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
DJT icon
1801
Trump Media & Technology Group
DJT
$2.93B
$3.04M ﹤0.01%
185,205
+9,629
BTSG icon
1802
BrightSpring Health Services
BTSG
$6.59B
$3.04M ﹤0.01%
102,698
+24,327
PCRX icon
1803
Pacira BioSciences
PCRX
$1.15B
$3.03M ﹤0.01%
117,469
-11,703
VRTS icon
1804
Virtus Investment Partners
VRTS
$1.14B
$3.02M ﹤0.01%
15,909
-1,712
JBLU icon
1805
JetBlue
JBLU
$1.78B
$3.02M ﹤0.01%
613,948
-40,608
VAC icon
1806
Marriott Vacations Worldwide
VAC
$2B
$3.02M ﹤0.01%
45,326
-5,595
CACC icon
1807
Credit Acceptance
CACC
$5.12B
$3.01M ﹤0.01%
6,446
-935
GPOR icon
1808
Gulfport Energy Corp
GPOR
$4.02B
$3.01M ﹤0.01%
16,614
-21
KALU icon
1809
Kaiser Aluminum
KALU
$1.76B
$3M ﹤0.01%
38,927
-5,760
GLAD icon
1810
Gladstone Capital
GLAD
$477M
$2.99M ﹤0.01%
136,853
-12,346
HSII
1811
DELISTED
Heidrick & Struggles
HSII
$2.98M ﹤0.01%
59,957
-1,213
LCID icon
1812
Lucid Motors
LCID
$3.83B
$2.98M ﹤0.01%
125,411
-2,479
NCNO icon
1813
nCino
NCNO
$2.92B
$2.98M ﹤0.01%
110,011
-4,288
VICR icon
1814
Vicor
VICR
$4.27B
$2.98M ﹤0.01%
59,975
-5,684
TFIN icon
1815
Triumph Financial Inc
TFIN
$1.45B
$2.98M ﹤0.01%
59,518
-1,335
CIG icon
1816
CEMIG Preferred Shares
CIG
$5.84B
$2.98M ﹤0.01%
1,421,852
-200,000
ACT icon
1817
Enact Holdings
ACT
$5.74B
$2.98M ﹤0.01%
77,658
-2,545
FIBK icon
1818
First Interstate BancSystem
FIBK
$3.64B
$2.96M ﹤0.01%
93,008
-6,266
HLIT icon
1819
Harmonic Inc
HLIT
$1.17B
$2.96M ﹤0.01%
290,307
-27,343
SAFT icon
1820
Safety Insurance
SAFT
$1.17B
$2.95M ﹤0.01%
41,709
+1,269
NMRK icon
1821
Newmark Group
NMRK
$3.13B
$2.94M ﹤0.01%
157,891
+6,869
RRR icon
1822
Red Rock Resorts
RRR
$3.72B
$2.94M ﹤0.01%
48,179
-955
CBZ icon
1823
CBIZ
CBZ
$2.91B
$2.94M ﹤0.01%
55,516
-3,720
ARQQ icon
1824
Arqit Quantum
ARQQ
$381M
$2.94M ﹤0.01%
75,771
+3,205
VKTX icon
1825
Viking Therapeutics
VKTX
$4.19B
$2.93M ﹤0.01%
111,641
-11,707