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
HTBK icon
2401
Heritage Commerce
HTBK
$648M
$581K ﹤0.01%
58,488
RXST icon
2402
RxSight
RXST
$394M
$579K ﹤0.01%
44,574
+2,121
BXC icon
2403
BlueLinx
BXC
$436M
$579K ﹤0.01%
7,779
-27
COGT icon
2404
Cogent Biosciences
COGT
$5.15B
$575K ﹤0.01%
80,045
+10,878
ORRF icon
2405
Orrstown Financial Services
ORRF
$672M
$575K ﹤0.01%
18,056
+2,513
EVER icon
2406
EverQuote
EVER
$907M
$569K ﹤0.01%
23,525
+1,709
EE icon
2407
Excelerate Energy
EE
$848M
$566K ﹤0.01%
19,317
+670
EBF icon
2408
Ennis
EBF
$435M
$566K ﹤0.01%
31,221
-1,548
VTS icon
2409
Vitesse Energy
VTS
$817M
$566K ﹤0.01%
25,622
-3,892
MCBS icon
2410
MetroCity Bankshares
MCBS
$669M
$564K ﹤0.01%
19,744
+1,460
CMPO icon
2411
CompoSecure Inc
CMPO
$2.56B
$562K ﹤0.01%
39,852
+20,955
SMMT icon
2412
Summit Therapeutics
SMMT
$13.4B
$561K ﹤0.01%
26,367
+6,662
BOW
2413
Bowhead Specialty Holdings
BOW
$896M
$557K ﹤0.01%
14,849
+3,195
MLNK
2414
DELISTED
MeridianLink
MLNK
$556K ﹤0.01%
34,236
+3,341
GNK icon
2415
Genco Shipping & Trading
GNK
$759M
$552K ﹤0.01%
42,224
-178
RDUS
2416
DELISTED
Radius Recycling
RDUS
$552K ﹤0.01%
18,587
+16,352
ZYME icon
2417
Zymeworks
ZYME
$1.4B
$549K ﹤0.01%
43,763
-3,027
HOV icon
2418
Hovnanian Enterprises
HOV
$711M
$548K ﹤0.01%
5,239
+337
AIOT
2419
PowerFleet Inc
AIOT
$658M
$547K ﹤0.01%
126,974
+25,152
WEAV icon
2420
Weave Communications
WEAV
$478M
$546K ﹤0.01%
65,657
+29,958
WASH icon
2421
Washington Trust Bancorp
WASH
$529M
$546K ﹤0.01%
19,312
+1,448
MLR icon
2422
Miller Industries
MLR
$432M
$543K ﹤0.01%
12,222
+35
FG icon
2423
F&G Annuities & Life
FG
$4.44B
$543K ﹤0.01%
16,966
-37,462
IBRX icon
2424
ImmunityBio
IBRX
$2.05B
$542K ﹤0.01%
205,478
+21,715
BMBL icon
2425
Bumble
BMBL
$422M
$542K ﹤0.01%
82,212
-15,830