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
ORC
2226
Orchid Island Capital
ORC
$1.42B
$967K ﹤0.01%
134,359
+22,872
CLOV icon
2227
Clover Health Investments
CLOV
$1.04B
$956K ﹤0.01%
406,970
-29,840
OCFC icon
2228
OceanFirst Financial
OCFC
$1.03B
$956K ﹤0.01%
53,238
-10,167
CNA icon
2229
CNA Financial
CNA
$12.9B
$954K ﹤0.01%
19,976
-4,957
MNRO icon
2230
Monro
MNRO
$530M
$952K ﹤0.01%
47,511
-1,532
CTKB icon
2231
Cytek Biosciences
CTKB
$544M
$952K ﹤0.01%
188,468
-3,907
NOMD icon
2232
Nomad Foods
NOMD
$1.44B
$947K ﹤0.01%
75,710
+7,846
SMIN icon
2233
iShares MSCI India Small-Cap ETF
SMIN
$651M
$940K ﹤0.01%
13,450
-7,000
DAKT icon
2234
Daktronics
DAKT
$1.04B
$938K ﹤0.01%
47,455
+3,689
IMKTA icon
2235
Ingles Markets
IMKTA
$1.6B
$937K ﹤0.01%
13,666
-2,430
PWP icon
2236
Perella Weinberg Partners
PWP
$1.18B
$933K ﹤0.01%
53,921
-244
FIGS icon
2237
FIGS
FIGS
$2.68B
$928K ﹤0.01%
81,692
+5,777
SMA
2238
SmartStop Self Storage REIT
SMA
$1.85B
$925K ﹤0.01%
29,907
-70
INTR icon
2239
Inter&Co
INTR
$3.81B
$924K ﹤0.01%
108,927
+1,474
RLAY icon
2240
Relay Therapeutics
RLAY
$1.91B
$924K ﹤0.01%
109,208
-3,108
NPKI
2241
NPK International
NPKI
$1.18B
$917K ﹤0.01%
76,905
+16,803
IJH icon
2242
iShares Core S&P Mid-Cap ETF
IJH
$107B
$911K ﹤0.01%
13,800
-528
GPGI
2243
GPGI Inc
GPGI
$5.73B
$911K ﹤0.01%
47,230
+5,518
ASM
2244
Avino Silver & Gold Mines
ASM
$1.29B
$904K ﹤0.01%
+145,169
GOGO icon
2245
Gogo Inc
GOGO
$624M
$904K ﹤0.01%
194,004
+431
BHRB icon
2246
Burke & Herbert Financial Services Corp
BHRB
$947M
$900K ﹤0.01%
14,420
+1,031
KRP icon
2247
Kimbell Royalty Partners
KRP
$1.34B
$899K ﹤0.01%
76,478
+20,344
CIM
2248
Chimera Investment
CIM
$1.13B
$898K ﹤0.01%
72,278
-11,037
DFTX
2249
Definium Therapeutics
DFTX
$1.9B
$897K ﹤0.01%
66,975
+11,956
BY icon
2250
Byline Bancorp
BY
$1.41B
$893K ﹤0.01%
30,628
-590