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
+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
+$83.7B
Cap. Flow
-$936M
Cap. Flow %
-1.12%
Top 10 Hldgs %
15.6%
Holding
2,835
New
167
Increased
1,183
Reduced
641
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
KWK
2826
DELISTED
QUICKSILVER RESOURCES INC
KWK
-26,200 Closed -$5K
CQB
2827
DELISTED
CHIQUITA BRANDS INTL (NEW)
CQB
-85,263 Closed -$1.23M
FRNK
2828
DELISTED
FRANKLIN FINL CORP VA COM STK (VA)
FRNK
-1,323 Closed -$29K
SWS
2829
DELISTED
SWS GROUP INC
SWS
-5,488 Closed -$38K
RFMD
2830
DELISTED
RF MICRO DEVICES INC
RFMD
-40,941 Closed -$700K
TQNT
2831
DELISTED
TRIQUINT SEMICONDUCTOR INC
TQNT
-24,542 Closed -$703K
DWSN
2832
DELISTED
DAWSON GEOPHYSICAL CO
DWSN
-1,548 Closed -$18K
AGN
2833
DELISTED
ALLERGAN INC
AGN
-1,200,796 Closed -$255M