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
CVBF icon
1426
CVB Financial
CVBF
$2.74B
$6.56M ﹤0.01%
347,070
-13,344
PFS icon
1427
Provident Financial Services
PFS
$2.74B
$6.52M ﹤0.01%
338,068
-9,522
CRVL icon
1428
CorVel
CRVL
$3.6B
$6.51M ﹤0.01%
84,086
+3,893
DEA
1429
Easterly Government Properties
DEA
$1.03B
$6.5M ﹤0.01%
283,354
-18,419
SIRI icon
1430
SiriusXM
SIRI
$7.3B
$6.4M ﹤0.01%
275,146
+12,486
DIOD icon
1431
Diodes
DIOD
$2.35B
$6.4M ﹤0.01%
120,189
-6,302
CWST icon
1432
Casella Waste Systems
CWST
$6.39B
$6.38M ﹤0.01%
67,212
-4,161
AAL icon
1433
American Airlines Group
AAL
$10.5B
$6.37M ﹤0.01%
567,150
-6,624
NVST icon
1434
Envista
NVST
$3.63B
$6.37M ﹤0.01%
312,912
-34,611
PRK icon
1435
Park National Corp
PRK
$2.65B
$6.33M ﹤0.01%
38,957
-1,685
HBI
1436
DELISTED
Hanesbrands
HBI
$6.33M ﹤0.01%
960,595
-87,384
LEU icon
1437
Centrus Energy
LEU
$4.15B
$6.31M ﹤0.01%
20,343
+636
NMFC icon
1438
New Mountain Finance
NMFC
$993M
$6.3M ﹤0.01%
653,982
-54,084
WAFD icon
1439
WaFd
WAFD
$2.54B
$6.29M ﹤0.01%
207,692
-13,901
INSP icon
1440
Inspire Medical Systems
INSP
$3.3B
$6.25M ﹤0.01%
84,280
-11,408
CNO icon
1441
CNO Financial Group
CNO
$4.09B
$6.25M ﹤0.01%
158,086
-10,263
SLGN icon
1442
Silgan Holdings
SLGN
$4.26B
$6.25M ﹤0.01%
145,279
+128
KSS icon
1443
Kohl's
KSS
$2.54B
$6.25M ﹤0.01%
406,432
+9,230
TCBI icon
1444
Texas Capital Bancshares
TCBI
$4.32B
$6.24M ﹤0.01%
73,765
-1,366
TRN icon
1445
Trinity Industries
TRN
$2.29B
$6.22M ﹤0.01%
221,766
-9,657
PRDO icon
1446
Perdoceo Education
PRDO
$1.89B
$6.21M ﹤0.01%
165,006
-6,997
TNL icon
1447
Travel + Leisure Co
TNL
$4.57B
$6.21M ﹤0.01%
104,387
-9,561
SILA
1448
Sila Realty Trust
SILA
$1.29B
$6.21M ﹤0.01%
247,304
-30,877
OBDC icon
1449
Blue Owl Capital
OBDC
$6.67B
$6.18M ﹤0.01%
484,412
+12,589
UNFI icon
1450
United Natural Foods
UNFI
$2B
$6.18M ﹤0.01%
164,151
-6,206