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
ROG icon
1701
Rogers Corp
ROG
$1.83B
$3.84M ﹤0.01%
41,918
-3,821
KVYO icon
1702
Klaviyo
KVYO
$6.08B
$3.84M ﹤0.01%
118,193
+15,658
GAIN icon
1703
Gladstone Investment Corp
GAIN
$539M
$3.83M ﹤0.01%
273,752
+51,205
MRX
1704
Marex Group
MRX
$2.52B
$3.83M ﹤0.01%
99,901
+36,700
BGSI
1705
Boyd Group Services
BGSI
$4.45B
$3.83M ﹤0.01%
+24,023
SBH icon
1706
Sally Beauty Holdings
SBH
$1.41B
$3.82M ﹤0.01%
267,974
-10,210
GBX icon
1707
The Greenbrier Companies
GBX
$1.62B
$3.82M ﹤0.01%
81,736
-6,045
VKTX icon
1708
Viking Therapeutics
VKTX
$4.07B
$3.82M ﹤0.01%
108,523
-3,118
NEO icon
1709
NeoGenomics
NEO
$1.08B
$3.81M ﹤0.01%
324,189
-16,409
INVA icon
1710
Innoviva
INVA
$1.65B
$3.81M ﹤0.01%
190,638
+6,813
WULF icon
1711
TeraWulf
WULF
$6.23B
$3.81M ﹤0.01%
331,273
+20,542
ZETA icon
1712
Zeta Global
ZETA
$4.44B
$3.79M ﹤0.01%
186,415
-6,516
ABR icon
1713
Arbor Realty Trust
ABR
$1.53B
$3.79M ﹤0.01%
488,290
-16,733
IESC icon
1714
IES Holdings
IESC
$8.72B
$3.78M ﹤0.01%
9,711
-475
TNDM icon
1715
Tandem Diabetes Care
TNDM
$1.49B
$3.78M ﹤0.01%
171,861
-10,571
BLKB icon
1716
Blackbaud
BLKB
$2.05B
$3.78M ﹤0.01%
59,643
-4,279
ENOV icon
1717
Enovis
ENOV
$1.39B
$3.77M ﹤0.01%
141,633
-9,059
CORZ icon
1718
Core Scientific
CORZ
$5.01B
$3.76M ﹤0.01%
258,547
-3,136
LLYVK icon
1719
Liberty Live Group Series C
LLYVK
$8.97B
$3.76M ﹤0.01%
45,250
-6,890
FUN icon
1720
Cedar Fair
FUN
$1.57B
$3.74M ﹤0.01%
243,906
-6,715
CENTA icon
1721
Central Garden & Pet Co Class A
CENTA
$1.98B
$3.74M ﹤0.01%
127,957
-10,108
XRAY icon
1722
Dentsply Sirona
XRAY
$2.51B
$3.71M ﹤0.01%
324,911
-70,495
WWW icon
1723
Wolverine World Wide
WWW
$1.31B
$3.71M ﹤0.01%
204,567
-8,478
VYX icon
1724
NCR Voyix
VYX
$949M
$3.71M ﹤0.01%
363,650
-5,820
ATRO icon
1725
Astronics
ATRO
$2.45B
$3.71M ﹤0.01%
68,341
-3,525