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
GTX icon
1926
Garrett Motion
GTX
$3.44B
$2.23M ﹤0.01%
128,090
+20,246
OSW icon
1927
OneSpaWorld
OSW
$2.12B
$2.23M ﹤0.01%
107,628
-10,752
MQ icon
1928
Marqeta
MQ
$1.79B
$2.23M ﹤0.01%
468,710
-11,211
NAVI icon
1929
Navient
NAVI
$771M
$2.22M ﹤0.01%
171,052
-35,215
SAH icon
1930
Sonic Automotive
SAH
$2.06B
$2.22M ﹤0.01%
35,863
-2,329
COLM icon
1931
Columbia Sportswear
COLM
$2.9B
$2.21M ﹤0.01%
40,135
-1,116
CFFN icon
1932
Capitol Federal Financial
CFFN
$889M
$2.19M ﹤0.01%
321,793
-7,360
MSGE icon
1933
Madison Square Garden
MSGE
$2.73B
$2.19M ﹤0.01%
40,585
-3,385
VVX icon
1934
V2X
VVX
$2.19B
$2.18M ﹤0.01%
39,881
-1,135
LGIH icon
1935
LGI Homes
LGIH
$955M
$2.17M ﹤0.01%
50,625
-4,304
HLX icon
1936
Helix Energy Solutions
HLX
$1.34B
$2.17M ﹤0.01%
346,024
-63,000
TTAN
1937
ServiceTitan Inc
TTAN
$7.35B
$2.17M ﹤0.01%
20,355
-1,380
DNLI icon
1938
Denali Therapeutics
DNLI
$3.43B
$2.17M ﹤0.01%
131,223
-12,729
WRBY icon
1939
Warby Parker
WRBY
$3.11B
$2.15M ﹤0.01%
98,876
-4,383
APLS icon
1940
Apellis Pharmaceuticals
APLS
$2.48B
$2.15M ﹤0.01%
85,489
-6,903
REX icon
1941
REX American Resources
REX
$1.31B
$2.15M ﹤0.01%
66,394
-4,179
RSI icon
1942
Rush Street Interactive
RSI
$2.17B
$2.14M ﹤0.01%
110,230
-9,100
CMBT
1943
CMB.TECH NV
CMBT
$3.74B
$2.14M ﹤0.01%
224,289
+101,431
SA
1944
Seabridge Gold
SA
$3.61B
$2.13M ﹤0.01%
71,707
-8,644
QUBT icon
1945
Quantum Computing Inc
QUBT
$1.71B
$2.12M ﹤0.01%
206,163
+29,484
HFWA icon
1946
Heritage Financial
HFWA
$1.04B
$2.11M ﹤0.01%
89,144
-2,768
BJRI icon
1947
BJ's Restaurants
BJRI
$749M
$2.1M ﹤0.01%
53,356
-2,667
FRHC icon
1948
Freedom Holding
FRHC
$8.41B
$2.1M ﹤0.01%
17,261
-1,827
EPC icon
1949
Edgewell Personal Care
EPC
$931M
$2.1M ﹤0.01%
122,950
-5,541
FBRT
1950
Franklin BSP Realty Trust
FBRT
$735M
$2.09M ﹤0.01%
208,697
-9,690