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
DLX icon
1926
Deluxe
DLX
$1.02B
$2.28M ﹤0.01%
117,821
-2,549
SAR icon
1927
Saratoga Investment
SAR
$372M
$2.28M ﹤0.01%
93,529
-1,421
EFSC icon
1928
Enterprise Financial Services Corp
EFSC
$2.09B
$2.25M ﹤0.01%
38,757
-1,171
PDFS icon
1929
PDF Solutions
PDFS
$1.15B
$2.24M ﹤0.01%
86,938
-2,343
SCM icon
1930
Stellus Capital Investment Corp
SCM
$367M
$2.24M ﹤0.01%
171,632
-12,374
RNG icon
1931
RingCentral
RNG
$2.54B
$2.23M ﹤0.01%
78,762
-5,902
TR icon
1932
Tootsie Roll Industries
TR
$2.75B
$2.23M ﹤0.01%
53,243
+5,205
VIK icon
1933
Viking Holdings
VIK
$31.1B
$2.23M ﹤0.01%
35,821
-11,889
HFWA icon
1934
Heritage Financial
HFWA
$859M
$2.22M ﹤0.01%
91,912
-3,019
SBSI icon
1935
Southside Bancshares
SBSI
$960M
$2.22M ﹤0.01%
78,448
-34
CABO icon
1936
Cable One
CABO
$757M
$2.22M ﹤0.01%
12,515
-313
TNDM icon
1937
Tandem Diabetes Care
TNDM
$1.53B
$2.21M ﹤0.01%
182,432
-2,421
AI icon
1938
C3.ai
AI
$2.04B
$2.21M ﹤0.01%
127,267
-6,179
DK icon
1939
Delek US
DK
$1.91B
$2.2M ﹤0.01%
68,328
+2,217
LEVI icon
1940
Levi Strauss
LEVI
$8.81B
$2.19M ﹤0.01%
94,153
-127
CPF icon
1941
Central Pacific Financial
CPF
$874M
$2.19M ﹤0.01%
72,237
-1,404
TTAN
1942
ServiceTitan Inc
TTAN
$9.84B
$2.19M ﹤0.01%
21,735
-2,552
SMP icon
1943
Standard Motor Products
SMP
$844M
$2.19M ﹤0.01%
53,595
-1,206
DOO
1944
Bombardier Recreational Products
DOO
$7.87B
$2.18M ﹤0.01%
35,814
-1,681
BLBD icon
1945
Blue Bird Corp
BLBD
$1.62B
$2.16M ﹤0.01%
37,568
+1,344
REX icon
1946
REX American Resources
REX
$1.09B
$2.16M ﹤0.01%
70,573
-4,815
COLM icon
1947
Columbia Sportswear
COLM
$3.05B
$2.16M ﹤0.01%
41,251
-5,836
AVPT icon
1948
AvePoint
AVPT
$2.96B
$2.15M ﹤0.01%
143,500
+8,599
SYBT icon
1949
Stock Yards Bancorp
SYBT
$2.03B
$2.15M ﹤0.01%
30,692
-657
LBTYA icon
1950
Liberty Global Class A
LBTYA
$3.71B
$2.15M ﹤0.01%
187,446
-1,261