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
HTH icon
1651
Hilltop Holdings
HTH
$2.14B
$4.33M ﹤0.01%
129,618
-5,322
ALVO icon
1652
Alvotech
ALVO
$1.68B
$4.33M ﹤0.01%
526,868
-130,874
DV icon
1653
DoubleVerify
DV
$1.74B
$4.33M ﹤0.01%
361,290
-13,350
FDUS icon
1654
Fidus Investment
FDUS
$723M
$4.31M ﹤0.01%
212,798
-15,714
KMT icon
1655
Kennametal
KMT
$2.21B
$4.31M ﹤0.01%
205,952
-5,767
BDN
1656
Brandywine Realty Trust
BDN
$538M
$4.31M ﹤0.01%
1,033,564
-86,862
MBC icon
1657
MasterBrand
MBC
$1.47B
$4.31M ﹤0.01%
327,230
-23,094
HHH icon
1658
Howard Hughes
HHH
$5.04B
$4.31M ﹤0.01%
52,401
-1,363
BBU
1659
Brookfield Business Partners
BBU
$3.12B
$4.29M ﹤0.01%
130,620
+726
PFSI icon
1660
PennyMac Financial
PFSI
$6.78B
$4.28M ﹤0.01%
34,586
-892
ARR
1661
Armour Residential REIT
ARR
$1.91B
$4.28M ﹤0.01%
286,197
+68,288
VCEL icon
1662
Vericel Corp
VCEL
$1.85B
$4.25M ﹤0.01%
135,196
-3,965
NHC icon
1663
National Healthcare
NHC
$2.17B
$4.25M ﹤0.01%
34,994
-993
WEN icon
1664
Wendy's
WEN
$1.57B
$4.24M ﹤0.01%
463,304
+142,792
UUUU icon
1665
Energy Fuels
UUUU
$3.33B
$4.24M ﹤0.01%
276,055
+1,910
ATMU icon
1666
Atmus Filtration Technologies
ATMU
$4.34B
$4.24M ﹤0.01%
93,987
-1,041
OSCR icon
1667
Oscar Health
OSCR
$4.65B
$4.24M ﹤0.01%
223,785
+19,510
SMG icon
1668
ScottsMiracle-Gro
SMG
$3.39B
$4.23M ﹤0.01%
74,355
-1,006
AGX icon
1669
Argan
AGX
$4.41B
$4.21M ﹤0.01%
15,591
-593
TAC icon
1670
TransAlta
TAC
$4.06B
$4.21M ﹤0.01%
308,024
-1,115
ENR icon
1671
Energizer
ENR
$1.4B
$4.17M ﹤0.01%
167,711
-6,870
PDM
1672
Piedmont Realty Trust
PDM
$1.08B
$4.15M ﹤0.01%
460,644
-155,549
GO icon
1673
Grocery Outlet
GO
$1.04B
$4.14M ﹤0.01%
258,220
-6,459
ARCB icon
1674
ArcBest
ARCB
$1.74B
$4.14M ﹤0.01%
59,213
-4,027
BLKB icon
1675
Blackbaud
BLKB
$2.95B
$4.11M ﹤0.01%
63,922
-3,513