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
+2.1%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$82.4B
AUM Growth
-$279M
Cap. Flow
-$1.49B
Cap. Flow %
-1.81%
Top 10 Hldgs %
16.28%
Holding
1,341
New
25
Increased
397
Reduced
555
Closed
36

Top Buys

1
VZ icon
Verizon
VZ
+$260M
2
TSLA icon
Tesla
TSLA
+$59.8M
3
VRN
Veren
VRN
+$58.1M
4
ZTS icon
Zoetis
ZTS
+$40.8M
5
LNG icon
Cheniere Energy
LNG
+$36.7M

Sector Composition

1 Financials 16.58%
2 Healthcare 12.91%
3 Technology 12.76%
4 Energy 10.74%
5 Industrials 9.57%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
PKG icon
851
Packaging Corp of America
PKG
$19.4B
$1.82M ﹤0.01%
25,850
OTEX icon
852
Open Text
OTEX
$8.59B
$1.77M ﹤0.01%
73,840
+3,600
+5% +$86.1K
EDR
853
DELISTED
Education Realty Trust Inc
EDR
$1.75M ﹤0.01%
59,122
-8,187
-12% -$242K
STAG icon
854
STAG Industrial
STAG
$6.84B
$1.74M ﹤0.01%
72,279
+1,000
+1% +$24.1K
FCH
855
DELISTED
Felcor Lodging Trust
FCH
$1.72M ﹤0.01%
190,212
-19,534
-9% -$177K
CLGX
856
DELISTED
Corelogic, Inc.
CLGX
$1.71M ﹤0.01%
56,858
-13,918
-20% -$418K
LXK
857
DELISTED
Lexmark Intl Inc
LXK
$1.71M ﹤0.01%
36,846
SUNE
858
DELISTED
SUNEDISON, INC COM
SUNE
$1.7M ﹤0.01%
90,465
+778
+0.9% +$14.7K
FSP
859
Franklin Street Properties
FSP
$175M
$1.7M ﹤0.01%
134,905
-22,430
-14% -$283K
JBLU icon
860
JetBlue
JBLU
$1.87B
$1.69M ﹤0.01%
194,973
+3,666
+2% +$31.9K
TDS icon
861
Telephone and Data Systems
TDS
$4.41B
$1.69M ﹤0.01%
64,381
BIN
862
DELISTED
PROGRESSIVE WASTE SOLUTIONS LTD COM
BIN
$1.68M ﹤0.01%
66,233
+500
+0.8% +$12.7K
LYV icon
863
Live Nation Entertainment
LYV
$39.3B
$1.66M ﹤0.01%
76,505
SON icon
864
Sonoco
SON
$4.55B
$1.66M ﹤0.01%
40,457
+872
+2% +$35.8K
ROIC
865
DELISTED
Retail Opportunity Investments Corp.
ROIC
$1.66M ﹤0.01%
110,758
+6,000
+6% +$89.7K
SANM icon
866
Sanmina
SANM
$6.34B
$1.64M ﹤0.01%
93,967
SPN
867
DELISTED
Superior Energy Services, Inc.
SPN
$1.64M ﹤0.01%
53,294
+1,128
+2% +$34.7K
ALB icon
868
Albemarle
ALB
$8.54B
$1.64M ﹤0.01%
24,627
+544
+2% +$36.1K
VEDL
869
DELISTED
Vedanta Limited American Depostary Shares (Each representing four equity shares)
VEDL
$1.64M ﹤0.01%
131,840
+51,200
+63% +$635K
SBRA icon
870
Sabra Healthcare REIT
SBRA
$4.6B
$1.63M ﹤0.01%
58,448
-4,200
-7% -$117K
MLM icon
871
Martin Marietta Materials
MLM
$37.8B
$1.63M ﹤0.01%
12,695
-550
-4% -$70.6K
RPT
872
DELISTED
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
$1.63M ﹤0.01%
99,881
-6,760
-6% -$110K
ACM icon
873
Aecom
ACM
$16.8B
$1.61M ﹤0.01%
50,117
+1,415
+3% +$45.5K
CMC icon
874
Commercial Metals
CMC
$6.54B
$1.61M ﹤0.01%
85,235
RS icon
875
Reliance Steel & Aluminium
RS
$15.4B
$1.6M ﹤0.01%
22,670
+435
+2% +$30.7K