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
+1.07%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$83.7B
AUM Growth
-$1.35B
Cap. Flow
-$1.41B
Cap. Flow %
-1.69%
Top 10 Hldgs %
15.6%
Holding
2,835
New
167
Increased
1,177
Reduced
645
Closed
47

Sector Composition

1 Financials 15.97%
2 Healthcare 13.86%
3 Technology 13.18%
4 Industrials 9.26%
5 Energy 8.86%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
SBCF icon
2601
Seacoast Banking Corp of Florida
SBCF
$2.75B
$38K ﹤0.01%
2,651
TSM icon
2602
TSMC
TSM
$1.26T
$38K ﹤0.01%
1,600
TSC
2603
DELISTED
TriState Capital Holdings, Inc.
TSC
$38K ﹤0.01%
3,613
PERY
2604
DELISTED
Perry Ellis International Inc
PERY
$38K ﹤0.01%
1,623
WCIC
2605
DELISTED
WCI Communities, Inc.
WCIC
$38K ﹤0.01%
1,570
CCNE icon
2606
CNB Financial Corp
CCNE
$768M
$37K ﹤0.01%
2,168
ENPH icon
2607
Enphase Energy
ENPH
$5.18B
$37K ﹤0.01%
+2,760
New +$37K
GHM icon
2608
Graham Corp
GHM
$524M
$37K ﹤0.01%
1,545
NDLS icon
2609
Noodles & Co
NDLS
$31.1M
$37K ﹤0.01%
2,114
NGS icon
2610
Natural Gas Services Group
NGS
$332M
$37K ﹤0.01%
1,933
UTI icon
2611
Universal Technical Institute
UTI
$1.47B
$37K ﹤0.01%
3,882
VNCE icon
2612
Vince Holding
VNCE
$19.4M
$37K ﹤0.01%
208
AREX
2613
DELISTED
Approach Resources Inc.
AREX
$37K ﹤0.01%
5,712
CBK
2614
DELISTED
Christopher & Banks Corporation
CBK
$37K ﹤0.01%
6,826
AAV
2615
DELISTED
Advantage Oil & Gas Ltd
AAV
$37K ﹤0.01%
+6,946
New +$37K
VA
2616
DELISTED
Virgin America Inc.
VA
$37K ﹤0.01%
+1,210
New +$37K
FRPH icon
2617
FRP Holdings
FRPH
$487M
$36K ﹤0.01%
2,020
GIFI icon
2618
Gulf Island Fabrication
GIFI
$118M
$36K ﹤0.01%
2,379
VHC icon
2619
VirnetX
VHC
$78.5M
$36K ﹤0.01%
300
EBSB
2620
DELISTED
Meridian Bancorp, Inc.
EBSB
$36K ﹤0.01%
2,734
PTVCB
2621
DELISTED
Protective Insurance Corporation Class B Common Stock
PTVCB
$36K ﹤0.01%
1,527
CETV
2622
DELISTED
Central European Media Enterprises Ltd
CETV
$36K ﹤0.01%
13,480
KEM
2623
DELISTED
KEMET Corporation
KEM
$36K ﹤0.01%
8,669
NEWS
2624
DELISTED
NewStar Financial, Inc.
NEWS
$36K ﹤0.01%
3,172
DSCI
2625
DELISTED
Derma Sciences, Inc. Common Stock (DE)
DSCI
$36K ﹤0.01%
4,160