Legal & General Group

Legal & General Group Portfolio holdings

AUM $451B
1-Year Est. Return 27.92%
 

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
+27.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$451B
AUM Growth
+$5.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,462
New
Increased
Reduced
Closed

Top Buys

1 +$937M
2 +$462M
3 +$218M
4
INTU icon
Intuit
INTU
+$141M
5
Q
Qnity Electronics Inc
Q
+$117M

Top Sells

1 +$1.81B
2 +$433M
3 +$433M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$382M
5
K
Kellanova
K
+$190M

Sector Composition

1 Technology 34.85%
2 Financials 13.39%
3 Healthcare 9.67%
4 Consumer Discretionary 9.63%
5 Communication Services 9.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
NB
2401
NioCorp Developments
NB
$704M
$550K ﹤0.01%
103,718
+96,134
PRCH icon
2402
Porch Group
PRCH
$812M
$547K ﹤0.01%
59,914
-6,124
WASH icon
2403
Washington Trust Bancorp
WASH
$626M
$544K ﹤0.01%
18,396
-72
FOR icon
2404
Forestar Group
FOR
$1.29B
$542K ﹤0.01%
22,016
-62
MANU icon
2405
Manchester United
MANU
$2.98B
$541K ﹤0.01%
34,002
+5,300
USAR
2406
USA Rare Earth Inc
USAR
$4.46B
$541K ﹤0.01%
45,450
+27,321
CWH icon
2407
Camping World
CWH
$440M
$538K ﹤0.01%
55,323
-8,928
RSKD icon
2408
Riskified
RSKD
$684M
$537K ﹤0.01%
108,084
+21,075
ALNT icon
2409
Allient
ALNT
$1.07B
$532K ﹤0.01%
9,905
+8,579
GIC icon
2410
Global Industrial
GIC
$1.21B
$529K ﹤0.01%
18,119
-34
AQST icon
2411
Aquestive Therapeutics
AQST
$512M
$529K ﹤0.01%
81,895
+73,584
SEMR icon
2412
Semrush
SEMR
$1.81B
$528K ﹤0.01%
44,377
-168
NKTR icon
2413
Nektar Therapeutics
NKTR
$2.02B
$525K ﹤0.01%
+12,413
CENT icon
2414
Central Garden & Pet Co
CENT
$2.28B
$524K ﹤0.01%
16,304
-2,678
ALX
2415
Alexander's
ALX
$1.25B
$522K ﹤0.01%
2,394
-294
ATAI icon
2416
AtaiBeckley Inc
ATAI
$1.5B
$522K ﹤0.01%
+127,547
SMBC icon
2417
Southern Missouri Bancorp
SMBC
$685M
$521K ﹤0.01%
8,820
BTBT icon
2418
Bit Digital
BTBT
$537M
$521K ﹤0.01%
275,684
-26,862
GSBC icon
2419
Great Southern Bancorp
GSBC
$682M
$517K ﹤0.01%
8,397
-617
HTFL
2420
Heartflow Inc
HTFL
$1.92B
$516K ﹤0.01%
17,718
+15,957
ENIC icon
2421
Enel Chile
ENIC
$5.55B
$515K ﹤0.01%
128,041
BKSY icon
2422
BlackSky Technology
BKSY
$862M
$515K ﹤0.01%
27,481
-234
SUZ icon
2423
Suzano
SUZ
$13.2B
$515K ﹤0.01%
55,121
FVRR icon
2424
Fiverr
FVRR
$404M
$513K ﹤0.01%
25,976
-11,719
ORRF icon
2425
Orrstown Financial Services
ORRF
$686M
$513K ﹤0.01%
14,475
-3,581