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
APGE icon
2176
Apogee Therapeutics
APGE
$4.47B
$1.2M ﹤0.01%
27,689
+1,907
AUPH icon
2177
Aurinia Pharmaceuticals
AUPH
$2.02B
$1.2M ﹤0.01%
141,492
+20,027
MNKD icon
2178
MannKind Corp
MNKD
$1.55B
$1.2M ﹤0.01%
320,323
-11,266
PEBO icon
2179
Peoples Bancorp
PEBO
$1.04B
$1.2M ﹤0.01%
39,163
+168
FTRE icon
2180
Fortrea Holdings
FTRE
$962M
$1.19M ﹤0.01%
241,336
+4,733
VERA icon
2181
Vera Therapeutics
VERA
$1.81B
$1.19M ﹤0.01%
50,418
+825
NEXT icon
2182
NextDecade
NEXT
$1.6B
$1.18M ﹤0.01%
132,894
-17,073
QCRH icon
2183
QCR Holdings
QCRH
$1.32B
$1.18M ﹤0.01%
17,366
+165
OLO
2184
DELISTED
Olo Inc
OLO
$1.18M ﹤0.01%
132,335
+13,493
LQDA icon
2185
Liquidia Corp
LQDA
$2.44B
$1.17M ﹤0.01%
94,152
+11,111
CNA icon
2186
CNA Financial
CNA
$12.5B
$1.17M ﹤0.01%
25,172
-11,594
MNRO icon
2187
Monro
MNRO
$523M
$1.17M ﹤0.01%
78,449
+67
LOB icon
2188
Live Oak Bancshares
LOB
$1.43B
$1.16M ﹤0.01%
39,041
+1,885
PWP icon
2189
Perella Weinberg Partners
PWP
$1.22B
$1.16M ﹤0.01%
59,874
+11,693
USLM icon
2190
United States Lime & Minerals
USLM
$3.42B
$1.16M ﹤0.01%
11,621
+68
CRSR icon
2191
Corsair Gaming
CRSR
$647M
$1.16M ﹤0.01%
122,484
+1,592
CGON icon
2192
CG Oncology
CGON
$3.13B
$1.15M ﹤0.01%
44,354
+4,847
LZ icon
2193
LegalZoom.com
LZ
$1.77B
$1.15M ﹤0.01%
129,363
+7,969
CAL icon
2194
Caleres
CAL
$349M
$1.15M ﹤0.01%
94,280
+347
BTE icon
2195
Baytex Energy
BTE
$2.43B
$1.15M ﹤0.01%
640,965
-114,820
TRS icon
2196
TriMas Corp
TRS
$1.27B
$1.14M ﹤0.01%
39,990
-467
OCFC icon
2197
OceanFirst Financial
OCFC
$1.03B
$1.14M ﹤0.01%
64,785
+117
CLMT icon
2198
Calumet Specialty Products
CLMT
$1.62B
$1.14M ﹤0.01%
72,143
+19,322
EVEX icon
2199
Eve Holding
EVEX
$1.43B
$1.13M ﹤0.01%
165,336
+8,108
BFS
2200
Saul Centers
BFS
$738M
$1.12M ﹤0.01%
32,842
+3,138