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
CNS icon
1551
Cohen & Steers
CNS
$3.19B
$5.26M ﹤0.01%
80,140
-2,376
IWD icon
1552
iShares Russell 1000 Value ETF
IWD
$70B
$5.25M ﹤0.01%
25,816
-14,939
JOE icon
1553
St. Joe Company
JOE
$3.6B
$5.24M ﹤0.01%
105,846
-3,123
HCI icon
1554
HCI Group
HCI
$2.42B
$5.23M ﹤0.01%
27,265
+2,301
ALK icon
1555
Alaska Air
ALK
$6.02B
$5.2M ﹤0.01%
104,384
-7,579
UMH
1556
UMH Properties
UMH
$1.36B
$5.2M ﹤0.01%
349,843
-24,668
GSHD icon
1557
Goosehead Insurance
GSHD
$1.9B
$5.19M ﹤0.01%
69,803
-2,562
OLN icon
1558
Olin
OLN
$2.46B
$5.18M ﹤0.01%
207,102
+945
BBT
1559
Beacon Financial Corp
BBT
$2.3B
$5.17M ﹤0.01%
217,864
+100,094
HI icon
1560
Hillenbrand
HI
$2.25B
$5.15M ﹤0.01%
190,623
-8,464
BNT
1561
Brookfield Wealth Solutions
BNT
$11.2B
$5.15M ﹤0.01%
112,706
+18,552
LAUR icon
1562
Laureate Education
LAUR
$4.82B
$5.15M ﹤0.01%
163,170
-7,564
CUBI icon
1563
Customers Bancorp
CUBI
$2.51B
$5.14M ﹤0.01%
78,591
-1,951
SRPT icon
1564
Sarepta Therapeutics
SRPT
$2.26B
$5.14M ﹤0.01%
266,562
+31,752
CSGS icon
1565
CSG Systems International
CSGS
$2.2B
$5.12M ﹤0.01%
79,527
-2,994
KMPR icon
1566
Kemper
KMPR
$2.41B
$5.11M ﹤0.01%
99,200
-2,579
PGNY icon
1567
Progyny
PGNY
$2.27B
$5.08M ﹤0.01%
236,107
+9,148
PRGS icon
1568
Progress Software
PRGS
$1.89B
$5.07M ﹤0.01%
115,413
-6,683
WU icon
1569
Western Union
WU
$3.05B
$5.06M ﹤0.01%
633,473
-22,518
LLYVK icon
1570
Liberty Live Group Series C
LLYVK
$7.82B
$5.06M ﹤0.01%
52,140
-12,085
VSH icon
1571
Vishay Intertechnology
VSH
$2.05B
$5.05M ﹤0.01%
329,953
+4,235
CNMD icon
1572
CONMED
CNMD
$1.25B
$5.03M ﹤0.01%
107,003
+2,638
IOSP icon
1573
Innospec
IOSP
$1.94B
$5.03M ﹤0.01%
65,187
-4,486
MTX icon
1574
Minerals Technologies
MTX
$1.94B
$5.02M ﹤0.01%
80,805
-6,830
XRAY icon
1575
Dentsply Sirona
XRAY
$2.27B
$5.02M ﹤0.01%
395,406
-41,738