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
AGX icon
1701
Argan
AGX
$4.86B
$3.57M ﹤0.01%
16,184
+245
UPBD icon
1702
Upbound Group
UPBD
$982M
$3.56M ﹤0.01%
141,978
+3,613
SWTX
1703
DELISTED
SpringWorks Therapeutics
SWTX
$3.54M ﹤0.01%
75,391
+8,808
MGRC icon
1704
McGrath RentCorp
MGRC
$2.5B
$3.54M ﹤0.01%
30,518
+2,103
PFSI icon
1705
PennyMac Financial
PFSI
$6.6B
$3.54M ﹤0.01%
35,478
+173
DGII icon
1706
Digi International
DGII
$1.42B
$3.53M ﹤0.01%
101,250
+3,327
ENR icon
1707
Energizer
ENR
$1.63B
$3.52M ﹤0.01%
174,581
+542
LEG icon
1708
Leggett & Platt
LEG
$1.22B
$3.52M ﹤0.01%
394,547
+28,362
CLBT icon
1709
Cellebrite
CLBT
$4.51B
$3.52M ﹤0.01%
219,920
+45,576
CODI icon
1710
Compass Diversified
CODI
$433M
$3.52M ﹤0.01%
559,716
-20,801
ADT icon
1711
ADT
ADT
$6.77B
$3.51M ﹤0.01%
414,610
+60,105
CPRI icon
1712
Capri Holdings
CPRI
$2.59B
$3.5M ﹤0.01%
197,922
-44,765
INTA icon
1713
Intapp
INTA
$3.53B
$3.5M ﹤0.01%
67,830
+6,580
NVEE
1714
DELISTED
NV5 Global
NVEE
$3.5M ﹤0.01%
151,599
+1,312
FRSH icon
1715
Freshworks
FRSH
$3.41B
$3.48M ﹤0.01%
233,720
+18,026
WAY
1716
Waystar Holding Corp
WAY
$6.76B
$3.48M ﹤0.01%
85,240
+1,740
PII icon
1717
Polaris
PII
$3.62B
$3.48M ﹤0.01%
85,633
-24,884
PRG icon
1718
PROG Holdings
PRG
$1.1B
$3.47M ﹤0.01%
118,374
-2,080
VCTR icon
1719
Victory Capital Holdings
VCTR
$4.11B
$3.47M ﹤0.01%
54,498
+6,431
ARI
1720
Apollo Commercial Real Estate
ARI
$1.37B
$3.47M ﹤0.01%
358,307
+2,930
NVCR icon
1721
NovoCure
NVCR
$1.27B
$3.46M ﹤0.01%
194,653
+30,137
GAIN icon
1722
Gladstone Investment Corp
GAIN
$546M
$3.46M ﹤0.01%
242,600
ATMU icon
1723
Atmus Filtration Technologies
ATMU
$3.88B
$3.46M ﹤0.01%
95,028
+947
STAA icon
1724
STAAR Surgical
STAA
$1.3B
$3.46M ﹤0.01%
205,965
+22,967
ACHC icon
1725
Acadia Healthcare
ACHC
$1.45B
$3.45M ﹤0.01%
152,167
+5,807