Legal & General Group

Legal & General Group Portfolio holdings

AUM $451B
1-Year Est. Return 27.92%
 

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
+27.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$451B
AUM Growth
+$5.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,462
New
Increased
Reduced
Closed

Top Buys

1 +$937M
2 +$462M
3 +$218M
4
INTU icon
Intuit
INTU
+$141M
5
Q
Qnity Electronics Inc
Q
+$117M

Top Sells

1 +$1.81B
2 +$433M
3 +$433M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$382M
5
K
Kellanova
K
+$190M

Sector Composition

1 Technology 34.85%
2 Financials 13.39%
3 Healthcare 9.67%
4 Consumer Discretionary 9.63%
5 Communication Services 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BCSF icon
1426
Bain Capital Specialty
BCSF
$808M
$6.43M ﹤0.01%
461,850
+70,398
PFS icon
1427
Provident Financial Services
PFS
$2.73B
$6.41M ﹤0.01%
324,416
-13,652
VIST icon
1428
Vista Energy
VIST
$6.15B
$6.4M ﹤0.01%
131,458
-8,188
FHI icon
1429
Federated Hermes
FHI
$4.2B
$6.39M ﹤0.01%
122,763
-6,624
VICR icon
1430
Vicor
VICR
$7.98B
$6.39M ﹤0.01%
58,287
-1,688
CNO icon
1431
CNO Financial Group
CNO
$3.83B
$6.38M ﹤0.01%
150,260
-7,826
PFLT icon
1432
PennantPark Floating Rate Capital
PFLT
$804M
$6.38M ﹤0.01%
687,570
+84,231
WAFD icon
1433
WaFd
WAFD
$2.33B
$6.37M ﹤0.01%
198,880
-8,812
WTM icon
1434
White Mountains Insurance
WTM
$5.49B
$6.31M ﹤0.01%
3,037
-1,012
UMH
1435
UMH Properties
UMH
$1.27B
$6.29M ﹤0.01%
395,578
+45,735
DLB icon
1436
Dolby
DLB
$6.11B
$6.29M ﹤0.01%
97,925
-25,722
DNOW icon
1437
DNOW Inc
DNOW
$2.17B
$6.28M ﹤0.01%
473,829
+187,774
PHIN icon
1438
Phinia Inc
PHIN
$2.52B
$6.28M ﹤0.01%
100,145
-5,553
OBDC icon
1439
Blue Owl Capital
OBDC
$5.67B
$6.28M ﹤0.01%
504,835
+20,423
BHF icon
1440
Brighthouse Financial
BHF
$3.45B
$6.27M ﹤0.01%
96,799
-17,055
ACLS icon
1441
Axcelis
ACLS
$2.64B
$6.27M ﹤0.01%
78,055
-4,961
ALRM icon
1442
Alarm.com
ALRM
$2.43B
$6.27M ﹤0.01%
122,812
-7,408
BANC icon
1443
Banc of California
BANC
$2.67B
$6.26M ﹤0.01%
324,366
-11,046
SARO
1444
StandardAero Inc
SARO
$9.48B
$6.26M ﹤0.01%
218,132
-5,665
MSM icon
1445
MSC Industrial Direct
MSM
$5.03B
$6.23M ﹤0.01%
74,086
-17,259
BBWI icon
1446
Bath & Body Works
BBWI
$4.18B
$6.22M ﹤0.01%
309,978
-12,924
UEC icon
1447
Uranium Energy
UEC
$7B
$6.22M ﹤0.01%
532,475
+9,051
KLIC icon
1448
Kulicke & Soffa
KLIC
$3.43B
$6.22M ﹤0.01%
136,444
-5,534
TCBI icon
1449
Texas Capital Bancshares
TCBI
$4.07B
$6.21M ﹤0.01%
68,605
-5,160
CNK icon
1450
Cinemark Holdings
CNK
$3.08B
$6.12M ﹤0.01%
263,424
-8,186