Legal & General Group

Legal & General Group Portfolio holdings

AUM $403B
1-Year Return 24.44%
 

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 Return
+0.37%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$308B
AUM Growth
+$8.55B
Cap. Flow
+$10.5B
Cap. Flow %
3.41%
Top 10 Hldgs %
21.95%
Holding
3,551
New
77
Increased
2,294
Reduced
672
Closed
55

Top Buys

1
MSFT icon
Microsoft
MSFT
+$637M
2
AAPL icon
Apple
AAPL
+$587M
3
AMZN icon
Amazon
AMZN
+$559M
4
AZN icon
AstraZeneca
AZN
+$329M
5
SNOW icon
Snowflake
SNOW
+$289M

Sector Composition

1 Technology 25.04%
2 Financials 13.72%
3 Healthcare 12.6%
4 Consumer Discretionary 10.97%
5 Communication Services 9.75%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
BYND icon
1476
Beyond Meat
BYND
$205M
$5.69M ﹤0.01%
54,022
+12,130
+29% +$1.28M
MORN icon
1477
Morningstar
MORN
$10.8B
$5.68M ﹤0.01%
21,913
+3,519
+19% +$912K
PLNT icon
1478
Planet Fitness
PLNT
$8.54B
$5.67M ﹤0.01%
72,227
+15,222
+27% +$1.2M
VNET
1479
VNET Group
VNET
$2.57B
$5.66M ﹤0.01%
327,258
+4,543
+1% +$78.6K
CMC icon
1480
Commercial Metals
CMC
$6.47B
$5.66M ﹤0.01%
185,799
-24,668
-12% -$751K
WIRE
1481
DELISTED
Encore Wire Corp
WIRE
$5.65M ﹤0.01%
59,560
+4,640
+8% +$440K
SKYW icon
1482
Skywest
SKYW
$4.35B
$5.64M ﹤0.01%
114,355
-105
-0.1% -$5.18K
ESE icon
1483
ESCO Technologies
ESE
$5.38B
$5.63M ﹤0.01%
73,059
+5,211
+8% +$401K
IONS icon
1484
Ionis Pharmaceuticals
IONS
$10.1B
$5.62M ﹤0.01%
167,421
+41,538
+33% +$1.39M
EPC icon
1485
Edgewell Personal Care
EPC
$1.01B
$5.61M ﹤0.01%
154,608
-10,919
-7% -$396K
TRMK icon
1486
Trustmark
TRMK
$2.43B
$5.6M ﹤0.01%
173,842
+78,228
+82% +$2.52M
PRAA icon
1487
PRA Group
PRAA
$657M
$5.6M ﹤0.01%
132,860
+9,527
+8% +$401K
FATE icon
1488
Fate Therapeutics
FATE
$111M
$5.6M ﹤0.01%
94,424
+37,460
+66% +$2.22M
RTL
1489
DELISTED
The Necessity Retail REIT, Inc. Class A Common Stock
RTL
$5.58M ﹤0.01%
694,232
+79,907
+13% +$642K
ODP icon
1490
ODP
ODP
$624M
$5.58M ﹤0.01%
138,941
-47,755
-26% -$1.92M
SBH icon
1491
Sally Beauty Holdings
SBH
$1.48B
$5.58M ﹤0.01%
331,081
-41,589
-11% -$701K
INSP icon
1492
Inspire Medical Systems
INSP
$2.37B
$5.57M ﹤0.01%
23,908
+6,412
+37% +$1.49M
RNST icon
1493
Renasant Corp
RNST
$3.68B
$5.55M ﹤0.01%
154,038
+11,442
+8% +$412K
ASML icon
1494
ASML
ASML
$320B
$5.54M ﹤0.01%
7,435
+693
+10% +$516K
LMND icon
1495
Lemonade
LMND
$3.88B
$5.53M ﹤0.01%
82,512
+28,933
+54% +$1.94M
YEXT icon
1496
Yext
YEXT
$1.07B
$5.51M ﹤0.01%
458,237
+148,833
+48% +$1.79M
OPEN icon
1497
Opendoor
OPEN
$6.68B
$5.51M ﹤0.01%
268,428
+224,313
+508% +$4.6M
RIG icon
1498
Transocean
RIG
$3.11B
$5.48M ﹤0.01%
1,446,003
-84,599
-6% -$321K
FLR icon
1499
Fluor
FLR
$6.63B
$5.47M ﹤0.01%
342,554
-14,449
-4% -$231K
ADEA icon
1500
Adeia
ADEA
$1.71B
$5.46M ﹤0.01%
1,096,374
+79,921
+8% +$398K