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
SMA
2026
SmartStop Self Storage REIT
SMA
$1.81B
$1.72M ﹤0.01%
+47,384
RGR icon
2027
Sturm, Ruger & Co
RGR
$498M
$1.7M ﹤0.01%
47,426
+933
ADAM
2028
Adamas Trust
ADAM
$646M
$1.7M ﹤0.01%
254,050
+2,608
ERO icon
2029
Ero Copper
ERO
$2.24B
$1.69M ﹤0.01%
100,402
+3,740
ENVX icon
2030
Enovix
ENVX
$1.74B
$1.69M ﹤0.01%
186,971
+11,318
RLX icon
2031
RLX Technology
RLX
$3.13B
$1.68M ﹤0.01%
761,154
-14,769
SMP icon
2032
Standard Motor Products
SMP
$823M
$1.68M ﹤0.01%
54,801
+628
AOSL icon
2033
Alpha and Omega Semiconductor
AOSL
$555M
$1.68M ﹤0.01%
65,399
+2,457
XMTR icon
2034
Xometry
XMTR
$3.1B
$1.68M ﹤0.01%
49,620
+2,162
KOP icon
2035
Koppers
KOP
$568M
$1.67M ﹤0.01%
51,902
-1,894
AAOI icon
2036
Applied Optoelectronics
AAOI
$1.47B
$1.66M ﹤0.01%
64,744
+20,563
APLS icon
2037
Apellis Pharmaceuticals
APLS
$2.57B
$1.66M ﹤0.01%
96,050
+16,980
SII
2038
Sprott
SII
$2.27B
$1.66M ﹤0.01%
24,074
+2,356
GDEN icon
2039
Golden Entertainment
GDEN
$789M
$1.65M ﹤0.01%
56,180
+1,353
HUT
2040
Hut 8
HUT
$3.99B
$1.65M ﹤0.01%
88,839
+18,644
LQD icon
2041
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$30.7B
$1.65M ﹤0.01%
15,068
-108,148
SITC icon
2042
SITE Centers
SITC
$364M
$1.65M ﹤0.01%
145,817
-160,481
CRAI icon
2043
CRA International
CRAI
$1.19B
$1.64M ﹤0.01%
8,752
+18
INVX
2044
Innovex International
INVX
$1.52B
$1.63M ﹤0.01%
104,286
+6,517
COCO icon
2045
Vita Coco
COCO
$2.5B
$1.63M ﹤0.01%
45,094
-153
CLB icon
2046
Core Laboratories
CLB
$717M
$1.62M ﹤0.01%
140,849
+362
AEVA
2047
Aeva Technologies
AEVA
$600M
$1.61M ﹤0.01%
42,667
+40,788
TR icon
2048
Tootsie Roll Industries
TR
$2.87B
$1.61M ﹤0.01%
48,038
+7,464
RSI icon
2049
Rush Street Interactive
RSI
$1.69B
$1.6M ﹤0.01%
107,250
+12,143
PONY
2050
Pony AI Inc
PONY
$5.63B
$1.6M ﹤0.01%
+120,914