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
FRC
876
DELISTED
First Republic Bank
FRC
$1.6M ﹤0.01%
29,543
+2,107
+8% +$114K
KND
877
DELISTED
Kindred Healthcare
KND
$1.59M ﹤0.01%
67,684
+2,165
+3% +$50.7K
RGC
878
DELISTED
Regal Entertainment Group
RGC
$1.57M ﹤0.01%
84,224
+1,595
+2% +$29.8K
NTES icon
879
NetEase
NTES
$92B
$1.56M ﹤0.01%
115,750
RPM icon
880
RPM International
RPM
$15.9B
$1.54M ﹤0.01%
36,738
-659
-2% -$27.6K
BSMX
881
DELISTED
Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México
BSMX
$1.52M ﹤0.01%
123,870
RFP
882
DELISTED
Resolute Forest Products Inc.
RFP
$1.52M ﹤0.01%
75,500
+3,200
+4% +$64.3K
HT
883
DELISTED
Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest
HT
$1.51M ﹤0.01%
64,560
+763
+1% +$17.8K
CSR
884
Centerspace
CSR
$975M
$1.5M ﹤0.01%
16,677
+1,713
+11% +$154K
AEC
885
DELISTED
ASSOCIATED ESTATES REALTY CORP
AEC
$1.5M ﹤0.01%
88,343
-7,940
-8% -$135K
WCN icon
886
Waste Connections
WCN
$45.4B
$1.5M ﹤0.01%
51,170
+890
+2% +$26K
BRX icon
887
Brixmor Property Group
BRX
$8.49B
$1.49M ﹤0.01%
69,799
+5,200
+8% +$111K
UAA icon
888
Under Armour
UAA
$2.13B
$1.48M ﹤0.01%
51,922
+1,813
+4% +$51.6K
BRCD
889
DELISTED
Brocade Communications Systems, Inc. NEW
BRCD
$1.47M ﹤0.01%
138,176
MFIC icon
890
MidCap Financial Investment
MFIC
$1.16B
$1.44M ﹤0.01%
57,708
+3,295
+6% +$82.2K
TEN
891
DELISTED
Tenneco Inc. Class A Voting Common Stock
TEN
$1.43M ﹤0.01%
24,697
NOW icon
892
ServiceNow
NOW
$194B
$1.42M ﹤0.01%
23,635
+5,631
+31% +$337K
PLCM
893
DELISTED
POLYCOM INC
PLCM
$1.41M ﹤0.01%
103,030
+2,349
+2% +$32.2K
SPR icon
894
Spirit AeroSystems
SPR
$4.73B
$1.41M ﹤0.01%
50,137
+2,042
+4% +$57.5K
CFR icon
895
Cullen/Frost Bankers
CFR
$8.13B
$1.41M ﹤0.01%
18,164
+534
+3% +$41.4K
TKR icon
896
Timken Company
TKR
$5.29B
$1.4M ﹤0.01%
33,377
VALE icon
897
Vale
VALE
$44.7B
$1.4M ﹤0.01%
101,051
-26,860
-21% -$372K
IRC
898
DELISTED
INLAND REAL ESTATE CORP
IRC
$1.4M ﹤0.01%
132,483
-20,720
-14% -$219K
MUSA icon
899
Murphy USA
MUSA
$7.27B
$1.4M ﹤0.01%
34,381
+15,168
+79% +$616K
DAN icon
900
Dana Inc
DAN
$2.71B
$1.39M ﹤0.01%
59,718