthcare
PBH
$2.89B
$11M ﹤0.01%
137,923
+3,059
EGO icon
1134
Eldorado Gold
EGO
$5.61B
$10.9M ﹤0.01%
538,080
+79,176
SNEX icon
1135
StoneX
SNEX
$4.68B
$10.9M ﹤0.01%
119,558
+3,876
PTCT icon
1136
PTC Therapeutics
PTCT
$6.05B
$10.9M ﹤0.01%
222,837
+29,993
AXTA icon
1137
Axalta
AXTA
$6.17B
$10.9M ﹤0.01%
366,261
-10,945
MGY icon
1138
Magnolia Oil & Gas
MGY
$4.21B
$10.9M ﹤0.01%
483,490
+3,240
SFBS icon
1139
ServisFirst Bancshares
SFBS
$3.89B
$10.8M ﹤0.01%
139,653
+1,153
BCRX icon
1140
BioCryst Pharmaceuticals
BCRX
$1.49B
$10.8M ﹤0.01%
1,204,483
+223,265
MKSI icon
1141
MKS Inc
MKSI
$9.59B
$10.8M ﹤0.01%
108,286
+3,106
GPK icon
1142
Graphic Packaging
GPK
$4.74B
$10.7M ﹤0.01%
509,473
+20,057
RGEN icon
1143
Repligen
RGEN
$8.58B
$10.7M ﹤0.01%
86,205
+1,146
KFY icon
1144
Korn Ferry
KFY
$3.41B
$10.7M ﹤0.01%
145,818
+1,145
WH icon
1145
Wyndham Hotels & Resorts
WH
$5.45B
$10.7M ﹤0.01%
131,441
+5,005
SMTC icon
1146
Semtech
SMTC
$5.68B
$10.7M ﹤0.01%
236,137
+3,516
BIO icon
1147
Bio-Rad Laboratories Class A
BIO
$8.45B
$10.7M ﹤0.01%
44,157
-13,858
IIPR icon
1148
Innovative Industrial Properties
IIPR
$1.36B
$10.7M ﹤0.01%
192,971
-15
NWS icon
1149
News Corp Class B
NWS
$16.5B
$10.7M ﹤0.01%
310,437
-29,119
NWN icon
1150
Northwest Natural Holdings
NWN
$1.99B
$10.6M ﹤0.01%
266,446
+6,162