Legal & General Group

Legal & General Group Portfolio holdings

AUM $451B
1-Year Est. Return 27.92%
 

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
+27.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$451B
AUM Growth
+$5.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,462
New
Increased
Reduced
Closed

Top Buys

1 +$937M
2 +$462M
3 +$218M
4
INTU icon
Intuit
INTU
+$141M
5
Q
Qnity Electronics Inc
Q
+$117M

Top Sells

1 +$1.81B
2 +$433M
3 +$433M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$382M
5
K
Kellanova
K
+$190M

Sector Composition

1 Technology 34.85%
2 Financials 13.39%
3 Healthcare 9.67%
4 Consumer Discretionary 9.63%
5 Communication Services 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IDYA icon
1826
IDEAYA Biosciences
IDYA
$3.05B
$2.9M ﹤0.01%
83,865
-8,071
PCRX icon
1827
Pacira BioSciences
PCRX
$924M
$2.89M ﹤0.01%
111,787
-5,682
INTA icon
1828
Intapp
INTA
$2.05B
$2.89M ﹤0.01%
63,016
-4,172
CODI icon
1829
Compass Diversified
CODI
$465M
$2.89M ﹤0.01%
601,194
+68,203
EFXT
1830
Enerflex
EFXT
$2.68B
$2.89M ﹤0.01%
186,935
+39,038
HUN icon
1831
Huntsman Corp
HUN
$2.1B
$2.87M ﹤0.01%
287,219
+22,838
THRM icon
1832
Gentherm
THRM
$883M
$2.86M ﹤0.01%
78,695
-3,206
CIG icon
1833
CEMIG Preferred Shares
CIG
$6.55B
$2.85M ﹤0.01%
1,421,852
MCRI icon
1834
Monarch Casino & Resort
MCRI
$1.75B
$2.84M ﹤0.01%
29,688
-2,794
GIII icon
1835
G-III Apparel Group
GIII
$1.25B
$2.84M ﹤0.01%
98,059
-9,552
ACT icon
1836
Enact Holdings
ACT
$5.82B
$2.83M ﹤0.01%
71,515
-6,143
WS icon
1837
Worthington Steel
WS
$1.74B
$2.81M ﹤0.01%
81,144
-7,467
PMT
1838
PennyMac Mortgage Investment
PMT
$1.03B
$2.81M ﹤0.01%
223,549
-11,877
PNNT
1839
Pennant Park Investment Corp
PNNT
$311M
$2.8M ﹤0.01%
469,742
+66,663
SRRK icon
1840
Scholar Rock
SRRK
$5.14B
$2.79M ﹤0.01%
63,336
-1,390
THS
1841
DELISTED
Treehouse Foods
THS
$2.78M ﹤0.01%
117,786
-10,613
HLIT icon
1842
Harmonic Inc
HLIT
$1.05B
$2.77M ﹤0.01%
279,872
-10,435
PPC icon
1843
Pilgrim's Pride
PPC
$9.18B
$2.77M ﹤0.01%
70,976
-5,188
GEF icon
1844
Greif
GEF
$3.85B
$2.73M ﹤0.01%
40,377
-226
DAVE icon
1845
Dave Inc
DAVE
$3.06B
$2.73M ﹤0.01%
12,334
+744
JBLU icon
1846
JetBlue
JBLU
$1.63B
$2.72M ﹤0.01%
598,876
-15,072
DOO
1847
Bombardier Recreational Products
DOO
$4.84B
$2.72M ﹤0.01%
38,428
+2,614
PFBC icon
1848
Preferred Bank
PFBC
$1.08B
$2.72M ﹤0.01%
28,784
-1,442
SAR icon
1849
Saratoga Investment
SAR
$370M
$2.71M ﹤0.01%
117,294
+23,765
ASTH icon
1850
Astrana Health
ASTH
$1.18B
$2.7M ﹤0.01%
109,023
-6,432