Legal & General Group

Legal & General Group Portfolio holdings

AUM $403B
1-Year Return 24.44%
 

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 Return
+6.52%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$88.5B
AUM Growth
+$6.46B
Cap. Flow
+$2.09B
Cap. Flow %
2.36%
Top 10 Hldgs %
15.91%
Holding
2,846
New
52
Increased
1,289
Reduced
301
Closed
48

Sector Composition

1 Financials 16.44%
2 Healthcare 13.78%
3 Technology 12.76%
4 Communication Services 9.72%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
SBCF icon
2551
Seacoast Banking Corp of Florida
SBCF
$2.73B
$40K ﹤0.01%
2,651
SRDX icon
2552
Surmodics
SRDX
$471M
$40K ﹤0.01%
1,955
SGI
2553
DELISTED
Silicon Graphics Intl.
SGI
$40K ﹤0.01%
6,693
POZN
2554
DELISTED
POZEN INC
POZN
$40K ﹤0.01%
5,723
PHIIK
2555
DELISTED
PHI, Inc. Non-Voting Common Stock
PHIIK
$40K ﹤0.01%
2,312
CCNE icon
2556
CNB Financial Corp
CCNE
$772M
$39K ﹤0.01%
2,168
CVI icon
2557
CVR Energy
CVI
$3.1B
$39K ﹤0.01%
997
LITE icon
2558
Lumentum
LITE
$10.4B
$39K ﹤0.01%
1,763
QUAD icon
2559
Quad
QUAD
$338M
$39K ﹤0.01%
4,160
SID icon
2560
Companhia Siderúrgica Nacional
SID
$1.99B
$39K ﹤0.01%
40,712
-13,600
-25% -$13K
TBBK icon
2561
The Bancorp
TBBK
$3.53B
$39K ﹤0.01%
6,128
SAVE
2562
DELISTED
Spirit Airlines, Inc.
SAVE
$39K ﹤0.01%
972
RNET
2563
DELISTED
RigNet, Inc.
RNET
$39K ﹤0.01%
1,903
ACAT
2564
DELISTED
Arctic Cat Inc
ACAT
$39K ﹤0.01%
2,439
ACTG icon
2565
Acacia Research
ACTG
$326M
$38K ﹤0.01%
8,616
NKSH icon
2566
National Bankshares
NKSH
$199M
$38K ﹤0.01%
1,068
TWI icon
2567
Titan International
TWI
$565M
$38K ﹤0.01%
9,552
BCOV
2568
DELISTED
Brightcove, Inc.
BCOV
$38K ﹤0.01%
5,981
RRTS
2569
DELISTED
RoadRunner Transportation Systems, Inc.
RRTS
$38K ﹤0.01%
162
SPA
2570
DELISTED
Sparton
SPA
$38K ﹤0.01%
1,861
CGI
2571
DELISTED
Celadon Group Inc
CGI
$38K ﹤0.01%
3,874
FRM
2572
DELISTED
FURMANITE CORPORATION COM
FRM
$38K ﹤0.01%
5,741
ACI
2573
DELISTED
ARCH COAL, INC.
ACI
$38K ﹤0.01%
38,884
OSIR
2574
DELISTED
Osiris Therapeutics, Inc. Common Stock
OSIR
$38K ﹤0.01%
3,629
CLNE icon
2575
Clean Energy Fuels
CLNE
$539M
$37K ﹤0.01%
10,258