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
$446B
AUM Growth
+$42.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,464
New
Increased
Reduced
Closed

Top Buys

1 +$1B
2 +$712M
3 +$487M
4
META icon
Meta Platforms (Facebook)
META
+$410M
5
AMZN icon
Amazon
AMZN
+$362M

Top Sells

1 +$483M
2 +$252M
3 +$216M
4
JNPR
Juniper Networks
JNPR
+$104M
5
WELL icon
Welltower
WELL
+$103M

Sector Composition

1 Technology 35.51%
2 Financials 13.17%
3 Consumer Discretionary 9.84%
4 Communication Services 9.37%
5 Healthcare 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IRTC icon
1376
iRhythm Technologies
IRTC
$5.44B
$7.22M ﹤0.01%
42,005
-1,999
SFNC icon
1377
Simmons First National
SFNC
$2.84B
$7.21M ﹤0.01%
376,363
+33,403
MZTI
1378
The Marzetti Company
MZTI
$4.59B
$7.21M ﹤0.01%
41,712
-2,388
ARMN
1379
Aris Mining
ARMN
$3.19B
$7.2M ﹤0.01%
734,273
+175,892
WD icon
1380
Walker & Dunlop
WD
$2.13B
$7.15M ﹤0.01%
85,523
-2,485
ACAD icon
1381
Acadia Pharmaceuticals
ACAD
$4.59B
$7.14M ﹤0.01%
334,761
+3,283
KNF icon
1382
Knife River
KNF
$4.38B
$7.14M ﹤0.01%
92,913
-1,805
FRPT icon
1383
Freshpet
FRPT
$3.1B
$7.09M ﹤0.01%
128,714
-3,425
BANF icon
1384
BancFirst
BANF
$3.78B
$7.09M ﹤0.01%
56,061
-984
NTST
1385
NETSTREIT Corp
NTST
$1.47B
$7.07M ﹤0.01%
391,684
-15,353
BTU icon
1386
Peabody Energy
BTU
$3.42B
$7.06M ﹤0.01%
266,274
-8,263
EFA icon
1387
iShares MSCI EAFE ETF
EFA
$70.4B
$7.01M ﹤0.01%
75,050
-51,150
KBH icon
1388
KB Home
KBH
$4.21B
$7.01M ﹤0.01%
110,120
-11,058
UEC icon
1389
Uranium Energy
UEC
$6B
$6.98M ﹤0.01%
523,424
+26,670
PENN icon
1390
PENN Entertainment
PENN
$1.84B
$6.97M ﹤0.01%
362,128
-27,539
SBCF icon
1391
Seacoast Banking Corp of Florida
SBCF
$3.19B
$6.97M ﹤0.01%
228,892
-3,120
AAT
1392
American Assets Trust
AAT
$1.17B
$6.96M ﹤0.01%
342,397
-25,410
OCSL icon
1393
Oaktree Specialty Lending
OCSL
$1.2B
$6.96M ﹤0.01%
532,849
-16,359
SXI icon
1394
Standex International
SXI
$2.82B
$6.96M ﹤0.01%
32,825
-903
UNF icon
1395
Unifirst Corp
UNF
$3.24B
$6.94M ﹤0.01%
41,535
-1,226
MFIC icon
1396
MidCap Financial Investment
MFIC
$1.11B
$6.92M ﹤0.01%
577,821
-39,031
ALRM icon
1397
Alarm.com
ALRM
$2.6B
$6.91M ﹤0.01%
130,220
-3,857
STNE icon
1398
StoneCo
STNE
$4.01B
$6.89M ﹤0.01%
364,241
+2,353
MCY icon
1399
Mercury Insurance
MCY
$5.18B
$6.89M ﹤0.01%
81,212
-5,109
CBT icon
1400
Cabot Corp
CBT
$3.62B
$6.88M ﹤0.01%
90,473
-2,996