Legal & General Group

Legal & General Group Portfolio holdings

AUM $451B
1-Year Est. Return 27.92%
 

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
+27.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$451B
AUM Growth
+$5.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,462
New
Increased
Reduced
Closed

Top Buys

1 +$937M
2 +$462M
3 +$218M
4
INTU icon
Intuit
INTU
+$141M
5
Q
Qnity Electronics Inc
Q
+$117M

Top Sells

1 +$1.81B
2 +$433M
3 +$433M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$382M
5
K
Kellanova
K
+$190M

Sector Composition

1 Technology 34.85%
2 Financials 13.39%
3 Healthcare 9.67%
4 Consumer Discretionary 9.63%
5 Communication Services 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SFBS icon
1201
ServisFirst Bancshares
SFBS
$4.04B
$9.3M ﹤0.01%
129,389
-4,361
FCN icon
1202
FTI Consulting
FCN
$4.98B
$9.3M ﹤0.01%
54,417
-14,742
CWK icon
1203
Cushman & Wakefield Ltd
CWK
$2.8B
$9.29M ﹤0.01%
573,799
-25,483
ALSN icon
1204
Allison Transmission
ALSN
$9.37B
$9.27M ﹤0.01%
94,658
-3,062
FNB icon
1205
FNB Corp
FNB
$5.8B
$9.25M ﹤0.01%
541,083
-119,616
PLMR icon
1206
Palomar
PLMR
$3.2B
$9.25M ﹤0.01%
68,656
-3,100
NXST icon
1207
Nexstar Media Group
NXST
$7.44B
$9.24M ﹤0.01%
45,506
-2,924
IRTC icon
1208
iRhythm Holdings
IRTC
$3.87B
$9.24M ﹤0.01%
52,070
+10,065
CNR
1209
Core Natural Resources Inc
CNR
$4.88B
$9.24M ﹤0.01%
104,360
-2,577
NOV icon
1210
NOV
NOV
$6.89B
$9.21M ﹤0.01%
589,513
-34,022
IIPR icon
1211
Innovative Industrial Properties
IIPR
$1.51B
$9.18M ﹤0.01%
193,926
+22,926
INDB icon
1212
Independent Bank
INDB
$3.69B
$9.16M ﹤0.01%
125,291
-4,399
MSA icon
1213
Mine Safety
MSA
$7.12B
$9.14M ﹤0.01%
57,051
-16,410
FBIN icon
1214
Fortune Brands Innovations
FBIN
$5.42B
$9.08M ﹤0.01%
181,568
-46,312
WFRD icon
1215
Weatherford International
WFRD
$6.65B
$9.06M ﹤0.01%
115,800
-48,952
SLM icon
1216
SLM Corp
SLM
$4.09B
$9.03M ﹤0.01%
333,866
-15,752
DOCS icon
1217
Doximity
DOCS
$4.55B
$8.99M ﹤0.01%
203,069
-54,024
KFY icon
1218
Korn Ferry
KFY
$3.26B
$8.98M ﹤0.01%
136,084
-5,884
SIG icon
1219
Signet Jewelers
SIG
$3.48B
$8.97M ﹤0.01%
108,237
-3,637
LIVN icon
1220
LivaNova
LIVN
$3.4B
$8.96M ﹤0.01%
145,689
+59,477
WH icon
1221
Wyndham Hotels & Resorts
WH
$5.61B
$8.96M ﹤0.01%
118,569
-8,589
SSYS icon
1222
Stratasys
SSYS
$709M
$8.96M ﹤0.01%
1,032,041
+107,472
EMXC icon
1223
iShares MSCI Emerging Markets ex China ETF
EMXC
$16.8B
$8.96M ﹤0.01%
123,195
-34,200
AGIO icon
1224
Agios Pharmaceuticals
AGIO
$1.64B
$8.93M ﹤0.01%
328,211
+5,277
PCOR icon
1225
Procore
PCOR
$8.42B
$8.92M ﹤0.01%
122,646
-37,454