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Legal & General Group

Legal & General Group Portfolio holdings

AUM $432B
1-Year Est. Return 31.03%
 

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
+31.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$432B
AUM Growth
-$18.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,422
New
Increased
Reduced
Closed

Top Buys

1 +$4.14B
2 +$201M
3 +$141M
4
JNJ icon
Johnson & Johnson
JNJ
+$141M
5
RYN icon
Rayonier
RYN
+$112M

Top Sells

1 +$605M
2 +$425M
3 +$412M
4
MSFT icon
Microsoft
MSFT
+$347M
5
CYBR
CyberArk
CYBR
+$238M

Sector Composition

1 Technology 32.6%
2 Financials 12.66%
3 Healthcare 10.78%
4 Communication Services 9.19%
5 Consumer Discretionary 9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CODI icon
1551
Compass Diversified
CODI
$785M
$4.52M ﹤0.01%
575,315
-25,879
BILL icon
1552
BILL Holdings
BILL
$3.54B
$4.52M ﹤0.01%
118,060
-18,257
ATHM icon
1553
Autohome
ATHM
$2.01B
$4.51M ﹤0.01%
259,748
-184,223
PLUS icon
1554
ePlus
PLUS
$2.18B
$4.51M ﹤0.01%
59,955
-5,587
MAN icon
1555
ManpowerGroup
MAN
$1.52B
$4.51M ﹤0.01%
153,102
-8,949
GRBK icon
1556
Green Brick Partners
GRBK
$2.94B
$4.51M ﹤0.01%
69,965
-7,051
ADPT icon
1557
Adaptive Biotechnologies
ADPT
$2.68B
$4.51M ﹤0.01%
324,605
-37,776
CNS icon
1558
Cohen & Steers
CNS
$3.8B
$4.5M ﹤0.01%
71,942
-3,975
EPAC icon
1559
Enerpac Tool Group
EPAC
$1.77B
$4.49M ﹤0.01%
123,087
-12,328
AVNT icon
1560
Avient
AVNT
$3.15B
$4.48M ﹤0.01%
123,345
-12,335
PENN icon
1561
PENN Entertainment
PENN
$2.57B
$4.46M ﹤0.01%
297,088
-39,193
GRAL
1562
GRAIL Inc
GRAL
$2.61B
$4.45M ﹤0.01%
86,175
+17,826
MNSO icon
1563
MINISO
MNSO
$3.96B
$4.43M ﹤0.01%
273,137
-1,818
GPK icon
1564
Graphic Packaging
GPK
$3.09B
$4.42M ﹤0.01%
445,363
-22,778
CLSK icon
1565
CleanSpark
CLSK
$4.23B
$4.41M ﹤0.01%
518,462
-130,073
CALY
1566
Callaway Golf Company
CALY
$2.81B
$4.41M ﹤0.01%
317,544
-28,972
ATEN icon
1567
A10 Networks
ATEN
$2.23B
$4.41M ﹤0.01%
190,616
-17,447
BNT
1568
Brookfield Wealth Solutions
BNT
$12.1B
$4.4M ﹤0.01%
106,304
+1,736
BL icon
1569
BlackLine
BL
$1.66B
$4.38M ﹤0.01%
118,388
-12,264
NWBI icon
1570
Northwest Bancshares
NWBI
$2.09B
$4.37M ﹤0.01%
344,163
-25,373
EWY icon
1571
iShares MSCI South Korea ETF
EWY
$21.8B
$4.36M ﹤0.01%
35,500
INVA icon
1572
Innoviva
INVA
$1.65B
$4.36M ﹤0.01%
187,122
-3,516
WERN icon
1573
Werner Enterprises
WERN
$2.66B
$4.33M ﹤0.01%
147,319
-10,073
CNTA
1574
Centessa Pharmaceuticals
CNTA
$6.14B
$4.32M ﹤0.01%
110,207
+4,780
IOSP icon
1575
Innospec
IOSP
$2.01B
$4.32M ﹤0.01%
59,120
-3,341