Legal & General Group

Legal & General Group Portfolio holdings

AUM $403B
 

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
-5.88%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$82B
AUM Growth
+$82B
Cap. Flow
+$3.52B
Cap. Flow %
4.29%
Top 10 Hldgs %
16.39%
Holding
2,844
New
76
Increased
1,369
Reduced
265
Closed
50

Top Buys

1
KHC icon
Kraft Heinz
KHC
$183M
2
T icon
AT&T
T
$169M
3
PYPL icon
PayPal
PYPL
$143M
4
NFLX icon
Netflix
NFLX
$136M
5
AAPL icon
Apple
AAPL
$114M

Sector Composition

1 Financials 16.64%
2 Healthcare 13.73%
3 Technology 12.84%
4 Communication Services 9.14%
5 Consumer Staples 8.99%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
PPO
2801
DELISTED
POLYPORE INTERNATIONAL, INC
PPO
-7,976 Closed -$478K
BND icon
2802
Vanguard Total Bond Market
BND
$134B
-667 Closed -$55K
BWX icon
2803
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
$1.38B
-231 Closed -$13K
DALN icon
2804
DallasNews
DALN
$79.8M
-2,824 Closed -$16K
MGK icon
2805
Vanguard Mega Cap Growth ETF
MGK
$28.9B
-247 Closed -$19K
MGV icon
2806
Vanguard Mega Cap Value ETF
MGV
$9.87B
-326 Closed -$19K
MLCO icon
2807
Melco Resorts & Entertainment
MLCO
$3.88B
-144,024 Closed -$2.81M
VBK icon
2808
Vanguard Small-Cap Growth ETF
VBK
$20.1B
-157 Closed -$19K
VBR icon
2809
Vanguard Small-Cap Value ETF
VBR
$31.4B
-207 Closed -$21K
VGK icon
2810
Vanguard FTSE Europe ETF
VGK
$26.8B
-313 Closed -$17K
VOT icon
2811
Vanguard Mid-Cap Growth ETF
VOT
$17.6B
-207 Closed -$20K
VPL icon
2812
Vanguard FTSE Pacific ETF
VPL
$7.72B
-286 Closed -$17K
VWO icon
2813
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
-334 Closed -$14K
CGRN
2814
DELISTED
Capstone Green Energy Corporation Common Stock
CGRN
-36,184 Closed -$14K
LUX
2815
DELISTED
Luxottica Group
LUX
-11,493 Closed -$764K
BRLI
2816
DELISTED
BIO-REFERENCE LABS INC-NEW-
BRLI
-5,443 Closed -$223K
QLTY
2817
DELISTED
QUALITY DISTR INC FLA
QLTY
-5,122 Closed -$80K
MCGC
2818
DELISTED
MCG CAP CORP
MCGC
-49,066 Closed -$224K
OCR
2819
DELISTED
OMNICARE INC
OCR
-465,757 Closed -$43.9M
AEC
2820
DELISTED
ASSOCIATED ESTATES REALTY CORP
AEC
-98,757 Closed -$2.83M
INFA
2821
DELISTED
INFORMATICA CORP
INFA
-7,227 Closed -$350K
MCRL
2822
DELISTED
MICREL INC
MCRL
-7,533 Closed -$105K
EXL
2823
DELISTED
EXCEL TRUST , INC COM STK
EXL
-105,867 Closed -$1.67M
MRH
2824
DELISTED
MONTPELIER RE HOLDINGS LTD
MRH
-7,477 Closed -$302K
SUSQ
2825
DELISTED
SUSQUEHANNA BANCSHARES INC
SUSQ
-152,692 Closed -$2.16M