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
+9.89%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$82.6B
AUM Growth
+$6.71B
Cap. Flow
-$220M
Cap. Flow %
-0.27%
Top 10 Hldgs %
16.67%
Holding
1,340
New
55
Increased
655
Reduced
353
Closed
24

Sector Composition

1 Financials 16.86%
2 Technology 12.71%
3 Healthcare 12.35%
4 Energy 10.77%
5 Industrials 9.9%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
BTE icon
776
Baytex Energy
BTE
$1.83B
$2.59M ﹤0.01%
66,079
+5,162
+8% +$202K
RKT
777
DELISTED
ROCK-TENN COMPANY CL-A
RKT
$2.59M ﹤0.01%
49,266
+3,798
+8% +$199K
WIT icon
778
Wipro
WIT
$29.4B
$2.56M ﹤0.01%
1,085,424
+254,933
+31% +$602K
ODP icon
779
ODP
ODP
$611M
$2.54M ﹤0.01%
48,092
-2,249
-4% -$119K
NHI icon
780
National Health Investors
NHI
$3.71B
$2.54M ﹤0.01%
45,226
+7,469
+20% +$419K
EDE
781
DELISTED
Empire District Electric
EDE
$2.53M ﹤0.01%
111,284
+18,257
+20% +$414K
AOL
782
DELISTED
AOL INC COMMON STOCK
AOL
$2.52M ﹤0.01%
54,057
+2,653
+5% +$124K
CLGX
783
DELISTED
Corelogic, Inc.
CLGX
$2.52M ﹤0.01%
70,776
+3,975
+6% +$141K
TW
784
DELISTED
TOWERS WATSON & CO COM STK CL A (DE)
TW
$2.5M ﹤0.01%
19,555
+13,942
+248% +$1.78M
DFT
785
DELISTED
DuPont Fabros Technology Inc.
DFT
$2.49M ﹤0.01%
100,945
URS
786
DELISTED
URS CORP
URS
$2.48M ﹤0.01%
46,834
+2,248
+5% +$119K
BGC
787
DELISTED
General Cable Corporation
BGC
$2.48M ﹤0.01%
84,356
+26,903
+47% +$791K
CST
788
DELISTED
CST Brands, Inc.
CST
$2.47M ﹤0.01%
67,165
+12,274
+22% +$451K
XLS
789
DELISTED
EXELIS INC COM STK
XLS
$2.44M ﹤0.01%
137,212
+4,468
+3% +$79.5K
HMA
790
DELISTED
HEALTH MGMT ASSOC INC CL-A
HMA
$2.43M ﹤0.01%
185,289
+6,057
+3% +$79.3K
VC icon
791
Visteon
VC
$3.42B
$2.43M ﹤0.01%
29,614
+401
+1% +$32.8K
TU icon
792
Telus
TU
$24.1B
$2.42M ﹤0.01%
140,496
-1,684
-1% -$29K
TEX icon
793
Terex
TEX
$3.45B
$2.42M ﹤0.01%
57,518
+2,092
+4% +$87.8K
BEE
794
DELISTED
STRATEGIC HOTELS & RESORTS, INC
BEE
$2.41M ﹤0.01%
254,849
-1,084
-0.4% -$10.2K
NFG icon
795
National Fuel Gas
NFG
$7.87B
$2.38M ﹤0.01%
33,347
-23
-0.1% -$1.64K
PSEC icon
796
Prospect Capital
PSEC
$1.29B
$2.37M ﹤0.01%
211,305
+42,653
+25% +$479K
PSB
797
DELISTED
PS Business Parks, Inc.
PSB
$2.34M ﹤0.01%
30,632
+2,950
+11% +$225K
TCOM icon
798
Trip.com Group
TCOM
$47.4B
$2.32M ﹤0.01%
93,400
+7,200
+8% +$179K
HII icon
799
Huntington Ingalls Industries
HII
$10.7B
$2.25M ﹤0.01%
25,017
PL
800
DELISTED
PROTECTIVE LIFE CORP
PL
$2.24M ﹤0.01%
44,184