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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
PLNT icon
1201
Planet Fitness
PLNT
$4.01B
$8.41M ﹤0.01%
113,052
-15,176
SFBS
1202
ServisFirst Bancshares
SFBS
$4.27B
$8.41M ﹤0.01%
115,500
-13,889
HBM icon
1203
Hudbay
HBM
$10.4B
$8.4M ﹤0.01%
402,436
+15,608
SIG icon
1204
Signet Jewelers
SIG
$3.33B
$8.39M ﹤0.01%
99,114
-9,123
AAP icon
1205
Advance Auto Parts
AAP
$3.52B
$8.36M ﹤0.01%
158,555
-15,961
MTG icon
1206
MGIC Investment
MTG
$5.34B
$8.36M ﹤0.01%
318,496
-49,687
LEN.B icon
1207
Lennar Class B
LEN.B
$21.9B
$8.36M ﹤0.01%
99,374
+18,941
MIDD icon
1208
Middleby
MIDD
$7.12B
$8.35M ﹤0.01%
62,996
-9,498
RGEN icon
1209
Repligen
RGEN
$7.07B
$8.35M ﹤0.01%
70,885
-7,918
AZZ icon
1210
AZZ Inc
AZZ
$4.13B
$8.34M ﹤0.01%
66,690
-6,843
RYAAY icon
1211
Ryanair
RYAAY
$29.3B
$8.34M ﹤0.01%
144,371
GSAT icon
1212
Globalstar
GSAT
$10.5B
$8.31M ﹤0.01%
125,189
-16,778
SXT icon
1213
Sensient Technologies
SXT
$4.8B
$8.3M ﹤0.01%
96,027
-12,322
OII icon
1214
Oceaneering
OII
$3.91B
$8.3M ﹤0.01%
233,926
-20,133
AGO icon
1215
Assured Guaranty
AGO
$3.31B
$8.27M ﹤0.01%
101,519
-10,680
VOYA icon
1216
Voya Financial
VOYA
$8.02B
$8.27M ﹤0.01%
120,989
-28,450
OTTR icon
1217
Otter Tail
OTTR
$3.69B
$8.26M ﹤0.01%
94,077
-9,250
STWD icon
1218
Starwood Property Trust
STWD
$6.24B
$8.24M ﹤0.01%
478,661
-42,821
LIVN icon
1219
LivaNova
LIVN
$4.11B
$8.24M ﹤0.01%
129,627
-16,062
MSA icon
1220
Mine Safety
MSA
$6.14B
$8.23M ﹤0.01%
50,225
-6,826
GATX icon
1221
GATX Corp
GATX
$6.12B
$8.22M ﹤0.01%
48,120
-4,436
MFIC icon
1222
MidCap Financial Investment
MFIC
$867M
$8.16M ﹤0.01%
725,413
+73,562
ULS icon
1223
UL Solutions
ULS
$19.6B
$8.16M ﹤0.01%
95,148
-8,183
LSTR icon
1224
Landstar System
LSTR
$7.65B
$8.13M ﹤0.01%
50,715
-6,478
WHD icon
1225
Cactus
WHD
$4.12B
$8.1M ﹤0.01%
171,054
-11,173