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
MXL icon
1801
MaxLinear
MXL
$1.21B
$2.98M ﹤0.01%
209,403
+1,542
SLNO icon
1802
Soleno Therapeutics
SLNO
$2.65B
$2.97M ﹤0.01%
35,405
+9,073
PAR icon
1803
PAR Technology
PAR
$1.58B
$2.96M ﹤0.01%
42,739
+1,649
QUBT icon
1804
Quantum Computing Inc
QUBT
$2.37B
$2.96M ﹤0.01%
154,656
+55,114
LGIH icon
1805
LGI Homes
LGIH
$1.13B
$2.95M ﹤0.01%
57,325
+1,200
BBT
1806
Beacon Financial Corp
BBT
$2.12B
$2.95M ﹤0.01%
117,770
-3,203
PNNT
1807
Pennant Park Investment Corp
PNNT
$421M
$2.94M ﹤0.01%
430,816
-6,674
RNA icon
1808
Avidity Biosciences
RNA
$10.7B
$2.93M ﹤0.01%
103,125
+3,876
UNIT
1809
Uniti Group
UNIT
$1.55B
$2.92M ﹤0.01%
675,326
-13,743
ATKR icon
1810
Atkore
ATKR
$2.19B
$2.91M ﹤0.01%
41,290
-14,647
ASTH icon
1811
Astrana Health
ASTH
$1.08B
$2.91M ﹤0.01%
116,818
-4,751
ADPT icon
1812
Adaptive Biotechnologies
ADPT
$2.15B
$2.9M ﹤0.01%
249,120
+43,927
PFBC icon
1813
Preferred Bank
PFBC
$1.11B
$2.89M ﹤0.01%
33,400
-322
FOXF icon
1814
Fox Factory Holding Corp
FOXF
$590M
$2.88M ﹤0.01%
111,190
+705
TOWN icon
1815
Towne Bank
TOWN
$2.62B
$2.88M ﹤0.01%
84,275
+4,788
COLM icon
1816
Columbia Sportswear
COLM
$2.89B
$2.88M ﹤0.01%
47,087
+404
COTY icon
1817
Coty
COTY
$3.06B
$2.87M ﹤0.01%
618,027
-136,978
VSEC icon
1818
VSE Corp
VSEC
$4B
$2.87M ﹤0.01%
21,894
+4,468
FIBK icon
1819
First Interstate BancSystem
FIBK
$3.22B
$2.86M ﹤0.01%
99,274
-1,323
ZLAB icon
1820
Zai Lab
ZLAB
$2.41B
$2.86M ﹤0.01%
81,836
-534
DCOM icon
1821
Dime Community Bancshares
DCOM
$1.19B
$2.86M ﹤0.01%
106,105
+1,007
SHC icon
1822
Sotera Health
SHC
$4.44B
$2.83M ﹤0.01%
254,274
+9,462
WS icon
1823
Worthington Steel
WS
$1.61B
$2.82M ﹤0.01%
94,605
-1,676
DVAX icon
1824
Dynavax Technologies
DVAX
$1.3B
$2.81M ﹤0.01%
283,671
-43,136
FRHC icon
1825
Freedom Holding
FRHC
$8.6B
$2.81M ﹤0.01%
19,259
+2,340