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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
BGC icon
1226
BGC Group
BGC
$5.17B
$8.08M ﹤0.01%
826,277
-85,616
M icon
1227
Macy's
M
$5.86B
$8.08M ﹤0.01%
446,702
-51,245
ESNT icon
1228
Essent Group
ESNT
$5.24B
$8.08M ﹤0.01%
138,258
-21,548
VLY icon
1229
Valley National Bancorp
VLY
$7.63B
$8.05M ﹤0.01%
655,299
-84,646
BKU icon
1230
Bankunited
BKU
$3.43B
$8.04M ﹤0.01%
177,954
-16,690
SHAK icon
1231
Shake Shack
SHAK
$2.14B
$8.03M ﹤0.01%
90,810
-9,206
WSFS icon
1232
WSFS Financial
WSFS
$3.75B
$8.01M ﹤0.01%
122,416
-18,168
AXTA icon
1233
Axalta
AXTA
$6.81B
$8.01M ﹤0.01%
289,114
-39,015
MTDR icon
1234
Matador Resources
MTDR
$6.87B
$7.99M ﹤0.01%
126,447
-35,280
KFY icon
1235
Korn Ferry
KFY
$3.77B
$7.97M ﹤0.01%
126,668
-9,416
BRC icon
1236
Brady Corp
BRC
$3.55B
$7.97M ﹤0.01%
98,134
-9,510
HP icon
1237
Helmerich & Payne
HP
$3.91B
$7.97M ﹤0.01%
221,166
-22,907
NXE icon
1238
NexGen Energy
NXE
$6.88B
$7.96M ﹤0.01%
688,025
+45,622
NWS icon
1239
News Corp Class B
NWS
$16.9B
$7.95M ﹤0.01%
278,959
+14,421
FCN icon
1240
FTI Consulting
FCN
$4.78B
$7.95M ﹤0.01%
44,974
-9,443
SWX icon
1241
Southwest Gas
SWX
$6.4B
$7.94M ﹤0.01%
91,388
-10,148
ABEV icon
1242
Ambev
ABEV
$47.8B
$7.93M ﹤0.01%
2,709,873
PJT icon
1243
PJT Partners
PJT
$4.06B
$7.92M ﹤0.01%
56,711
-5,620
CHE icon
1244
Chemed
CHE
$5.83B
$7.92M ﹤0.01%
20,967
-2,490
ENVA icon
1245
Enova International
ENVA
$4.27B
$7.91M ﹤0.01%
58,211
-5,700
FNB icon
1246
FNB Corp
FNB
$6.3B
$7.89M ﹤0.01%
471,941
-69,142
FBP icon
1247
First Bancorp
FBP
$3.79B
$7.89M ﹤0.01%
369,242
-29,985
UBSI icon
1248
United Bankshares
UBSI
$6.03B
$7.86M ﹤0.01%
189,805
-22,434
SON icon
1249
Sonoco
SON
$4.71B
$7.86M ﹤0.01%
145,303
-12,996
GSBD icon
1250
Goldman Sachs BDC
GSBD
$1.01B
$7.85M ﹤0.01%
882,698
+82,489