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
BRCD
951
DELISTED
Brocade Communications Systems, Inc. NEW
BRCD
$1.27M ﹤0.01%
138,176
EDU icon
952
New Oriental
EDU
$7.98B
$1.25M ﹤0.01%
47,200
ASB icon
953
Associated Banc-Corp
ASB
$4.42B
$1.25M ﹤0.01%
69,021
TCF
954
DELISTED
TCF Financial Corporation
TCF
$1.25M ﹤0.01%
76,216
FHI icon
955
Federated Hermes
FHI
$4.1B
$1.23M ﹤0.01%
39,733
SAIC icon
956
Saic
SAIC
$4.83B
$1.22M ﹤0.01%
27,531
+9,179
+50% +$405K
OCSL icon
957
Oaktree Specialty Lending
OCSL
$1.23B
$1.21M ﹤0.01%
41,041
+4,538
+12% +$134K
VSH icon
958
Vishay Intertechnology
VSH
$2.11B
$1.21M ﹤0.01%
77,943
+4,866
+7% +$75.4K
HE icon
959
Hawaiian Electric Industries
HE
$2.12B
$1.21M ﹤0.01%
47,581
+2,886
+6% +$73.1K
PLUG icon
960
Plug Power
PLUG
$1.69B
$1.2M ﹤0.01%
+256,200
New +$1.2M
CKH
961
DELISTED
Seacor Holdings Inc.
CKH
$1.2M ﹤0.01%
15,049
+7,664
+104% +$610K
PLCM
962
DELISTED
POLYCOM INC
PLCM
$1.19M ﹤0.01%
95,046
-7,984
-8% -$100K
IBKR icon
963
Interactive Brokers
IBKR
$26.8B
$1.18M ﹤0.01%
202,880
MSCI icon
964
MSCI
MSCI
$42.9B
$1.18M ﹤0.01%
25,711
+1,968
+8% +$90.2K
MAIN icon
965
Main Street Capital
MAIN
$5.95B
$1.16M ﹤0.01%
35,323
+4,701
+15% +$155K
DKS icon
966
Dick's Sporting Goods
DKS
$17.7B
$1.15M ﹤0.01%
24,768
+765
+3% +$35.6K
MFA
967
MFA Financial
MFA
$1.07B
$1.15M ﹤0.01%
35,046
+2,508
+8% +$82.4K
CAE icon
968
CAE Inc
CAE
$8.53B
$1.15M ﹤0.01%
87,540
GPI icon
969
Group 1 Automotive
GPI
$6.26B
$1.14M ﹤0.01%
13,561
+1,234
+10% +$104K
ESL
970
DELISTED
Esterline Technologies
ESL
$1.13M ﹤0.01%
9,844
+147
+2% +$16.9K
KRG icon
971
Kite Realty
KRG
$5.11B
$1.13M ﹤0.01%
46,081
-3,369
-7% -$82.8K
FCEL icon
972
FuelCell Energy
FCEL
$92.3M
$1.13M ﹤0.01%
+109
New +$1.13M
UIS icon
973
Unisys
UIS
$277M
$1.13M ﹤0.01%
45,453
TRGP icon
974
Targa Resources
TRGP
$34.9B
$1.12M ﹤0.01%
8,043
-210
-3% -$29.3K
ULTA icon
975
Ulta Beauty
ULTA
$23.1B
$1.12M ﹤0.01%
12,266