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
+2.46%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$72.4B
AUM Growth
Cap. Flow
+$72.4B
Cap. Flow %
100%
Top 10 Hldgs %
16.51%
Holding
1,272
New
1,272
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 16.71%
2 Technology 12.55%
3 Healthcare 12.36%
4 Energy 10.72%
5 Consumer Staples 9.48%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
NWS
276
DELISTED
THE NEWS CORPORATION LTD CL-B
NWS
$61.4M 0.08%
+1,870,596
New +$61.4M
CTRA icon
277
Coterra Energy
CTRA
$18.3B
$61.2M 0.08%
+1,723,652
New +$61.2M
HSY icon
278
Hershey
HSY
$37.6B
$61M 0.08%
+682,985
New +$61M
NTRS icon
279
Northern Trust
NTRS
$24.3B
$60.9M 0.08%
+1,051,375
New +$60.9M
ROP icon
280
Roper Technologies
ROP
$55.8B
$60.3M 0.08%
+485,575
New +$60.3M
MAR icon
281
Marriott International Class A Common Stock
MAR
$71.9B
$60.3M 0.08%
+1,495,153
New +$60.3M
STJ
282
DELISTED
St Jude Medical
STJ
$59.6M 0.08%
+1,305,964
New +$59.6M
MTB icon
283
M&T Bank
MTB
$31.2B
$59.4M 0.08%
+531,794
New +$59.4M
ADI icon
284
Analog Devices
ADI
$122B
$58.5M 0.08%
+1,298,901
New +$58.5M
WEC icon
285
WEC Energy
WEC
$34.7B
$58.2M 0.08%
+1,418,651
New +$58.2M
ZBH icon
286
Zimmer Biomet
ZBH
$20.9B
$57.8M 0.08%
+795,082
New +$57.8M
DOV icon
287
Dover
DOV
$24.4B
$57.5M 0.08%
+1,104,662
New +$57.5M
FTI icon
288
TechnipFMC
FTI
$16B
$57.1M 0.08%
+1,379,201
New +$57.1M
LIFE
289
DELISTED
LIFE TECHNOLOGIES CORP COM STK (DE)
LIFE
$56.6M 0.08%
+765,307
New +$56.6M
AGU
290
DELISTED
Agrium
AGU
$56.4M 0.08%
+652,603
New +$56.4M
VTRS icon
291
Viatris
VTRS
$12.2B
$56.4M 0.08%
+1,816,809
New +$56.4M
PFG icon
292
Principal Financial Group
PFG
$17.8B
$56.1M 0.08%
+1,498,651
New +$56.1M
ROST icon
293
Ross Stores
ROST
$49.4B
$55.8M 0.08%
+1,722,002
New +$55.8M
OVV icon
294
Ovintiv
OVV
$10.6B
$55.8M 0.08%
+661,210
New +$55.8M
XRX icon
295
Xerox
XRX
$493M
$55.7M 0.08%
+2,331,868
New +$55.7M
ORLY icon
296
O'Reilly Automotive
ORLY
$89B
$55.7M 0.08%
+7,420,560
New +$55.7M
FAST icon
297
Fastenal
FAST
$55.1B
$55.6M 0.08%
+4,852,496
New +$55.6M
ICE icon
298
Intercontinental Exchange
ICE
$99.8B
$55.5M 0.08%
+1,561,985
New +$55.5M
SWN
299
DELISTED
Southwestern Energy Company
SWN
$55.5M 0.08%
+1,519,622
New +$55.5M
SWK icon
300
Stanley Black & Decker
SWK
$12.1B
$55M 0.08%
+711,968
New +$55M