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
CALX icon
1226
Calix
CALX
$3.89B
$9.38M ﹤0.01%
176,294
-2,302
SKY icon
1227
Champion Homes
SKY
$4.44B
$9.37M ﹤0.01%
149,708
+7,262
TLN
1228
Talen Energy Corp
TLN
$16.5B
$9.35M ﹤0.01%
32,163
+2,561
TREX icon
1229
Trex
TREX
$3.41B
$9.32M ﹤0.01%
171,433
+547
GNW icon
1230
Genworth Financial
GNW
$3.41B
$9.28M ﹤0.01%
1,193,189
+8,619
ASO icon
1231
Academy Sports + Outdoors
ASO
$2.98B
$9.27M ﹤0.01%
206,920
-3,031
MSGS icon
1232
Madison Square Garden
MSGS
$5.2B
$9.27M ﹤0.01%
44,356
+276
DORM icon
1233
Dorman Products
DORM
$4.11B
$9.26M ﹤0.01%
75,454
+1,079
APAM icon
1234
Artisan Partners
APAM
$3.06B
$9.24M ﹤0.01%
208,423
+3,678
BCC icon
1235
Boise Cascade
BCC
$2.56B
$9.23M ﹤0.01%
106,319
+331
FBP icon
1236
First Bancorp
FBP
$3.19B
$9.2M ﹤0.01%
441,871
-1,498
OPCH icon
1237
Option Care Health
OPCH
$4.51B
$9.2M ﹤0.01%
283,158
+2,092
BROS icon
1238
Dutch Bros
BROS
$7.03B
$9.19M ﹤0.01%
134,395
+10,026
PTGX icon
1239
Protagonist Therapeutics
PTGX
$5.2B
$9.18M ﹤0.01%
166,181
+18,074
BRKR icon
1240
Bruker
BRKR
$6.35B
$9.16M ﹤0.01%
222,387
+29,054
NE icon
1241
Noble Corp
NE
$4.71B
$9.11M ﹤0.01%
324,396
-24,211
RNST icon
1242
Renasant Corp
RNST
$3.29B
$9.08M ﹤0.01%
252,812
+44,555
XPEV icon
1243
XPeng
XPEV
$23.8B
$9.06M ﹤0.01%
506,924
+409,198
HWC icon
1244
Hancock Whitney
HWC
$4.91B
$9.04M ﹤0.01%
157,466
-349
REZI icon
1245
Resideo Technologies
REZI
$4.94B
$9M ﹤0.01%
408,133
+7,110
ALEX
1246
Alexander & Baldwin
ALEX
$1.17B
$8.99M ﹤0.01%
504,259
+2,057
FRPT icon
1247
Freshpet
FRPT
$2.61B
$8.98M ﹤0.01%
132,139
+4,132
HASI icon
1248
Hannon Armstrong Sustainable Infrastructure Capital
HASI
$4.16B
$8.98M ﹤0.01%
334,187
+14,600
ICUI icon
1249
ICU Medical
ICUI
$3.42B
$8.96M ﹤0.01%
67,773
+2,222
RUSHA icon
1250
Rush Enterprises Class A
RUSHA
$3.65B
$8.91M ﹤0.01%
173,039
+1,814