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
KNTK icon
1926
Kinetik
KNTK
$2.21B
$2.26M ﹤0.01%
51,406
+9,064
TPC
1927
Tutor Perini Cor
TPC
$3.12B
$2.26M ﹤0.01%
48,394
+5,761
HFWA icon
1928
Heritage Financial
HFWA
$755M
$2.26M ﹤0.01%
94,931
+5,135
FIVN icon
1929
FIVE9
FIVN
$1.59B
$2.26M ﹤0.01%
85,176
+3,759
XPEL icon
1930
XPEL
XPEL
$1.11B
$2.23M ﹤0.01%
62,206
+197
EFSC icon
1931
Enterprise Financial Services Corp
EFSC
$1.98B
$2.2M ﹤0.01%
39,928
-842
RDY icon
1932
Dr. Reddy's Laboratories
RDY
$11.6B
$2.2M ﹤0.01%
146,125
MIRM icon
1933
Mirum Pharmaceuticals
MIRM
$3.67B
$2.19M ﹤0.01%
43,010
+176
CNXN icon
1934
PC Connection
CNXN
$1.49B
$2.19M ﹤0.01%
33,272
+713
KGS icon
1935
Kodiak Gas Services
KGS
$2.92B
$2.18M ﹤0.01%
63,701
+16,441
AMWD icon
1936
American Woodmark
AMWD
$747M
$2.16M ﹤0.01%
40,560
-2,297
COMM icon
1937
CommScope
COMM
$3.72B
$2.14M ﹤0.01%
258,875
+54,326
AGIO icon
1938
Agios Pharmaceuticals
AGIO
$2.55B
$2.14M ﹤0.01%
64,305
+4,262
RWT
1939
Redwood Trust
RWT
$652M
$2.13M ﹤0.01%
359,839
+1,578
UAA icon
1940
Under Armour
UAA
$1.92B
$2.13M ﹤0.01%
311,181
+15,795
UTI icon
1941
Universal Technical Institute
UTI
$1.6B
$2.12M ﹤0.01%
62,552
+7,013
MAG
1942
DELISTED
MAG Silver
MAG
$2.12M ﹤0.01%
99,958
+253
AMN icon
1943
AMN Healthcare
AMN
$610M
$2.12M ﹤0.01%
102,529
-107
TAK icon
1944
Takeda Pharmaceutical
TAK
$45.1B
$2.11M ﹤0.01%
136,715
LU icon
1945
Lufax Holding
LU
$2.3B
$2.11M ﹤0.01%
756,774
+131,181
UPWK icon
1946
Upwork
UPWK
$2.15B
$2.1M ﹤0.01%
155,925
+17,618
BUSE icon
1947
First Busey Corp
BUSE
$2.05B
$2.08M ﹤0.01%
90,939
+2,671
XRX icon
1948
Xerox
XRX
$352M
$2.08M ﹤0.01%
393,770
+12,369
CFFN icon
1949
Capitol Federal Financial
CFFN
$820M
$2.07M ﹤0.01%
340,082
+26,536
MRTN icon
1950
Marten Transport
MRTN
$792M
$2.07M ﹤0.01%
159,291
+4,537