Legal & General Group

Legal & General Group Portfolio holdings

AUM $403B
1-Year Return 24.44%
 

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 Return
+0.37%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$308B
AUM Growth
+$8.55B
Cap. Flow
+$10.5B
Cap. Flow %
3.41%
Top 10 Hldgs %
21.95%
Holding
3,551
New
77
Increased
2,294
Reduced
672
Closed
55

Top Buys

1
MSFT icon
Microsoft
MSFT
+$637M
2
AAPL icon
Apple
AAPL
+$587M
3
AMZN icon
Amazon
AMZN
+$559M
4
AZN icon
AstraZeneca
AZN
+$329M
5
SNOW icon
Snowflake
SNOW
+$289M

Sector Composition

1 Technology 25.04%
2 Financials 13.72%
3 Healthcare 12.6%
4 Consumer Discretionary 10.97%
5 Communication Services 9.75%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
IBKR icon
1276
Interactive Brokers
IBKR
$28.4B
$8.13M ﹤0.01%
521,864
+76,512
+17% +$1.19M
FORM icon
1277
FormFactor
FORM
$2.32B
$8.13M ﹤0.01%
217,696
+15,781
+8% +$589K
ITGR icon
1278
Integer Holdings
ITGR
$3.55B
$8.13M ﹤0.01%
90,954
+6,689
+8% +$598K
UFS
1279
DELISTED
DOMTAR CORPORATION (New)
UFS
$8.12M ﹤0.01%
148,897
-30,320
-17% -$1.65M
NJR icon
1280
New Jersey Resources
NJR
$4.74B
$8.09M ﹤0.01%
232,282
+11,160
+5% +$388K
TRIP icon
1281
TripAdvisor
TRIP
$2.06B
$8.08M ﹤0.01%
238,679
+8,102
+4% +$274K
COLB icon
1282
Columbia Banking Systems
COLB
$7.8B
$8.07M ﹤0.01%
212,512
+16,341
+8% +$621K
KBR icon
1283
KBR
KBR
$6.36B
$8.07M ﹤0.01%
204,826
-15,458
-7% -$609K
SMPL icon
1284
Simply Good Foods
SMPL
$2.73B
$8.07M ﹤0.01%
234,023
+12,812
+6% +$442K
WBS icon
1285
Webster Financial
WBS
$10.2B
$8.06M ﹤0.01%
148,072
-3,210
-2% -$175K
EVTC icon
1286
Evertec
EVTC
$2.14B
$8.06M ﹤0.01%
176,374
+15,411
+10% +$705K
MOG.A icon
1287
Moog
MOG.A
$6.27B
$8.04M ﹤0.01%
105,440
-2,499
-2% -$191K
ASTH icon
1288
Astrana Health
ASTH
$1.38B
$8.04M ﹤0.01%
88,274
+56,372
+177% +$5.13M
HOMB icon
1289
Home BancShares
HOMB
$5.89B
$8.02M ﹤0.01%
340,674
+5,702
+2% +$134K
ENOV icon
1290
Enovis
ENOV
$1.81B
$8M ﹤0.01%
101,229
+1,360
+1% +$107K
XLRN
1291
DELISTED
Acceleron Pharma Inc.
XLRN
$7.99M ﹤0.01%
46,449
+8,549
+23% +$1.47M
BHF icon
1292
Brighthouse Financial
BHF
$2.8B
$7.99M ﹤0.01%
176,589
-44,052
-20% -$1.99M
GBCI icon
1293
Glacier Bancorp
GBCI
$5.8B
$7.97M ﹤0.01%
143,994
+14,753
+11% +$817K
SRPT icon
1294
Sarepta Therapeutics
SRPT
$1.82B
$7.97M ﹤0.01%
86,178
-140,315
-62% -$13M
VVV icon
1295
Valvoline
VVV
$5.14B
$7.97M ﹤0.01%
255,542
+22,458
+10% +$700K
WSFS icon
1296
WSFS Financial
WSFS
$3.13B
$7.96M ﹤0.01%
155,101
+30,582
+25% +$1.57M
SBS icon
1297
Sabesp
SBS
$16B
$7.94M ﹤0.01%
1,122,210
+250,643
+29% +$1.77M
VICR icon
1298
Vicor
VICR
$2.28B
$7.94M ﹤0.01%
59,183
+4,519
+8% +$606K
GDOT icon
1299
Green Dot
GDOT
$751M
$7.9M ﹤0.01%
157,040
+16,518
+12% +$831K
UCB
1300
United Community Banks, Inc.
UCB
$3.94B
$7.9M ﹤0.01%
240,712
+17,546
+8% +$576K