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
RNAM
1301
DELISTED
Avidity Biosciences
RNAM
$8.13M ﹤0.01%
112,756
-9,058
SWX icon
1302
Southwest Gas
SWX
$6.28B
$8.12M ﹤0.01%
101,536
-32,122
SHAK icon
1303
Shake Shack
SHAK
$3.73B
$8.12M ﹤0.01%
100,016
-6,316
PEGA icon
1304
Pegasystems
PEGA
$7.37B
$8.11M ﹤0.01%
135,790
-12,560
OPCH icon
1305
Option Care Health
OPCH
$4.66B
$8.09M ﹤0.01%
253,777
-21,044
CATY icon
1306
Cathay General Bancorp
CATY
$3.2B
$8.08M ﹤0.01%
167,048
-9,418
OMCL icon
1307
Omnicell
OMCL
$1.7B
$8.08M ﹤0.01%
178,383
+19,984
MATX icon
1308
Matsons
MATX
$4.69B
$8.08M ﹤0.01%
65,371
-2,808
HWC icon
1309
Hancock Whitney
HWC
$5.11B
$8.07M ﹤0.01%
126,720
-23,606
SHOO icon
1310
Steven Madden
SHOO
$2.48B
$8.06M ﹤0.01%
193,606
-5,985
CWAN icon
1311
Clearwater Analytics
CWAN
$6.84B
$8.03M ﹤0.01%
332,979
+35,520
APAM icon
1312
Artisan Partners
APAM
$2.56B
$8.01M ﹤0.01%
196,532
-10,012
AMSC icon
1313
American Superconductor
AMSC
$1.46B
$8M ﹤0.01%
278,026
+18,463
KGS icon
1314
Kodiak Gas Services
KGS
$4.87B
$7.98M ﹤0.01%
213,290
+34,299
AAON icon
1315
Aaon
AAON
$7.46B
$7.97M ﹤0.01%
104,587
-17,419
HOMB icon
1316
Home BancShares
HOMB
$5.18B
$7.97M ﹤0.01%
286,389
-47,614
BXMT icon
1317
Blackstone Mortgage Trust
BXMT
$3.19B
$7.96M ﹤0.01%
416,211
-58,204
FUL icon
1318
H.B. Fuller
FUL
$3.12B
$7.94M ﹤0.01%
133,616
-6,879
KBR icon
1319
KBR
KBR
$4.76B
$7.92M ﹤0.01%
197,067
-15,227
OLED icon
1320
Universal Display
OLED
$4.64B
$7.9M ﹤0.01%
67,629
-9,145
AZZ icon
1321
AZZ Inc
AZZ
$3.76B
$7.88M ﹤0.01%
73,533
-3,560
OCSL icon
1322
Oaktree Specialty Lending
OCSL
$997M
$7.85M ﹤0.01%
616,676
+83,827
BC icon
1323
Brunswick
BC
$4.61B
$7.85M ﹤0.01%
105,713
-27,059
NWS icon
1324
News Corp Class B
NWS
$15.2B
$7.84M ﹤0.01%
264,538
-6,755
SKYW icon
1325
Skywest
SKYW
$3.67B
$7.83M ﹤0.01%
78,030
-3,858