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
GIC icon
2451
Global Industrial
GIC
$1.04B
$488K ﹤0.01%
18,051
-4
PX icon
2452
P10
PX
$1.09B
$483K ﹤0.01%
47,240
+14,261
RSKD icon
2453
Riskified
RSKD
$692M
$478K ﹤0.01%
95,829
CVGW icon
2454
Calavo Growers
CVGW
$391M
$478K ﹤0.01%
17,963
+347
EOLS icon
2455
Evolus
EOLS
$468M
$476K ﹤0.01%
51,692
-736
GSM icon
2456
FerroAtlántica
GSM
$719M
$474K ﹤0.01%
129,244
+42,279
PSNY icon
2457
Gores Guggenheim
PSNY
$1.11B
$474K ﹤0.01%
442,648
BKV
2458
BKV Corp
BKV
$2.51B
$473K ﹤0.01%
19,602
+9,562
BVS icon
2459
Bioventus
BVS
$507M
$473K ﹤0.01%
71,409
+35,873
FSBC icon
2460
Five Star Bancorp
FSBC
$740M
$472K ﹤0.01%
16,546
+247
WNC icon
2461
Wabash National
WNC
$307M
$471K ﹤0.01%
44,344
-4,627
OPK icon
2462
Opko Health
OPK
$983M
$469K ﹤0.01%
355,682
+5,584
ENIC icon
2463
Enel Chile
ENIC
$5.24B
$467K ﹤0.01%
128,041
FLNC icon
2464
Fluence Energy
FLNC
$2.35B
$465K ﹤0.01%
69,343
-2,457
NFE icon
2465
New Fortress Energy
NFE
$313M
$465K ﹤0.01%
140,044
+27,289
BIRK icon
2466
Birkenstock
BIRK
$7.42B
$464K ﹤0.01%
9,443
+5,061
AVAH icon
2467
Aveanna Healthcare
AVAH
$1.78B
$461K ﹤0.01%
88,171
+51,581
NGVC icon
2468
Vitamin Cottage Natural Grocers
NGVC
$743M
$458K ﹤0.01%
11,675
+5,961
NUVB icon
2469
Nuvation Bio
NUVB
$1.67B
$457K ﹤0.01%
234,588
+10,956
MANU icon
2470
Manchester United
MANU
$2.7B
$455K ﹤0.01%
25,572
+400
STGW icon
2471
Stagwell
STGW
$1.22B
$455K ﹤0.01%
101,049
+5,017
NUTX
2472
Nutex Health
NUTX
$595M
$454K ﹤0.01%
+3,645
NFBK icon
2473
Northfield Bancorp
NFBK
$440M
$453K ﹤0.01%
39,455
+275
IBTA icon
2474
Ibotta
IBTA
$706M
$452K ﹤0.01%
12,349
+3,746
CHCT
2475
Community Healthcare Trust
CHCT
$421M
$449K ﹤0.01%
27,010
-1,283