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
+4.85%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$133B
AUM Growth
+$9.19B
Cap. Flow
+$3.94B
Cap. Flow %
2.96%
Top 10 Hldgs %
15.39%
Holding
3,394
New
41
Increased
2,480
Reduced
322
Closed
89

Sector Composition

1 Financials 16.93%
2 Technology 15.14%
3 Healthcare 13.23%
4 Industrials 9.39%
5 Communication Services 9.37%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
NFG icon
951
National Fuel Gas
NFG
$7.95B
$5.93M ﹤0.01%
104,790
+7,598
+8% +$430K
CG icon
952
Carlyle Group
CG
$23.7B
$5.89M ﹤0.01%
249,776
+25,701
+11% +$606K
FFIN icon
953
First Financial Bankshares
FFIN
$5.13B
$5.89M ﹤0.01%
260,494
+8,162
+3% +$184K
CASY icon
954
Casey's General Stores
CASY
$20B
$5.89M ﹤0.01%
53,791
+6,710
+14% +$734K
EXP icon
955
Eagle Materials
EXP
$7.49B
$5.88M ﹤0.01%
55,135
+3,881
+8% +$414K
QCP
956
DELISTED
Quality Care Properties, Inc.
QCP
$5.86M ﹤0.01%
377,690
+47,065
+14% +$730K
VAC icon
957
Marriott Vacations Worldwide
VAC
$2.64B
$5.85M ﹤0.01%
46,975
+1,119
+2% +$139K
GBCI icon
958
Glacier Bancorp
GBCI
$5.76B
$5.85M ﹤0.01%
154,855
+7,386
+5% +$279K
FCFS icon
959
FirstCash
FCFS
$6.46B
$5.83M ﹤0.01%
92,282
-1,120
-1% -$70.7K
NEOG icon
960
Neogen
NEOG
$1.21B
$5.82M ﹤0.01%
200,416
+5,256
+3% +$153K
BCO icon
961
Brink's
BCO
$4.76B
$5.82M ﹤0.01%
69,116
-45,063
-39% -$3.79M
TDC icon
962
Teradata
TDC
$1.99B
$5.8M ﹤0.01%
171,745
+8,724
+5% +$295K
SEM icon
963
Select Medical
SEM
$1.54B
$5.79M ﹤0.01%
559,287
+7,201
+1% +$74.5K
IJR icon
964
iShares Core S&P Small-Cap ETF
IJR
$86.9B
$5.74M ﹤0.01%
77,620
+4,300
+6% +$318K
ONB icon
965
Old National Bancorp
ONB
$8.81B
$5.73M ﹤0.01%
312,875
+5,939
+2% +$109K
PTEN icon
966
Patterson-UTI
PTEN
$2.14B
$5.68M ﹤0.01%
271,342
+37,166
+16% +$778K
WGL
967
DELISTED
Wgl Holdings
WGL
$5.68M ﹤0.01%
67,482
+5,807
+9% +$489K
HI icon
968
Hillenbrand
HI
$1.75B
$5.63M ﹤0.01%
144,741
+3,474
+2% +$135K
WBS icon
969
Webster Financial
WBS
$10.3B
$5.62M ﹤0.01%
106,987
+9,973
+10% +$524K
VET icon
970
Vermilion Energy
VET
$1.18B
$5.6M ﹤0.01%
157,883
+8,355
+6% +$296K
LM
971
DELISTED
Legg Mason, Inc.
LM
$5.59M ﹤0.01%
142,072
+9,767
+7% +$384K
LGND icon
972
Ligand Pharmaceuticals
LGND
$3.24B
$5.58M ﹤0.01%
65,760
+5,765
+10% +$489K
ICUI icon
973
ICU Medical
ICUI
$3.3B
$5.56M ﹤0.01%
29,918
+1,087
+4% +$202K
CRI icon
974
Carter's
CRI
$1.04B
$5.55M ﹤0.01%
56,184
+11,853
+27% +$1.17M
NVRI icon
975
Enviri
NVRI
$959M
$5.54M ﹤0.01%
265,292
+4,760
+2% +$99.5K