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
EVTC icon
1401
Evertec
EVTC
$1.86B
$6.61M ﹤0.01%
183,361
+10,711
HCC icon
1402
Warrior Met Coal
HCC
$4.14B
$6.6M ﹤0.01%
144,115
+1,934
HAYW icon
1403
Hayward Holdings
HAYW
$3.37B
$6.6M ﹤0.01%
478,484
+24,033
QTWO icon
1404
Q2 Holdings
QTWO
$4.53B
$6.59M ﹤0.01%
70,430
+2,263
FSM icon
1405
Fortuna Silver Mines
FSM
$2.56B
$6.59M ﹤0.01%
1,007,808
+163,017
SILA
1406
Sila Realty Trust
SILA
$1.3B
$6.58M ﹤0.01%
278,181
+4,012
KMPR icon
1407
Kemper
KMPR
$2.24B
$6.57M ﹤0.01%
101,779
+1,762
BBDC icon
1408
Barings BDC
BBDC
$940M
$6.55M ﹤0.01%
716,611
+23,331
ASB icon
1409
Associated Banc-Corp
ASB
$4.2B
$6.55M ﹤0.01%
268,556
-3,258
EXTR icon
1410
Extreme Networks
EXTR
$2.36B
$6.53M ﹤0.01%
363,518
-11,519
HNI icon
1411
HNI Corp
HNI
$1.8B
$6.52M ﹤0.01%
132,591
+3,618
PRVA icon
1412
Privia Health
PRVA
$2.88B
$6.51M ﹤0.01%
283,208
+8,223
OI icon
1413
O-I Glass
OI
$2.03B
$6.5M ﹤0.01%
441,175
+7,666
SFNC icon
1414
Simmons First National
SFNC
$2.6B
$6.5M ﹤0.01%
342,960
+1,823
CNO icon
1415
CNO Financial Group
CNO
$3.93B
$6.49M ﹤0.01%
168,349
+1,691
WAFD icon
1416
WaFd
WAFD
$2.39B
$6.49M ﹤0.01%
221,593
-1,129
EXPO icon
1417
Exponent
EXPO
$3.49B
$6.48M ﹤0.01%
86,784
-14,745
CXW icon
1418
CoreCivic
CXW
$1.8B
$6.46M ﹤0.01%
306,487
+398
YELP icon
1419
Yelp
YELP
$1.74B
$6.45M ﹤0.01%
188,287
-2,672
AAL icon
1420
American Airlines Group
AAL
$8.42B
$6.44M ﹤0.01%
573,774
+12,150
ARWR icon
1421
Arrowhead Research
ARWR
$5.7B
$6.44M ﹤0.01%
407,341
+12,227
PTEN icon
1422
Patterson-UTI
PTEN
$2.27B
$6.43M ﹤0.01%
1,084,976
+68,525
HAE icon
1423
Haemonetics
HAE
$3.44B
$6.43M ﹤0.01%
86,199
+3,200
KBH icon
1424
KB Home
KBH
$3.9B
$6.42M ﹤0.01%
121,178
+2,515
MNSO icon
1425
MINISO
MNSO
$6.51B
$6.42M ﹤0.01%
352,471
-1,667