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
GOOD
2351
Gladstone Commercial Corp
GOOD
$542M
$683K ﹤0.01%
47,647
+5,450
JAMF icon
2352
Jamf
JAMF
$1.71B
$682K ﹤0.01%
71,733
-2,981
RBCAA icon
2353
Republic Bancorp
RBCAA
$1.31B
$682K ﹤0.01%
9,325
-482
MBUU icon
2354
Malibu Boats
MBUU
$489M
$680K ﹤0.01%
21,696
-2,904
EVLV icon
2355
Evolv Technologies
EVLV
$1.05B
$677K ﹤0.01%
108,559
-16,879
HBNC icon
2356
Horizon Bancorp
HBNC
$827M
$673K ﹤0.01%
43,752
BZH icon
2357
Beazer Homes USA
BZH
$636M
$672K ﹤0.01%
30,028
-2,112
VMEO icon
2358
Vimeo
VMEO
$1.31B
$671K ﹤0.01%
165,973
+7,550
ALX
2359
Alexander's
ALX
$1.11B
$670K ﹤0.01%
2,975
+305
AMAL icon
2360
Amalgamated Financial
AMAL
$834M
$670K ﹤0.01%
21,476
+2,231
KT icon
2361
KT
KT
$8.75B
$670K ﹤0.01%
32,247
OEC icon
2362
Orion
OEC
$268M
$669K ﹤0.01%
63,732
-1,022
HCKT icon
2363
Hackett Group
HCKT
$501M
$668K ﹤0.01%
26,293
-2,334
CTRI icon
2364
Centuri Holdings
CTRI
$1.85B
$667K ﹤0.01%
29,723
+16,618
TIC
2365
TIC Solutions Inc
TIC
$2.16B
$666K ﹤0.01%
+60,356
WVE icon
2366
Wave Life Sciences
WVE
$1.18B
$663K ﹤0.01%
102,050
-13,962
CVAC icon
2367
CureVac
CVAC
$1.19B
$661K ﹤0.01%
123,250
+8,411
MTSR
2368
DELISTED
Metsera Inc
MTSR
$661K ﹤0.01%
23,246
+21,713
RYI icon
2369
Ryerson Holding
RYI
$650M
$660K ﹤0.01%
30,595
-1,353
EQBK icon
2370
Equity Bancshares
EQBK
$802M
$659K ﹤0.01%
16,148
+196
NBN icon
2371
Northeast Bank
NBN
$720M
$657K ﹤0.01%
7,385
+713
AMTB icon
2372
Amerant Bancorp
AMTB
$734M
$653K ﹤0.01%
35,819
+617
FCBC icon
2373
First Community Bankshares
FCBC
$605M
$653K ﹤0.01%
16,659
+2,468
DHC
2374
Diversified Healthcare Trust
DHC
$1.12B
$650K ﹤0.01%
181,689
+1,095
ACEL icon
2375
Accel Entertainment
ACEL
$855M
$647K ﹤0.01%
54,968
+175