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
NEU icon
1251
NewMarket
NEU
$7.38B
$8.89M ﹤0.01%
12,871
+282
FUL icon
1252
H.B. Fuller
FUL
$3.1B
$8.89M ﹤0.01%
147,799
+565
FULT icon
1253
Fulton Financial
FULT
$3.21B
$8.88M ﹤0.01%
492,204
+3,705
NXST icon
1254
Nexstar Media Group
NXST
$5.57B
$8.87M ﹤0.01%
51,280
+1,390
MRCY icon
1255
Mercury Systems
MRCY
$4.26B
$8.85M ﹤0.01%
164,243
+2,350
OMF icon
1256
OneMain Financial
OMF
$6.97B
$8.83M ﹤0.01%
154,991
-32,026
UBSI icon
1257
United Bankshares
UBSI
$5.12B
$8.83M ﹤0.01%
242,412
+22,150
GATX icon
1258
GATX Corp
GATX
$5.61B
$8.82M ﹤0.01%
57,444
+1,298
SIGI icon
1259
Selective Insurance
SIGI
$4.74B
$8.77M ﹤0.01%
101,259
-28,537
GSBD icon
1260
Goldman Sachs BDC
GSBD
$1.12B
$8.74M ﹤0.01%
776,615
-4,171
PVH icon
1261
PVH
PVH
$3.74B
$8.72M ﹤0.01%
127,133
-11,250
WDFC icon
1262
WD-40
WDFC
$2.68B
$8.68M ﹤0.01%
38,047
+785
OTTR icon
1263
Otter Tail
OTTR
$3.56B
$8.64M ﹤0.01%
112,041
+5,714
AAP icon
1264
Advance Auto Parts
AAP
$3.01B
$8.63M ﹤0.01%
185,694
-21,594
MSM icon
1265
MSC Industrial Direct
MSM
$4.83B
$8.63M ﹤0.01%
101,509
-1,232
SKYW icon
1266
Skywest
SKYW
$3.96B
$8.63M ﹤0.01%
83,770
+758
WFRD icon
1267
Weatherford International
WFRD
$5.18B
$8.61M ﹤0.01%
171,283
-488
WSFS icon
1268
WSFS Financial
WSFS
$2.97B
$8.6M ﹤0.01%
156,362
-3,569
CNK icon
1269
Cinemark Holdings
CNK
$3.51B
$8.58M ﹤0.01%
284,213
-13,300
ECG
1270
Everus Construction Group
ECG
$4.6B
$8.57M ﹤0.01%
134,833
+1,296
WHD icon
1271
Cactus
WHD
$2.87B
$8.54M ﹤0.01%
195,293
+11,116
FHB icon
1272
First Hawaiian
FHB
$3.04B
$8.53M ﹤0.01%
341,813
+4,242
ASTS icon
1273
AST SpaceMobile
ASTS
$17.1B
$8.51M ﹤0.01%
182,190
+33,128
RYAAY icon
1274
Ryanair
RYAAY
$33.2B
$8.5M ﹤0.01%
147,405
-4,400
CATY icon
1275
Cathay General Bancorp
CATY
$3.2B
$8.5M ﹤0.01%
186,668
-1,720