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
RUSHB icon
2376
Rush Enterprises Class B
RUSHB
$4.6B
$636K ﹤0.01%
11,075
-103
ALX
2377
Alexander's
ALX
$1.1B
$630K ﹤0.01%
2,688
-287
EVEX icon
2378
Eve Holding
EVEX
$1.66B
$629K ﹤0.01%
165,191
-145
FG icon
2379
F&G Annuities & Life
FG
$4.75B
$629K ﹤0.01%
20,103
+3,137
KT icon
2380
KT
KT
$9.07B
$628K ﹤0.01%
32,247
PACS icon
2381
PACS Group
PACS
$5.33B
$624K ﹤0.01%
45,464
EQBK icon
2382
Equity Bancshares
EQBK
$901M
$624K ﹤0.01%
15,324
-824
CENT icon
2383
Central Garden & Pet Co
CENT
$2.12B
$620K ﹤0.01%
18,982
-6,521
ACEL icon
2384
Accel Entertainment
ACEL
$918M
$619K ﹤0.01%
55,898
+930
STKL
2385
SunOpta
STKL
$461M
$618K ﹤0.01%
105,537
-127
ORRF icon
2386
Orrstown Financial Services
ORRF
$743M
$614K ﹤0.01%
18,056
PFX icon
2387
PhenixFIN
PFX
$89.1M
$605K ﹤0.01%
12,695
-1,456
SIBN icon
2388
SI-BONE Inc
SIBN
$844M
$603K ﹤0.01%
40,988
-1,415
OPK icon
2389
Opko Health
OPK
$1.03B
$598K ﹤0.01%
386,837
+31,155
ANAB icon
2390
AnaptysBio
ANAB
$1.23B
$597K ﹤0.01%
19,504
MGIC
2391
Magic Software Enterprises
MGIC
$1.33B
$596K ﹤0.01%
29,235
-2,985
AGRO icon
2392
Adecoagro
AGRO
$747M
$596K ﹤0.01%
75,990
ESTA icon
2393
Establishment Labs
ESTA
$2.11B
$593K ﹤0.01%
14,464
-6,314
SENEA icon
2394
Seneca Foods Class A
SENEA
$766M
$591K ﹤0.01%
5,473
-275
FOR icon
2395
Forestar Group
FOR
$1.37B
$587K ﹤0.01%
22,078
DJCO icon
2396
Daily Journal
DJCO
$706M
$587K ﹤0.01%
1,262
-2
RLAY icon
2397
Relay Therapeutics
RLAY
$1.5B
$586K ﹤0.01%
112,316
KRNT icon
2398
Kornit Digital
KRNT
$631M
$583K ﹤0.01%
43,198
-8,048
DHC
2399
Diversified Healthcare Trust
DHC
$1.19B
$583K ﹤0.01%
132,211
-49,478
CTLP icon
2400
Cantaloupe
CTLP
$782M
$583K ﹤0.01%
55,146
+456