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
JOYY
1851
JOYY Inc
JOYY
$3.01B
$2.64M ﹤0.01%
51,803
-54,647
BRKL
1852
DELISTED
Brookline Bancorp
BRKL
$2.63M ﹤0.01%
249,379
+10,450
CXM icon
1853
Sprinklr
CXM
$1.78B
$2.63M ﹤0.01%
310,931
+12,667
AMR icon
1854
Alpha Metallurgical Resources
AMR
$2.04B
$2.63M ﹤0.01%
23,347
-5,815
AVPT icon
1855
AvePoint
AVPT
$2.81B
$2.6M ﹤0.01%
134,901
+10,907
TTAN
1856
ServiceTitan Inc
TTAN
$8.3B
$2.6M ﹤0.01%
+24,287
RWAY icon
1857
Runway Growth Finance
RWAY
$356M
$2.59M ﹤0.01%
242,157
ECPG icon
1858
Encore Capital Group
ECPG
$1.11B
$2.59M ﹤0.01%
66,902
+1,973
LAC
1859
Lithium Americas
LAC
$1.35B
$2.59M ﹤0.01%
967,105
-476,731
AAMI
1860
Acadian Asset Management
AAMI
$1.57B
$2.59M ﹤0.01%
73,467
-9,102
GOGO icon
1861
Gogo Inc
GOGO
$956M
$2.58M ﹤0.01%
176,061
+3,616
LMND icon
1862
Lemonade
LMND
$5.27B
$2.58M ﹤0.01%
58,928
+3,927
NEO icon
1863
NeoGenomics
NEO
$1.34B
$2.58M ﹤0.01%
352,316
+3,923
SCM icon
1864
Stellus Capital Investment Corp
SCM
$349M
$2.57M ﹤0.01%
184,006
+5,417
XENE icon
1865
Xenon Pharmaceuticals
XENE
$3.15B
$2.56M ﹤0.01%
81,792
+21,386
HUN icon
1866
Huntsman Corp
HUN
$1.51B
$2.56M ﹤0.01%
245,683
-76,467
RRR icon
1867
Red Rock Resorts
RRR
$3.44B
$2.56M ﹤0.01%
49,134
-5,087
AHCO icon
1868
AdaptHealth
AHCO
$1.24B
$2.55M ﹤0.01%
270,848
+10,813
SPTN
1869
DELISTED
SpartanNash
SPTN
$2.55M ﹤0.01%
96,273
-3,115
EWY icon
1870
iShares MSCI South Korea ETF
EWY
$6.61B
$2.55M ﹤0.01%
35,500
HLX icon
1871
Helix Energy Solutions
HLX
$994M
$2.54M ﹤0.01%
407,825
+5,263
CVI icon
1872
CVR Energy
CVI
$3.73B
$2.54M ﹤0.01%
94,724
+7,368
ALKT icon
1873
Alkami Technology
ALKT
$2.15B
$2.54M ﹤0.01%
84,380
+16,897
SRRK icon
1874
Scholar Rock
SRRK
$3.6B
$2.54M ﹤0.01%
71,795
+5,076
VIK icon
1875
Viking Holdings
VIK
$26.3B
$2.54M ﹤0.01%
47,710
+10,637