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
BELFB
2126
Bel Fuse Inc Class B
BELFB
$2.11B
$1.41M ﹤0.01%
9,964
-163
IMVT icon
2127
Immunovant
IMVT
$5.27B
$1.4M ﹤0.01%
87,077
+9,781
ASAN icon
2128
Asana
ASAN
$3.42B
$1.4M ﹤0.01%
104,747
-938
VIR icon
2129
Vir Biotechnology
VIR
$825M
$1.4M ﹤0.01%
244,971
-3,755
CNOB icon
2130
Center Bancorp
CNOB
$1.42B
$1.4M ﹤0.01%
56,328
-1,845
UHT
2131
Universal Health Realty Income Trust
UHT
$587M
$1.39M ﹤0.01%
35,566
-548
VSTS icon
2132
Vestis
VSTS
$909M
$1.39M ﹤0.01%
307,352
-12,858
WLDN icon
2133
Willdan Group
WLDN
$1.56B
$1.39M ﹤0.01%
14,368
-1,090
SITC icon
2134
SITE Centers
SITC
$333M
$1.39M ﹤0.01%
154,109
+8,292
KOP icon
2135
Koppers
KOP
$552M
$1.39M ﹤0.01%
49,558
-2,344
LADR
2136
Ladder Capital
LADR
$1.45B
$1.39M ﹤0.01%
127,166
-8,610
KREF
2137
KKR Real Estate Finance Trust
KREF
$555M
$1.39M ﹤0.01%
153,977
-1,490
EC icon
2138
Ecopetrol
EC
$19B
$1.38M ﹤0.01%
149,470
MCW icon
2139
Mister Car Wash
MCW
$1.87B
$1.38M ﹤0.01%
258,001
-908
TLRY icon
2140
Tilray
TLRY
$1.43B
$1.37M ﹤0.01%
793,853
+37,737
LOB icon
2141
Live Oak Bancshares
LOB
$1.68B
$1.37M ﹤0.01%
38,855
-186
FA icon
2142
First Advantage
FA
$2.66B
$1.37M ﹤0.01%
89,181
-1,797
DQ
2143
Daqo New Energy
DQ
$2.16B
$1.37M ﹤0.01%
48,562
-3,611
DYN icon
2144
Dyne Therapeutics
DYN
$3B
$1.37M ﹤0.01%
107,975
+29,442
MRC
2145
DELISTED
MRC Global
MRC
$1.36M ﹤0.01%
94,351
-279
TXG icon
2146
10x Genomics
TXG
$2.02B
$1.36M ﹤0.01%
116,378
+5,514
TPVG icon
2147
TriplePoint Venture Growth BDC
TPVG
$254M
$1.36M ﹤0.01%
235,071
-41,380
BITF
2148
Bitfarms
BITF
$1.36B
$1.35M ﹤0.01%
478,372
+107,503
NVAX icon
2149
Novavax
NVAX
$1.09B
$1.35M ﹤0.01%
155,743
+1,529
PLAY icon
2150
Dave & Buster's
PLAY
$625M
$1.34M ﹤0.01%
73,998
-4,880