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
PWRD
2826
DELISTED
PERFECT WORLD CO LTD SPONSORED ADR REPSTG CL B (CAYMAN ISL)
PWRD
-11,200 Closed -$222K
DTV
2827
DELISTED
DIRECTV COM STK (DE)
DTV
-2,041,968 Closed -$189M
CTRX
2828
DELISTED
CATAMARAN CORP COM STK (CDA)
CTRX
-754,322 Closed -$46.1M
ROSE
2829
DELISTED
ROSETTA RESOURCES INC
ROSE
-29,112 Closed -$673K
ANR
2830
DELISTED
ALPHA NATURAL RESOURCES INC.
ANR
-68,086 Closed -$21K
RALY
2831
DELISTED
RALLY SOFTWARE DEV CORP
RALY
-4,378 Closed -$85K
ADVS
2832
DELISTED
ADVENT SOFTWARE INC
ADVS
-10,672 Closed -$472K
MIG
2833
DELISTED
MEADOWBROOK INSURANCE GRP INC
MIG
-9,450 Closed -$81K
KRFT
2834
DELISTED
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
-2,392,225 Closed -$204M
FDO
2835
DELISTED
FAMILY DOLLAR STORES
FDO
-442,236 Closed -$34.9M
AUQ
2836
DELISTED
AURICO GOLD INC COM
AUQ
-13,138 Closed -$38K
RKT
2837
DELISTED
ROCK-TENN COMPANY CL-A
RKT
-90,232 Closed -$5.44M
HVB
2838
DELISTED
HUDSON VY HLDG CORP
HVB
-2,575 Closed -$72K
IGTE
2839
DELISTED
IGATE CORPORATION
IGTE
-6,902 Closed -$329K
MWV
2840
DELISTED
MEADWESTVACO CORP
MWV
-712,109 Closed -$33.6M
BBNK
2841
DELISTED
BRIDGE CAPITAL HOLDINGS
BBNK
-1,789 Closed -$53K
DRC
2842
DELISTED
DRESSER-RAND GROUP INC
DRC
-28,752 Closed -$2.45M
RTI
2843
DELISTED
RTI INTL METALS INC(HLDG CO)
RTI
-5,611 Closed -$178K