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
KNTK icon
1576
Kinetik
KNTK
$2.27B
$5.01M ﹤0.01%
117,110
+65,704
PLUS icon
1577
ePlus
PLUS
$2.43B
$4.98M ﹤0.01%
70,191
-2,928
APLD icon
1578
Applied Digital
APLD
$6.42B
$4.98M ﹤0.01%
217,205
+23,111
SONO icon
1579
Sonos
SONO
$2.2B
$4.98M ﹤0.01%
315,229
-24,764
CAR icon
1580
Avis
CAR
$4.53B
$4.97M ﹤0.01%
30,973
-74
OFG icon
1581
OFG Bancorp
OFG
$1.86B
$4.96M ﹤0.01%
114,128
-8,989
RH icon
1582
RH
RH
$3.07B
$4.96M ﹤0.01%
24,410
-107
CHCO icon
1583
City Holding Co
CHCO
$1.82B
$4.95M ﹤0.01%
39,963
-837
BKE icon
1584
Buckle
BKE
$2.92B
$4.93M ﹤0.01%
83,988
-5,017
SPNT icon
1585
SiriusPoint
SPNT
$2.61B
$4.92M ﹤0.01%
272,115
+6,669
PBI icon
1586
Pitney Bowes
PBI
$1.63B
$4.92M ﹤0.01%
431,163
-13,043
RLJ icon
1587
RLJ Lodging Trust
RLJ
$1.17B
$4.91M ﹤0.01%
682,104
-109,866
SLRC icon
1588
SLR Investment Corp
SLRC
$850M
$4.9M ﹤0.01%
320,712
-38,543
IPAR icon
1589
Interparfums
IPAR
$2.67B
$4.9M ﹤0.01%
49,837
-2,090
SAFE
1590
Safehold
SAFE
$991M
$4.9M ﹤0.01%
316,229
-17,213
CCC
1591
CCC Intelligent Solutions
CCC
$4.84B
$4.9M ﹤0.01%
537,436
-12,047
TRIP icon
1592
TripAdvisor
TRIP
$1.75B
$4.89M ﹤0.01%
300,640
-20,111
PAYO icon
1593
Payoneer
PAYO
$2.07B
$4.88M ﹤0.01%
807,058
+6,722
HAFN icon
1594
Hafnia
HAFN
$2.79B
$4.88M ﹤0.01%
809,915
+78,264
ROCK icon
1595
Gibraltar Industries
ROCK
$1.5B
$4.88M ﹤0.01%
77,662
-3,327
HMN icon
1596
Horace Mann Educators
HMN
$1.87B
$4.87M ﹤0.01%
107,724
-2,703
LBRT icon
1597
Liberty Energy
LBRT
$3.1B
$4.86M ﹤0.01%
393,440
-25,664
WOR icon
1598
Worthington Enterprises
WOR
$2.87B
$4.85M ﹤0.01%
87,457
-4,979
TDW icon
1599
Tidewater
TDW
$2.8B
$4.85M ﹤0.01%
90,892
-2,523
GTM
1600
ZoomInfo Technologies
GTM
$3.05B
$4.84M ﹤0.01%
443,843
-6,953