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
INTR icon
2301
Inter&Co
INTR
$4.06B
$799K ﹤0.01%
107,453
+9,328
SIBN icon
2302
SI-BONE Inc
SIBN
$756M
$798K ﹤0.01%
42,403
+5,888
BHRB icon
2303
Burke & Herbert Financial Services Corp
BHRB
$922M
$798K ﹤0.01%
13,389
+538
CMP icon
2304
Compass Minerals
CMP
$741M
$796K ﹤0.01%
39,625
+5,292
AGL icon
2305
Agilon Health
AGL
$239M
$796K ﹤0.01%
346,031
+13,700
BLND icon
2306
Blend Labs
BLND
$779M
$795K ﹤0.01%
241,030
+37,373
PLOW icon
2307
Douglas Dynamics
PLOW
$712M
$795K ﹤0.01%
26,968
+725
SNDX icon
2308
Syndax Pharmaceuticals
SNDX
$1.44B
$792K ﹤0.01%
84,575
+3,937
DQ
2309
Daqo New Energy
DQ
$2.25B
$792K ﹤0.01%
52,173
BY icon
2310
Byline Bancorp
BY
$1.26B
$791K ﹤0.01%
29,577
+712
BCIC
2311
BCP Investment Corp
BCIC
$167M
$784K ﹤0.01%
62,625
TFSL icon
2312
TFS Financial
TFSL
$3.83B
$782K ﹤0.01%
60,358
+789
GERN icon
2313
Geron
GERN
$715M
$775K ﹤0.01%
550,871
+42,345
PLYM
2314
Plymouth Industrial REIT
PLYM
$994M
$774K ﹤0.01%
48,215
+4,229
CRMD icon
2315
CorMedix
CRMD
$886M
$771K ﹤0.01%
62,620
+9,155
ODP icon
2316
ODP
ODP
$839M
$770K ﹤0.01%
42,461
-48,316
IBCP icon
2317
Independent Bank Corp
IBCP
$643M
$759K ﹤0.01%
23,420
+3,060
BFST icon
2318
Business First Bancshares
BFST
$746M
$757K ﹤0.01%
30,725
+5,756
ITRN icon
2319
Ituran Location and Control
ITRN
$729M
$752K ﹤0.01%
19,413
+3,696
VERV
2320
DELISTED
Verve Therapeutics
VERV
$750K ﹤0.01%
66,825
+7,356
DYN icon
2321
Dyne Therapeutics
DYN
$2.68B
$748K ﹤0.01%
78,533
+10,060
UWMC icon
2322
UWM Holdings
UWMC
$1.3B
$746K ﹤0.01%
180,164
+71,555
LFST icon
2323
Lifestance Health
LFST
$2.49B
$746K ﹤0.01%
144,263
+3,331
IVV icon
2324
iShares Core S&P 500 ETF
IVV
$667B
$745K ﹤0.01%
1,200
-9,930
SLP icon
2325
Simulations Plus
SLP
$348M
$745K ﹤0.01%
42,678
-2,306