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
TRN icon
951
Trinity Industries
TRN
$2.28B
$1.11M ﹤0.01%
42,745
-1,184
-3% -$30.7K
WCG
952
DELISTED
Wellcare Health Plans, Inc.
WCG
$1.11M ﹤0.01%
17,417
+808
+5% +$51.3K
FNFG
953
DELISTED
FIRST NIAGARA FINANCIAL GROUP INC
FNFG
$1.1M ﹤0.01%
116,609
+4,291
+4% +$40.6K
SNX icon
954
TD Synnex
SNX
$12.4B
$1.1M ﹤0.01%
36,308
+1,570
+5% +$47.6K
IBKR icon
955
Interactive Brokers
IBKR
$27.8B
$1.1M ﹤0.01%
202,880
ACI
956
DELISTED
ARCH COAL, INC.
ACI
$1.1M ﹤0.01%
22,740
+1,814
+9% +$87.4K
CNW
957
DELISTED
CON-WAY INC.
CNW
$1.09M ﹤0.01%
26,583
ASX icon
958
ASE Group
ASX
$24.7B
$1.09M ﹤0.01%
196,359
VSH icon
959
Vishay Intertechnology
VSH
$2.07B
$1.09M ﹤0.01%
73,077
+2,451
+3% +$36.5K
HOUS icon
960
Anywhere Real Estate
HOUS
$699M
$1.08M ﹤0.01%
24,888
CVD
961
DELISTED
COVANCE INC.
CVD
$1.07M ﹤0.01%
10,250
LII icon
962
Lennox International
LII
$19.8B
$1.07M ﹤0.01%
11,710
+208
+2% +$18.9K
CVG
963
DELISTED
Convergys
CVG
$1.06M ﹤0.01%
48,203
CSE
964
DELISTED
CAPITALSOURCE INC
CSE
$1.05M ﹤0.01%
71,786
ASR icon
965
Grupo Aeroportuario del Sureste
ASR
$10.3B
$1.04M ﹤0.01%
8,500
OCSL icon
966
Oaktree Specialty Lending
OCSL
$1.22B
$1.04M ﹤0.01%
36,503
+2,173
+6% +$61.7K
CVA
967
DELISTED
Covanta Holding Corporation
CVA
$1.04M ﹤0.01%
57,384
+2,331
+4% +$42.1K
MTOR
968
DELISTED
MERITOR, Inc.
MTOR
$1.04M ﹤0.01%
84,494
ESL
969
DELISTED
Esterline Technologies
ESL
$1.03M ﹤0.01%
9,697
+328
+4% +$34.9K
MSCI icon
970
MSCI
MSCI
$43.7B
$1.02M ﹤0.01%
23,743
+1,090
+5% +$46.9K
GRA
971
DELISTED
W.R. Grace & Co.
GRA
$1.02M ﹤0.01%
10,234
MFA
972
MFA Financial
MFA
$1.05B
$1.01M ﹤0.01%
32,538
+1,253
+4% +$38.9K
MAIN icon
973
Main Street Capital
MAIN
$5.92B
$1.01M ﹤0.01%
30,622
+1,381
+5% +$45.4K
CQB
974
DELISTED
CHIQUITA BRANDS INTL (NEW)
CQB
$1.01M ﹤0.01%
80,735
ENH
975
DELISTED
Endurance Specialty Holdings Ltd
ENH
$1M ﹤0.01%
18,655