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
STAA icon
1776
STAAR Surgical
STAA
$1.16B
$3.25M ﹤0.01%
121,047
-84,918
RIG icon
1777
Transocean
RIG
$4.49B
$3.24M ﹤0.01%
1,037,476
+116,673
LMND icon
1778
Lemonade
LMND
$5.61B
$3.23M ﹤0.01%
60,311
+1,383
MLKN icon
1779
MillerKnoll
MLKN
$1.14B
$3.22M ﹤0.01%
181,430
-10,789
XENE icon
1780
Xenon Pharmaceuticals
XENE
$3.37B
$3.21M ﹤0.01%
79,848
-1,944
HURN icon
1781
Huron Consulting
HURN
$3.08B
$3.18M ﹤0.01%
21,696
-1,253
NVCR icon
1782
NovoCure
NVCR
$1.45B
$3.17M ﹤0.01%
245,569
+50,916
TCPC icon
1783
BlackRock TCP Capital
TCPC
$503M
$3.17M ﹤0.01%
512,689
-46,790
CRI icon
1784
Carter's
CRI
$1.17B
$3.15M ﹤0.01%
111,691
+739
SDGR icon
1785
Schrodinger
SDGR
$1.34B
$3.14M ﹤0.01%
156,715
-4,991
DCO icon
1786
Ducommun
DCO
$1.39B
$3.13M ﹤0.01%
32,604
+2,015
ZIM icon
1787
ZIM Integrated Shipping Services
ZIM
$2.46B
$3.13M ﹤0.01%
231,091
-9,534
CVI icon
1788
CVR Energy
CVI
$3.11B
$3.13M ﹤0.01%
85,724
-9,000
EFC
1789
Ellington Financial
EFC
$1.46B
$3.13M ﹤0.01%
240,834
-1,971
PRA icon
1790
ProAssurance
PRA
$1.25B
$3.12M ﹤0.01%
129,891
-8,777
HRMY icon
1791
Harmony Biosciences
HRMY
$2.24B
$3.11M ﹤0.01%
112,953
-1,979
PONY
1792
Pony AI Inc
PONY
$5.9B
$3.11M ﹤0.01%
138,282
+17,368
DCOM icon
1793
Dime Community Bancshares
DCOM
$1.38B
$3.11M ﹤0.01%
104,249
-1,856
UI icon
1794
Ubiquiti
UI
$33.6B
$3.11M ﹤0.01%
4,704
+3,912
PPC icon
1795
Pilgrim's Pride
PPC
$9.42B
$3.1M ﹤0.01%
76,164
+817
TALO icon
1796
Talos Energy
TALO
$1.91B
$3.1M ﹤0.01%
323,064
-2,534
GAIN icon
1797
Gladstone Investment Corp
GAIN
$551M
$3.08M ﹤0.01%
222,547
-20,053
CTS icon
1798
CTS Corp
CTS
$1.28B
$3.07M ﹤0.01%
76,869
-2,583
NG icon
1799
NovaGold Resources
NG
$4B
$3.07M ﹤0.01%
347,229
+3,281
LU icon
1800
Lufax Holding
LU
$2.24B
$3.07M ﹤0.01%
755,983
-791