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
+9.89%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$82.6B
AUM Growth
+$6.71B
Cap. Flow
-$220M
Cap. Flow %
-0.27%
Top 10 Hldgs %
16.67%
Holding
1,340
New
55
Increased
655
Reduced
353
Closed
24

Sector Composition

1 Financials 16.86%
2 Technology 12.71%
3 Healthcare 12.35%
4 Energy 10.77%
5 Industrials 9.9%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
UHT
976
Universal Health Realty Income Trust
UHT
$567M
$954K ﹤0.01%
23,809
OCSL icon
977
Oaktree Specialty Lending
OCSL
$1.22B
$953K ﹤0.01%
34,330
+5,889
+21% +$163K
HLX icon
978
Helix Energy Solutions
HLX
$913M
$949K ﹤0.01%
40,954
PAG icon
979
Penske Automotive Group
PAG
$12.2B
$946K ﹤0.01%
20,060
CQB
980
DELISTED
CHIQUITA BRANDS INTL (NEW)
CQB
$945K ﹤0.01%
80,735
ASX icon
981
ASE Group
ASX
$24.6B
$944K ﹤0.01%
196,359
BOH icon
982
Bank of Hawaii
BOH
$2.71B
$944K ﹤0.01%
15,954
+1,198
+8% +$70.9K
BIG
983
DELISTED
Big Lots, Inc.
BIG
$941K ﹤0.01%
29,150
+2,691
+10% +$86.9K
VSH icon
984
Vishay Intertechnology
VSH
$2.06B
$937K ﹤0.01%
70,626
SBY
985
DELISTED
Silver Bay Realty Trust Corp.
SBY
$935K ﹤0.01%
58,500
SMG icon
986
ScottsMiracle-Gro
SMG
$3.48B
$931K ﹤0.01%
14,962
ACI
987
DELISTED
ARCH COAL, INC.
ACI
$931K ﹤0.01%
20,926
+2,391
+13% +$106K
NIHD
988
DELISTED
NII HOLDINGS INC CL B
NIHD
$925K ﹤0.01%
336,526
+12,575
+4% +$34.6K
GLPI icon
989
Gaming and Leisure Properties
GLPI
$13.6B
$919K ﹤0.01%
+18,096
New +$919K
CASY icon
990
Casey's General Stores
CASY
$20.4B
$914K ﹤0.01%
13,005
+937
+8% +$65.9K
NYT icon
991
New York Times
NYT
$9.33B
$913K ﹤0.01%
57,561
-2,383
-4% -$37.8K
KB icon
992
KB Financial Group
KB
$30.9B
$906K ﹤0.01%
22,377
CDR
993
DELISTED
Cedar Realty Trust, Inc
CDR
$905K ﹤0.01%
21,896
+3,860
+21% +$160K
CVD
994
DELISTED
COVANCE INC.
CVD
$903K ﹤0.01%
10,250
AHT
995
Ashford Hospitality Trust
AHT
$37.9M
$902K ﹤0.01%
117
-21
-15% -$162K
LTM
996
DELISTED
LATAM Airlines Group S.A American Depositary Shares (Each representing 1 Common Share)
LTM
$901K ﹤0.01%
55,282
+6,282
+13% +$102K
EXL
997
DELISTED
EXCEL TRUST , INC COM STK
EXL
$898K ﹤0.01%
78,835
+5,820
+8% +$66.3K
WX
998
DELISTED
WUXI PHARMATECH, CAYMAN INC REPSTG 8 ORD SHS
WX
$894K ﹤0.01%
23,300
+5,300
+29% +$203K
SAH icon
999
Sonic Automotive
SAH
$2.83B
$892K ﹤0.01%
36,441
BTM
1000
DELISTED
OI S.A. SPON ADR REPSTG 3 PFD SHS (BRA)
BTM
$890K ﹤0.01%
561,199