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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
ASB icon
1426
Associated Banc-Corp
ASB
$5.25B
$5.78M ﹤0.01%
223,598
-28,239
CROX icon
1427
Crocs
CROX
$6B
$5.77M ﹤0.01%
69,561
-9,085
HRB icon
1428
H&R Block
HRB
$4.76B
$5.77M ﹤0.01%
181,752
-20,416
FLG
1429
Flagstar Bank National Association
FLG
$5.87B
$5.76M ﹤0.01%
437,079
-46,068
OBDC icon
1430
Blue Owl Capital
OBDC
$5.45B
$5.75M ﹤0.01%
519,696
+14,861
CBT icon
1431
Cabot Corp
CBT
$4.28B
$5.75M ﹤0.01%
76,336
-8,586
WAY
1432
Waystar Holding Corp
WAY
$3.64B
$5.74M ﹤0.01%
238,142
-32,272
TDC icon
1433
Teradata
TDC
$3.17B
$5.74M ﹤0.01%
223,800
-23,653
CSR
1434
Centerspace
CSR
$966M
$5.73M ﹤0.01%
99,712
-7,920
DXC icon
1435
DXC Technology
DXC
$1.44B
$5.73M ﹤0.01%
455,656
-50,861
SPSC icon
1436
SPS Commerce
SPSC
$2.03B
$5.7M ﹤0.01%
102,324
-12,164
DBX icon
1437
Dropbox
DBX
$6.37B
$5.68M ﹤0.01%
250,047
-47,404
PCVX icon
1438
Vaxcyte
PCVX
$6.69B
$5.66M ﹤0.01%
97,337
-22,964
CVBF icon
1439
CVB Financial
CVBF
$3.62B
$5.65M ﹤0.01%
291,613
-34,910
CSGS
1440
DELISTED
CSG Systems International
CSGS
$5.65M ﹤0.01%
70,708
-5,140
RRR icon
1441
Red Rock Resorts
RRR
$3.4B
$5.65M ﹤0.01%
105,927
-13,526
TRMK icon
1442
Trustmark
TRMK
$2.6B
$5.65M ﹤0.01%
133,991
-15,793
WHR icon
1443
Whirlpool
WHR
$2.56B
$5.63M ﹤0.01%
104,474
-664
CON
1444
Concentra Group Holdings
CON
$3.26B
$5.63M ﹤0.01%
262,589
-27,747
OLED icon
1445
Universal Display
OLED
$4.15B
$5.63M ﹤0.01%
61,385
-6,244
ABM icon
1446
ABM Industries
ABM
$2.48B
$5.61M ﹤0.01%
145,726
-14,178
BBT
1447
Beacon Financial Corp
BBT
$2.44B
$5.59M ﹤0.01%
186,378
-17,515
AAL icon
1448
American Airlines Group
AAL
$8.99B
$5.54M ﹤0.01%
516,204
-19,646
MORN icon
1449
Morningstar
MORN
$6.9B
$5.53M ﹤0.01%
32,696
-6,397
TCBI icon
1450
Texas Capital Bancshares
TCBI
$4.39B
$5.52M ﹤0.01%
58,228
-10,377