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
TMP icon
1951
Tompkins Financial
TMP
$970M
$2.06M ﹤0.01%
32,915
+741
CPF icon
1952
Central Pacific Financial
CPF
$791M
$2.06M ﹤0.01%
73,641
+1,953
WGS icon
1953
GeneDx Holdings
WGS
$3.7B
$2.06M ﹤0.01%
22,271
+7,987
AGM icon
1954
Federal Agricultural Mortgage
AGM
$1.79B
$2.05M ﹤0.01%
10,565
+319
AVDX
1955
DELISTED
AvidXchange
AVDX
$2.04M ﹤0.01%
208,806
+14,057
INOD icon
1956
Innodata
INOD
$1.82B
$2.04M ﹤0.01%
39,783
+13,539
WB icon
1957
Weibo
WB
$2.46B
$2.03M ﹤0.01%
212,973
+59,580
EXPI icon
1958
eXp World Holdings
EXPI
$1.71B
$2.01M ﹤0.01%
221,269
-1,353
AXGN icon
1959
Axogen
AXGN
$1.09B
$2.01M ﹤0.01%
185,481
+83,175
MMI icon
1960
Marcus & Millichap
MMI
$1.13B
$2.01M ﹤0.01%
65,375
+3,700
RC
1961
Ready Capital
RC
$430M
$2.01M ﹤0.01%
458,814
+12,106
HAFC icon
1962
Hanmi Financial
HAFC
$810M
$1.99M ﹤0.01%
80,465
+2,708
CMRC
1963
Commerce.com Inc Series 1
CMRC
$399M
$1.98M ﹤0.01%
395,759
+328,725
GDYN icon
1964
Grid Dynamics Holdings
GDYN
$694M
$1.97M ﹤0.01%
170,774
+5,124
PCT icon
1965
PureCycle Technologies
PCT
$1.66B
$1.96M ﹤0.01%
143,390
+33,170
SMIN icon
1966
iShares MSCI India Small-Cap ETF
SMIN
$918M
$1.96M ﹤0.01%
25,450
-7,000
APLD icon
1967
Applied Digital
APLD
$6.61B
$1.95M ﹤0.01%
194,094
+27,823
DNN icon
1968
Denison Mines
DNN
$2.23B
$1.95M ﹤0.01%
1,070,969
+183,952
MATW icon
1969
Matthews International
MATW
$777M
$1.95M ﹤0.01%
81,566
-2,131
CARS icon
1970
Cars.com
CARS
$680M
$1.95M ﹤0.01%
164,376
-2,612
OMI icon
1971
Owens & Minor
OMI
$217M
$1.94M ﹤0.01%
213,524
+19,334
TPVG icon
1972
TriplePoint Venture Growth BDC
TPVG
$243M
$1.94M ﹤0.01%
276,451
+11,965
IQ icon
1973
iQIYI
IQ
$2B
$1.93M ﹤0.01%
1,092,166
-238,578
HRZN icon
1974
Horizon Technology Finance
HRZN
$293M
$1.92M ﹤0.01%
267,323
-228
NNI icon
1975
Nelnet
NNI
$4.64B
$1.92M ﹤0.01%
15,843
+821