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
TMP icon
1951
Tompkins Financial
TMP
$1.09B
$2.14M ﹤0.01%
32,371
-544
LQDA icon
1952
Liquidia Corp
LQDA
$3.07B
$2.14M ﹤0.01%
94,105
-47
XPEL icon
1953
XPEL
XPEL
$1.39B
$2.13M ﹤0.01%
64,359
+2,153
MRX
1954
Marex Group
MRX
$2.76B
$2.12M ﹤0.01%
63,201
+2,226
BUSE icon
1955
First Busey Corp
BUSE
$2.23B
$2.12M ﹤0.01%
91,585
+646
BATRK icon
1956
Atlanta Braves Holdings Series B
BATRK
$2.51B
$2.12M ﹤0.01%
50,953
+2,194
ALKT icon
1957
Alkami Technology
ALKT
$2.33B
$2.11M ﹤0.01%
85,071
+691
AVDX
1958
DELISTED
AvidXchange
AVDX
$2.1M ﹤0.01%
211,033
+2,227
APLS icon
1959
Apellis Pharmaceuticals
APLS
$3.2B
$2.09M ﹤0.01%
92,392
-3,658
DNLI icon
1960
Denali Therapeutics
DNLI
$2.66B
$2.09M ﹤0.01%
143,952
+12,197
CFFN icon
1961
Capitol Federal Financial
CFFN
$918M
$2.09M ﹤0.01%
329,153
-10,929
HLMN icon
1962
Hillman Solutions
HLMN
$1.79B
$2.09M ﹤0.01%
227,336
+4,899
FOLD icon
1963
Amicus Therapeutics
FOLD
$3.36B
$2.08M ﹤0.01%
264,108
-800
QURE icon
1964
uniQure
QURE
$1.36B
$2.08M ﹤0.01%
35,621
PRCT icon
1965
Procept Biorobotics
PRCT
$1.99B
$2.08M ﹤0.01%
58,191
+272
EMBC icon
1966
Embecta
EMBC
$696M
$2.07M ﹤0.01%
147,033
-3,061
BHC icon
1967
Bausch Health
BHC
$2.57B
$2.06M ﹤0.01%
320,619
-46,717
SKWD icon
1968
Skyward Specialty Insurance
SKWD
$1.99B
$2.06M ﹤0.01%
43,402
-2,956
ARQT icon
1969
Arcutis Biotherapeutics
ARQT
$3.49B
$2.06M ﹤0.01%
109,444
-2,159
AESI icon
1970
Atlas Energy Solutions
AESI
$1.21B
$2.06M ﹤0.01%
181,004
+676
BBAI icon
1971
BigBear.ai
BBAI
$2.56B
$2.06M ﹤0.01%
315,429
-19,612
RDY icon
1972
Dr. Reddy's Laboratories
RDY
$11.6B
$2.04M ﹤0.01%
146,125
VERX icon
1973
Vertex
VERX
$3.29B
$2.04M ﹤0.01%
82,316
+2,741
BWIN
1974
Baldwin Insurance Group
BWIN
$1.6B
$2.04M ﹤0.01%
72,165
-6,314
MBLY icon
1975
Mobileye
MBLY
$8.46B
$2.03M ﹤0.01%
144,111
+55,488