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
BBUC
2226
Brookfield Business Corp
BBUC
$2.51B
$1.06M ﹤0.01%
31,638
-3,076
HTLD icon
2227
Heartland Express
HTLD
$726M
$1.06M ﹤0.01%
126,030
-706
RES icon
2228
RPC Inc
RES
$1.21B
$1.05M ﹤0.01%
220,769
-6,734
OBK icon
2229
Origin Bancorp
OBK
$1.21B
$1.03M ﹤0.01%
29,830
XIFR
2230
XPLR Infrastructure LP
XIFR
$842M
$1.03M ﹤0.01%
101,219
SNCY icon
2231
Sun Country Airlines
SNCY
$785M
$1.03M ﹤0.01%
87,149
+19,036
YEXT icon
2232
Yext
YEXT
$1.04B
$1.02M ﹤0.01%
120,222
-7,068
HG icon
2233
Hamilton Insurance Group
HG
$2.73B
$1.02M ﹤0.01%
41,256
WMK icon
2234
Weis Markets
WMK
$1.64B
$1.02M ﹤0.01%
14,225
-3,945
THR icon
2235
Thermon Group Holdings
THR
$1.28B
$1.02M ﹤0.01%
38,133
+807
CWH icon
2236
Camping World
CWH
$637M
$1.01M ﹤0.01%
64,251
-55
RAPP
2237
Rapport Therapeutics
RAPP
$1.47B
$1.01M ﹤0.01%
33,893
+32,240
INTR icon
2238
Inter&Co
INTR
$3.63B
$995K ﹤0.01%
107,453
IWM icon
2239
iShares Russell 2000 ETF
IWM
$72.2B
$984K ﹤0.01%
4,067
-3,200
SG icon
2240
Sweetgreen
SG
$818M
$983K ﹤0.01%
123,198
-173
NN icon
2241
NextNav
NN
$2.27B
$980K ﹤0.01%
68,566
-380
PDS
2242
Precision Drilling
PDS
$885M
$979K ﹤0.01%
17,383
+2,359
UA icon
2243
Under Armour Class C
UA
$1.78B
$978K ﹤0.01%
202,483
-3,632
CRWV
2244
CoreWeave Inc
CRWV
$32.2B
$978K ﹤0.01%
+7,145
TGB
2245
Taseko Mines
TGB
$1.87B
$977K ﹤0.01%
230,423
-46,113
HLF icon
2246
Herbalife
HLF
$1.49B
$977K ﹤0.01%
115,710
-3,213
ARIS
2247
DELISTED
Aris Water Solutions
ARIS
$971K ﹤0.01%
39,387
+2,201
WHF icon
2248
WhiteHorse Finance
WHF
$168M
$971K ﹤0.01%
140,250
-16,352
UTZ icon
2249
Utz Brands
UTZ
$930M
$969K ﹤0.01%
79,740
+2,162
TWI icon
2250
Titan International
TWI
$528M
$968K ﹤0.01%
128,106
-3,805