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
VERX icon
1826
Vertex
VERX
$3.22B
$2.81M ﹤0.01%
79,575
+5,515
CRNX icon
1827
Crinetics Pharmaceuticals
CRNX
$4.05B
$2.81M ﹤0.01%
97,532
+8,905
UCTT icon
1828
Ultra Clean Holdings
UCTT
$1.08B
$2.8M ﹤0.01%
124,042
+1,555
HSII icon
1829
Heidrick & Struggles
HSII
$1.22B
$2.8M ﹤0.01%
61,170
+728
SAM icon
1830
Boston Beer
SAM
$2.11B
$2.79M ﹤0.01%
14,628
+281
PENG
1831
Penguin Solutions Inc
PENG
$999M
$2.78M ﹤0.01%
140,365
-2,696
PTON icon
1832
Peloton Interactive
PTON
$3.13B
$2.77M ﹤0.01%
399,006
+38,340
JBLU icon
1833
JetBlue
JBLU
$1.52B
$2.77M ﹤0.01%
654,556
+12,251
SBH icon
1834
Sally Beauty Holdings
SBH
$1.38B
$2.76M ﹤0.01%
298,255
+9,493
TALO icon
1835
Talos Energy
TALO
$1.84B
$2.76M ﹤0.01%
325,598
-6,903
REVG icon
1836
REV Group
REVG
$2.57B
$2.74M ﹤0.01%
57,605
+6,346
ALIT icon
1837
Alight
ALIT
$1.19B
$2.74M ﹤0.01%
484,225
+20,880
NEOG icon
1838
Neogen
NEOG
$1.39B
$2.74M ﹤0.01%
572,604
+23,784
CNNE icon
1839
Cannae Holdings
CNNE
$802M
$2.72M ﹤0.01%
130,410
+393
FIZZ icon
1840
National Beverage
FIZZ
$3.1B
$2.72M ﹤0.01%
62,806
+2,684
LCID icon
1841
Lucid Motors
LCID
$4.6B
$2.7M ﹤0.01%
127,890
+2,901
ARQQ icon
1842
Arqit Quantum
ARQQ
$420M
$2.69M ﹤0.01%
+72,566
SKWD icon
1843
Skyward Specialty Insurance
SKWD
$1.97B
$2.68M ﹤0.01%
46,358
+159
PRLB icon
1844
Protolabs
PRLB
$1.15B
$2.67M ﹤0.01%
66,742
-5,346
QS icon
1845
QuantumScape
QS
$8.08B
$2.67M ﹤0.01%
397,591
-14,241
COLL icon
1846
Collegium Pharmaceutical
COLL
$1.45B
$2.66M ﹤0.01%
89,829
+531
GEF icon
1847
Greif
GEF
$3.55B
$2.65M ﹤0.01%
40,810
+880
TNET icon
1848
TriNet
TNET
$2.68B
$2.65M ﹤0.01%
36,225
-2,396
BTI icon
1849
British American Tobacco
BTI
$118B
$2.64M ﹤0.01%
55,839
-2,813
THS icon
1850
Treehouse Foods
THS
$1.2B
$2.64M ﹤0.01%
135,911
+4,505