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
CUBI icon
1576
Customers Bancorp
CUBI
$2.28B
$4.73M ﹤0.01%
80,542
+1,158
ZG icon
1577
Zillow
ZG
$16.3B
$4.73M ﹤0.01%
69,073
-4,898
FWONA icon
1578
Liberty Media Series A
FWONA
$22.5B
$4.73M ﹤0.01%
49,784
+1,552
HOG icon
1579
Harley-Davidson
HOG
$2.92B
$4.72M ﹤0.01%
200,197
-56,256
CX icon
1580
Cemex
CX
$14.7B
$4.72M ﹤0.01%
682,071
MAN icon
1581
ManpowerGroup
MAN
$1.33B
$4.71M ﹤0.01%
116,662
-10,487
ARLO icon
1582
Arlo Technologies
ARLO
$1.5B
$4.7M ﹤0.01%
277,195
+12,378
QBTS icon
1583
D-Wave Quantum
QBTS
$8.27B
$4.68M ﹤0.01%
319,661
+95,913
NXE icon
1584
NexGen Energy
NXE
$5.35B
$4.68M ﹤0.01%
674,866
+51,381
AORT icon
1585
Artivion
AORT
$2.17B
$4.67M ﹤0.01%
150,189
+6,170
LIF
1586
Life360
LIF
$5.49B
$4.66M ﹤0.01%
71,410
+7,354
SEM icon
1587
Select Medical
SEM
$1.62B
$4.66M ﹤0.01%
306,790
+8,305
OMCL icon
1588
Omnicell
OMCL
$1.58B
$4.64M ﹤0.01%
157,951
+11,620
ADNT icon
1589
Adient
ADNT
$1.59B
$4.63M ﹤0.01%
238,152
-1,474
RH icon
1590
RH
RH
$2.8B
$4.63M ﹤0.01%
24,517
+712
FDUS icon
1591
Fidus Investment
FDUS
$719M
$4.62M ﹤0.01%
228,512
+2,125
BF.A icon
1592
Brown-Forman Class A
BF.A
$13.1B
$4.59M ﹤0.01%
167,203
+27,011
LMAT icon
1593
LeMaitre Vascular
LMAT
$2.01B
$4.57M ﹤0.01%
55,021
-510
DNOW icon
1594
DNOW Inc
DNOW
$2.32B
$4.56M ﹤0.01%
307,706
+10,316
GTM
1595
ZoomInfo Technologies
GTM
$3.18B
$4.56M ﹤0.01%
450,796
+33,761
MTRN icon
1596
Materion
MTRN
$2.41B
$4.56M ﹤0.01%
57,418
+72
ULS icon
1597
UL Solutions
ULS
$17.4B
$4.52M ﹤0.01%
62,104
+7,670
PDM
1598
Piedmont Realty Trust
PDM
$1.03B
$4.49M ﹤0.01%
616,193
+24,087
DFIN icon
1599
Donnelley Financial Solutions
DFIN
$1.22B
$4.49M ﹤0.01%
72,818
+1,212
ESGR
1600
DELISTED
Enstar Group
ESGR
$4.48M ﹤0.01%
13,327
-899