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
GATX icon
1226
GATX Corp
GATX
$6.2B
$8.91M ﹤0.01%
52,556
-3,742
FLR icon
1227
Fluor
FLR
$6.54B
$8.91M ﹤0.01%
224,888
-15,532
ICUI icon
1228
ICU Medical
ICUI
$3.3B
$8.9M ﹤0.01%
62,414
-2,765
WSC icon
1229
WillScot Mobile Mini Holdings
WSC
$3.49B
$8.89M ﹤0.01%
472,223
-21,239
ASO icon
1230
Academy Sports + Outdoors
ASO
$3.85B
$8.88M ﹤0.01%
177,819
-19,171
MDGL icon
1231
Madrigal Pharmaceuticals
MDGL
$9.8B
$8.87M ﹤0.01%
15,231
-6,440
SERV
1232
Serve Robotics
SERV
$795M
$8.86M ﹤0.01%
839,933
+88,099
WAY
1233
Waystar Holding Corp
WAY
$4.71B
$8.86M ﹤0.01%
270,414
-34,702
UFPI icon
1234
UFP Industries
UFPI
$5.13B
$8.84M ﹤0.01%
97,130
-24,694
HE icon
1235
Hawaiian Electric Industries
HE
$2.54B
$8.84M ﹤0.01%
718,540
+200,809
CFLT icon
1236
Confluent
CFLT
$11B
$8.81M ﹤0.01%
291,414
-7,429
HRB icon
1237
H&R Block
HRB
$3.86B
$8.81M ﹤0.01%
202,168
-60,901
THO icon
1238
Thor Industries
THO
$4.46B
$8.79M ﹤0.01%
85,660
-18,776
QBTS icon
1239
D-Wave Quantum
QBTS
$7B
$8.78M ﹤0.01%
335,836
+8,675
CALX icon
1240
Calix
CALX
$3.35B
$8.72M ﹤0.01%
164,715
-6,585
TKR icon
1241
Timken Company
TKR
$7.19B
$8.71M ﹤0.01%
103,556
-28,814
MYRG icon
1242
MYR Group
MYRG
$4.18B
$8.71M ﹤0.01%
39,843
-2,162
AORT icon
1243
Artivion
AORT
$1.74B
$8.7M ﹤0.01%
190,748
+51,704
CHRD icon
1244
Chord Energy
CHRD
$7.09B
$8.68M ﹤0.01%
93,659
-931
BKU icon
1245
Bankunited
BKU
$3.23B
$8.68M ﹤0.01%
194,644
-7,385
FULT icon
1246
Fulton Financial
FULT
$3.59B
$8.67M ﹤0.01%
448,532
-20,968
GSAT icon
1247
Globalstar
GSAT
$7.4B
$8.67M ﹤0.01%
141,967
-5,090
PSEC icon
1248
Prospect Capital
PSEC
$1.28B
$8.65M ﹤0.01%
3,321,477
+593,563
VLY icon
1249
Valley National Bancorp
VLY
$6.63B
$8.64M ﹤0.01%
739,945
-58,220
CSWC icon
1250
Capital Southwest
CSWC
$1.32B
$8.64M ﹤0.01%
389,580
+57,679