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
CYN
626
DELISTED
CITY NATIONAL CORPORATION
CYN
$11.3M 0.02%
+177,852
New +$11.3M
LVNTA
627
DELISTED
Liberty Interactive Corporation Series A Liberty Ventures
LVNTA
$11.1M 0.02%
+529,043
New +$11.1M
NVE
628
DELISTED
NV ENERGY, INC
NVE
$11M 0.02%
+468,467
New +$11M
B
629
Barrick Mining Corporation
B
$50.3B
$10.9M 0.02%
+694,098
New +$10.9M
CPT icon
630
Camden Property Trust
CPT
$11.6B
$10.9M 0.02%
+156,968
New +$10.9M
PTEN icon
631
Patterson-UTI
PTEN
$2.11B
$10.7M 0.01%
+551,777
New +$10.7M
DST
632
DELISTED
DST Systems Inc.
DST
$10.4M 0.01%
+317,340
New +$10.4M
CLF icon
633
Cleveland-Cliffs
CLF
$5.62B
$10.3M 0.01%
+636,824
New +$10.3M
ESS icon
634
Essex Property Trust
ESS
$17B
$9.86M 0.01%
+62,027
New +$9.86M
EOCC
635
DELISTED
Enel Generacion Chile S.A.
EOCC
$9.85M 0.01%
+322,510
New +$9.85M
TRQ
636
DELISTED
Turquoise Hill Resources Ltd
TRQ
$9.53M 0.01%
+209,238
New +$9.53M
SHLD
637
DELISTED
Sears Holding Corporation
SHLD
$9.36M 0.01%
+294,693
New +$9.36M
INFY icon
638
Infosys
INFY
$70.4B
$8.96M 0.01%
+1,739,640
New +$8.96M
ITC
639
DELISTED
ITC HOLDINGS CORP
ITC
$8.7M 0.01%
+285,921
New +$8.7M
STRZA
640
DELISTED
Starz - Series A
STRZA
$8.68M 0.01%
+392,954
New +$8.68M
ATO icon
641
Atmos Energy
ATO
$26.3B
$8.62M 0.01%
+209,809
New +$8.62M
ENIA
642
DELISTED
Enel Amricas S.A. American Depositary Shares (Each representing 50 shares of Common Stock)
ENIA
$8.51M 0.01%
+964,631
New +$8.51M
CST
643
DELISTED
CST Brands, Inc.
CST
$8.46M 0.01%
+274,621
New +$8.46M
AIV
644
Aimco
AIV
$1.07B
$8.36M 0.01%
+2,089,677
New +$8.36M
HUB.B
645
DELISTED
HUBBELL INC CL-B
HUB.B
$8.25M 0.01%
+83,818
New +$8.25M
ITUB icon
646
Itaú Unibanco
ITUB
$75.9B
$8.21M 0.01%
+1,694,294
New +$8.21M
DHC
647
Diversified Healthcare Trust
DHC
$1.05B
$8.13M 0.01%
+316,295
New +$8.13M
BIDU icon
648
Baidu
BIDU
$37B
$8.03M 0.01%
+84,910
New +$8.03M
WR
649
DELISTED
Westar Energy Inc
WR
$7.94M 0.01%
+248,359
New +$7.94M
WTRG icon
650
Essential Utilities
WTRG
$10.6B
$7.9M 0.01%
+315,711
New +$7.9M