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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
CLF icon
1276
Cleveland-Cliffs
CLF
$7.23B
$7.51M ﹤0.01%
888,533
-64,217
HLNE icon
1277
Hamilton Lane
HLNE
$3.49B
$7.5M ﹤0.01%
75,425
-7,347
MTRN icon
1278
Materion
MTRN
$4.69B
$7.5M ﹤0.01%
51,826
-591
RHI icon
1279
Robert Half
RHI
$3.17B
$7.46M ﹤0.01%
293,729
-15,681
SXI icon
1280
Standex International
SXI
$3.56B
$7.45M ﹤0.01%
29,240
-2,110
CALX icon
1281
Calix
CALX
$2.38B
$7.45M ﹤0.01%
152,025
-12,690
ICUI icon
1282
ICU Medical
ICUI
$3.44B
$7.42M ﹤0.01%
57,467
-4,947
PLMR icon
1283
Palomar
PLMR
$2.83B
$7.39M ﹤0.01%
61,821
-6,835
HWKN icon
1284
Hawkins
HWKN
$3.26B
$7.38M ﹤0.01%
48,041
-4,461
SSRM icon
1285
SSR Mining
SSRM
$5.52B
$7.38M ﹤0.01%
251,844
+14,727
MUR icon
1286
Murphy Oil
MUR
$5.74B
$7.36M ﹤0.01%
178,460
-32,693
RUN icon
1287
Sunrun
RUN
$3.21B
$7.35M ﹤0.01%
541,816
-49,116
ESAB icon
1288
ESAB
ESAB
$5.35B
$7.34M ﹤0.01%
75,972
-9,107
CBU icon
1289
Community Bank
CBU
$3.36B
$7.31M ﹤0.01%
124,660
-10,284
VCTR icon
1290
Victory Capital Holdings
VCTR
$5.47B
$7.31M ﹤0.01%
111,635
-8,704
OR icon
1291
OR Royalties Inc
OR
$6.33B
$7.3M ﹤0.01%
192,251
+6,346
NEU icon
1292
NewMarket
NEU
$7.39B
$7.29M ﹤0.01%
11,379
-857
GNTX icon
1293
Gentex
GNTX
$5.26B
$7.27M ﹤0.01%
332,544
-32,103
OPLN
1294
Openlane
OPLN
$3.86B
$7.26M ﹤0.01%
249,162
-30,658
DIOD icon
1295
Diodes
DIOD
$4.81B
$7.26M ﹤0.01%
106,339
-12,024
KEX icon
1296
Kirby Corp
KEX
$7.57B
$7.25M ﹤0.01%
54,550
-3,849
FND icon
1297
Floor & Decor
FND
$4.96B
$7.25M ﹤0.01%
142,675
-15,521
WU icon
1298
Western Union
WU
$2.3B
$7.22M ﹤0.01%
827,236
-81,520
JOE icon
1299
St. Joe Company
JOE
$3.71B
$7.22M ﹤0.01%
114,991
-7,693
LNTH icon
1300
Lantheus
LNTH
$6.51B
$7.2M ﹤0.01%
94,966
-15,530