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
ECVT icon
2201
Ecovyst
ECVT
$1.09B
$1.16M ﹤0.01%
132,077
+23
PWP icon
2202
Perella Weinberg Partners
PWP
$1.19B
$1.15M ﹤0.01%
54,165
-5,709
APPN icon
2203
Appian
APPN
$2.72B
$1.15M ﹤0.01%
37,730
+632
WTTR icon
2204
Select Water Solutions
WTTR
$1.1B
$1.15M ﹤0.01%
107,565
-3,249
SMA
2205
SmartStop Self Storage REIT
SMA
$1.75B
$1.13M ﹤0.01%
29,977
-17,407
CMPR icon
2206
Cimpress
CMPR
$1.88B
$1.13M ﹤0.01%
17,859
-624
DAVA icon
2207
Endava
DAVA
$359M
$1.13M ﹤0.01%
123,758
IMKTA icon
2208
Ingles Markets
IMKTA
$1.39B
$1.12M ﹤0.01%
16,096
+234
OCFC icon
2209
OceanFirst Financial
OCFC
$1.17B
$1.11M ﹤0.01%
63,405
-1,380
PRCH icon
2210
Porch Group
PRCH
$946M
$1.11M ﹤0.01%
66,038
-42,721
CIM
2211
Chimera Investment
CIM
$1.08B
$1.1M ﹤0.01%
83,315
-8,768
SOC icon
2212
Sable Offshore Corp
SOC
$1.21B
$1.1M ﹤0.01%
63,078
-710
APGE icon
2213
Apogee Therapeutics
APGE
$5.26B
$1.1M ﹤0.01%
27,663
-26
CDTX icon
2214
Cidara Therapeutics
CDTX
$6.93B
$1.1M ﹤0.01%
11,465
+9,965
LMB icon
2215
Limbach Holdings
LMB
$923M
$1.1M ﹤0.01%
11,289
+432
NBBK icon
2216
NB Bancorp
NBBK
$980M
$1.09M ﹤0.01%
62,014
NTGR icon
2217
NETGEAR
NTGR
$682M
$1.09M ﹤0.01%
33,713
-977
CRSR icon
2218
Corsair Gaming
CRSR
$666M
$1.08M ﹤0.01%
121,531
-953
PLYM
2219
Plymouth Industrial REIT
PLYM
$975M
$1.08M ﹤0.01%
48,215
VIV icon
2220
Telefônica Brasil
VIV
$19.1B
$1.07M ﹤0.01%
84,000
BFS
2221
Saul Centers
BFS
$781M
$1.07M ﹤0.01%
33,637
+795
EVH icon
2222
Evolent Health
EVH
$442M
$1.07M ﹤0.01%
126,129
-2,576
NVTS icon
2223
Navitas Semiconductor
NVTS
$1.71B
$1.07M ﹤0.01%
147,756
+121,334
ROOT icon
2224
Root
ROOT
$1.2B
$1.06M ﹤0.01%
11,884
+1,251
ADTN icon
2225
Adtran
ADTN
$687M
$1.06M ﹤0.01%
113,371
-109