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
EVRI
2051
DELISTED
Everi Holdings
EVRI
$1.6M ﹤0.01%
112,033
+18,468
MBLY icon
2052
Mobileye
MBLY
$10B
$1.59M ﹤0.01%
+88,623
RXRX icon
2053
Recursion Pharmaceuticals
RXRX
$2.16B
$1.59M ﹤0.01%
314,785
+66,803
MTUS icon
2054
Metallus
MTUS
$664M
$1.59M ﹤0.01%
103,343
+1,479
NABL icon
2055
N-able
NABL
$1.4B
$1.59M ﹤0.01%
196,506
-4,352
UFCS icon
2056
United Fire Group
UFCS
$947M
$1.59M ﹤0.01%
55,447
+1,325
HLMN icon
2057
Hillman Solutions
HLMN
$1.66B
$1.59M ﹤0.01%
222,437
+6,998
PRSU
2058
Pursuit Attractions and Hospitality Inc
PRSU
$966M
$1.58M ﹤0.01%
54,885
-1,522
UUUU icon
2059
Energy Fuels
UUUU
$3.69B
$1.58M ﹤0.01%
274,145
+49,497
ASIX icon
2060
AdvanSix
ASIX
$422M
$1.57M ﹤0.01%
66,121
+2,460
IWM icon
2061
iShares Russell 2000 ETF
IWM
$68.2B
$1.57M ﹤0.01%
7,267
-5,400
LLYVA icon
2062
Liberty Live Group Series A
LLYVA
$7.39B
$1.57M ﹤0.01%
19,708
-1,948
ARQT icon
2063
Arcutis Biotherapeutics
ARQT
$3.06B
$1.56M ﹤0.01%
111,603
+4,025
BLBD icon
2064
Blue Bird Corp
BLBD
$1.62B
$1.56M ﹤0.01%
36,224
-1,693
PRAA icon
2065
PRA Group
PRAA
$637M
$1.56M ﹤0.01%
105,951
+1,424
AVNS icon
2066
Avanos Medical
AVNS
$529M
$1.56M ﹤0.01%
127,235
+4,923
MCW icon
2067
Mister Car Wash
MCW
$1.68B
$1.56M ﹤0.01%
258,909
+10,177
PNTG icon
2068
Pennant Group
PNTG
$861M
$1.54M ﹤0.01%
51,654
+1,373
XLU icon
2069
Utilities Select Sector SPDR Fund
XLU
$21.8B
$1.54M ﹤0.01%
18,950
-12,000
VTOL icon
2070
Bristow Group
VTOL
$1.12B
$1.54M ﹤0.01%
46,677
-5,466
ALGT icon
2071
Allegiant Air
ALGT
$1.21B
$1.54M ﹤0.01%
27,987
-2,497
PL icon
2072
Planet Labs
PL
$3.51B
$1.54M ﹤0.01%
251,786
+28,301
OXM icon
2073
Oxford Industries
OXM
$520M
$1.53M ﹤0.01%
38,126
-2,646
BKD icon
2074
Brookdale Senior Living
BKD
$2.48B
$1.53M ﹤0.01%
220,000
+1,047
CLVT icon
2075
Clarivate
CLVT
$2.29B
$1.53M ﹤0.01%
354,989
+6,029