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
UCB
1201
United Community Banks
UCB
$3.68B
$9.69M ﹤0.01%
325,152
+6,346
PSEC icon
1202
Prospect Capital
PSEC
$1.3B
$9.68M ﹤0.01%
3,048,527
+203,120
FCFS icon
1203
FirstCash
FCFS
$7.06B
$9.68M ﹤0.01%
71,601
+675
XHR
1204
Xenia Hotels & Resorts
XHR
$1.33B
$9.68M ﹤0.01%
769,690
+37,461
GTY
1205
Getty Realty Corp
GTY
$1.62B
$9.67M ﹤0.01%
349,999
+15,940
CADE icon
1206
Cadence Bank
CADE
$7.16B
$9.66M ﹤0.01%
301,941
+7,042
KTB icon
1207
Kontoor Brands
KTB
$4B
$9.64M ﹤0.01%
146,076
+6,104
GAP
1208
The Gap Inc
GAP
$8.96B
$9.62M ﹤0.01%
441,184
+674
DAR icon
1209
Darling Ingredients
DAR
$5.5B
$9.62M ﹤0.01%
253,591
+4,515
VFC icon
1210
VF Corp
VFC
$5.85B
$9.6M ﹤0.01%
816,933
-10,147
MTDR icon
1211
Matador Resources
MTDR
$5.15B
$9.59M ﹤0.01%
200,896
+1,766
AMTM
1212
Amentum Holdings
AMTM
$5.37B
$9.55M ﹤0.01%
404,673
+13,736
CCOI icon
1213
Cogent Communications
CCOI
$862M
$9.55M ﹤0.01%
198,133
+332
ANF icon
1214
Abercrombie & Fitch
ANF
$3.28B
$9.55M ﹤0.01%
115,252
-4,484
DXC icon
1215
DXC Technology
DXC
$2.25B
$9.53M ﹤0.01%
623,130
-8,402
SAIC icon
1216
Saic
SAIC
$4.08B
$9.52M ﹤0.01%
84,535
+2,838
SIG icon
1217
Signet Jewelers
SIG
$4.14B
$9.5M ﹤0.01%
119,474
-3,958
AAON icon
1218
Aaon
AAON
$7.68B
$9.5M ﹤0.01%
128,795
-2,573
INDV icon
1219
Indivior
INDV
$3.81B
$9.5M ﹤0.01%
647,563
-117,849
AMG icon
1220
Affiliated Managers Group
AMG
$7.27B
$9.49M ﹤0.01%
48,220
-345
CVCO icon
1221
Cavco Industries
CVCO
$4.35B
$9.48M ﹤0.01%
21,817
+424
NMIH icon
1222
NMI Holdings
NMIH
$2.89B
$9.44M ﹤0.01%
223,751
+1,164
GTLB icon
1223
GitLab
GTLB
$7.39B
$9.43M ﹤0.01%
208,943
+43,952
KRYS icon
1224
Krystal Biotech
KRYS
$5.97B
$9.4M ﹤0.01%
68,393
+1,884
RKT icon
1225
Rocket Companies
RKT
$48B
$9.39M ﹤0.01%
661,910
+64,526