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
+3.04%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$124B
AUM Growth
+$5.93B
Cap. Flow
+$3.33B
Cap. Flow %
2.69%
Top 10 Hldgs %
15.43%
Holding
3,485
New
220
Increased
2,225
Reduced
339
Closed
129

Sector Composition

1 Financials 16.77%
2 Technology 14.75%
3 Healthcare 13.48%
4 Industrials 9.44%
5 Communication Services 9.26%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
VIRT icon
2551
Virtu Financial
VIRT
$3.14B
$110K ﹤0.01%
6,223
SNOW
2552
DELISTED
Intrawest Resorts Holdings, Inc.
SNOW
$110K ﹤0.01%
4,616
-479
-9% -$11.4K
STFC
2553
DELISTED
State Auto Financial Corp
STFC
$110K ﹤0.01%
4,232
XTLY
2554
DELISTED
Xactly Corporation
XTLY
$110K ﹤0.01%
7,026
+727
+12% +$11.4K
CSV icon
2555
Carriage Services
CSV
$671M
$109K ﹤0.01%
4,044
FWONA icon
2556
Liberty Media Series A
FWONA
$23.1B
$109K ﹤0.01%
3,251
-3,058
-48% -$103K
HTBK icon
2557
Heritage Commerce
HTBK
$633M
$109K ﹤0.01%
7,903
+1,339
+20% +$18.5K
SRI icon
2558
Stoneridge
SRI
$232M
$109K ﹤0.01%
7,077
NCOM
2559
DELISTED
National Commerce Corporation
NCOM
$109K ﹤0.01%
2,754
+296
+12% +$11.7K
OKSB
2560
DELISTED
Southwest Bancorp Inc/OK
OKSB
$109K ﹤0.01%
4,261
FGL
2561
DELISTED
Fidelity & Guaranty Life
FGL
$109K ﹤0.01%
3,523
FISI icon
2562
Financial Institutions
FISI
$548M
$108K ﹤0.01%
3,621
LFCR icon
2563
Lifecore Biomedical
LFCR
$291M
$108K ﹤0.01%
7,352
HTB
2564
HomeTrust Bancshares, Inc.
HTB
$725M
$108K ﹤0.01%
4,403
TAST
2565
DELISTED
Carrols Restaurant Group, Inc.
TAST
$108K ﹤0.01%
8,806
CORR
2566
DELISTED
CorEnergy Infrastructure Trust, Inc.
CORR
$108K ﹤0.01%
3,189
+30
+0.9% +$1.02K
CCS icon
2567
Century Communities
CCS
$2.06B
$107K ﹤0.01%
4,323
WHG icon
2568
Westwood Holdings Group
WHG
$163M
$107K ﹤0.01%
1,896
EVBG
2569
DELISTED
Everbridge, Inc. Common Stock
EVBG
$107K ﹤0.01%
4,355
+2,885
+196% +$70.9K
TOWR
2570
DELISTED
Tower International, Inc.
TOWR
$107K ﹤0.01%
4,808
CTRL
2571
DELISTED
Control4 Corporation
CTRL
$107K ﹤0.01%
5,506
+577
+12% +$11.2K
ACTA
2572
DELISTED
Actua Corporation
ACTA
$107K ﹤0.01%
7,635
-909
-11% -$12.7K
BV
2573
DELISTED
Bazaarvoice, Inc.
BV
$107K ﹤0.01%
21,632
IXYS
2574
DELISTED
IXYS Corp
IXYS
$107K ﹤0.01%
6,537
STAA icon
2575
STAAR Surgical
STAA
$1.39B
$106K ﹤0.01%
9,856