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
+6.08%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$118B
AUM Growth
+$10.6B
Cap. Flow
+$5.18B
Cap. Flow %
4.4%
Top 10 Hldgs %
15.53%
Holding
3,325
New
37
Increased
1,950
Reduced
1,032
Closed
59

Sector Composition

1 Financials 16.7%
2 Technology 14.75%
3 Healthcare 12.91%
4 Communication Services 9.31%
5 Industrials 9.27%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
AEIS icon
951
Advanced Energy
AEIS
$5.94B
$4.79M ﹤0.01%
69,917
-117
-0.2% -$8.02K
GPI icon
952
Group 1 Automotive
GPI
$6.07B
$4.79M ﹤0.01%
64,566
+1,554
+2% +$115K
JKHY icon
953
Jack Henry & Associates
JKHY
$11.7B
$4.78M ﹤0.01%
51,332
+27,187
+113% +$2.53M
BC icon
954
Brunswick
BC
$4.33B
$4.78M ﹤0.01%
78,024
+27,063
+53% +$1.66M
FAF icon
955
First American
FAF
$6.9B
$4.75M ﹤0.01%
121,007
+40,003
+49% +$1.57M
HI icon
956
Hillenbrand
HI
$1.75B
$4.73M ﹤0.01%
132,033
+848
+0.6% +$30.4K
CASY icon
957
Casey's General Stores
CASY
$20.6B
$4.73M ﹤0.01%
42,154
+13,167
+45% +$1.48M
STAG icon
958
STAG Industrial
STAG
$6.78B
$4.71M ﹤0.01%
188,426
+12,393
+7% +$310K
CNO icon
959
CNO Financial Group
CNO
$3.83B
$4.71M ﹤0.01%
229,564
+6,599
+3% +$135K
BGS icon
960
B&G Foods
BGS
$364M
$4.7M ﹤0.01%
116,799
+112
+0.1% +$4.51K
UNT
961
DELISTED
UNIT Corporation
UNT
$4.7M ﹤0.01%
194,685
-58,572
-23% -$1.41M
FUL icon
962
H.B. Fuller
FUL
$3.36B
$4.67M ﹤0.01%
90,583
+2,324
+3% +$120K
SVU
963
DELISTED
SUPERVALU Inc.
SVU
$4.66M ﹤0.01%
172,834
-6,773
-4% -$183K
RGLD icon
964
Royal Gold
RGLD
$12.4B
$4.66M ﹤0.01%
66,564
+23,935
+56% +$1.68M
XHR
965
Xenia Hotels & Resorts
XHR
$1.41B
$4.64M ﹤0.01%
272,094
+13,682
+5% +$233K
FFIN icon
966
First Financial Bankshares
FFIN
$5.15B
$4.63M ﹤0.01%
231,098
+3,272
+1% +$65.6K
WAGE
967
DELISTED
WageWorks, Inc.
WAGE
$4.63M ﹤0.01%
64,051
+510
+0.8% +$36.9K
ADC icon
968
Agree Realty
ADC
$8.14B
$4.63M ﹤0.01%
96,425
+4,125
+4% +$198K
PBF icon
969
PBF Energy
PBF
$3.2B
$4.62M ﹤0.01%
208,501
+39,548
+23% +$876K
THO icon
970
Thor Industries
THO
$5.59B
$4.62M ﹤0.01%
48,042
+16,598
+53% +$1.6M
PB icon
971
Prosperity Bancshares
PB
$6.45B
$4.6M ﹤0.01%
65,992
+5,071
+8% +$354K
BCPC
972
Balchem Corporation
BCPC
$5.1B
$4.6M ﹤0.01%
55,751
+168
+0.3% +$13.8K
DAN icon
973
Dana Inc
DAN
$2.77B
$4.59M ﹤0.01%
237,847
+13,638
+6% +$263K
TTC icon
974
Toro Company
TTC
$7.76B
$4.58M ﹤0.01%
73,372
+35,980
+96% +$2.25M
NGVT icon
975
Ingevity
NGVT
$2.14B
$4.58M ﹤0.01%
75,161
-16,214
-18% -$987K