Legal & General Group

Legal & General Group Portfolio holdings

AUM $451B
1-Year Est. Return 27.92%
 

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
+27.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$451B
AUM Growth
+$5.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,462
New
Increased
Reduced
Closed

Top Buys

1 +$937M
2 +$462M
3 +$218M
4
INTU icon
Intuit
INTU
+$141M
5
Q
Qnity Electronics Inc
Q
+$117M

Top Sells

1 +$1.81B
2 +$433M
3 +$433M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$382M
5
K
Kellanova
K
+$190M

Sector Composition

1 Technology 34.85%
2 Financials 13.39%
3 Healthcare 9.67%
4 Consumer Discretionary 9.63%
5 Communication Services 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TPVG icon
2001
TriplePoint Venture Growth BDC
TPVG
$212M
$1.86M ﹤0.01%
284,878
+49,807
FIZZ icon
2002
National Beverage
FIZZ
$3.23B
$1.86M ﹤0.01%
58,297
-5,042
RDY icon
2003
Dr. Reddy's Laboratories
RDY
$12.1B
$1.86M ﹤0.01%
132,199
-13,926
SYRE icon
2004
Spyre Therapeutics
SYRE
$3.26B
$1.85M ﹤0.01%
56,448
+9,607
HTZ icon
2005
Hertz
HTZ
$1.29B
$1.84M ﹤0.01%
358,670
-2,511
CARS icon
2006
Cars.com
CARS
$447M
$1.84M ﹤0.01%
151,073
-6,697
VIK icon
2007
Viking Holdings
VIK
$32.4B
$1.84M ﹤0.01%
25,806
-10,015
SYBT icon
2008
Stock Yards Bancorp
SYBT
$1.88B
$1.84M ﹤0.01%
28,355
-2,337
ALKT icon
2009
Alkami Technology
ALKT
$1.97B
$1.83M ﹤0.01%
79,188
-5,883
LSPD icon
2010
Lightspeed Commerce
LSPD
$1.28B
$1.83M ﹤0.01%
151,219
-1,364
LION icon
2011
Lionsgate Studios
LION
$2.84B
$1.83M ﹤0.01%
200,069
-39,936
HLIO icon
2012
Helios Technologies
HLIO
$2.24B
$1.82M ﹤0.01%
34,080
-3,383
DX
2013
Dynex Capital
DX
$2.73B
$1.82M ﹤0.01%
130,001
+7,300
BTE icon
2014
Baytex Energy
BTE
$3.03B
$1.82M ﹤0.01%
561,659
-110,413
SMP icon
2015
Standard Motor Products
SMP
$804M
$1.81M ﹤0.01%
49,226
-4,369
SUNC
2016
SunocoCorp LLC
SUNC
$3.08B
$1.81M ﹤0.01%
+36,733
VTOL icon
2017
Bristow Group
VTOL
$1.31B
$1.8M ﹤0.01%
49,289
-2,744
INOD icon
2018
Innodata
INOD
$1.46B
$1.78M ﹤0.01%
34,893
-2,331
CNXN icon
2019
PC Connection
CNXN
$1.52B
$1.77M ﹤0.01%
30,655
-1,132
TRMD icon
2020
TORM
TRMD
$2.76B
$1.76M ﹤0.01%
88,167
+4,051
TR icon
2021
Tootsie Roll Industries
TR
$3.08B
$1.76M ﹤0.01%
48,000
-5,243
PRAA icon
2022
PRA Group
PRAA
$661M
$1.75M ﹤0.01%
99,002
-2,433
TPB icon
2023
Turning Point Brands
TPB
$1.74B
$1.75M ﹤0.01%
16,131
-2,489
PPTA
2024
Perpetua Resources
PPTA
$4.01B
$1.75M ﹤0.01%
72,132
-4,677
LBTYA icon
2025
Liberty Global Class A
LBTYA
$4.09B
$1.74M ﹤0.01%
156,629
-30,817