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
INFA
1826
DELISTED
Informatica
INFA
$2.92M ﹤0.01%
117,701
-13,645
SAH icon
1827
Sonic Automotive
SAH
$2.23B
$2.91M ﹤0.01%
38,192
-473
ALHC icon
1828
Alignment Healthcare
ALHC
$3.87B
$2.91M ﹤0.01%
166,489
+33,452
PMT
1829
PennyMac Mortgage Investment
PMT
$1.1B
$2.89M ﹤0.01%
235,426
-7,667
NSP icon
1830
Insperity
NSP
$1.46B
$2.88M ﹤0.01%
58,633
-721
TOWN icon
1831
Towne Bank
TOWN
$2.8B
$2.87M ﹤0.01%
83,120
-1,155
HUT
1832
Hut 8
HUT
$3.83B
$2.87M ﹤0.01%
82,519
-6,320
EIG icon
1833
Employers Holdings
EIG
$946M
$2.87M ﹤0.01%
67,540
-2,467
INOD icon
1834
Innodata
INOD
$1.57B
$2.87M ﹤0.01%
37,224
-2,559
GIII icon
1835
G-III Apparel Group
GIII
$1.33B
$2.86M ﹤0.01%
107,611
-2,568
SAM icon
1836
Boston Beer
SAM
$2.16B
$2.86M ﹤0.01%
13,506
-1,122
SNDR icon
1837
Schneider National
SNDR
$4.73B
$2.86M ﹤0.01%
134,934
-1,296
WRBY icon
1838
Warby Parker
WRBY
$3.28B
$2.85M ﹤0.01%
103,259
-131
EWY icon
1839
iShares MSCI South Korea ETF
EWY
$7.46B
$2.84M ﹤0.01%
35,500
LGIH icon
1840
LGI Homes
LGIH
$1.11B
$2.84M ﹤0.01%
54,929
-2,396
JOYY
1841
JOYY Inc
JOYY
$3.24B
$2.84M ﹤0.01%
48,462
-3,341
KVYO icon
1842
Klaviyo
KVYO
$9.01B
$2.84M ﹤0.01%
102,535
+9,320
LPG icon
1843
Dorian LPG
LPG
$1.05B
$2.84M ﹤0.01%
95,263
-3,249
WLK icon
1844
Westlake Corp
WLK
$9.44B
$2.82M ﹤0.01%
36,632
-38,447
AXGN icon
1845
Axogen
AXGN
$1.4B
$2.82M ﹤0.01%
157,841
-27,640
AKRO
1846
DELISTED
Akero Therapeutics
AKRO
$2.81M ﹤0.01%
59,202
-1,673
ASTE icon
1847
Astec Industries
ASTE
$1.06B
$2.81M ﹤0.01%
58,372
-1,465
THRM icon
1848
Gentherm
THRM
$1.13B
$2.79M ﹤0.01%
81,901
-3,540
BLFS icon
1849
BioLife Solutions
BLFS
$1.17B
$2.78M ﹤0.01%
108,907
+3,312
TWO
1850
Two Harbors Investment
TWO
$1.03B
$2.77M ﹤0.01%
280,451
-2,037