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
MATX icon
1301
Matsons
MATX
$3.33B
$8.12M ﹤0.01%
72,886
+2,277
SMPL icon
1302
Simply Good Foods
SMPL
$1.97B
$8.11M ﹤0.01%
256,701
+3,445
NOV icon
1303
NOV
NOV
$5.73B
$8.11M ﹤0.01%
652,216
+11,502
CNX icon
1304
CNX Resources
CNX
$4.96B
$8.1M ﹤0.01%
240,605
+2,257
OGN icon
1305
Organon & Co
OGN
$1.96B
$8.09M ﹤0.01%
836,231
+42,836
VVV icon
1306
Valvoline
VVV
$4B
$8.09M ﹤0.01%
213,729
+804
IAC icon
1307
IAC Inc
IAC
$2.62B
$8.08M ﹤0.01%
216,419
-67,286
GFF icon
1308
Griffon
GFF
$3.25B
$8.06M ﹤0.01%
111,385
+2,881
BFH icon
1309
Bread Financial
BFH
$2.82B
$8.06M ﹤0.01%
141,105
-1,207
BRC icon
1310
Brady Corp
BRC
$3.54B
$8.05M ﹤0.01%
118,492
+1,006
IWF icon
1311
iShares Russell 1000 Growth ETF
IWF
$123B
$8.05M ﹤0.01%
18,994
-1,276
UNF icon
1312
Unifirst Corp
UNF
$2.88B
$8.05M ﹤0.01%
42,761
+781
MDY icon
1313
SPDR S&P MidCap 400 ETF Trust
MDY
$23.6B
$8.05M ﹤0.01%
14,200
ABEV icon
1314
Ambev
ABEV
$39.3B
$8.04M ﹤0.01%
3,344,122
OZK icon
1315
Bank OZK
OZK
$4.93B
$8.03M ﹤0.01%
170,580
+3,303
GBCI icon
1316
Glacier Bancorp
GBCI
$5.5B
$8.02M ﹤0.01%
186,071
+3,310
M icon
1317
Macy's
M
$5.39B
$8.01M ﹤0.01%
687,280
+11,085
ARRY icon
1318
Array Technologies
ARRY
$1.16B
$8M ﹤0.01%
1,356,741
+173,025
MYRG icon
1319
MYR Group
MYRG
$3.56B
$7.98M ﹤0.01%
43,974
-1,794
LEN.B icon
1320
Lennar Class B
LEN.B
$29.1B
$7.97M ﹤0.01%
75,706
+17,390
ENVA icon
1321
Enova International
ENVA
$3.12B
$7.94M ﹤0.01%
71,171
+119
IWD icon
1322
iShares Russell 1000 Value ETF
IWD
$65B
$7.92M ﹤0.01%
40,755
+2,629
NVS icon
1323
Novartis
NVS
$253B
$7.88M ﹤0.01%
65,156
+14,073
SLGN icon
1324
Silgan Holdings
SLGN
$4.01B
$7.86M ﹤0.01%
145,151
+7,645
BC icon
1325
Brunswick
BC
$4.18B
$7.82M ﹤0.01%
141,568
+205