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
+2.1%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$82.4B
AUM Growth
-$279M
Cap. Flow
-$1.49B
Cap. Flow %
-1.81%
Top 10 Hldgs %
16.28%
Holding
1,341
New
25
Increased
397
Reduced
555
Closed
36

Top Buys

1
VZ icon
Verizon
VZ
+$260M
2
TSLA icon
Tesla
TSLA
+$59.8M
3
VRN
Veren
VRN
+$58.1M
4
ZTS icon
Zoetis
ZTS
+$40.8M
5
LNG icon
Cheniere Energy
LNG
+$36.7M

Sector Composition

1 Financials 16.58%
2 Healthcare 12.91%
3 Technology 12.76%
4 Energy 10.74%
5 Industrials 9.57%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
NWS icon
676
News Corp Class B
NWS
$19.1B
$7.82M 0.01%
468,444
+27,458
+6% +$459K
NUS icon
677
Nu Skin
NUS
$570M
$7.81M 0.01%
94,231
+93,779
+20,748% +$7.77M
AN icon
678
AutoNation
AN
$8.57B
$7.78M 0.01%
146,209
+585
+0.4% +$31.1K
SVU
679
DELISTED
SUPERVALU Inc.
SVU
$7.66M 0.01%
159,922
-11,197
-7% -$536K
SWX icon
680
Southwest Gas
SWX
$5.58B
$7.65M 0.01%
143,087
+9,624
+7% +$514K
GT icon
681
Goodyear
GT
$2.45B
$7.37M 0.01%
282,216
+1,760
+0.6% +$46K
TCO
682
DELISTED
Taubman Centers Inc.
TCO
$7.35M 0.01%
103,871
-2,357
-2% -$167K
OGS icon
683
ONE Gas
OGS
$4.47B
$7.22M 0.01%
+200,813
New +$7.22M
DHC
684
Diversified Healthcare Trust
DHC
$1.04B
$7.18M 0.01%
322,195
-8,911
-3% -$198K
UNS
685
DELISTED
UNS ENERGY CORP COM
UNS
$7.1M 0.01%
118,183
+5,545
+5% +$333K
OHI icon
686
Omega Healthcare
OHI
$12.8B
$7.01M 0.01%
209,053
+11,638
+6% +$390K
NNN icon
687
NNN REIT
NNN
$8.12B
$6.98M 0.01%
203,237
-4,300
-2% -$148K
BMR
688
DELISTED
BIOMED REALTY TRUST INC
BMR
$6.92M 0.01%
337,803
-5,438
-2% -$111K
RAD
689
DELISTED
Rite Aid Corporation
RAD
$6.78M 0.01%
54,090
+28
+0.1% +$3.51K
ACC
690
DELISTED
American Campus Communities, Inc.
ACC
$6.71M 0.01%
179,573
+12,345
+7% +$461K
ITUB icon
691
Itaú Unibanco
ITUB
$76B
$6.67M 0.01%
1,196,054
-64,201
-5% -$358K
ALE icon
692
Allete
ALE
$3.68B
$6.58M 0.01%
125,591
+18,022
+17% +$945K
OGE icon
693
OGE Energy
OGE
$8.82B
$6.53M 0.01%
177,662
+5,007
+3% +$184K
VOYA icon
694
Voya Financial
VOYA
$7.3B
$6.52M 0.01%
179,830
+43,874
+32% +$1.59M
UIL
695
DELISTED
UIL HOLDINGS
UIL
$6.28M 0.01%
170,570
+9,800
+6% +$361K
DEI icon
696
Douglas Emmett
DEI
$2.77B
$6.27M 0.01%
231,097
-5,054
-2% -$137K
RYAAY icon
697
Ryanair
RYAAY
$31.7B
$6.26M 0.01%
259,496
+3,412
+1% +$82.3K
SRC
698
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
$6.12M 0.01%
124,252
-2,002
-2% -$98.6K
HIW icon
699
Highwoods Properties
HIW
$3.45B
$6.1M 0.01%
158,777
-1,570
-1% -$60.3K
EQC
700
DELISTED
Equity Commonwealth
EQC
$6.08M 0.01%
231,237
-4,593
-2% -$121K