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
EEFT icon
1501
Euronet Worldwide
EEFT
$3.3B
$5.73M ﹤0.01%
65,199
-3,325
HE icon
1502
Hawaiian Electric Industries
HE
$2.05B
$5.72M ﹤0.01%
517,731
-12,341
FLG
1503
Flagstar Bank National Association
FLG
$5.35B
$5.7M ﹤0.01%
493,372
-24,830
FUN icon
1504
Cedar Fair
FUN
$1.49B
$5.69M ﹤0.01%
250,621
-614
KW icon
1505
Kennedy-Wilson Holdings
KW
$1.36B
$5.66M ﹤0.01%
679,983
-56,936
IRDM icon
1506
Iridium Communications
IRDM
$1.84B
$5.65M ﹤0.01%
323,729
-21,763
FRO icon
1507
Frontline
FRO
$5.06B
$5.64M ﹤0.01%
247,075
+9,098
NXE icon
1508
NexGen Energy
NXE
$5.63B
$5.64M ﹤0.01%
630,191
-44,675
BUR icon
1509
Burford Capital
BUR
$1.97B
$5.64M ﹤0.01%
472,699
+13,650
CXT icon
1510
Crane NXT
CXT
$2.97B
$5.64M ﹤0.01%
84,034
+2,669
CHEF icon
1511
Chefs' Warehouse
CHEF
$2.54B
$5.64M ﹤0.01%
96,618
-63
RXO icon
1512
RXO
RXO
$2.53B
$5.62M ﹤0.01%
365,174
+23,444
ADUS icon
1513
Addus HomeCare
ADUS
$2.12B
$5.59M ﹤0.01%
47,407
-1,607
LAC
1514
Lithium Americas
LAC
$1.46B
$5.59M ﹤0.01%
979,415
+12,310
BCSF icon
1515
Bain Capital Specialty
BCSF
$931M
$5.58M ﹤0.01%
391,452
-33,463
BANC icon
1516
Banc of California
BANC
$3.06B
$5.55M ﹤0.01%
335,412
-21,913
BBDC icon
1517
Barings BDC
BBDC
$950M
$5.55M ﹤0.01%
632,956
-83,655
HUBG icon
1518
HUB Group
HUBG
$2.62B
$5.54M ﹤0.01%
160,757
-8,828
TDC icon
1519
Teradata
TDC
$2.92B
$5.53M ﹤0.01%
257,108
-11,204
VAL icon
1520
Valaris
VAL
$3.77B
$5.53M ﹤0.01%
113,397
-574
STRA icon
1521
Strategic Education
STRA
$1.9B
$5.51M ﹤0.01%
64,071
-4,890
STC icon
1522
Stewart Information Services
STC
$2.2B
$5.51M ﹤0.01%
75,099
-4,105
CGBD icon
1523
Carlyle Secured Lending
CGBD
$949M
$5.51M ﹤0.01%
440,438
-19,432
NGVT icon
1524
Ingevity
NGVT
$2.12B
$5.49M ﹤0.01%
99,559
-3,459
QDEL icon
1525
QuidelOrtho
QDEL
$1.97B
$5.49M ﹤0.01%
186,377
-10,440