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
NVAX icon
2251
Novavax
NVAX
$1.13B
$972K ﹤0.01%
154,214
+97
AD
2252
Array Digital Infrastructure
AD
$3.96B
$970K ﹤0.01%
15,170
+269
WLDN icon
2253
Willdan Group
WLDN
$1.41B
$966K ﹤0.01%
15,458
+12,861
WTTR icon
2254
Select Water Solutions
WTTR
$1.05B
$957K ﹤0.01%
110,814
-6,289
VIV icon
2255
Telefônica Brasil
VIV
$21B
$957K ﹤0.01%
84,000
SPRY icon
2256
ARS Pharmaceuticals
SPRY
$812M
$957K ﹤0.01%
54,825
+19,484
KFRC icon
2257
Kforce
KFRC
$541M
$952K ﹤0.01%
23,145
+2,052
KRP icon
2258
Kimbell Royalty Partners
KRP
$1.29B
$948K ﹤0.01%
67,890
+9,987
BASE
2259
DELISTED
Couchbase
BASE
$946K ﹤0.01%
38,800
-2,104
HROW icon
2260
Harrow
HROW
$1.51B
$939K ﹤0.01%
30,753
+3,384
RDFN
2261
DELISTED
Redfin
RDFN
$935K ﹤0.01%
83,553
-44,966
GOGL
2262
DELISTED
Golden Ocean Group
GOGL
$928K ﹤0.01%
125,659
+8,695
UVSP icon
2263
Univest Financial
UVSP
$876M
$920K ﹤0.01%
30,612
+2,291
INMD icon
2264
InMode
INMD
$896M
$915K ﹤0.01%
63,360
-16,352
GES icon
2265
Guess Inc
GES
$882M
$914K ﹤0.01%
75,619
+5,265
BGS icon
2266
B&G Foods
BGS
$365M
$913K ﹤0.01%
215,922
+13,889
USNA icon
2267
Usana Health Sciences
USNA
$351M
$897K ﹤0.01%
29,397
-355
CENT icon
2268
Central Garden & Pet Co
CENT
$1.99B
$897K ﹤0.01%
25,503
+369
JACK icon
2269
Jack in the Box
JACK
$282M
$896K ﹤0.01%
51,321
-2,006
PPTA
2270
Perpetua Resources
PPTA
$2.63B
$895K ﹤0.01%
73,705
+40,367
SVM
2271
Silvercorp Metals
SVM
$1.49B
$894K ﹤0.01%
211,340
HG icon
2272
Hamilton Insurance Group
HG
$2.57B
$892K ﹤0.01%
41,256
+401
GRPN icon
2273
Groupon
GRPN
$756M
$892K ﹤0.01%
26,658
+24,433
ESTA icon
2274
Establishment Labs
ESTA
$1.86B
$887K ﹤0.01%
20,778
FMBH icon
2275
First Mid Bancshares
FMBH
$894M
$881K ﹤0.01%
23,511
+4,282