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
PHH
876
DELISTED
PHH Corporation
PHH
$1.05M ﹤0.01%
+51,416
New +$1.05M
RGC
877
DELISTED
Regal Entertainment Group
RGC
$1.04M ﹤0.01%
+58,315
New +$1.04M
LSE
878
DELISTED
CAPLEASE, INC
LSE
$1.04M ﹤0.01%
+123,362
New +$1.04M
UHT
879
Universal Health Realty Income Trust
UHT
$566M
$1.03M ﹤0.01%
+23,809
New +$1.03M
FHI icon
880
Federated Hermes
FHI
$4.08B
$1.02M ﹤0.01%
+37,347
New +$1.02M
BFS
881
Saul Centers
BFS
$802M
$1.02M ﹤0.01%
+22,974
New +$1.02M
OMX
882
DELISTED
OFFICEMAX INCORPORATED
OMX
$1.01M ﹤0.01%
+99,051
New +$1.01M
ITRI icon
883
Itron
ITRI
$5.49B
$1.01M ﹤0.01%
+23,827
New +$1.01M
CSE
884
DELISTED
CAPITALSOURCE INC
CSE
$1.01M ﹤0.01%
+107,182
New +$1.01M
ULTA icon
885
Ulta Beauty
ULTA
$23B
$1M ﹤0.01%
+10,024
New +$1M
AHT
886
Ashford Hospitality Trust
AHT
$37.4M
$991K ﹤0.01%
+138
New +$991K
FRC
887
DELISTED
First Republic Bank
FRC
$990K ﹤0.01%
+25,723
New +$990K
PLCM
888
DELISTED
POLYCOM INC
PLCM
$982K ﹤0.01%
+93,132
New +$982K
MR
889
DELISTED
MINDRAY MED INTL LTD SPONSORED ADR REPSTG CL A
MR
$981K ﹤0.01%
+26,200
New +$981K
EDU icon
890
New Oriental
EDU
$8.04B
$979K ﹤0.01%
+44,200
New +$979K
DPZ icon
891
Domino's
DPZ
$15.5B
$977K ﹤0.01%
+16,800
New +$977K
RJF icon
892
Raymond James Financial
RJF
$32.9B
$977K ﹤0.01%
+34,115
New +$977K
STLD icon
893
Steel Dynamics
STLD
$19.6B
$973K ﹤0.01%
+65,277
New +$973K
SON icon
894
Sonoco
SON
$4.5B
$972K ﹤0.01%
+28,129
New +$972K
SKS
895
DELISTED
SAKS INCORPORATED
SKS
$968K ﹤0.01%
+70,973
New +$968K
ASB icon
896
Associated Banc-Corp
ASB
$4.35B
$958K ﹤0.01%
+61,633
New +$958K
FHN icon
897
First Horizon
FHN
$11.2B
$957K ﹤0.01%
+85,467
New +$957K
RVTY icon
898
Revvity
RVTY
$9.86B
$950K ﹤0.01%
+29,245
New +$950K
OTEX icon
899
Open Text
OTEX
$8.52B
$949K ﹤0.01%
+55,712
New +$949K
CVA
900
DELISTED
Covanta Holding Corporation
CVA
$936K ﹤0.01%
+46,778
New +$936K