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
HCKT icon
2426
Hackett Group
HCKT
$357M
$512K ﹤0.01%
26,105
-137
OLMA icon
2427
Olema Pharmaceuticals
OLMA
$1.26B
$512K ﹤0.01%
20,490
+15,068
UGP icon
2428
Ultrapar
UGP
$5.56B
$512K ﹤0.01%
135,500
EVH icon
2429
Evolent Health
EVH
$343M
$504K ﹤0.01%
125,883
-246
STNG icon
2430
Scorpio Tankers
STNG
$3.9B
$500K ﹤0.01%
9,839
-528
TRTX
2431
TPG RE Finance Trust
TRTX
$651M
$500K ﹤0.01%
58,052
+178
LYTS icon
2432
LSI Industries
LYTS
$610M
$496K ﹤0.01%
27,074
-2,143
TROX icon
2433
Tronox
TROX
$1.08B
$496K ﹤0.01%
118,892
-21,360
ARX
2434
Accelerant Holdings
ARX
$2.42B
$495K ﹤0.01%
30,271
+20,271
CBL
2435
CBL Properties
CBL
$1.18B
$495K ﹤0.01%
13,374
-2,184
IWM icon
2436
iShares Russell 2000 ETF
IWM
$71.3B
$492K ﹤0.01%
2,000
-2,067
RUSHB icon
2437
Rush Enterprises Class B
RUSHB
$4.57B
$492K ﹤0.01%
8,747
-2,328
AVO icon
2438
Mission Produce
AVO
$953M
$491K ﹤0.01%
42,294
+7,963
TREE icon
2439
LendingTree
TREE
$554M
$490K ﹤0.01%
9,226
-2,805
PSIX
2440
Power Solutions International
PSIX
$1.21B
$487K ﹤0.01%
8,517
+1,574
BOW
2441
Bowhead Specialty Holdings
BOW
$752M
$485K ﹤0.01%
17,009
+102
GOOS
2442
Canada Goose Holdings
GOOS
$1.08B
$485K ﹤0.01%
37,354
+5,482
AEBI
2443
Aebi Schmidt Holding AG
AEBI
$1.03B
$480K ﹤0.01%
37,916
+5,485
FIP icon
2444
FTAI Infrastructure
FIP
$645M
$479K ﹤0.01%
103,828
-539
SMMT icon
2445
Summit Therapeutics
SMMT
$12.7B
$479K ﹤0.01%
27,359
+823
CCBG icon
2446
Capital City Bank Group
CCBG
$726M
$477K ﹤0.01%
11,207
-93
STGW icon
2447
Stagwell
STGW
$1.55B
$474K ﹤0.01%
97,030
+1,644
SKYT icon
2448
SkyWater Technology
SKYT
$1.4B
$474K ﹤0.01%
26,098
+23,263
ZBIO
2449
Zenas BioPharma
ZBIO
$1.39B
$473K ﹤0.01%
13,027
+11,673
RBCAA icon
2450
Republic Bancorp
RBCAA
$1.34B
$473K ﹤0.01%
6,854
-2,471