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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
MMSI icon
1151
Merit Medical Systems
MMSI
$3.94B
$9.42M ﹤0.01%
136,678
-14,501
VAL icon
1152
Valaris
VAL
$6.33B
$9.39M ﹤0.01%
95,760
-9,628
DAN icon
1153
Dana Inc
DAN
$3.97B
$9.35M ﹤0.01%
277,833
-45,859
PB icon
1154
Prosperity Bancshares
PB
$7.02B
$9.33M ﹤0.01%
138,913
-8,085
AVT icon
1155
Avnet
AVT
$7.14B
$9.28M ﹤0.01%
150,662
-21,651
CX icon
1156
Cemex
CX
$17.4B
$9.28M ﹤0.01%
810,305
-18,174
ASO icon
1157
Academy Sports + Outdoors
ASO
$3.33B
$9.27M ﹤0.01%
164,288
-13,531
ENS icon
1158
EnerSys
ENS
$8.34B
$9.25M ﹤0.01%
53,271
-5,209
ALSN icon
1159
Allison Transmission
ALSN
$9.58B
$9.21M ﹤0.01%
78,709
-15,949
ABG icon
1160
Asbury Automotive
ABG
$3.6B
$9.21M ﹤0.01%
47,141
-5,052
UNF icon
1161
Unifirst Corp
UNF
$4.78B
$9.18M ﹤0.01%
36,505
-2,568
APLS
1162
DELISTED
Apellis Pharmaceuticals
APLS
$9.18M ﹤0.01%
228,255
+142,766
TKR icon
1163
Timken Company
TKR
$9.36B
$9.17M ﹤0.01%
91,224
-12,332
LTH icon
1164
Life Time Group Holdings
LTH
$7.38B
$9.15M ﹤0.01%
339,561
+202,122
YORW icon
1165
York Water
YORW
$481M
$9.13M ﹤0.01%
299,700
-93,652
AN icon
1166
AutoNation
AN
$6.22B
$9.12M ﹤0.01%
46,707
-6,822
JHG icon
1167
Janus Henderson
JHG
$7.98B
$9.07M ﹤0.01%
176,594
-37,848
FLR icon
1168
Fluor
FLR
$6.92B
$9.06M ﹤0.01%
194,177
-30,711
GPI icon
1169
Group 1 Automotive
GPI
$3.77B
$9.05M ﹤0.01%
27,369
-5,494
AVAV icon
1170
AeroVironment
AVAV
$9.35B
$9.04M ﹤0.01%
49,359
-6,436
AM icon
1171
Antero Midstream
AM
$10.1B
$8.97M ﹤0.01%
393,579
-87,151
VSXY
1172
Victoria's Secret
VSXY
$6.06B
$8.96M ﹤0.01%
193,368
-15,543
CBSH icon
1173
Commerce Bancshares
CBSH
$7.79B
$8.96M ﹤0.01%
182,186
-18,356
IIPR icon
1174
Innovative Industrial Properties
IIPR
$1.7B
$8.95M ﹤0.01%
178,476
-15,450
MP icon
1175
MP Materials
MP
$10.3B
$8.95M ﹤0.01%
185,397
-17,921