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
TDUP icon
2276
ThredUp
TDUP
$954M
$891K ﹤0.01%
94,293
+78,237
STOK icon
2277
Stoke Therapeutics
STOK
$1.88B
$888K ﹤0.01%
37,783
+6,706
FWRG icon
2278
First Watch Restaurant Group
FWRG
$1.01B
$886K ﹤0.01%
56,676
+11,145
MGPI icon
2279
MGP Ingredients
MGPI
$534M
$883K ﹤0.01%
36,505
-616
MNRO icon
2280
Monro
MNRO
$644M
$881K ﹤0.01%
49,043
-29,406
BLND icon
2281
Blend Labs
BLND
$787M
$879K ﹤0.01%
240,782
-248
CTBI icon
2282
Community Trust Bancorp
CTBI
$1.1B
$875K ﹤0.01%
15,643
-485
CMPO icon
2283
CompoSecure Inc
CMPO
$2.44B
$868K ﹤0.01%
41,712
+1,860
BV icon
2284
BrightView Holdings
BV
$1.22B
$867K ﹤0.01%
64,715
-19,934
FMBH icon
2285
First Mid Bancshares
FMBH
$1.01B
$867K ﹤0.01%
22,881
-630
BY icon
2286
Byline Bancorp
BY
$1.41B
$866K ﹤0.01%
31,218
+1,641
GBTG icon
2287
American Express Global Business Travel
GBTG
$4.1B
$854K ﹤0.01%
105,690
-6,675
PLOW icon
2288
Douglas Dynamics
PLOW
$766M
$842K ﹤0.01%
26,935
-33
PAY icon
2289
Paymentus
PAY
$3.76B
$835K ﹤0.01%
27,277
+1,609
MVST icon
2290
Microvast
MVST
$922M
$834K ﹤0.01%
216,697
-60,368
BHRB icon
2291
Burke & Herbert Financial Services Corp
BHRB
$1.04B
$826K ﹤0.01%
13,389
LFST icon
2292
Lifestance Health
LFST
$2.69B
$824K ﹤0.01%
149,808
+5,545
NUVB icon
2293
Nuvation Bio
NUVB
$2.92B
$823K ﹤0.01%
222,626
-11,962
OSBC icon
2294
Old Second Bancorp
OSBC
$1.09B
$822K ﹤0.01%
47,570
+487
LB
2295
LandBridge Co
LB
$1.48B
$819K ﹤0.01%
15,359
-755
EVLV icon
2296
Evolv Technologies
EVLV
$1.22B
$819K ﹤0.01%
108,424
-135
FLNC icon
2297
Fluence Energy
FLNC
$2.44B
$813K ﹤0.01%
75,238
+5,895
GAMB icon
2298
Gambling.com
GAMB
$191M
$809K ﹤0.01%
98,679
+9,250
XRX icon
2299
Xerox
XRX
$346M
$808K ﹤0.01%
215,006
-178,764
UVE icon
2300
Universal Insurance Holdings
UVE
$926M
$808K ﹤0.01%
30,723