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
+4.85%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$133B
AUM Growth
+$133B
Cap. Flow
+$3.99B
Cap. Flow %
3%
Top 10 Hldgs %
15.39%
Holding
3,394
New
41
Increased
2,483
Reduced
321
Closed
89

Sector Composition

1 Financials 16.93%
2 Technology 15.14%
3 Healthcare 13.23%
4 Industrials 9.41%
5 Communication Services 9.37%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
AOI
3376
DELISTED
Alliance One International, Inc.
AOI
-25,409 Closed -$366K
PGH
3377
DELISTED
Pengrowth Energy Corporation
PGH
-1,168,607 Closed -$919K
AWH
3378
DELISTED
Allied World Assurance Co Hld Lt
AWH
-77,185 Closed -$4.08M
NMRX
3379
DELISTED
Numerex Corp
NMRX
-161,911 Closed -$798K
SPLS
3380
DELISTED
Staples Inc
SPLS
-4,389,400 Closed -$44.2M
NORD
3381
DELISTED
Nord Anglia Education, Inc.
NORD
-1,198 Closed -$39K
FCH
3382
DELISTED
Felcor Lodging Trust
FCH
-348,507 Closed -$2.51M
SSRI
3383
DELISTED
Silver Standard Resources
SSRI
-15,992 Closed -$155K
XTLY
3384
DELISTED
Xactly Corporation
XTLY
-7,026 Closed -$110K
NAME
3385
DELISTED
Rightside Group, Ltd.
NAME
-1,779 Closed -$19K
FRP
3386
DELISTED
Fairpoint Communications, Inc.
FRP
-5,801 Closed -$91K
FCFP
3387
DELISTED
FIRST COMMUNITY FINANCIAL PARTNERS INC.
FCFP
-1,986 Closed -$26K
KNGT
3388
DELISTED
KNIGHT TRANSPORTATION INC
KNGT
-130,344 Closed -$4.83M
WOOF
3389
DELISTED
VCA Inc.
WOOF
-137,283 Closed -$12.7M
OB
3390
DELISTED
Onebeacon Insurance Group Ltd
OB
-4,987 Closed -$91K
SWFT
3391
DELISTED
Swift Transportation Company
SWFT
-70,940 Closed -$1.88M