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
TECD
751
DELISTED
Tech Data Corp
TECD
$2.55M ﹤0.01%
+54,114
New +$2.55M
ACAS
752
DELISTED
American Capital Ltd
ACAS
$2.48M ﹤0.01%
+195,360
New +$2.48M
DFT
753
DELISTED
DuPont Fabros Technology Inc.
DFT
$2.46M ﹤0.01%
+101,651
New +$2.46M
ALU
754
DELISTED
ALCATEL-LUCENT ADR
ALU
$2.45M ﹤0.01%
+1,395,894
New +$2.45M
VALE icon
755
Vale
VALE
$44.2B
$2.44M ﹤0.01%
+185,511
New +$2.44M
AGCO icon
756
AGCO
AGCO
$8.03B
$2.43M ﹤0.01%
+48,425
New +$2.43M
BEE
757
DELISTED
STRATEGIC HOTELS & RESORTS, INC
BEE
$2.43M ﹤0.01%
+274,015
New +$2.43M
ITT icon
758
ITT
ITT
$13.4B
$2.42M ﹤0.01%
+82,154
New +$2.42M
GRT
759
DELISTED
GLIMCHER REALTY TRUST
GRT
$2.39M ﹤0.01%
+218,456
New +$2.39M
NDAQ icon
760
Nasdaq
NDAQ
$54.4B
$2.38M ﹤0.01%
+217,920
New +$2.38M
FR icon
761
First Industrial Realty Trust
FR
$6.79B
$2.37M ﹤0.01%
+156,299
New +$2.37M
CAR icon
762
Avis
CAR
$5.56B
$2.37M ﹤0.01%
+82,411
New +$2.37M
GAS
763
DELISTED
AGL RESOURCES INC (HOLDING CO)
GAS
$2.35M ﹤0.01%
+54,715
New +$2.35M
SRC
764
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
$2.34M ﹤0.01%
+56,200
New +$2.34M
NHI icon
765
National Health Investors
NHI
$3.73B
$2.28M ﹤0.01%
+38,017
New +$2.28M
PGH
766
DELISTED
Pengrowth Energy Corporation
PGH
$2.27M ﹤0.01%
+462,664
New +$2.27M
AWR icon
767
American States Water
AWR
$2.83B
$2.22M ﹤0.01%
+82,680
New +$2.22M
APO icon
768
Apollo Global Management
APO
$76.9B
$2.17M ﹤0.01%
+90,177
New +$2.17M
RKT
769
DELISTED
ROCK-TENN COMPANY CL-A
RKT
$2.17M ﹤0.01%
+43,408
New +$2.17M
TU icon
770
Telus
TU
$25B
$2.14M ﹤0.01%
+146,696
New +$2.14M
GOV
771
DELISTED
Government Properties Income Trust
GOV
$2.12M ﹤0.01%
+83,917
New +$2.12M
KBR icon
772
KBR
KBR
$6.35B
$2.11M ﹤0.01%
+64,867
New +$2.11M
BBD icon
773
Banco Bradesco
BBD
$33.1B
$2.09M ﹤0.01%
+409,782
New +$2.09M
EQY
774
DELISTED
Equity One
EQY
$2.08M ﹤0.01%
+92,064
New +$2.08M
NWN icon
775
Northwest Natural Holdings
NWN
$1.69B
$2.06M ﹤0.01%
+48,371
New +$2.06M