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
IOVA icon
2426
Iovance Biotherapeutics
IOVA
$853M
$552K ﹤0.01%
254,562
+21,865
GSBC icon
2427
Great Southern Bancorp
GSBC
$736M
$552K ﹤0.01%
9,014
+62
IBRX icon
2428
ImmunityBio
IBRX
$2.18B
$548K ﹤0.01%
222,888
+17,410
SMMT icon
2429
Summit Therapeutics
SMMT
$12.9B
$548K ﹤0.01%
26,536
+169
IFS icon
2430
Intercorp Financial Services
IFS
$4.62B
$544K ﹤0.01%
13,493
NRDS icon
2431
NerdWallet
NRDS
$1B
$540K ﹤0.01%
50,167
+4,181
STGW icon
2432
Stagwell
STGW
$1.4B
$537K ﹤0.01%
95,386
-5,663
AS icon
2433
Amer Sports
AS
$21.7B
$534K ﹤0.01%
15,381
-1,023
WASH icon
2434
Washington Trust Bancorp
WASH
$583M
$534K ﹤0.01%
18,468
-844
NFBK icon
2435
Northfield Bancorp
NFBK
$506M
$530K ﹤0.01%
44,942
+5,487
GRPN icon
2436
Groupon
GRPN
$642M
$529K ﹤0.01%
22,666
-3,992
NFE icon
2437
New Fortress Energy
NFE
$324M
$528K ﹤0.01%
238,767
+98,723
FPI
2438
Farmland Partners
FPI
$437M
$527K ﹤0.01%
48,395
+4,686
KEN icon
2439
Kenon Holdings
KEN
$3.19B
$526K ﹤0.01%
11,725
-2,860
SLSR
2440
Solaris Resources
SLSR
$1.28B
$526K ﹤0.01%
+82,373
FMNB icon
2441
Farmers National Banc Corp
FMNB
$543M
$525K ﹤0.01%
36,462
MCBS icon
2442
MetroCity Bankshares
MCBS
$833M
$524K ﹤0.01%
18,913
-831
VVPR icon
2443
VivoPower
VVPR
$35.1M
$518K ﹤0.01%
113,749
+17,919
SUZ icon
2444
Suzano
SUZ
$11.1B
$518K ﹤0.01%
55,121
AXIA.PR
2445
AXIA Energia Preferred Shares
AXIA.PR
$28.5B
$513K ﹤0.01%
49,500
FIGS icon
2446
FIGS
FIGS
$1.96B
$508K ﹤0.01%
75,915
-127
LENZ
2447
LENZ Therapeutics
LENZ
$531M
$501K ﹤0.01%
10,763
-226
ENIC icon
2448
Enel Chile
ENIC
$5.45B
$500K ﹤0.01%
128,041
HCKT icon
2449
Hackett Group
HCKT
$498M
$499K ﹤0.01%
26,242
-51
TRTX
2450
TPG RE Finance Trust
TRTX
$715M
$495K ﹤0.01%
57,874