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
MTOR
976
DELISTED
MERITOR, Inc.
MTOR
$1.12M ﹤0.01%
85,908
+1,414
+2% +$18.4K
UNT
977
DELISTED
UNIT Corporation
UNT
$1.12M ﹤0.01%
16,206
+1,271
+9% +$87.4K
DDS icon
978
Dillards
DDS
$9B
$1.11M ﹤0.01%
9,493
+794
+9% +$92.6K
HTS
979
DELISTED
HATTERAS FINANCIAL CORP
HTS
$1.1M ﹤0.01%
55,745
+4,516
+9% +$89.4K
EAT icon
980
Brinker International
EAT
$7.04B
$1.1M ﹤0.01%
22,662
-496
-2% -$24.1K
FHN icon
981
First Horizon
FHN
$11.3B
$1.1M ﹤0.01%
92,931
FPO
982
DELISTED
First Potomac Realty Trust
FPO
$1.1M ﹤0.01%
83,946
-5,777
-6% -$75.8K
HOUS icon
983
Anywhere Real Estate
HOUS
$724M
$1.09M ﹤0.01%
28,888
+4,000
+16% +$151K
PAG icon
984
Penske Automotive Group
PAG
$12.4B
$1.09M ﹤0.01%
21,985
+1,925
+10% +$95.3K
ESND
985
DELISTED
Essendant Inc.
ESND
$1.08M ﹤0.01%
26,144
-1,290
-5% -$53.5K
NSIT icon
986
Insight Enterprises
NSIT
$4.02B
$1.08M ﹤0.01%
35,246
HLX icon
987
Helix Energy Solutions
HLX
$933M
$1.08M ﹤0.01%
40,954
AVIV
988
DELISTED
AVIV REIT INC COM STK (MD)
AVIV
$1.07M ﹤0.01%
+38,000
New +$1.07M
LII icon
989
Lennox International
LII
$20.3B
$1.07M ﹤0.01%
11,911
+201
+2% +$18K
MTW icon
990
Manitowoc
MTW
$359M
$1.06M ﹤0.01%
35,599
+638
+2% +$19K
WSM icon
991
Williams-Sonoma
WSM
$24.7B
$1.06M ﹤0.01%
29,544
ALR
992
DELISTED
Alere Inc
ALR
$1.06M ﹤0.01%
28,257
CBT icon
993
Cabot Corp
CBT
$4.31B
$1.06M ﹤0.01%
18,198
+1,819
+11% +$105K
UPBD icon
994
Upbound Group
UPBD
$1.47B
$1.05M ﹤0.01%
36,604
+13,060
+55% +$375K
AKS
995
DELISTED
AK Steel Holding Corp.
AKS
$1.04M ﹤0.01%
131,209
SINA
996
DELISTED
Sina Corp
SINA
$1.02M ﹤0.01%
20,550
CVG
997
DELISTED
Convergys
CVG
$1.01M ﹤0.01%
47,213
-990
-2% -$21.2K
ASR icon
998
Grupo Aeroportuario del Sureste
ASR
$10.2B
$1M ﹤0.01%
7,900
-600
-7% -$76.2K
AWI icon
999
Armstrong World Industries
AWI
$8.58B
$1M ﹤0.01%
17,418
+10,096
+138% +$580K
WGL
1000
DELISTED
Wgl Holdings
WGL
$997K ﹤0.01%
23,136
+1,672
+8% +$72.1K