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
$446B
AUM Growth
+$42.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,464
New
Increased
Reduced
Closed

Top Buys

1 +$1B
2 +$712M
3 +$487M
4
META icon
Meta Platforms (Facebook)
META
+$410M
5
AMZN icon
Amazon
AMZN
+$362M

Top Sells

1 +$483M
2 +$252M
3 +$216M
4
JNPR
Juniper Networks
JNPR
+$104M
5
WELL icon
Welltower
WELL
+$103M

Sector Composition

1 Technology 35.51%
2 Financials 13.17%
3 Consumer Discretionary 9.84%
4 Communication Services 9.37%
5 Healthcare 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
RKT icon
1151
Rocket Companies
RKT
$51.2B
$11.1M ﹤0.01%
574,201
-87,709
AVT icon
1152
Avnet
AVT
$4.01B
$11.1M ﹤0.01%
212,576
-16,290
CADE icon
1153
Cadence Bank
CADE
$8.16B
$11.1M ﹤0.01%
295,898
-6,043
UHAL.B icon
1154
U-Haul Holding Co Series N
UHAL.B
$9.4B
$11.1M ﹤0.01%
217,674
+14,220
HXL icon
1155
Hexcel
HXL
$5.82B
$11.1M ﹤0.01%
176,388
+4,025
MGY icon
1156
Magnolia Oil & Gas
MGY
$4.17B
$11.1M ﹤0.01%
463,187
-20,303
XERS icon
1157
Xeris Biopharma Holdings
XERS
$1.19B
$11M ﹤0.01%
1,357,427
-446,776
AMG icon
1158
Affiliated Managers Group
AMG
$7.8B
$11M ﹤0.01%
46,298
-1,922
M icon
1159
Macy's
M
$6.34B
$11M ﹤0.01%
615,094
-72,186
OLED icon
1160
Universal Display
OLED
$5.62B
$11M ﹤0.01%
76,774
-5,359
LPX icon
1161
Louisiana-Pacific
LPX
$6.04B
$11M ﹤0.01%
124,041
-12,779
AAP icon
1162
Advance Auto Parts
AAP
$2.78B
$11M ﹤0.01%
179,089
-6,605
WING icon
1163
Wingstop
WING
$6.55B
$11M ﹤0.01%
43,622
-2,201
TDS icon
1164
Telephone and Data Systems
TDS
$4.44B
$11M ﹤0.01%
279,199
-7,237
AG icon
1165
First Majestic Silver
AG
$7.86B
$10.9M ﹤0.01%
890,408
+120,986
AGNC icon
1166
AGNC Investment
AGNC
$11.1B
$10.9M ﹤0.01%
1,114,312
+54,419
ARRY icon
1167
Array Technologies
ARRY
$1.29B
$10.9M ﹤0.01%
1,333,690
-23,051
VRRM icon
1168
Verra Mobility
VRRM
$3.48B
$10.8M ﹤0.01%
439,037
-19,393
QXO
1169
QXO Inc
QXO
$14.4B
$10.8M ﹤0.01%
568,917
-18,594
MORN icon
1170
Morningstar
MORN
$8.81B
$10.8M ﹤0.01%
46,689
-2,812
THO icon
1171
Thor Industries
THO
$5.41B
$10.8M ﹤0.01%
104,436
-11,186
PLXS icon
1172
Plexus
PLXS
$4.28B
$10.8M ﹤0.01%
74,738
-2,163
SFBS icon
1173
ServisFirst Bancshares
SFBS
$4.07B
$10.8M ﹤0.01%
133,750
-5,903
MAT icon
1174
Mattel
MAT
$6.28B
$10.8M ﹤0.01%
639,646
-61,760
CSW
1175
CSW Industrials
CSW
$5.28B
$10.7M ﹤0.01%
44,199
-1,838