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
BOH icon
1351
Bank of Hawaii
BOH
$2.63B
$7.52M ﹤0.01%
111,333
+3,342
AZZ icon
1352
AZZ Inc
AZZ
$2.95B
$7.51M ﹤0.01%
79,504
-690
OCSL icon
1353
Oaktree Specialty Lending
OCSL
$1.2B
$7.5M ﹤0.01%
549,208
+1,311
NMFC icon
1354
New Mountain Finance
NMFC
$973M
$7.48M ﹤0.01%
708,066
-9,542
CNR
1355
Core Natural Resources Inc
CNR
$4.22B
$7.46M ﹤0.01%
106,904
-2,453
BKU icon
1356
Bankunited
BKU
$2.98B
$7.44M ﹤0.01%
209,042
+1,563
KAR icon
1357
Openlane
KAR
$2.73B
$7.42M ﹤0.01%
303,543
+10,492
YOU icon
1358
Clear Secure
YOU
$3.58B
$7.42M ﹤0.01%
267,296
+5,945
FFIN icon
1359
First Financial Bankshares
FFIN
$4.46B
$7.4M ﹤0.01%
205,758
+2,108
FORM icon
1360
FormFactor
FORM
$3.89B
$7.4M ﹤0.01%
215,043
+3,891
PI icon
1361
Impinj
PI
$4.29B
$7.39M ﹤0.01%
66,546
+264
BILL icon
1362
BILL Holdings
BILL
$5.04B
$7.35M ﹤0.01%
158,810
+3,378
CSWC icon
1363
Capital Southwest
CSWC
$1.2B
$7.33M ﹤0.01%
332,746
+14,573
VLY icon
1364
Valley National Bancorp
VLY
$6.03B
$7.3M ﹤0.01%
817,246
+29,877
SON icon
1365
Sonoco
SON
$4.04B
$7.28M ﹤0.01%
167,170
-16,477
MMYT icon
1366
MakeMyTrip
MMYT
$7.25B
$7.27M ﹤0.01%
74,202
+6,249
AAT
1367
American Assets Trust
AAT
$1.18B
$7.26M ﹤0.01%
367,807
+9,548
SERV
1368
Serve Robotics
SERV
$633M
$7.26M ﹤0.01%
693,929
+89,809
TBBK icon
1369
The Bancorp
TBBK
$2.7B
$7.2M ﹤0.01%
126,307
-482
ACAD icon
1370
Acadia Pharmaceuticals
ACAD
$4.06B
$7.15M ﹤0.01%
331,478
+5,858
MMS icon
1371
Maximus
MMS
$4.5B
$7.14M ﹤0.01%
101,742
-778
CVBF icon
1372
CVB Financial
CVBF
$2.58B
$7.13M ﹤0.01%
360,414
-4,548
AMED
1373
DELISTED
Amedisys
AMED
$7.11M ﹤0.01%
72,297
+2,890
FLO icon
1374
Flowers Foods
FLO
$2.41B
$7.06M ﹤0.01%
442,091
+38,455
NOG icon
1375
Northern Oil and Gas
NOG
$2.18B
$7.06M ﹤0.01%
248,873
+1,455