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
FWRD icon
2101
Forward Air
FWRD
$785M
$1.49M ﹤0.01%
58,168
-217
VERA icon
2102
Vera Therapeutics
VERA
$3.39B
$1.49M ﹤0.01%
51,263
+845
SEZL icon
2103
Sezzle
SEZL
$2.49B
$1.49M ﹤0.01%
18,685
+1,054
LZ icon
2104
LegalZoom.com
LZ
$1.81B
$1.49M ﹤0.01%
143,129
+13,766
ARDX icon
2105
Ardelyx
ARDX
$1.38B
$1.48M ﹤0.01%
269,141
-6,203
HROW icon
2106
Harrow
HROW
$1.65B
$1.48M ﹤0.01%
30,622
-131
GTX icon
2107
Garrett Motion
GTX
$3.37B
$1.47M ﹤0.01%
107,844
+10,358
SMIN icon
2108
iShares MSCI India Small-Cap ETF
SMIN
$756M
$1.47M ﹤0.01%
20,450
-5,000
SEI
2109
Solaris Energy Infrastructure
SEI
$2.09B
$1.47M ﹤0.01%
36,698
+391
INN
2110
Summit Hotel Properties
INN
$558M
$1.46M ﹤0.01%
266,594
-10,519
XPRO icon
2111
Expro
XPRO
$1.42B
$1.46M ﹤0.01%
123,188
-6,674
BHVN icon
2112
Biohaven
BHVN
$1.48B
$1.46M ﹤0.01%
97,479
-1,037
OUST icon
2113
Ouster
OUST
$1.28B
$1.45M ﹤0.01%
53,727
+43,737
LASR icon
2114
nLIGHT
LASR
$1.83B
$1.45M ﹤0.01%
49,007
+39,386
SEB icon
2115
Seaboard Corp
SEB
$4.24B
$1.45M ﹤0.01%
398
+22
WSR
2116
Whitestone REIT
WSR
$696M
$1.45M ﹤0.01%
117,923
+818
LILAK icon
2117
Liberty Latin America Class C
LILAK
$1.63B
$1.44M ﹤0.01%
171,085
+12,770
AVNS icon
2118
Avanos Medical
AVNS
$554M
$1.44M ﹤0.01%
124,857
-2,378
EWC icon
2119
iShares MSCI Canada ETF
EWC
$3.58B
$1.43M ﹤0.01%
28,307
+5,888
SPNS icon
2120
Sapiens International
SPNS
$1.43M ﹤0.01%
33,145
-370
COGT icon
2121
Cogent Biosciences
COGT
$5.79B
$1.42M ﹤0.01%
98,814
+18,769
BLMN icon
2122
Bloomin' Brands
BLMN
$612M
$1.42M ﹤0.01%
197,594
-6,200
SHLS icon
2123
Shoals Technologies Group
SHLS
$1.45B
$1.42M ﹤0.01%
191,114
-4,714
USLM icon
2124
United States Lime & Minerals
USLM
$3.65B
$1.41M ﹤0.01%
10,692
-929
ALIT icon
2125
Alight
ALIT
$1.07B
$1.41M ﹤0.01%
431,375
-52,850