Legal & General Group

Legal & General Group Portfolio holdings

AUM $403B
1-Year Return 24.44%
 

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 Return
+3.99%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$378B
AUM Growth
-$2.18B
Cap. Flow
-$8.25B
Cap. Flow %
-2.18%
Top 10 Hldgs %
33.03%
Holding
3,439
New
34
Increased
1,418
Reduced
1,301
Closed
49

Top Sells

1
AAPL icon
Apple
AAPL
+$900M
2
NVDA icon
NVIDIA
NVDA
+$857M
3
AVGO icon
Broadcom
AVGO
+$355M
4
CSCO icon
Cisco
CSCO
+$312M
5
UNH icon
UnitedHealth
UNH
+$230M

Sector Composition

1 Technology 33.87%
2 Financials 13.19%
3 Consumer Discretionary 10.31%
4 Healthcare 10.02%
5 Communication Services 8.63%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
FRPT icon
1376
Freshpet
FRPT
$2.67B
$7.18M ﹤0.01%
48,478
+105
+0.2% +$15.6K
FFBC icon
1377
First Financial Bancorp
FFBC
$2.46B
$7.16M ﹤0.01%
266,331
+5,090
+2% +$137K
WSC icon
1378
WillScot Mobile Mini Holdings
WSC
$4.19B
$7.14M ﹤0.01%
213,557
-8,230
-4% -$275K
ROIV icon
1379
Roivant Sciences
ROIV
$9.61B
$7.13M ﹤0.01%
602,858
-2,730
-0.5% -$32.3K
PDCO
1380
DELISTED
Patterson Companies, Inc.
PDCO
$7.13M ﹤0.01%
231,015
+7,711
+3% +$238K
AIN icon
1381
Albany International
AIN
$1.71B
$7.13M ﹤0.01%
89,133
+2,023
+2% +$162K
OUT icon
1382
Outfront Media
OUT
$3.16B
$7.11M ﹤0.01%
391,297
-9,306
-2% -$169K
CSR
1383
Centerspace
CSR
$979M
$7.11M ﹤0.01%
107,484
-4,453
-4% -$295K
PATK icon
1384
Patrick Industries
PATK
$3.67B
$7.11M ﹤0.01%
85,534
+403
+0.5% +$33.5K
TBBK icon
1385
The Bancorp
TBBK
$3.5B
$7.1M ﹤0.01%
134,930
-1,525
-1% -$80.3K
ASH icon
1386
Ashland
ASH
$2.41B
$7.09M ﹤0.01%
99,161
-1,475
-1% -$105K
PRGO icon
1387
Perrigo
PRGO
$3.06B
$7.07M ﹤0.01%
275,164
+1,389
+0.5% +$35.7K
BBDC icon
1388
Barings BDC
BBDC
$978M
$7.07M ﹤0.01%
737,794
-19,086
-3% -$183K
TTMI icon
1389
TTM Technologies
TTMI
$4.83B
$7.05M ﹤0.01%
284,962
+9,568
+3% +$237K
YOU icon
1390
Clear Secure
YOU
$3.58B
$7.05M ﹤0.01%
264,734
+16,975
+7% +$452K
DDD icon
1391
3D Systems Corporation
DDD
$286M
$7.02M ﹤0.01%
2,141,522
-75,509
-3% -$248K
CWST icon
1392
Casella Waste Systems
CWST
$5.79B
$7.02M ﹤0.01%
66,374
+3,645
+6% +$386K
MYRG icon
1393
MYR Group
MYRG
$2.73B
$7.02M ﹤0.01%
47,190
+336
+0.7% +$50K
IPAR icon
1394
Interparfums
IPAR
$3.43B
$7M ﹤0.01%
53,264
+3,911
+8% +$514K
SLGN icon
1395
Silgan Holdings
SLGN
$4.71B
$6.99M ﹤0.01%
134,228
+1,262
+0.9% +$65.7K
NATL icon
1396
NCR Atleos
NATL
$2.85B
$6.97M ﹤0.01%
205,613
+6,396
+3% +$217K
JJSF icon
1397
J&J Snack Foods
JJSF
$2.02B
$6.9M ﹤0.01%
44,496
+530
+1% +$82.2K
MTX icon
1398
Minerals Technologies
MTX
$1.99B
$6.88M ﹤0.01%
90,339
+1,337
+2% +$102K
MRCY icon
1399
Mercury Systems
MRCY
$4.34B
$6.88M ﹤0.01%
163,905
-2,790
-2% -$117K
HWKN icon
1400
Hawkins
HWKN
$3.62B
$6.88M ﹤0.01%
56,104
+603
+1% +$74K