Legal & General Group

Legal & General Group Portfolio holdings

AUM $451B
1-Year Est. Return 27.92%
 

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
+27.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$451B
AUM Growth
+$5.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,462
New
Increased
Reduced
Closed

Top Buys

1 +$937M
2 +$462M
3 +$218M
4
INTU icon
Intuit
INTU
+$141M
5
Q
Qnity Electronics Inc
Q
+$117M

Top Sells

1 +$1.81B
2 +$433M
3 +$433M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$382M
5
K
Kellanova
K
+$190M

Sector Composition

1 Technology 34.85%
2 Financials 13.39%
3 Healthcare 9.67%
4 Consumer Discretionary 9.63%
5 Communication Services 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ORLA
1626
Orla Mining
ORLA
$5.8B
$4.41M ﹤0.01%
327,610
-180,298
WK icon
1627
Workiva
WK
$3.54B
$4.41M ﹤0.01%
51,088
-4,918
PAYO icon
1628
Payoneer
PAYO
$1.55B
$4.41M ﹤0.01%
783,816
-23,242
DEC
1629
Diversified Energy Company
DEC
$1.12B
$4.38M ﹤0.01%
302,993
-617,769
VISN
1630
Vistance Networks Inc
VISN
$3.97B
$4.36M ﹤0.01%
240,755
-11,330
PARR icon
1631
Par Pacific Holdings
PARR
$2.64B
$4.36M ﹤0.01%
124,077
-5,093
PDM
1632
Piedmont Realty Trust
PDM
$830M
$4.36M ﹤0.01%
522,654
+62,010
RXO icon
1633
RXO
RXO
$2B
$4.34M ﹤0.01%
343,554
-21,620
CDNA icon
1634
CareDx
CDNA
$854M
$4.34M ﹤0.01%
230,482
+70,480
LMND icon
1635
Lemonade
LMND
$4.07B
$4.34M ﹤0.01%
60,942
+631
AUR icon
1636
Aurora
AUR
$8.42B
$4.33M ﹤0.01%
1,128,011
+33,366
ANDE icon
1637
Andersons Inc
ANDE
$2.37B
$4.32M ﹤0.01%
81,255
-6,369
RIOT icon
1638
Riot Platforms
RIOT
$5.4B
$4.32M ﹤0.01%
340,932
-17,709
GT icon
1639
Goodyear
GT
$2.04B
$4.3M ﹤0.01%
490,842
-15,086
PFSI icon
1640
PennyMac Financial
PFSI
$4.47B
$4.29M ﹤0.01%
32,549
-2,037
CCOI icon
1641
Cogent Communications
CCOI
$1.02B
$4.29M ﹤0.01%
198,994
-763
ARCB icon
1642
ArcBest
ARCB
$1.94B
$4.29M ﹤0.01%
57,796
-1,417
UFPT icon
1643
UFP Technologies
UFPT
$1.57B
$4.28M ﹤0.01%
19,271
+504
NXRT
1644
NexPoint Residential Trust
NXRT
$670M
$4.27M ﹤0.01%
141,965
+7,080
VAC icon
1645
Marriott Vacations Worldwide
VAC
$2.31B
$4.27M ﹤0.01%
73,939
+28,613
IWD icon
1646
iShares Russell 1000 Value ETF
IWD
$67.9B
$4.25M ﹤0.01%
20,121
-5,695
KNTK icon
1647
Kinetik
KNTK
$2.98B
$4.24M ﹤0.01%
117,720
+610
AVNT icon
1648
Avient
AVNT
$3.19B
$4.24M ﹤0.01%
135,680
-8,357
VECO icon
1649
Veeco
VECO
$1.9B
$4.23M ﹤0.01%
148,167
-9,077
WLK icon
1650
Westlake Corp
WLK
$14.3B
$4.23M ﹤0.01%
57,251
+20,619