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
PRGS icon
1326
Progress Software
PRGS
$1.81B
$7.79M ﹤0.01%
122,096
+2,070
MFIC icon
1327
MidCap Financial Investment
MFIC
$1.11B
$7.79M ﹤0.01%
616,852
-8,125
PRGO icon
1328
Perrigo
PRGO
$1.9B
$7.78M ﹤0.01%
291,287
+10,402
CLSK icon
1329
CleanSpark
CLSK
$2.93B
$7.77M ﹤0.01%
704,492
+9,796
PATK icon
1330
Patrick Industries
PATK
$3.37B
$7.76M ﹤0.01%
84,127
+1,809
TGNA icon
1331
TEGNA Inc
TGNA
$3.21B
$7.76M ﹤0.01%
462,879
+5,666
BDC icon
1332
Belden
BDC
$4.4B
$7.75M ﹤0.01%
66,968
+1,062
WTM icon
1333
White Mountains Insurance
WTM
$4.91B
$7.74M ﹤0.01%
4,309
+179
TS icon
1334
Tenaris
TS
$21.3B
$7.74M ﹤0.01%
206,897
-9,642
CFLT icon
1335
Confluent
CFLT
$8.15B
$7.74M ﹤0.01%
310,327
+30,623
KNF icon
1336
Knife River
KNF
$4.02B
$7.73M ﹤0.01%
94,718
+448
HWKN icon
1337
Hawkins
HWKN
$2.64B
$7.68M ﹤0.01%
54,057
+288
PSMT icon
1338
Pricesmart
PSMT
$3.6B
$7.66M ﹤0.01%
72,877
+3,105
FUN icon
1339
Cedar Fair
FUN
$1.53B
$7.65M ﹤0.01%
251,235
+7,951
GSHD icon
1340
Goosehead Insurance
GSHD
$1.72B
$7.64M ﹤0.01%
72,365
+6,828
MZTI
1341
The Marzetti Company
MZTI
$4.76B
$7.62M ﹤0.01%
44,100
+2,624
SITE icon
1342
SiteOne Landscape Supply
SITE
$5.66B
$7.61M ﹤0.01%
62,918
+2,622
AGYS icon
1343
Agilysys
AGYS
$3.52B
$7.59M ﹤0.01%
66,226
+403
VRNA
1344
DELISTED
Verona Pharma
VRNA
$7.59M ﹤0.01%
80,280
-61,465
ALRM icon
1345
Alarm.com
ALRM
$2.51B
$7.58M ﹤0.01%
134,077
-54
ST icon
1346
Sensata Technologies
ST
$4.37B
$7.56M ﹤0.01%
251,243
+1,459
CWAN icon
1347
Clearwater Analytics
CWAN
$5.63B
$7.56M ﹤0.01%
344,954
+37,132
COLB icon
1348
Columbia Banking Systems
COLB
$8.06B
$7.56M ﹤0.01%
323,492
-6,925
W icon
1349
Wayfair
W
$13.9B
$7.56M ﹤0.01%
147,741
+6,570
TVTX icon
1350
Travere Therapeutics
TVTX
$3.03B
$7.55M ﹤0.01%
510,428
+97,496