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
+7.14%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$140B
AUM Growth
+$10.1B
Cap. Flow
+$2.39B
Cap. Flow %
1.71%
Top 10 Hldgs %
16.66%
Holding
3,435
New
84
Increased
1,839
Reduced
575
Closed
49

Sector Composition

1 Technology 17.7%
2 Financials 15.6%
3 Healthcare 13.13%
4 Consumer Discretionary 10.05%
5 Industrials 9.06%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
GBLI icon
2826
Global Indemnity Group
GBLI
$418M
$45K ﹤0.01%
1,185
SGRY icon
2827
Surgery Partners
SGRY
$2.83B
$45K ﹤0.01%
2,719
ALBO
2828
DELISTED
Albireo Pharma, Inc. Common Stock
ALBO
$45K ﹤0.01%
1,359
TPCO
2829
DELISTED
Tribune Publishing Company Common Stock
TPCO
$45K ﹤0.01%
2,726
BOJA
2830
DELISTED
Bojangles', Inc. Common Stock
BOJA
$45K ﹤0.01%
2,887
+593
+26% +$9.24K
AMNB
2831
DELISTED
American National Bankshares Inc
AMNB
$45K ﹤0.01%
1,152
ARTNA icon
2832
Artesian Resources
ARTNA
$343M
$44K ﹤0.01%
1,204
ATEX icon
2833
Anterix
ATEX
$405M
$44K ﹤0.01%
1,297
CULP icon
2834
Culp
CULP
$57.6M
$44K ﹤0.01%
1,806
CVGI icon
2835
Commercial Vehicle Group
CVGI
$72.1M
$44K ﹤0.01%
4,777
FNLC icon
2836
First Bancorp
FNLC
$306M
$44K ﹤0.01%
1,517
GORO icon
2837
Gold Resource Corp
GORO
$114M
$44K ﹤0.01%
8,614
INBK icon
2838
First Internet Bancorp
INBK
$209M
$44K ﹤0.01%
1,439
+286
+25% +$8.75K
JHX icon
2839
James Hardie Industries plc
JHX
$11.6B
$44K ﹤0.01%
+2,885
New +$44K
PBPB icon
2840
Potbelly
PBPB
$515M
$44K ﹤0.01%
3,559
PFIS icon
2841
Peoples Financial Services
PFIS
$533M
$44K ﹤0.01%
1,043
PHX
2842
DELISTED
PHX Minerals
PHX
$44K ﹤0.01%
2,361
RC
2843
Ready Capital
RC
$698M
$44K ﹤0.01%
2,635
UUUU icon
2844
Energy Fuels
UUUU
$2.89B
$44K ﹤0.01%
13,410
+2,439
+22% +$8K
BCOV
2845
DELISTED
Brightcove, Inc.
BCOV
$44K ﹤0.01%
5,263
RUBY
2846
DELISTED
Rubius Therapeutics, Inc
RUBY
$44K ﹤0.01%
+1,845
New +$44K
KOF icon
2847
Coca-Cola Femsa
KOF
$18.3B
$43K ﹤0.01%
700
CHMI
2848
Cherry Hill Mortgage Investment Corp
CHMI
$107M
$43K ﹤0.01%
2,383
+434
+22% +$7.83K
FARM icon
2849
Farmer Brothers
FARM
$50.2M
$43K ﹤0.01%
1,639
HIFS icon
2850
Hingham Institution for Saving
HIFS
$619M
$43K ﹤0.01%
196