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
FIVN icon
2001
FIVE9
FIVN
$1.65B
$1.9M ﹤0.01%
78,602
-6,574
MATW icon
2002
Matthews International
MATW
$836M
$1.9M ﹤0.01%
78,263
-3,303
ETD icon
2003
Ethan Allen Interiors
ETD
$610M
$1.89M ﹤0.01%
64,231
-676
SABR icon
2004
Sabre
SABR
$604M
$1.89M ﹤0.01%
1,033,028
-14,687
PCT icon
2005
PureCycle Technologies
PCT
$1.34B
$1.89M ﹤0.01%
143,679
+289
NIC icon
2006
Nicolet Bankshares
NIC
$1.93B
$1.89M ﹤0.01%
14,039
-282
NSSC icon
2007
Napco Security Technologies
NSSC
$1.53B
$1.89M ﹤0.01%
43,937
+430
DFH icon
2008
Dream Finders Homes
DFH
$1.73B
$1.88M ﹤0.01%
72,469
-2,380
VTOL icon
2009
Bristow Group
VTOL
$1.05B
$1.88M ﹤0.01%
52,033
+5,356
MMI icon
2010
Marcus & Millichap
MMI
$1.08B
$1.88M ﹤0.01%
63,930
-1,445
BWLP icon
2011
BW LPG
BWLP
$1.89B
$1.87M ﹤0.01%
130,881
+13,701
TARS icon
2012
Tarsus Pharmaceuticals
TARS
$3.3B
$1.86M ﹤0.01%
31,311
-4,115
FLYW icon
2013
Flywire
FLYW
$1.76B
$1.86M ﹤0.01%
137,148
-19,021
LQDT icon
2014
Liquidity Services
LQDT
$965M
$1.85M ﹤0.01%
67,534
+3,168
LC icon
2015
LendingClub
LC
$2.12B
$1.85M ﹤0.01%
121,872
-1,457
NTLA icon
2016
Intellia Therapeutics
NTLA
$1.02B
$1.85M ﹤0.01%
106,999
-460
CRAI icon
2017
CRA International
CRAI
$1.36B
$1.84M ﹤0.01%
8,842
+90
TRST icon
2018
Trustco Bank Corp NY
TRST
$787M
$1.84M ﹤0.01%
50,779
-1,252
COUR icon
2019
Coursera
COUR
$1.3B
$1.84M ﹤0.01%
157,374
-3,368
TPB icon
2020
Turning Point Brands
TPB
$2.08B
$1.84M ﹤0.01%
18,620
-54
ATEC icon
2021
Alphatec Holdings
ATEC
$2.91B
$1.83M ﹤0.01%
126,177
+3,357
AOSL icon
2022
Alpha and Omega Semiconductor
AOSL
$603M
$1.82M ﹤0.01%
65,040
-359
WINA icon
2023
Winmark
WINA
$1.55B
$1.8M ﹤0.01%
3,624
+227
CLDX icon
2024
Celldex Therapeutics
CLDX
$1.71B
$1.8M ﹤0.01%
69,579
-1,611
TAK icon
2025
Takeda Pharmaceutical
TAK
$45.7B
$1.8M ﹤0.01%
122,846
-13,869