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
EE
776
DELISTED
El Paso Electric Company
EE
$2.04M ﹤0.01%
+57,877
New +$2.04M
ETFC
777
DELISTED
E*Trade Financial Corporation
ETFC
$2.04M ﹤0.01%
+160,787
New +$2.04M
AKR icon
778
Acadia Realty Trust
AKR
$2.54B
$2.02M ﹤0.01%
+81,834
New +$2.02M
PSB
779
DELISTED
PS Business Parks, Inc.
PSB
$2.02M ﹤0.01%
+27,955
New +$2.02M
HNT
780
DELISTED
HEALTH NET INC
HNT
$2M ﹤0.01%
+62,978
New +$2M
LTC
781
LTC Properties
LTC
$1.69B
$1.98M ﹤0.01%
+50,787
New +$1.98M
LEA icon
782
Lear
LEA
$5.91B
$1.94M ﹤0.01%
+32,017
New +$1.94M
OII icon
783
Oceaneering
OII
$2.41B
$1.94M ﹤0.01%
+26,819
New +$1.94M
SAP icon
784
SAP
SAP
$316B
$1.92M ﹤0.01%
+26,410
New +$1.92M
GRP.U
785
Granite Real Estate Investment Trust
GRP.U
$3.43B
$1.91M ﹤0.01%
+55,600
New +$1.91M
RGA icon
786
Reinsurance Group of America
RGA
$12.7B
$1.9M ﹤0.01%
+27,549
New +$1.9M
DF
787
DELISTED
Dean Foods Company
DF
$1.86M ﹤0.01%
+92,578
New +$1.86M
EDR
788
DELISTED
Education Realty Trust Inc
EDR
$1.85M ﹤0.01%
+60,170
New +$1.85M
CWT icon
789
California Water Service
CWT
$2.76B
$1.81M ﹤0.01%
+92,819
New +$1.81M
HMA
790
DELISTED
HEALTH MGMT ASSOC INC CL-A
HMA
$1.81M ﹤0.01%
+115,050
New +$1.81M
FSP
791
Franklin Street Properties
FSP
$175M
$1.79M ﹤0.01%
+135,690
New +$1.79M
AOL
792
DELISTED
AOL INC COMMON STOCK
AOL
$1.78M ﹤0.01%
+48,877
New +$1.78M
NFG icon
793
National Fuel Gas
NFG
$7.71B
$1.78M ﹤0.01%
+30,665
New +$1.78M
SUNE
794
DELISTED
SUNEDISON, INC COM
SUNE
$1.77M ﹤0.01%
+216,194
New +$1.77M
PEI
795
DELISTED
Pennsylvania Real Estate Investment Trust
PEI
$1.76M ﹤0.01%
+6,227
New +$1.76M
MGEE icon
796
MGE Energy Inc
MGEE
$3.04B
$1.76M ﹤0.01%
+48,089
New +$1.76M
CUZ icon
797
Cousins Properties
CUZ
$4.88B
$1.75M ﹤0.01%
+61,240
New +$1.75M
NAV
798
DELISTED
Navistar International
NAV
$1.74M ﹤0.01%
+62,804
New +$1.74M
URS
799
DELISTED
URS CORP
URS
$1.73M ﹤0.01%
+36,724
New +$1.73M
TTM
800
DELISTED
Tata Motors Limited
TTM
$1.72M ﹤0.01%
+73,494
New +$1.72M