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
TNL icon
1476
Travel + Leisure Co
TNL
$4.06B
$5.88M ﹤0.01%
113,948
+3,852
STRA icon
1477
Strategic Education
STRA
$1.88B
$5.87M ﹤0.01%
68,961
+1,766
IOSP icon
1478
Innospec
IOSP
$1.84B
$5.86M ﹤0.01%
69,673
+943
FHI icon
1479
Federated Hermes
FHI
$3.81B
$5.85M ﹤0.01%
131,888
+2,715
IGIB icon
1480
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$16.4B
$5.83M ﹤0.01%
109,958
-251,078
TIGO icon
1481
Millicom
TIGO
$8.41B
$5.82M ﹤0.01%
155,412
-3,646
BUR icon
1482
Burford Capital
BUR
$1.88B
$5.82M ﹤0.01%
459,049
-272,462
MCY icon
1483
Mercury Insurance
MCY
$4.88B
$5.81M ﹤0.01%
86,321
+3,372
SLRC icon
1484
SLR Investment Corp
SLRC
$836M
$5.81M ﹤0.01%
359,255
-4,233
STNE icon
1485
StoneCo
STNE
$4.4B
$5.81M ﹤0.01%
361,888
-33,596
DRS icon
1486
Leonardo DRS
DRS
$9.27B
$5.8M ﹤0.01%
124,803
+7,218
SATS icon
1487
EchoStar
SATS
$19.4B
$5.79M ﹤0.01%
208,982
+24,132
RLJ icon
1488
RLJ Lodging Trust
RLJ
$1.12B
$5.77M ﹤0.01%
791,970
-906
NATL icon
1489
NCR Atleos
NATL
$2.61B
$5.75M ﹤0.01%
201,469
-1,665
OII icon
1490
Oceaneering
OII
$2.39B
$5.74M ﹤0.01%
277,047
-501
POWL icon
1491
Powell Industries
POWL
$3.98B
$5.73M ﹤0.01%
27,248
+1,764
AUR icon
1492
Aurora
AUR
$7.99B
$5.73M ﹤0.01%
1,094,055
+26,844
WLK icon
1493
Westlake Corp
WLK
$8.02B
$5.7M ﹤0.01%
75,079
-69,916
QDEL icon
1494
QuidelOrtho
QDEL
$1.45B
$5.67M ﹤0.01%
196,817
+10,742
HUBG icon
1495
HUB Group
HUBG
$2.17B
$5.67M ﹤0.01%
169,585
+2,999
ADUS icon
1496
Addus HomeCare
ADUS
$2.02B
$5.65M ﹤0.01%
49,014
+126
HE icon
1497
Hawaiian Electric Industries
HE
$2.01B
$5.63M ﹤0.01%
530,072
+10,352
MUR icon
1498
Murphy Oil
MUR
$4.35B
$5.63M ﹤0.01%
250,386
+5,612
PINC icon
1499
Premier
PINC
$2.33B
$5.63M ﹤0.01%
256,660
-9,853
ABR icon
1500
Arbor Realty Trust
ABR
$1.72B
$5.63M ﹤0.01%
525,971
+22,253