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
AI icon
1751
C3.ai
AI
$1.94B
$3.28M ﹤0.01%
133,446
+14,257
VKTX icon
1752
Viking Therapeutics
VKTX
$4.42B
$3.27M ﹤0.01%
123,348
+6,172
SDGR icon
1753
Schrodinger
SDGR
$1.3B
$3.25M ﹤0.01%
161,706
+2,354
AKRO icon
1754
Akero Therapeutics
AKRO
$4.47B
$3.25M ﹤0.01%
60,875
+10,376
SGHC icon
1755
SGHC Ltd
SGHC
$6.19B
$3.24M ﹤0.01%
295,755
+264,339
USPH icon
1756
US Physical Therapy
USPH
$1.09B
$3.24M ﹤0.01%
41,438
+237
SSRM icon
1757
SSR Mining
SSRM
$4.32B
$3.24M ﹤0.01%
254,408
+6,296
ANDE icon
1758
Andersons Inc
ANDE
$1.67B
$3.24M ﹤0.01%
88,119
-1,372
SCL icon
1759
Stepan Co
SCL
$999M
$3.23M ﹤0.01%
59,218
-141
EBC icon
1760
Eastern Bankshares
EBC
$3.96B
$3.23M ﹤0.01%
211,465
-45
SAFT icon
1761
Safety Insurance
SAFT
$1.15B
$3.21M ﹤0.01%
40,440
+651
IART icon
1762
Integra LifeSciences
IART
$915M
$3.21M ﹤0.01%
261,242
+45,825
ROG icon
1763
Rogers Corp
ROG
$1.41B
$3.2M ﹤0.01%
46,790
+34
INFA icon
1764
Informatica
INFA
$7.64B
$3.2M ﹤0.01%
131,346
+27,603
NCNO icon
1765
nCino
NCNO
$2.96B
$3.2M ﹤0.01%
114,299
+14,407
VRTS icon
1766
Virtus Investment Partners
VRTS
$1.09B
$3.19M ﹤0.01%
17,621
-453
CIG icon
1767
CEMIG Preferred Shares
CIG
$6.04B
$3.19M ﹤0.01%
1,621,852
CWEN.A icon
1768
Clearway Energy Class A
CWEN.A
$4.04B
$3.19M ﹤0.01%
105,287
+7,903
DAVE icon
1769
Dave Inc
DAVE
$2.77B
$3.17M ﹤0.01%
11,801
+3,037
DJT icon
1770
Trump Media & Technology Group
DJT
$3.1B
$3.17M ﹤0.01%
175,576
+89,962
PRA icon
1771
ProAssurance
PRA
$1.23B
$3.17M ﹤0.01%
138,668
+2,632
ZETA icon
1772
Zeta Global
ZETA
$4.44B
$3.17M ﹤0.01%
204,365
+9,623
SEZL icon
1773
Sezzle
SEZL
$1.78B
$3.16M ﹤0.01%
17,631
+1,245
HURN icon
1774
Huron Consulting
HURN
$2.85B
$3.16M ﹤0.01%
22,949
-442
EFC
1775
Ellington Financial
EFC
$1.47B
$3.15M ﹤0.01%
242,805
+7,922