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
WVE icon
2326
Wave Life Sciences
WVE
$3.05B
$746K ﹤0.01%
101,916
-134
NBN icon
2327
Northeast Bank
NBN
$867M
$743K ﹤0.01%
7,422
+37
NEXT icon
2328
NextDecade
NEXT
$1.35B
$740K ﹤0.01%
108,931
-23,963
IIIV icon
2329
i3 Verticals
IIIV
$613M
$730K ﹤0.01%
22,480
-33
CMP icon
2330
Compass Minerals
CMP
$794M
$724K ﹤0.01%
37,734
-1,891
MBIN icon
2331
Merchants Bancorp
MBIN
$1.69B
$721K ﹤0.01%
22,676
+999
THFF icon
2332
First Financial Corp
THFF
$767M
$714K ﹤0.01%
12,647
IRMD icon
2333
iRadimed
IRMD
$1.23B
$712K ﹤0.01%
10,010
GCT icon
2334
GigaCloud Technology
GCT
$1.48B
$712K ﹤0.01%
25,070
-171
IBCP icon
2335
Independent Bank Corp
IBCP
$731M
$703K ﹤0.01%
22,697
-723
BFST icon
2336
Business First Bancshares
BFST
$826M
$703K ﹤0.01%
29,770
-955
CAC icon
2337
Camden National
CAC
$775M
$701K ﹤0.01%
18,178
RYI icon
2338
Ryerson Holding
RYI
$789M
$699K ﹤0.01%
30,595
TRNS icon
2339
Transcat
TRNS
$563M
$699K ﹤0.01%
9,551
BZH icon
2340
Beazer Homes USA
BZH
$656M
$696K ﹤0.01%
28,349
-1,679
GERN icon
2341
Geron
GERN
$855M
$696K ﹤0.01%
507,900
-42,971
CNL
2342
Collective Mining Ltd
CNL
$1.2B
$696K ﹤0.01%
47,896
+2,160
ODP
2343
DELISTED
ODP
ODP
$694K ﹤0.01%
24,937
-17,524
KURA icon
2344
Kura Oncology
KURA
$925M
$693K ﹤0.01%
78,350
+5,440
ELVN icon
2345
Enliven Therapeutics
ELVN
$1B
$691K ﹤0.01%
33,765
+1,540
AMTB icon
2346
Amerant Bancorp
AMTB
$841M
$690K ﹤0.01%
35,819
OXSQ icon
2347
Oxford Square Capital
OXSQ
$153M
$690K ﹤0.01%
435,278
-33,034
LYTS icon
2348
LSI Industries
LYTS
$589M
$690K ﹤0.01%
29,217
-1,448
KFRC icon
2349
Kforce
KFRC
$568M
$689K ﹤0.01%
22,964
-181
GLNG icon
2350
Golar LNG
GLNG
$3.79B
$687K ﹤0.01%
17,010
-90