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
+5.49%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$85.8B
AUM Growth
+$3.47B
Cap. Flow
-$582M
Cap. Flow %
-0.68%
Top 10 Hldgs %
16.21%
Holding
1,340
New
35
Increased
545
Reduced
532
Closed
11

Sector Composition

1 Financials 16.06%
2 Healthcare 13.06%
3 Technology 12.73%
4 Energy 11.25%
5 Industrials 9.36%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
KND
901
DELISTED
Kindred Healthcare
KND
$1.65M ﹤0.01%
71,471
+3,787
+6% +$87.5K
AUO
902
DELISTED
AU Optronics Corp
AUO
$1.65M ﹤0.01%
393,850
-2,200
-0.6% -$9.2K
BSMX
903
DELISTED
Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México
BSMX
$1.65M ﹤0.01%
123,870
TEN
904
DELISTED
Tenneco Inc. Class A Voting Common Stock
TEN
$1.62M ﹤0.01%
24,697
CVA
905
DELISTED
Covanta Holding Corporation
CVA
$1.61M ﹤0.01%
78,131
+20,747
+36% +$428K
FSP
906
Franklin Street Properties
FSP
$175M
$1.59M ﹤0.01%
125,991
-8,914
-7% -$112K
RPT
907
DELISTED
RPT Realty Common Shares of Beneficial Interest (MD)
RPT
$1.57M ﹤0.01%
94,166
-5,715
-6% -$95K
FNFG
908
DELISTED
FIRST NIAGARA FINANCIAL GROUP INC
FNFG
$1.57M ﹤0.01%
179,043
+62,434
+54% +$546K
AHL
909
DELISTED
ASPEN Insurance Holding Limited
AHL
$1.56M ﹤0.01%
34,300
+1,600
+5% +$72.7K
CFR icon
910
Cullen/Frost Bankers
CFR
$8.34B
$1.54M ﹤0.01%
19,429
+1,265
+7% +$100K
SIR
911
DELISTED
SELECT INCOME REIT
SIR
$1.53M ﹤0.01%
117,531
+19,269
+20% +$251K
ACI
912
DELISTED
ARCH COAL, INC.
ACI
$1.52M ﹤0.01%
41,601
+18,861
+83% +$688K
WDAY icon
913
Workday
WDAY
$61.9B
$1.51M ﹤0.01%
16,799
+1,880
+13% +$169K
BRX icon
914
Brixmor Property Group
BRX
$8.5B
$1.5M ﹤0.01%
65,523
-4,276
-6% -$98.2K
ROC
915
DELISTED
ROCKWOOD HLDGS INC
ROC
$1.5M ﹤0.01%
19,726
+1,139
+6% +$86.6K
AEC
916
DELISTED
ASSOCIATED ESTATES REALTY CORP
AEC
$1.48M ﹤0.01%
82,179
-6,164
-7% -$111K
CG icon
917
Carlyle Group
CG
$23.2B
$1.48M ﹤0.01%
43,554
+5,581
+15% +$190K
DAN icon
918
Dana Inc
DAN
$2.72B
$1.46M ﹤0.01%
59,718
HUB.B
919
DELISTED
HUBBELL INC CL-B
HUB.B
$1.45M ﹤0.01%
11,738
-76,100
-87% -$9.37M
CNW
920
DELISTED
CON-WAY INC.
CNW
$1.45M ﹤0.01%
28,657
+2,074
+8% +$105K
CMC icon
921
Commercial Metals
CMC
$6.54B
$1.44M ﹤0.01%
83,408
-1,827
-2% -$31.6K
NVRI icon
922
Enviri
NVRI
$938M
$1.44M ﹤0.01%
54,103
+16,685
+45% +$444K
HCC
923
DELISTED
HCC INSURANCES HOLDINGS INC
HCC
$1.44M ﹤0.01%
29,412
CSR
924
Centerspace
CSR
$1.01B
$1.43M ﹤0.01%
15,532
-1,145
-7% -$105K
JAH
925
DELISTED
JARDEN CORPORATION
JAH
$1.43M ﹤0.01%
36,018
+1,198
+3% +$47.4K