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
OFG icon
1526
OFG Bancorp
OFG
$1.78B
$5.27M ﹤0.01%
123,117
-857
CAR icon
1527
Avis
CAR
$4.88B
$5.25M ﹤0.01%
31,047
+118
WLY icon
1528
John Wiley & Sons Class A
WLY
$1.89B
$5.24M ﹤0.01%
117,515
+1,312
MIR icon
1529
Mirion Technologies
MIR
$6.09B
$5.23M ﹤0.01%
242,824
+9,095
TRUP icon
1530
Trupanion
TRUP
$1.63B
$5.22M ﹤0.01%
94,394
+4,492
LLYVK icon
1531
Liberty Live Group Series C
LLYVK
$7.68B
$5.21M ﹤0.01%
64,225
+13,257
SARO
1532
StandardAero Inc
SARO
$8.57B
$5.2M ﹤0.01%
164,373
-50,247
JOE icon
1533
St. Joe Company
JOE
$3.3B
$5.2M ﹤0.01%
108,969
-1,638
EDU icon
1534
New Oriental
EDU
$8.48B
$5.19M ﹤0.01%
96,359
-29,212
SAFE
1535
Safehold
SAFE
$962M
$5.19M ﹤0.01%
333,442
+1,083
VSH icon
1536
Vishay Intertechnology
VSH
$1.8B
$5.17M ﹤0.01%
325,718
+11,224
CCC
1537
CCC Intelligent Solutions
CCC
$4.72B
$5.17M ﹤0.01%
549,483
+85,299
STC icon
1538
Stewart Information Services
STC
$2.04B
$5.16M ﹤0.01%
79,204
+1,400
HESM icon
1539
Hess Midstream
HESM
$4.31B
$5.14M ﹤0.01%
133,386
+16,119
RUN icon
1540
Sunrun
RUN
$4.33B
$5.12M ﹤0.01%
626,370
+29,376
SLVM icon
1541
Sylvamo
SLVM
$1.77B
$5.09M ﹤0.01%
101,609
+3,218
PHIN icon
1542
Phinia Inc
PHIN
$2.09B
$5.06M ﹤0.01%
113,654
-2,465
ROAD icon
1543
Construction Partners
ROAD
$5.99B
$5.04M ﹤0.01%
47,417
-487
BANC icon
1544
Banc of California
BANC
$2.65B
$5.02M ﹤0.01%
357,325
-5,884
EYE icon
1545
National Vision
EYE
$1.88B
$5.01M ﹤0.01%
217,869
+10,949
KW icon
1546
Kennedy-Wilson Holdings
KW
$1.33B
$5.01M ﹤0.01%
736,919
+48,184
HRI icon
1547
Herc Holdings
HRI
$4.44B
$5M ﹤0.01%
37,981
+5,366
CHCO icon
1548
City Holding Co
CHCO
$1.74B
$4.99M ﹤0.01%
40,800
-5
PGNY icon
1549
Progyny
PGNY
$2.12B
$4.99M ﹤0.01%
226,959
+26,153
JJSF icon
1550
J&J Snack Foods
JJSF
$1.62B
$4.99M ﹤0.01%
43,973
+424