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
TPH icon
1276
Tri Pointe Homes
TPH
$2.75B
$8.49M ﹤0.01%
265,762
+5,066
APPF icon
1277
AppFolio
APPF
$8.91B
$8.47M ﹤0.01%
36,775
+944
CRC icon
1278
California Resources
CRC
$4.09B
$8.45M ﹤0.01%
184,997
-4,149
XERS icon
1279
Xeris Biopharma Holdings
XERS
$1.2B
$8.43M ﹤0.01%
1,804,203
+392,589
VNOM icon
1280
Viper Energy
VNOM
$6.4B
$8.4M ﹤0.01%
220,304
+15,031
MHO icon
1281
M/I Homes
MHO
$3.36B
$8.36M ﹤0.01%
74,606
-325
NGD
1282
New Gold Inc
NGD
$5.76B
$8.35M ﹤0.01%
1,683,499
-11,888
CARG icon
1283
CarGurus
CARG
$3.39B
$8.34M ﹤0.01%
249,119
+15,339
POST icon
1284
Post Holdings
POST
$5.8B
$8.32M ﹤0.01%
76,342
-479
BL icon
1285
BlackLine
BL
$3.25B
$8.31M ﹤0.01%
146,703
+2,318
AIR icon
1286
AAR Corp
AIR
$3.17B
$8.29M ﹤0.01%
120,577
+12,976
BFAM icon
1287
Bright Horizons
BFAM
$5.63B
$8.29M ﹤0.01%
67,048
+7,155
ABM icon
1288
ABM Industries
ABM
$2.58B
$8.26M ﹤0.01%
174,905
+4,638
ZVRA icon
1289
Zevra Therapeutics
ZVRA
$500M
$8.24M ﹤0.01%
935,677
+197,940
CRVL icon
1290
CorVel
CRVL
$3.8B
$8.24M ﹤0.01%
80,193
+2,931
CWST icon
1291
Casella Waste Systems
CWST
$5.66B
$8.24M ﹤0.01%
71,373
+5,342
GH icon
1292
Guardant Health
GH
$12.3B
$8.23M ﹤0.01%
158,069
-12,065
YORW icon
1293
York Water
YORW
$463M
$8.21M ﹤0.01%
259,883
+29,882
CBU icon
1294
Community Bank
CBU
$2.97B
$8.18M ﹤0.01%
143,888
+2,237
WEX icon
1295
WEX
WEX
$4.83B
$8.18M ﹤0.01%
55,675
-11,673
PATH icon
1296
UiPath
PATH
$7.48B
$8.15M ﹤0.01%
636,879
+2,302
SM icon
1297
SM Energy
SM
$2.11B
$8.14M ﹤0.01%
329,450
+508
CAKE icon
1298
Cheesecake Factory
CAKE
$2.24B
$8.13M ﹤0.01%
129,729
-194
PEGA icon
1299
Pegasystems
PEGA
$9.65B
$8.13M ﹤0.01%
150,151
+46,505
WMG icon
1300
Warner Music
WMG
$15.8B
$8.13M ﹤0.01%
298,312
+3,939