Legal & General Group

Legal & General Group Portfolio holdings

AUM $403B
1-Year Return 24.44%
 

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 Return
+3.99%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$378B
AUM Growth
-$2.18B
Cap. Flow
-$8.25B
Cap. Flow %
-2.18%
Top 10 Hldgs %
33.03%
Holding
3,439
New
34
Increased
1,418
Reduced
1,301
Closed
49

Top Sells

1
AAPL icon
Apple
AAPL
+$900M
2
NVDA icon
NVIDIA
NVDA
+$857M
3
AVGO icon
Broadcom
AVGO
+$355M
4
CSCO icon
Cisco
CSCO
+$312M
5
UNH icon
UnitedHealth
UNH
+$230M

Sector Composition

1 Technology 33.87%
2 Financials 13.19%
3 Consumer Discretionary 10.31%
4 Healthcare 10.02%
5 Communication Services 8.63%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
SCS icon
2176
Steelcase
SCS
$1.95B
$1.19M ﹤0.01%
100,292
+2,491
+3% +$29.4K
EC icon
2177
Ecopetrol
EC
$19B
$1.18M ﹤0.01%
149,470
-14,884
-9% -$118K
WMK icon
2178
Weis Markets
WMK
$1.77B
$1.18M ﹤0.01%
17,451
+482
+3% +$32.6K
IMKTA icon
2179
Ingles Markets
IMKTA
$1.32B
$1.18M ﹤0.01%
18,332
+1,056
+6% +$68K
AUPH icon
2180
Aurinia Pharmaceuticals
AUPH
$1.68B
$1.18M ﹤0.01%
131,306
+3,426
+3% +$30.8K
APGE icon
2181
Apogee Therapeutics
APGE
$2.22B
$1.17M ﹤0.01%
25,873
+5,003
+24% +$227K
IJH icon
2182
iShares Core S&P Mid-Cap ETF
IJH
$102B
$1.17M ﹤0.01%
18,800
+10,400
+124% +$648K
XPEV icon
2183
XPeng
XPEV
$19.6B
$1.17M ﹤0.01%
98,948
MRC icon
2184
MRC Global
MRC
$1.26B
$1.17M ﹤0.01%
91,490
+5,966
+7% +$76.2K
PEBO icon
2185
Peoples Bancorp
PEBO
$1.09B
$1.17M ﹤0.01%
36,884
+4,513
+14% +$143K
OCFC icon
2186
OceanFirst Financial
OCFC
$1.05B
$1.17M ﹤0.01%
64,394
+2,522
+4% +$45.6K
PAHC icon
2187
Phibro Animal Health
PAHC
$1.67B
$1.17M ﹤0.01%
55,481
-3,120
-5% -$65.5K
CMCO icon
2188
Columbus McKinnon
CMCO
$428M
$1.15M ﹤0.01%
31,009
+4,240
+16% +$158K
UUUU icon
2189
Energy Fuels
UUUU
$2.89B
$1.15M ﹤0.01%
224,648
+29,430
+15% +$151K
VRDN icon
2190
Viridian Therapeutics
VRDN
$1.6B
$1.15M ﹤0.01%
60,202
+11,133
+23% +$213K
PWP icon
2191
Perella Weinberg Partners
PWP
$1.45B
$1.15M ﹤0.01%
48,220
+1,590
+3% +$37.9K
DQ
2192
Daqo New Energy
DQ
$1.73B
$1.14M ﹤0.01%
58,833
-6,941
-11% -$135K
FLNC icon
2193
Fluence Energy
FLNC
$909M
$1.14M ﹤0.01%
71,800
+1,179
+2% +$18.7K
NRIX icon
2194
Nurix Therapeutics
NRIX
$703M
$1.14M ﹤0.01%
60,417
+518
+0.9% +$9.76K
ACT icon
2195
Enact Holdings
ACT
$5.79B
$1.13M ﹤0.01%
35,045
+3,863
+12% +$125K
PCT icon
2196
PureCycle Technologies
PCT
$2.4B
$1.13M ﹤0.01%
110,220
+8,120
+8% +$83.2K
GOGL
2197
DELISTED
Golden Ocean Group
GOGL
$1.13M ﹤0.01%
128,275
+13,137
+11% +$115K
TPC
2198
Tutor Perini Corporation
TPC
$3.32B
$1.13M ﹤0.01%
46,548
+3,797
+9% +$91.9K
BFC icon
2199
Bank First Corp
BFC
$1.26B
$1.12M ﹤0.01%
11,331
+1,189
+12% +$118K
IRON icon
2200
Disc Medicine
IRON
$2.1B
$1.12M ﹤0.01%
17,688
+3,051
+21% +$193K