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
BJRI icon
1876
BJ's Restaurants
BJRI
$771M
$2.53M ﹤0.01%
56,720
-1,189
QNST icon
1877
QuinStreet
QNST
$786M
$2.53M ﹤0.01%
157,011
+1,745
DCO icon
1878
Ducommun
DCO
$1.37B
$2.53M ﹤0.01%
30,589
+5,605
UTL icon
1879
Unitil
UTL
$860M
$2.51M ﹤0.01%
48,179
+116
ASTE icon
1880
Astec Industries
ASTE
$1B
$2.49M ﹤0.01%
59,837
+694
SAND
1881
DELISTED
Sandstorm Gold
SAND
$2.49M ﹤0.01%
265,533
+6,212
MRUS icon
1882
Merus
MRUS
$7.28B
$2.48M ﹤0.01%
47,088
+3,414
SYBT icon
1883
Stock Yards Bancorp
SYBT
$1.96B
$2.48M ﹤0.01%
31,349
+779
GIII icon
1884
G-III Apparel Group
GIII
$1.18B
$2.47M ﹤0.01%
110,179
+2,684
FRME icon
1885
First Merchants
FRME
$2.1B
$2.46M ﹤0.01%
64,350
+499
GGB icon
1886
Gerdau
GGB
$7.02B
$2.45M ﹤0.01%
840,628
COHU icon
1887
Cohu
COHU
$1.03B
$2.45M ﹤0.01%
127,357
+1,247
BHC icon
1888
Bausch Health
BHC
$2.33B
$2.44M ﹤0.01%
367,336
+8,262
AMSF icon
1889
AMERISAFE
AMSF
$787M
$2.44M ﹤0.01%
55,844
+1,176
BRZE icon
1890
Braze
BRZE
$3.2B
$2.44M ﹤0.01%
86,905
+11,895
ATAT icon
1891
Atour Lifestyle Holdings
ATAT
$5.42B
$2.43M ﹤0.01%
74,624
+2,210
SCSC icon
1892
Scansource
SCSC
$893M
$2.42M ﹤0.01%
57,915
-1,073
OSW icon
1893
OneSpaWorld
OSW
$2.12B
$2.42M ﹤0.01%
118,663
-2,809
THRM icon
1894
Gentherm
THRM
$1.09B
$2.42M ﹤0.01%
85,441
-29
FBRT
1895
Franklin BSP Realty Trust
FBRT
$816M
$2.42M ﹤0.01%
226,043
-4,431
AESI icon
1896
Atlas Energy Solutions
AESI
$1.11B
$2.41M ﹤0.01%
180,328
+13,840
MRX
1897
Marex Group
MRX
$2.45B
$2.4M ﹤0.01%
60,975
-40,408
LPG icon
1898
Dorian LPG
LPG
$1.14B
$2.4M ﹤0.01%
98,512
+4,734
RNG icon
1899
RingCentral
RNG
$2.36B
$2.4M ﹤0.01%
84,664
+1,272
MEOH icon
1900
Methanex
MEOH
$2.85B
$2.39M ﹤0.01%
72,408
+2,248