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
WKC icon
1601
World Kinect Corp
WKC
$1.35B
$4.84M ﹤0.01%
186,519
-5,114
PII icon
1602
Polaris
PII
$3.83B
$4.83M ﹤0.01%
83,119
-2,514
OMCL icon
1603
Omnicell
OMCL
$1.97B
$4.82M ﹤0.01%
158,399
+448
WK icon
1604
Workiva
WK
$4.9B
$4.82M ﹤0.01%
56,006
+45
CASH icon
1605
Pathward Financial
CASH
$1.66B
$4.81M ﹤0.01%
65,052
-3,497
ADEA icon
1606
Adeia
ADEA
$1.43B
$4.81M ﹤0.01%
286,486
-12,554
VIST icon
1607
Vista Energy
VIST
$5.16B
$4.8M ﹤0.01%
139,646
+6,848
CNXC icon
1608
Concentrix
CNXC
$2.46B
$4.8M ﹤0.01%
103,992
-9,401
FWONA icon
1609
Liberty Media Series A
FWONA
$21.6B
$4.79M ﹤0.01%
50,289
+505
VECO icon
1610
Veeco
VECO
$1.84B
$4.78M ﹤0.01%
157,244
+4,726
SMR icon
1611
NuScale Power
SMR
$5.19B
$4.78M ﹤0.01%
132,754
-2,402
MRUS icon
1612
Merus
MRUS
$7.35B
$4.75M ﹤0.01%
50,445
+3,357
AVNT icon
1613
Avient
AVNT
$2.83B
$4.75M ﹤0.01%
144,037
-4,889
KWR icon
1614
Quaker Houghton
KWR
$2.41B
$4.72M ﹤0.01%
35,812
-2,208
RAMP icon
1615
LiveRamp
RAMP
$1.92B
$4.71M ﹤0.01%
173,691
-10,424
KRMN
1616
Karman Holdings
KRMN
$9.06B
$4.71M ﹤0.01%
65,269
+38,085
PCVX icon
1617
Vaxcyte
PCVX
$5.83B
$4.7M ﹤0.01%
130,401
-3,161
CORZ icon
1618
Core Scientific
CORZ
$5.13B
$4.69M ﹤0.01%
261,683
+480
LMAT icon
1619
LeMaitre Vascular
LMAT
$1.91B
$4.69M ﹤0.01%
53,557
-1,464
HESM icon
1620
Hess Midstream
HESM
$4.51B
$4.68M ﹤0.01%
135,329
+1,943
NWBI icon
1621
Northwest Bancshares
NWBI
$1.86B
$4.64M ﹤0.01%
374,688
+32,622
VYX icon
1622
NCR Voyix
VYX
$1.4B
$4.64M ﹤0.01%
369,470
-10,801
ARLO icon
1623
Arlo Technologies
ARLO
$1.49B
$4.63M ﹤0.01%
273,333
-3,862
WLY icon
1624
John Wiley & Sons Class A
WLY
$1.63B
$4.62M ﹤0.01%
114,135
-3,380
UPST icon
1625
Upstart Holdings
UPST
$4.8B
$4.61M ﹤0.01%
90,694
-2,437