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
MHO icon
1251
M/I Homes
MHO
$3.35B
$8.62M ﹤0.01%
67,395
-3,573
DORM icon
1252
Dorman Products
DORM
$3.19B
$8.62M ﹤0.01%
69,976
-3,727
ENS icon
1253
EnerSys
ENS
$5.98B
$8.58M ﹤0.01%
58,480
-121,974
MDY icon
1254
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$24.3B
$8.57M ﹤0.01%
14,200
AM icon
1255
Antero Midstream
AM
$10.9B
$8.55M ﹤0.01%
480,730
-379,670
RUSHA icon
1256
Rush Enterprises Class A
RUSHA
$4.97B
$8.53M ﹤0.01%
158,089
-3,369
CORT icon
1257
Corcept Therapeutics
CORT
$3.59B
$8.53M ﹤0.01%
245,009
-41,791
BPOP icon
1258
Popular Inc
BPOP
$8.39B
$8.52M ﹤0.01%
68,447
-27,201
CRC icon
1259
California Resources
CRC
$5.57B
$8.51M ﹤0.01%
190,371
+7,953
MORN icon
1260
Morningstar
MORN
$7.1B
$8.5M ﹤0.01%
39,093
-7,596
CAVA icon
1261
CAVA Group
CAVA
$9.37B
$8.49M ﹤0.01%
144,644
-14,218
RYAN icon
1262
Ryan Specialty Holdings
RYAN
$4.72B
$8.49M ﹤0.01%
164,388
-4,813
GNTX icon
1263
Gentex
GNTX
$4.66B
$8.49M ﹤0.01%
364,647
-83,981
WU icon
1264
Western Union
WU
$3.08B
$8.46M ﹤0.01%
908,756
+275,283
BRC icon
1265
Brady Corp
BRC
$4.1B
$8.44M ﹤0.01%
107,644
-3,874
DAR icon
1266
Darling Ingredients
DAR
$8.81B
$8.43M ﹤0.01%
234,114
-5,217
NEU icon
1267
NewMarket
NEU
$5.65B
$8.41M ﹤0.01%
12,236
-252
RHI icon
1268
Robert Half
RHI
$2.34B
$8.4M ﹤0.01%
309,410
-30,577
NMIH icon
1269
NMI Holdings
NMIH
$2.82B
$8.4M ﹤0.01%
206,017
-6,209
ACAD icon
1270
Acadia Pharmaceuticals
ACAD
$3.75B
$8.4M ﹤0.01%
314,351
-20,410
RLI icon
1271
RLI Corp
RLI
$5.56B
$8.39M ﹤0.01%
131,198
-40,471
CARG icon
1272
CarGurus
CARG
$2.99B
$8.37M ﹤0.01%
218,282
-21,808
MMS icon
1273
Maximus
MMS
$4.02B
$8.35M ﹤0.01%
96,789
-3,843
OTTR icon
1274
Otter Tail
OTTR
$3.6B
$8.35M ﹤0.01%
103,327
-7,024
PATK icon
1275
Patrick Industries
PATK
$3.82B
$8.35M ﹤0.01%
77,003
-2,951