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
+2.46%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$72.4B
AUM Growth
Cap. Flow
+$72.4B
Cap. Flow %
100%
Top 10 Hldgs %
16.51%
Holding
1,272
New
1,272
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 16.71%
2 Technology 12.55%
3 Healthcare 12.36%
4 Energy 10.72%
5 Consumer Staples 9.48%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
FULT icon
976
Fulton Financial
FULT
$3.53B
$651K ﹤0.01%
+56,711
New +$651K
FNFG
977
DELISTED
FIRST NIAGARA FINANCIAL GROUP INC
FNFG
$650K ﹤0.01%
+64,593
New +$650K
INGR icon
978
Ingredion
INGR
$8.24B
$649K ﹤0.01%
+9,887
New +$649K
LPS
979
DELISTED
LENDER PROCESSING SERVICES INC
LPS
$643K ﹤0.01%
+19,879
New +$643K
KMPR icon
980
Kemper
KMPR
$3.39B
$639K ﹤0.01%
+18,659
New +$639K
ALR
981
DELISTED
Alere Inc
ALR
$638K ﹤0.01%
+26,048
New +$638K
APOL
982
DELISTED
Apollo Education Group Inc Class A
APOL
$637K ﹤0.01%
+35,961
New +$637K
TCF
983
DELISTED
TCF Financial Corporation
TCF
$636K ﹤0.01%
+44,875
New +$636K
WEN icon
984
Wendy's
WEN
$1.97B
$634K ﹤0.01%
+108,689
New +$634K
MAIN icon
985
Main Street Capital
MAIN
$5.95B
$626K ﹤0.01%
+22,620
New +$626K
DDS icon
986
Dillards
DDS
$9B
$620K ﹤0.01%
+7,569
New +$620K
CDR
987
DELISTED
Cedar Realty Trust, Inc
CDR
$617K ﹤0.01%
+18,036
New +$617K
WNR
988
DELISTED
Western Refining Inc
WNR
$617K ﹤0.01%
+21,963
New +$617K
IBKR icon
989
Interactive Brokers
IBKR
$26.8B
$612K ﹤0.01%
+153,168
New +$612K
FMER
990
DELISTED
FIRSTMERIT CORP
FMER
$612K ﹤0.01%
+30,548
New +$612K
HTO
991
H2O America Common Stock
HTO
$1.78B
$611K ﹤0.01%
+23,320
New +$611K
NYT icon
992
New York Times
NYT
$9.6B
$610K ﹤0.01%
+55,183
New +$610K
RDUS
993
DELISTED
Radius Recycling
RDUS
$607K ﹤0.01%
+25,955
New +$607K
SPR icon
994
Spirit AeroSystems
SPR
$4.8B
$607K ﹤0.01%
+28,247
New +$607K
MEOH icon
995
Methanex
MEOH
$2.99B
$605K ﹤0.01%
+14,166
New +$605K
ENDP
996
DELISTED
Endo International plc
ENDP
$601K ﹤0.01%
+16,337
New +$601K
FLO icon
997
Flowers Foods
FLO
$3.13B
$597K ﹤0.01%
+27,073
New +$597K
UNT
998
DELISTED
UNIT Corporation
UNT
$596K ﹤0.01%
+13,988
New +$596K
CVG
999
DELISTED
Convergys
CVG
$596K ﹤0.01%
+34,197
New +$596K
USG
1000
DELISTED
Usg
USG
$594K ﹤0.01%
+25,780
New +$594K