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Legal & General Group

Legal & General Group Portfolio holdings

AUM $432B
1-Year Est. Return 31.03%
 

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
+31.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$432B
AUM Growth
-$18.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,422
New
Increased
Reduced
Closed

Top Buys

1 +$4.14B
2 +$201M
3 +$141M
4
JNJ icon
Johnson & Johnson
JNJ
+$141M
5
RYN icon
Rayonier
RYN
+$112M

Top Sells

1 +$605M
2 +$425M
3 +$412M
4
MSFT icon
Microsoft
MSFT
+$347M
5
CYBR
CyberArk
CYBR
+$238M

Sector Composition

1 Technology 32.6%
2 Financials 12.66%
3 Healthcare 10.78%
4 Communication Services 9.19%
5 Consumer Discretionary 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FHI icon
1401
Federated Hermes
FHI
$4.32B
$6.09M ﹤0.01%
107,328
-15,435
SHOO icon
1402
Steven Madden
SHOO
$3.31B
$6.09M ﹤0.01%
179,437
-14,169
IRTC icon
1403
iRhythm Holdings
IRTC
$3.52B
$6.09M ﹤0.01%
51,569
-501
TWST icon
1404
Twist Bioscience
TWST
$4.36B
$6.09M ﹤0.01%
128,075
-43,131
PRK icon
1405
Park National Corp
PRK
$3.14B
$6.08M ﹤0.01%
37,199
+958
BCO icon
1406
Brink's
BCO
$4.17B
$6.07M ﹤0.01%
58,549
-6,541
NOG icon
1407
Northern Oil and Gas
NOG
$2.34B
$6.06M ﹤0.01%
207,360
-20,353
THO icon
1408
Thor Industries
THO
$4.03B
$6.05M ﹤0.01%
75,668
-9,992
NGVT icon
1409
Ingevity
NGVT
$2.33B
$6.04M ﹤0.01%
84,755
-7,592
CGBD icon
1410
Carlyle Secured Lending
CGBD
$737M
$6.03M ﹤0.01%
551,582
+32,740
SLRC icon
1411
SLR Investment Corp
SLRC
$695M
$6.02M ﹤0.01%
420,681
+40,775
OPCH icon
1412
Option Care Health
OPCH
$3.15B
$6.01M ﹤0.01%
223,214
-30,563
HAFN icon
1413
Hafnia
HAFN
$3.64B
$6M ﹤0.01%
783,542
+21,192
ADEA icon
1414
Adeia
ADEA
$3.48B
$5.97M ﹤0.01%
248,432
-33,011
MAT icon
1415
Mattel
MAT
$4.13B
$5.96M ﹤0.01%
410,448
-84,020
PRAX icon
1416
Praxis Precision Medicines
PRAX
$7.06B
$5.95M ﹤0.01%
18,482
+501
PVH icon
1417
PVH
PVH
$3.54B
$5.94M ﹤0.01%
85,146
-13,192
WLK icon
1418
Westlake Corp
WLK
$10.9B
$5.93M ﹤0.01%
50,737
-6,514
SMA
1419
SmartStop Self Storage REIT
SMA
$1.75B
$5.91M ﹤0.01%
195,304
+165,397
HIMS icon
1420
Hims & Hers Health
HIMS
$6.29B
$5.87M ﹤0.01%
282,967
-41,208
CAKE icon
1421
Cheesecake Factory
CAKE
$3.34B
$5.87M ﹤0.01%
107,158
-10,371
TNL icon
1422
Travel + Leisure Co
TNL
$4.44B
$5.86M ﹤0.01%
84,700
-13,259
OLN icon
1423
Olin
OLN
$2.77B
$5.83M ﹤0.01%
196,036
-18,900
PLAB icon
1424
Photronics
PLAB
$1.77B
$5.81M ﹤0.01%
143,612
-4,098
WING icon
1425
Wingstop
WING
$3.91B
$5.8M ﹤0.01%
37,437
-4,555