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
RWT
1976
Redwood Trust
RWT
$713M
$2.03M ﹤0.01%
350,910
-8,929
ICFI icon
1977
ICF International
ICFI
$1.59B
$2.03M ﹤0.01%
21,843
-43
WGS icon
1978
GeneDx Holdings
WGS
$3.93B
$2.02M ﹤0.01%
18,783
-3,488
ATRC icon
1979
AtriCure
ATRC
$2.03B
$2.01M ﹤0.01%
56,892
+136
RGR icon
1980
Sturm, Ruger & Co
RGR
$504M
$2M ﹤0.01%
45,898
-1,528
MSGE icon
1981
Madison Square Garden
MSGE
$2.44B
$1.99M ﹤0.01%
43,970
-139
COCO icon
1982
Vita Coco
COCO
$2.92B
$1.99M ﹤0.01%
46,739
+1,645
BKD icon
1983
Brookdale Senior Living
BKD
$2.51B
$1.98M ﹤0.01%
234,245
+14,245
RLX icon
1984
RLX Technology
RLX
$2.84B
$1.98M ﹤0.01%
751,912
-9,242
SDRL icon
1985
Seadrill
SDRL
$1.9B
$1.97M ﹤0.01%
65,312
-3,698
AMN icon
1986
AMN Healthcare
AMN
$624M
$1.97M ﹤0.01%
101,804
-725
CNXN icon
1987
PC Connection
CNXN
$1.54B
$1.97M ﹤0.01%
31,787
-1,485
INVX
1988
Innovex International
INVX
$1.5B
$1.96M ﹤0.01%
105,967
+1,681
HLIO icon
1989
Helios Technologies
HLIO
$1.81B
$1.95M ﹤0.01%
37,463
-278
PRSU
1990
Pursuit Attractions and Hospitality Inc
PRSU
$1.03B
$1.94M ﹤0.01%
53,739
-1,146
SA
1991
Seabridge Gold
SA
$3.04B
$1.94M ﹤0.01%
80,351
+5,229
ACVA icon
1992
ACV Auctions
ACVA
$1.33B
$1.93M ﹤0.01%
195,433
+8,525
CARS icon
1993
Cars.com
CARS
$800M
$1.93M ﹤0.01%
157,770
-6,606
UTI icon
1994
Universal Technical Institute
UTI
$1.43B
$1.92M ﹤0.01%
59,109
-3,443
AVDL
1995
Avadel Pharmaceuticals
AVDL
$2.1B
$1.92M ﹤0.01%
125,899
+2,361
IIIN icon
1996
Insteel Industries
IIIN
$643M
$1.92M ﹤0.01%
50,092
-872
EXK
1997
Endeavour Silver
EXK
$2.75B
$1.92M ﹤0.01%
244,580
-22,698
HAFC icon
1998
Hanmi Financial
HAFC
$864M
$1.91M ﹤0.01%
77,464
-3,001
XLU icon
1999
State Street Utilities Select Sector SPDR ETF
XLU
$21.8B
$1.91M ﹤0.01%
21,950
+3,000
HSTM icon
2000
HealthStream
HSTM
$707M
$1.91M ﹤0.01%
67,572
-1,311