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
MBWM icon
2301
Mercantile Bank Corp
MBWM
$800M
$804K ﹤0.01%
17,862
-502
CSTL icon
2302
Castle Biosciences
CSTL
$1.16B
$795K ﹤0.01%
34,908
TFSL icon
2303
TFS Financial
TFSL
$3.97B
$794K ﹤0.01%
60,293
-65
USNA icon
2304
Usana Health Sciences
USNA
$374M
$793K ﹤0.01%
28,790
-607
BRSP
2305
BrightSpire Capital
BRSP
$767M
$793K ﹤0.01%
146,008
SIMO icon
2306
Silicon Motion
SIMO
$2.87B
$791K ﹤0.01%
8,339
-1,399
KOS icon
2307
Kosmos Energy
KOS
$440M
$787K ﹤0.01%
474,242
SYRE icon
2308
Spyre Therapeutics
SYRE
$2.57B
$785K ﹤0.01%
46,841
+11,872
ORC
2309
Orchid Island Capital
ORC
$1.22B
$782K ﹤0.01%
111,487
+10,670
TREE icon
2310
LendingTree
TREE
$693M
$779K ﹤0.01%
12,031
+1,191
HBNC icon
2311
Horizon Bancorp
HBNC
$929M
$777K ﹤0.01%
48,555
+4,803
GNK icon
2312
Genco Shipping & Trading
GNK
$789M
$776K ﹤0.01%
43,605
+1,381
MCB icon
2313
Metropolitan Bank Holding Corp
MCB
$832M
$773K ﹤0.01%
10,335
-71
AVXL icon
2314
Anavex Life Sciences
AVXL
$350M
$773K ﹤0.01%
86,865
-107
JAMF icon
2315
Jamf
JAMF
$1.74B
$771K ﹤0.01%
72,070
+337
CRMD icon
2316
CorMedix
CRMD
$902M
$767K ﹤0.01%
65,954
+3,334
NRIX icon
2317
Nurix Therapeutics
NRIX
$1.85B
$766K ﹤0.01%
82,917
+20,497
INMD icon
2318
InMode
INMD
$905M
$765K ﹤0.01%
51,366
-11,994
SPT icon
2319
Sprout Social
SPT
$653M
$763K ﹤0.01%
59,008
-52
AD
2320
Array Digital Infrastructure
AD
$4.36B
$759K ﹤0.01%
15,170
KRP icon
2321
Kimbell Royalty Partners
KRP
$1.08B
$757K ﹤0.01%
56,134
-11,756
ESQ icon
2322
Esquire Financial Holdings
ESQ
$906M
$757K ﹤0.01%
7,417
+724
TRVI icon
2323
Trevi Therapeutics
TRVI
$1.55B
$750K ﹤0.01%
81,972
+73,526
INDI icon
2324
indie Semiconductor
INDI
$770M
$749K ﹤0.01%
183,932
+164,764
MLNK
2325
DELISTED
MeridianLink
MLNK
$747K ﹤0.01%
37,471
+3,235