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
BXC icon
2451
BlueLinx
BXC
$446M
$461K ﹤0.01%
7,499
-1,869
CRON
2452
Cronos Group
CRON
$955M
$461K ﹤0.01%
175,368
-20,000
ARHS icon
2453
Arhaus
ARHS
$1.04B
$459K ﹤0.01%
40,954
+6,120
PLPC icon
2454
Preformed Line Products
PLPC
$1.3B
$458K ﹤0.01%
2,217
+19
IIIV icon
2455
i3 Verticals
IIIV
$511M
$458K ﹤0.01%
18,188
-4,292
MBUU icon
2456
Malibu Boats
MBUU
$482M
$455K ﹤0.01%
16,126
-4,071
AVAH icon
2457
Aveanna Healthcare
AVAH
$1.51B
$451K ﹤0.01%
55,250
+2,283
AUGO
2458
Aura Minerals Inc
AUGO
$7.1B
$445K ﹤0.01%
8,828
+232
MAX icon
2459
MediaAlpha
MAX
$545M
$438K ﹤0.01%
33,817
-117
OPTU
2460
Optimum Communications Inc
OPTU
$701M
$436K ﹤0.01%
264,244
-1,538
XLE icon
2461
State Street Energy Select Sector SPDR ETF
XLE
$38.4B
$429K ﹤0.01%
9,585
+7,475
ODC icon
2462
Oil-Dri
ODC
$943M
$426K ﹤0.01%
8,699
-1,743
SMWB icon
2463
Similarweb
SMWB
$222M
$424K ﹤0.01%
56,620
+13,246
TRNS icon
2464
Transcat
TRNS
$673M
$422K ﹤0.01%
7,440
-2,111
BKV
2465
BKV Corp
BKV
$2.96B
$421K ﹤0.01%
15,492
-4,110
PGC icon
2466
Peapack-Gladstone Financial
PGC
$601M
$417K ﹤0.01%
14,977
-98
ELVN icon
2467
Enliven Therapeutics
ELVN
$1.79B
$417K ﹤0.01%
27,059
-6,706
RR icon
2468
Richtech Robotics
RR
$552M
$415K ﹤0.01%
128,345
+120,645
GDOT icon
2469
Green Dot
GDOT
$636M
$413K ﹤0.01%
32,220
+555
ASPI icon
2470
ASP Isotopes
ASPI
$756M
$409K ﹤0.01%
76,511
+68,134
FSUN
2471
FirstSun Capital Bancorp
FSUN
$1.01B
$405K ﹤0.01%
10,750
-4,043
BZH icon
2472
Beazer Homes USA
BZH
$641M
$402K ﹤0.01%
19,854
-8,495
TIP icon
2473
iShares TIPS Bond ETF
TIP
$14.3B
$401K ﹤0.01%
3,645
-8,240
FMNB icon
2474
Farmers National Banc Corp
FMNB
$470M
$401K ﹤0.01%
30,076
-6,386
DNUT icon
2475
Krispy Kreme
DNUT
$594M
$400K ﹤0.01%
99,521
-9,078