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
CLDX icon
2101
Celldex Therapeutics
CLDX
$1.7B
$1.45M ﹤0.01%
71,190
+7,049
IGSB icon
2102
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.3B
$1.45M ﹤0.01%
27,433
+3,411
HNGE
2103
Hinge Health
HNGE
$3.22B
$1.45M ﹤0.01%
+27,917
PAHC icon
2104
Phibro Animal Health
PAHC
$1.83B
$1.44M ﹤0.01%
56,549
+2,693
UHT
2105
Universal Health Realty Income Trust
UHT
$549M
$1.44M ﹤0.01%
36,114
+2,025
TARS icon
2106
Tarsus Pharmaceuticals
TARS
$3.1B
$1.44M ﹤0.01%
35,426
+7,832
FWRD icon
2107
Forward Air
FWRD
$662M
$1.43M ﹤0.01%
58,385
+4,436
REYN icon
2108
Reynolds Consumer Products
REYN
$5.1B
$1.43M ﹤0.01%
66,654
+4,205
ASAN icon
2109
Asana
ASAN
$3B
$1.43M ﹤0.01%
105,685
+11,185
CIFR icon
2110
Cipher Mining
CIFR
$5.67B
$1.43M ﹤0.01%
298,446
+74,744
IMAX icon
2111
IMAX
IMAX
$1.88B
$1.43M ﹤0.01%
50,969
+756
XNCR icon
2112
Xencor
XNCR
$1.07B
$1.42M ﹤0.01%
180,905
-2,722
CEVA icon
2113
CEVA Inc
CEVA
$590M
$1.42M ﹤0.01%
64,654
+3,479
TCBK icon
2114
TriCo Bancshares
TCBK
$1.49B
$1.42M ﹤0.01%
34,999
+1,420
VET icon
2115
Vermilion Energy
VET
$1.38B
$1.42M ﹤0.01%
194,266
+13,086
TPB icon
2116
Turning Point Brands
TPB
$1.93B
$1.41M ﹤0.01%
18,674
+1,202
LION icon
2117
Lionsgate Studios
LION
$1.92B
$1.41M ﹤0.01%
+243,311
GRRR
2118
Gorilla Technology Group
GRRR
$293M
$1.41M ﹤0.01%
+71,064
NG icon
2119
NovaGold Resources
NG
$3.51B
$1.41M ﹤0.01%
343,948
+96,351
INN
2120
Summit Hotel Properties
INN
$584M
$1.41M ﹤0.01%
277,113
-411,055
BV icon
2121
BrightView Holdings
BV
$1.16B
$1.41M ﹤0.01%
84,649
+28,247
COUR icon
2122
Coursera
COUR
$1.41B
$1.41M ﹤0.01%
160,742
-9,170
SOC icon
2123
Sable Offshore Corp
SOC
$417M
$1.4M ﹤0.01%
63,788
+13,974
DK icon
2124
Delek US
DK
$2.44B
$1.4M ﹤0.01%
66,111
-13,341
BHVN icon
2125
Biohaven
BHVN
$879M
$1.39M ﹤0.01%
98,516
+3,152