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
TNC icon
1651
Tennant Co
TNC
$1.31B
$4M ﹤0.01%
51,586
-278
HI icon
1652
Hillenbrand
HI
$2.23B
$4M ﹤0.01%
199,087
+10,799
RGTI icon
1653
Rigetti Computing
RGTI
$8.41B
$3.99M ﹤0.01%
336,690
+124,601
LAUR icon
1654
Laureate Education
LAUR
$4.44B
$3.99M ﹤0.01%
170,734
-346
VSCO icon
1655
Victoria's Secret
VSCO
$2.86B
$3.99M ﹤0.01%
215,461
+4,278
LOAR icon
1656
Loar Holdings
LOAR
$6.25B
$3.97M ﹤0.01%
46,125
+18,598
UNFI icon
1657
United Natural Foods
UNFI
$2.35B
$3.97M ﹤0.01%
170,357
+3,256
STBA icon
1658
S&T Bancorp
STBA
$1.47B
$3.95M ﹤0.01%
104,370
+197
ASH icon
1659
Ashland
ASH
$2.35B
$3.94M ﹤0.01%
78,457
-18,422
BHE icon
1660
Benchmark Electronics
BHE
$1.55B
$3.93M ﹤0.01%
101,272
+1,841
FRO icon
1661
Frontline
FRO
$5.67B
$3.91M ﹤0.01%
237,977
+34,048
BNT
1662
Brookfield Wealth Solutions
BNT
$13.4B
$3.87M ﹤0.01%
94,154
+75,345
ZIM icon
1663
ZIM Integrated Shipping Services
ZIM
$1.93B
$3.87M ﹤0.01%
240,625
-30,976
IMCR icon
1664
Immunocore
IMCR
$1.82B
$3.87M ﹤0.01%
123,239
-18,436
ORLA
1665
Orla Mining
ORLA
$4.13B
$3.86M ﹤0.01%
385,447
-46,471
NBHC icon
1666
National Bank Holdings
NBHC
$1.39B
$3.85M ﹤0.01%
102,475
+1,715
NHC icon
1667
National Healthcare
NHC
$1.99B
$3.85M ﹤0.01%
35,987
-380
PBF icon
1668
PBF Energy
PBF
$4.52B
$3.84M ﹤0.01%
177,221
-1,350
WK icon
1669
Workiva
WK
$5.11B
$3.83M ﹤0.01%
55,961
+1,803
MBC icon
1670
MasterBrand
MBC
$1.29B
$3.83M ﹤0.01%
350,324
+4,770
CERT icon
1671
Certara
CERT
$1.33B
$3.81M ﹤0.01%
325,568
+20,397
RELY icon
1672
Remitly
RELY
$2.59B
$3.81M ﹤0.01%
202,871
+37,229
VBTX
1673
DELISTED
Veritex Holdings
VBTX
$3.8M ﹤0.01%
145,637
+2,618
HCI icon
1674
HCI Group
HCI
$2.33B
$3.8M ﹤0.01%
24,964
+2,705
CBRL icon
1675
Cracker Barrel
CBRL
$643M
$3.76M ﹤0.01%
61,582
+1,282