Legal & General Group

Legal & General Group Portfolio holdings

AUM $451B
1-Year Est. Return 27.92%
 

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
+27.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$451B
AUM Growth
+$5.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,462
New
Increased
Reduced
Closed

Top Buys

1 +$937M
2 +$462M
3 +$218M
4
INTU icon
Intuit
INTU
+$141M
5
Q
Qnity Electronics Inc
Q
+$117M

Top Sells

1 +$1.81B
2 +$433M
3 +$433M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$382M
5
K
Kellanova
K
+$190M

Sector Composition

1 Technology 34.85%
2 Financials 13.39%
3 Healthcare 9.67%
4 Consumer Discretionary 9.63%
5 Communication Services 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SGRY icon
2176
Surgery Partners
SGRY
$1.69B
$1.16M ﹤0.01%
74,797
-6,454
ECVT icon
2177
Ecovyst
ECVT
$1.2B
$1.15M ﹤0.01%
118,632
-13,445
STOK icon
2178
Stoke Therapeutics
STOK
$2.17B
$1.15M ﹤0.01%
36,366
-1,417
LOB icon
2179
Live Oak Bancshares
LOB
$1.51B
$1.15M ﹤0.01%
33,383
-5,472
BFC icon
2180
Bank First Corp
BFC
$1.51B
$1.14M ﹤0.01%
9,382
-914
NVTS icon
2181
Navitas Semiconductor
NVTS
$2.34B
$1.13M ﹤0.01%
158,632
+10,876
WHF icon
2182
WhiteHorse Finance
WHF
$166M
$1.13M ﹤0.01%
162,730
+22,480
PEBO icon
2183
Peoples Bancorp
PEBO
$1.13B
$1.13M ﹤0.01%
37,671
-1,482
LILAK icon
2184
Liberty Latin America Class C
LILAK
$1.5B
$1.12M ﹤0.01%
150,072
-21,013
OBK icon
2185
Origin Bancorp
OBK
$1.27B
$1.12M ﹤0.01%
29,599
-231
ANGI icon
2186
Angi Inc
ANGI
$326M
$1.12M ﹤0.01%
86,305
-7,791
BCIC
2187
BCP Investment Corp
BCIC
$117M
$1.11M ﹤0.01%
93,881
+37,758
BLMN icon
2188
Bloomin' Brands
BLMN
$481M
$1.11M ﹤0.01%
179,772
-17,822
BILI icon
2189
Bilibili
BILI
$10.4B
$1.11M ﹤0.01%
45,065
-678
PD icon
2190
PagerDuty
PD
$676M
$1.11M ﹤0.01%
84,408
-14,275
COUR icon
2191
Coursera
COUR
$1.01B
$1.11M ﹤0.01%
150,340
-7,034
MDLN
2192
Medline Inc
MDLN
$34.7B
$1.1M ﹤0.01%
+26,320
OUST icon
2193
Ouster
OUST
$1.53B
$1.1M ﹤0.01%
50,955
-2,772
CMPR icon
2194
Cimpress
CMPR
$1.73B
$1.1M ﹤0.01%
16,519
-1,340
NP
2195
Neptune Insurance Holdings
NP
$2.62B
$1.1M ﹤0.01%
+37,692
FA icon
2196
First Advantage
FA
$1.98B
$1.09M ﹤0.01%
75,017
-14,164
JBI icon
2197
Janus International
JBI
$769M
$1.08M ﹤0.01%
165,830
-10,759
EWC icon
2198
iShares MSCI Canada ETF
EWC
$4.35B
$1.08M ﹤0.01%
20,099
-8,208
CNOB icon
2199
Center Bancorp
CNOB
$1.27B
$1.08M ﹤0.01%
41,311
-15,017
USAS
2200
Americas Gold and Silver
USAS
$2.69B
$1.08M ﹤0.01%
+210,011