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
+3.04%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$124B
AUM Growth
+$124B
Cap. Flow
+$3.36B
Cap. Flow %
2.72%
Top 10 Hldgs %
15.43%
Holding
3,485
New
219
Increased
2,230
Reduced
339
Closed
132

Sector Composition

1 Financials 16.77%
2 Technology 14.75%
3 Healthcare 13.48%
4 Industrials 9.46%
5 Communication Services 9.26%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
CFNL
3476
DELISTED
Cardinal Financial Corp
CFNL
-54,441 Closed -$1.63M
AIRM
3477
DELISTED
Air Methods Corp
AIRM
-59,965 Closed -$2.58M
WWAV
3478
DELISTED
The WhiteWave Foods Company
WWAV
-675,092 Closed -$37.9M
HEOP
3479
DELISTED
Heritage Oaks Bancorp
HEOP
-6,744 Closed -$90K