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
BX icon
676
Blackstone
BX
$140B
$5.82M 0.01%
+281,521
New +$5.82M
GXP
677
DELISTED
Great Plains Energy Incorporated
GXP
$5.81M 0.01%
+257,807
New +$5.81M
WPC icon
678
W.P. Carey
WPC
$14.9B
$5.75M 0.01%
+88,770
New +$5.75M
ANDV
679
DELISTED
Andeavor
ANDV
$5.71M 0.01%
+109,031
New +$5.71M
PDM
680
Piedmont Realty Trust, Inc.
PDM
$1.06B
$5.6M 0.01%
+312,949
New +$5.6M
PHI icon
681
PLDT
PHI
$4.22B
$5.53M 0.01%
+81,700
New +$5.53M
HME
682
DELISTED
HOME PROPERTIES, INC
HME
$5.5M 0.01%
+84,140
New +$5.5M
OHI icon
683
Omega Healthcare
OHI
$12.6B
$5.43M 0.01%
+175,170
New +$5.43M
DEI icon
684
Douglas Emmett
DEI
$2.71B
$5.32M 0.01%
+213,333
New +$5.32M
EQC
685
DELISTED
Equity Commonwealth
EQC
$5.13M 0.01%
+221,697
New +$5.13M
RYAAY icon
686
Ryanair
RYAAY
$31.3B
$4.99M 0.01%
+236,340
New +$4.99M
VVC
687
DELISTED
Vectren Corporation
VVC
$4.91M 0.01%
+145,018
New +$4.91M
SKT icon
688
Tanger
SKT
$3.88B
$4.89M 0.01%
+146,172
New +$4.89M
WW
689
DELISTED
WW International
WW
$4.88M 0.01%
+106,038
New +$4.88M
HIW icon
690
Highwoods Properties
HIW
$3.42B
$4.77M 0.01%
+133,823
New +$4.77M
MAA icon
691
Mid-America Apartment Communities
MAA
$16.9B
$4.72M 0.01%
+69,626
New +$4.72M
KT icon
692
KT
KT
$9.51B
$4.72M 0.01%
+301,692
New +$4.72M
ZTS icon
693
Zoetis
ZTS
$66.2B
$4.68M 0.01%
+151,551
New +$4.68M
RAD
694
DELISTED
Rite Aid Corporation
RAD
$4.67M 0.01%
+81,706
New +$4.67M
PNY
695
DELISTED
PIEDMONT NATURAL GAS CO INC(NC
PNY
$4.62M 0.01%
+136,907
New +$4.62M
ELS icon
696
Equity Lifestyle Properties
ELS
$11.8B
$4.58M 0.01%
+233,276
New +$4.58M
CNL
697
DELISTED
CLECO CRP (HOLDING CO)
CNL
$4.48M 0.01%
+96,560
New +$4.48M
OGE icon
698
OGE Energy
OGE
$8.82B
$4.47M 0.01%
+131,068
New +$4.47M
LXP icon
699
LXP Industrial Trust
LXP
$2.67B
$4.39M 0.01%
+375,582
New +$4.39M
RLJ icon
700
RLJ Lodging Trust
RLJ
$1.14B
$4.3M 0.01%
+191,051
New +$4.3M