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
UVE icon
2251
Universal Insurance Holdings
UVE
$960M
$890K ﹤0.01%
26,345
-4,378
WMK icon
2252
Weis Markets
WMK
$1.52B
$890K ﹤0.01%
13,885
-340
BBUC
2253
Brookfield Business Corp
BBUC
$2.36B
$890K ﹤0.01%
24,858
-6,780
GLDD icon
2254
Great Lakes Dredge & Dock
GLDD
$1.13B
$885K ﹤0.01%
67,455
-10,511
CTBI icon
2255
Community Trust Bancorp
CTBI
$1.08B
$882K ﹤0.01%
15,618
-25
ANAB icon
2256
AnaptysBio
ANAB
$1.78B
$881K ﹤0.01%
18,180
-1,324
FUBO icon
2257
FuboTV Inc
FUBO
$413M
$877K ﹤0.01%
348,139
-30,788
AMLX icon
2258
Amylyx Pharmaceuticals
AMLX
$1.65B
$877K ﹤0.01%
72,612
+5,400
NTLA icon
2259
Intellia Therapeutics
NTLA
$1.59B
$871K ﹤0.01%
96,936
-10,063
MLCO icon
2260
Melco Resorts & Entertainment
MLCO
$2.17B
$870K ﹤0.01%
114,890
-12,192
FMBH icon
2261
First Mid Bancshares
FMBH
$1.07B
$870K ﹤0.01%
22,299
-582
EVLV icon
2262
Evolv Technologies
EVLV
$917M
$866K ﹤0.01%
120,918
+12,494
ROOT icon
2263
Root
ROOT
$690M
$862K ﹤0.01%
11,932
+48
MBWM icon
2264
Mercantile Bank Corp
MBWM
$866M
$857K ﹤0.01%
17,821
-41
TH icon
2265
Target Hospitality
TH
$796M
$850K ﹤0.01%
106,068
+89,003
ZYME icon
2266
Zymeworks
ZYME
$1.89B
$846K ﹤0.01%
32,149
+3,780
UHT
2267
Universal Health Realty Income Trust
UHT
$598M
$839K ﹤0.01%
21,386
-14,180
HBNC icon
2268
Horizon Bancorp
HBNC
$824M
$833K ﹤0.01%
49,087
+532
ALIT icon
2269
Alight
ALIT
$476M
$831K ﹤0.01%
426,385
-4,990
BV icon
2270
BrightView Holdings
BV
$1.14B
$820K ﹤0.01%
64,715
PLYM
2271
DELISTED
Plymouth Industrial REIT
PLYM
$817K ﹤0.01%
37,332
-10,883
TFSL icon
2272
TFS Financial
TFSL
$3.87B
$816K ﹤0.01%
60,998
+705
GBTG icon
2273
American Express Global Business Travel
GBTG
$2.88B
$814K ﹤0.01%
106,395
+705
KURA icon
2274
Kura Oncology
KURA
$806M
$813K ﹤0.01%
78,258
-92
YEXT icon
2275
Yext
YEXT
$674M
$811K ﹤0.01%
100,587
-19,635