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
+2.62%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$90.3B
AUM Growth
+$1.82B
Cap. Flow
+$555M
Cap. Flow %
0.62%
Top 10 Hldgs %
16.33%
Holding
2,833
New
35
Increased
1,396
Reduced
840
Closed
50

Sector Composition

1 Financials 15.33%
2 Technology 13.14%
3 Healthcare 12.88%
4 Communication Services 10.05%
5 Consumer Staples 9.43%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
UTI icon
2701
Universal Technical Institute
UTI
$1.47B
$16K ﹤0.01%
3,882
VPL icon
2702
Vanguard FTSE Pacific ETF
VPL
$7.79B
$16K ﹤0.01%
286
AXAS
2703
DELISTED
Abraxas Petroleum Corporation
AXAS
$16K ﹤0.01%
766
CARB
2704
DELISTED
Carbonite Inc
CARB
$16K ﹤0.01%
2,066
UPL
2705
DELISTED
Ultra Petroleum Corp. Common Stock
UPL
$16K ﹤0.01%
32,026
WLB
2706
DELISTED
Westmoreland Coal Company
WLB
$16K ﹤0.01%
2,151
VGK icon
2707
Vanguard FTSE Europe ETF
VGK
$26.9B
$15K ﹤0.01%
313
WTI icon
2708
W&T Offshore
WTI
$261M
$15K ﹤0.01%
6,580
CDMO
2709
DELISTED
Avid Bioservices, Inc. Common Stock
CDMO
$15K ﹤0.01%
4,940
SFS
2710
DELISTED
Smart & Final Stores, Inc.
SFS
$15K ﹤0.01%
952
+616
+183% +$9.71K
RDEN
2711
DELISTED
ELIZABETH ARDEN INC
RDEN
$15K ﹤0.01%
1,871
UDF
2712
DELISTED
UNITED DEV FDG IV COM SHS OF BENE INT (TX)
UDF
$15K ﹤0.01%
4,773
+861
+22% +$2.71K
UNIS
2713
DELISTED
Unilife Corporation
UNIS
$14K ﹤0.01%
2,076
CTIC
2714
DELISTED
CTI BioPharma Corp. (DE) Common Stock
CTIC
$14K ﹤0.01%
2,698
NWBO
2715
DELISTED
Northwest Biotherapeutics, Inc. Common stock
NWBO
$14K ﹤0.01%
9,752
CVGI icon
2716
Commercial Vehicle Group
CVGI
$68.1M
$13K ﹤0.01%
5,019
MBUU icon
2717
Malibu Boats
MBUU
$648M
$13K ﹤0.01%
+822
New +$13K
SAN icon
2718
Banco Santander
SAN
$141B
$13K ﹤0.01%
3,218
TWIN icon
2719
Twin Disc
TWIN
$184M
$13K ﹤0.01%
1,227
USLM icon
2720
United States Lime & Minerals
USLM
$3.52B
$13K ﹤0.01%
1,145
VNCE icon
2721
Vince Holding
VNCE
$19.4M
$13K ﹤0.01%
208
XOMA icon
2722
Xoma
XOMA
$426M
$13K ﹤0.01%
843
CMLS
2723
DELISTED
Cumulus Media Inc. Class A Common Stock
CMLS
$13K ﹤0.01%
3,222
ALR
2724
DELISTED
AlerisLife Inc. Common Stock
ALR
$13K ﹤0.01%
584
NVTR
2725
DELISTED
Nuvectra Corporation Common Stock
NVTR
$13K ﹤0.01%
+2,645
New +$13K