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
EXL
901
DELISTED
EXCEL TRUST , INC COM STK
EXL
$935K ﹤0.01%
+73,015
New +$935K
WCN icon
902
Waste Connections
WCN
$46.1B
$931K ﹤0.01%
+33,951
New +$931K
LCC
903
DELISTED
US AIRWAYS GROUP INC.
LCC
$931K ﹤0.01%
+56,713
New +$931K
CIG icon
904
CEMIG Preferred Shares
CIG
$5.84B
$919K ﹤0.01%
+262,723
New +$919K
ALX
905
Alexander's
ALX
$1.2B
$906K ﹤0.01%
+3,083
New +$906K
GTY
906
Getty Realty Corp
GTY
$1.63B
$903K ﹤0.01%
+44,304
New +$903K
SFG
907
DELISTED
STANCORP FINL GRP
SFG
$894K ﹤0.01%
+18,087
New +$894K
LPNT
908
DELISTED
LifePoint Health, Inc.
LPNT
$893K ﹤0.01%
+18,282
New +$893K
SAFE
909
Safehold
SAFE
$1.17B
$891K ﹤0.01%
+16,220
New +$891K
TK icon
910
Teekay
TK
$718M
$890K ﹤0.01%
+21,900
New +$890K
ERJ icon
911
Embraer
ERJ
$11.2B
$888K ﹤0.01%
+24,062
New +$888K
SQM icon
912
Sociedad Química y Minera de Chile
SQM
$13.1B
$883K ﹤0.01%
+22,479
New +$883K
URI icon
913
United Rentals
URI
$62.7B
$875K ﹤0.01%
+17,530
New +$875K
JBLU icon
914
JetBlue
JBLU
$1.85B
$873K ﹤0.01%
+138,629
New +$873K
JAH
915
DELISTED
JARDEN CORPORATION
JAH
$854K ﹤0.01%
+29,276
New +$854K
BRFS icon
916
BRF SA
BRFS
$5.86B
$851K ﹤0.01%
+39,190
New +$851K
RS icon
917
Reliance Steel & Aluminium
RS
$15.7B
$850K ﹤0.01%
+12,968
New +$850K
ENH
918
DELISTED
Endurance Specialty Holdings Ltd
ENH
$831K ﹤0.01%
+16,155
New +$831K
LTM
919
DELISTED
LATAM Airlines Group S.A American Depositary Shares (Each representing 1 Common Share)
LTM
$827K ﹤0.01%
+49,000
New +$827K
CLS icon
920
Celestica
CLS
$27.9B
$826K ﹤0.01%
+87,900
New +$826K
OMI icon
921
Owens & Minor
OMI
$434M
$821K ﹤0.01%
+24,278
New +$821K
OCSL icon
922
Oaktree Specialty Lending
OCSL
$1.23B
$818K ﹤0.01%
+26,079
New +$818K
UFS
923
DELISTED
DOMTAR CORPORATION (New)
UFS
$816K ﹤0.01%
+24,536
New +$816K
LYV icon
924
Live Nation Entertainment
LYV
$37.9B
$812K ﹤0.01%
+52,362
New +$812K
ALK icon
925
Alaska Air
ALK
$7.28B
$810K ﹤0.01%
+31,172
New +$810K