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
+3.04%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$124B
AUM Growth
+$5.93B
Cap. Flow
+$3.33B
Cap. Flow %
2.69%
Top 10 Hldgs %
15.43%
Holding
3,485
New
220
Increased
2,225
Reduced
339
Closed
129

Sector Composition

1 Financials 16.77%
2 Technology 14.75%
3 Healthcare 13.48%
4 Industrials 9.44%
5 Communication Services 9.26%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
UTHR icon
751
United Therapeutics
UTHR
$17.9B
$10.5M 0.01%
81,297
+9,664
+13% +$1.25M
WCG
752
DELISTED
Wellcare Health Plans, Inc.
WCG
$10.5M 0.01%
58,653
+4,893
+9% +$878K
LSI
753
DELISTED
Life Storage, Inc.
LSI
$10.5M 0.01%
213,048
+23,856
+13% +$1.18M
DRH icon
754
DiamondRock Hospitality
DRH
$1.72B
$10.5M 0.01%
955,530
+53,830
+6% +$590K
SWX icon
755
Southwest Gas
SWX
$5.67B
$10.4M 0.01%
142,405
+12,174
+9% +$890K
EVHC
756
DELISTED
Envision Healthcare Holdings Inc
EVHC
$10.4M 0.01%
165,837
+25,875
+18% +$1.62M
SKM icon
757
SK Telecom
SKM
$8.33B
$10.3M 0.01%
245,752
-3,703
-1% -$156K
SINA
758
DELISTED
Sina Corp
SINA
$10.3M 0.01%
121,484
-2,559
-2% -$217K
SRC
759
DELISTED
SPIRIT REALTY CAPITAL, INC.
SRC
$10.3M 0.01%
309,127
+26,330
+9% +$875K
LII icon
760
Lennox International
LII
$19.6B
$10.2M 0.01%
55,809
+25,420
+84% +$4.67M
FR icon
761
First Industrial Realty Trust
FR
$6.77B
$10.2M 0.01%
356,336
+36,713
+11% +$1.05M
STOR
762
DELISTED
STORE Capital Corporation
STOR
$10.1M 0.01%
449,921
+65,189
+17% +$1.46M
EQC
763
DELISTED
Equity Commonwealth
EQC
$10M 0.01%
317,056
-2,452
-0.8% -$77.5K
BVN icon
764
Compañía de Minas Buenaventura
BVN
$5.09B
$10M 0.01%
870,874
-11,118
-1% -$128K
JLL icon
765
Jones Lang LaSalle
JLL
$14.6B
$9.99M 0.01%
79,900
+4,713
+6% +$589K
EV
766
DELISTED
Eaton Vance Corp.
EV
$9.96M 0.01%
210,367
+24,112
+13% +$1.14M
AGCO icon
767
AGCO
AGCO
$8.02B
$9.9M 0.01%
146,907
+3,540
+2% +$239K
PDM
768
Piedmont Realty Trust, Inc.
PDM
$1.08B
$9.68M 0.01%
459,150
-1,323
-0.3% -$27.9K
SFR
769
DELISTED
Starwood Waypoint Homes
SFR
$9.67M 0.01%
282,067
+153,876
+120% +$5.28M
MIC
770
DELISTED
Macquarie Infrastructure Holdings, LLC
MIC
$9.63M 0.01%
122,854
+10,482
+9% +$822K
BDN
771
Brandywine Realty Trust
BDN
$761M
$9.57M 0.01%
546,081
+13,347
+3% +$234K
COMM icon
772
CommScope
COMM
$3.59B
$9.47M 0.01%
248,911
+145,966
+142% +$5.55M
EC icon
773
Ecopetrol
EC
$19.4B
$9.46M 0.01%
1,039,911
-19,854
-2% -$181K
MD icon
774
Pediatrix Medical
MD
$1.44B
$9.44M 0.01%
156,414
+19,869
+15% +$1.2M
X
775
DELISTED
US Steel
X
$9.31M 0.01%
419,806
-32,812
-7% -$728K