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
SWX icon
701
Southwest Gas
SWX
$5.58B
$4.27M 0.01%
+91,258
New +$4.27M
PPS
702
DELISTED
Post Properties
PPS
$4.15M 0.01%
+83,886
New +$4.15M
VRE
703
Veris Residential
VRE
$1.51B
$4.02M 0.01%
+164,241
New +$4.02M
POR icon
704
Portland General Electric
POR
$4.61B
$4.01M 0.01%
+130,927
New +$4.01M
IDA icon
705
Idacorp
IDA
$6.68B
$3.98M 0.01%
+83,381
New +$3.98M
CHT icon
706
Chunghwa Telecom
CHT
$34.3B
$3.86M 0.01%
+120,164
New +$3.86M
LHO
707
DELISTED
LaSalle Hotel Properties
LHO
$3.85M 0.01%
+155,799
New +$3.85M
EPR icon
708
EPR Properties
EPR
$4.05B
$3.84M 0.01%
+76,349
New +$3.84M
IM
709
DELISTED
Ingram Micro
IM
$3.78M 0.01%
+198,926
New +$3.78M
FCE.A
710
DELISTED
Forest City Realty Trust, Inc.
FCE.A
$3.69M 0.01%
+206,014
New +$3.69M
HR
711
DELISTED
Healthcare Realty Trust Incorporated
HR
$3.64M 0.01%
+142,831
New +$3.64M
GT icon
712
Goodyear
GT
$2.45B
$3.58M ﹤0.01%
+233,998
New +$3.58M
CLP
713
DELISTED
COLONIAL PROPERTIES TRUST
CLP
$3.56M ﹤0.01%
+147,497
New +$3.56M
TEVA icon
714
Teva Pharmaceuticals
TEVA
$22.6B
$3.53M ﹤0.01%
+90,145
New +$3.53M
BDN
715
Brandywine Realty Trust
BDN
$768M
$3.53M ﹤0.01%
+260,942
New +$3.53M
CDP icon
716
COPT Defense Properties
CDP
$3.44B
$3.35M ﹤0.01%
+131,488
New +$3.35M
DCT
717
DELISTED
DCT Industrial Trust Inc.
DCT
$3.35M ﹤0.01%
+117,186
New +$3.35M
KKR icon
718
KKR & Co
KKR
$124B
$3.35M ﹤0.01%
+170,170
New +$3.35M
MPW icon
719
Medical Properties Trust
MPW
$2.75B
$3.33M ﹤0.01%
+232,215
New +$3.33M
CUBE icon
720
CubeSmart
CUBE
$9.38B
$3.27M ﹤0.01%
+204,802
New +$3.27M
UIL
721
DELISTED
UIL HOLDINGS
UIL
$3.24M ﹤0.01%
+84,733
New +$3.24M
ALE icon
722
Allete
ALE
$3.68B
$3.23M ﹤0.01%
+64,827
New +$3.23M
DRH icon
723
DiamondRock Hospitality
DRH
$1.73B
$3.2M ﹤0.01%
+343,301
New +$3.2M
THC icon
724
Tenet Healthcare
THC
$17B
$3.2M ﹤0.01%
+69,406
New +$3.2M
SHO icon
725
Sunstone Hotel Investors
SHO
$1.79B
$3.1M ﹤0.01%
+256,693
New +$3.1M