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
ELME
726
Elme Communities
ELME
$1.52B
$3.1M ﹤0.01%
+115,170
New +$3.1M
IJR icon
727
iShares Core S&P Small-Cap ETF
IJR
$85.3B
$3.07M ﹤0.01%
+67,600
New +$3.07M
LSI
728
DELISTED
Life Storage, Inc.
LSI
$3.06M ﹤0.01%
+70,880
New +$3.06M
ACGL icon
729
Arch Capital
ACGL
$33.9B
$3M ﹤0.01%
+175,053
New +$3M
UNS
730
DELISTED
UNS ENERGY CORP COM
UNS
$2.99M ﹤0.01%
+66,904
New +$2.99M
MDY icon
731
SPDR S&P MidCap 400 ETF Trust
MDY
$23.9B
$2.99M ﹤0.01%
+14,200
New +$2.99M
CYH icon
732
Community Health Systems
CYH
$415M
$2.98M ﹤0.01%
+76,831
New +$2.98M
ARCC icon
733
Ares Capital
ARCC
$15.7B
$2.92M ﹤0.01%
+169,538
New +$2.92M
PBI icon
734
Pitney Bowes
PBI
$2.18B
$2.84M ﹤0.01%
+193,244
New +$2.84M
GNMX
735
DELISTED
Aevi Genomic Medicine, Inc.
GNMX
$2.83M ﹤0.01%
+725,000
New +$2.83M
DNY
736
DELISTED
DONNELLEY R R & SONS CO
DNY
$2.79M ﹤0.01%
+198,782
New +$2.79M
LUX
737
DELISTED
Luxottica Group
LUX
$2.75M ﹤0.01%
+54,246
New +$2.75M
CNA icon
738
CNA Financial
CNA
$12.9B
$2.7M ﹤0.01%
+82,660
New +$2.7M
AMX icon
739
America Movil
AMX
$59.4B
$2.67M ﹤0.01%
+122,839
New +$2.67M
CCU icon
740
Compañía de Cervecerías Unidas
CCU
$2.18B
$2.66M ﹤0.01%
+93,085
New +$2.66M
NWE icon
741
NorthWestern Energy
NWE
$3.47B
$2.63M ﹤0.01%
+65,905
New +$2.63M
ERF
742
DELISTED
Enerplus Corporation
ERF
$2.61M ﹤0.01%
+178,114
New +$2.61M
CCK icon
743
Crown Holdings
CCK
$10.9B
$2.6M ﹤0.01%
+63,292
New +$2.6M
FNF icon
744
Fidelity National Financial
FNF
$16.4B
$2.6M ﹤0.01%
+191,104
New +$2.6M
PWR icon
745
Quanta Services
PWR
$56B
$2.6M ﹤0.01%
+98,077
New +$2.6M
HP icon
746
Helmerich & Payne
HP
$1.99B
$2.58M ﹤0.01%
+41,256
New +$2.58M
AVA icon
747
Avista
AVA
$2.93B
$2.57M ﹤0.01%
+95,157
New +$2.57M
PEB icon
748
Pebblebrook Hotel Trust
PEB
$1.37B
$2.57M ﹤0.01%
+99,391
New +$2.57M
EGP icon
749
EastGroup Properties
EGP
$8.91B
$2.56M ﹤0.01%
+45,469
New +$2.56M
SUI icon
750
Sun Communities
SUI
$16.2B
$2.55M ﹤0.01%
+51,333
New +$2.55M