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
-3.17%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$329B
AUM Growth
+$329B
Cap. Flow
+$15.7B
Cap. Flow %
4.78%
Top 10 Hldgs %
23.74%
Holding
3,619
New
42
Increased
1,803
Reduced
1,013
Closed
54

Sector Composition

1 Technology 25.92%
2 Financials 13.2%
3 Healthcare 12.91%
4 Consumer Discretionary 10.49%
5 Communication Services 8.08%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
HBMD
3601
DELISTED
Howard Bancorp, Inc. Common Stock
HBMD
-1,019 Closed -$22K
MRLN
3602
DELISTED
Marlin Business Services Corp
MRLN
-632 Closed -$15K
MGLN
3603
DELISTED
Magellan Health Services, Inc.
MGLN
-68,795 Closed -$6.54M
BMTC
3604
DELISTED
Bryn Mawr Bank Corp
BMTC
-6,411 Closed -$289K
RBNC
3605
DELISTED
Reliant Bancorp, Inc. Common Stock
RBNC
-1,211 Closed -$43K
ATH
3606
DELISTED
Athene Holding Ltd. Class A Common Shares
ATH
-413,845 Closed -$34.5M
ARD
3607
DELISTED
Ardagh Group S.A. Class A Common Shares
ARD
-875 Closed -$22K
GRUB
3608
DELISTED
Just Eat Takeaway.com N.V. American Depositary Shares
GRUB
-14,114 Closed -$152K
ZGNX
3609
DELISTED
Zogenix, Inc.
ZGNX
-43,637 Closed -$709K
TACO
3610
DELISTED
Del Taco Restaurants, Inc. Common Stock
TACO
-2,383 Closed -$30K
BDSI
3611
DELISTED
BioDelivery Sciences International, Inc.
BDSI
-32,316 Closed -$100K
STFC
3612
DELISTED
State Auto Financial Corp
STFC
-17,823 Closed -$921K
MBT
3613
DELISTED
Mobile TeleSystems Public Joint Stock Company American Depositary Shares (Each representing 2 Shares
MBT
-3,103,835 Closed -$24.7M
OZON
3614
DELISTED
Ozon Holdings PLC American Depositary Shares, each ADS representing one ordinary share
OZON
-291,159 Closed -$8.85M
IHC
3615
DELISTED
Independence Holding Company
IHC
-1,359 Closed -$77K
CIT
3616
DELISTED
CIT Group Inc.
CIT
-185,625 Closed -$9.53M
MNR
3617
DELISTED
Monmouth Real Estate Investment Corp
MNR
-571,247 Closed -$12M
STL
3618
DELISTED
Sterling Bancorp
STL
-465,081 Closed -$12M