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
+2.1%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$82.4B
AUM Growth
-$279M
Cap. Flow
-$1.49B
Cap. Flow %
-1.81%
Top 10 Hldgs %
16.28%
Holding
1,341
New
25
Increased
397
Reduced
555
Closed
36

Top Buys

1
VZ icon
Verizon
VZ
+$260M
2
TSLA icon
Tesla
TSLA
+$59.8M
3
VRN
Veren
VRN
+$58.1M
4
ZTS icon
Zoetis
ZTS
+$40.8M
5
LNG icon
Cheniere Energy
LNG
+$36.7M

Sector Composition

1 Financials 16.58%
2 Healthcare 12.91%
3 Technology 12.76%
4 Energy 10.74%
5 Industrials 9.57%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
WNR
1001
DELISTED
Western Refining Inc
WNR
$911K ﹤0.01%
23,613
CCG
1002
DELISTED
CAMPUS CREST COMMUNITIES INC COM STK (MD)
CCG
$895K ﹤0.01%
103,140
SYA
1003
DELISTED
SYMETRA FINANCIAL CORPORATION COMMON STOCK
SYA
$891K ﹤0.01%
44,972
CDR
1004
DELISTED
Cedar Realty Trust, Inc
CDR
$890K ﹤0.01%
22,077
+181
+0.8% +$7.3K
MR
1005
DELISTED
MINDRAY MED INTL LTD SPONSORED ADR REPSTG CL A
MR
$890K ﹤0.01%
27,500
NSIT icon
1006
Insight Enterprises
NSIT
$3.99B
$885K ﹤0.01%
35,246
EXL
1007
DELISTED
EXCEL TRUST , INC COM STK
EXL
$880K ﹤0.01%
69,385
-9,450
-12% -$120K
CASY icon
1008
Casey's General Stores
CASY
$20.1B
$879K ﹤0.01%
13,005
NVRI icon
1009
Enviri
NVRI
$943M
$877K ﹤0.01%
37,418
+1,456
+4% +$34.1K
BC icon
1010
Brunswick
BC
$4.27B
$874K ﹤0.01%
19,304
PRI icon
1011
Primerica
PRI
$8.79B
$871K ﹤0.01%
18,488
WGL
1012
DELISTED
Wgl Holdings
WGL
$860K ﹤0.01%
21,464
+800
+4% +$32.1K
PAG icon
1013
Penske Automotive Group
PAG
$12.3B
$858K ﹤0.01%
20,060
NGD
1014
New Gold Inc
NGD
$5.02B
$856K ﹤0.01%
172,746
+39,200
+29% +$194K
SCI icon
1015
Service Corp International
SCI
$11.1B
$854K ﹤0.01%
42,944
CACI icon
1016
CACI
CACI
$10.5B
$852K ﹤0.01%
11,543
MGLN
1017
DELISTED
Magellan Health Services, Inc.
MGLN
$850K ﹤0.01%
14,322
ATR icon
1018
AptarGroup
ATR
$9.03B
$845K ﹤0.01%
12,783
EWBC icon
1019
East-West Bancorp
EWBC
$14.9B
$844K ﹤0.01%
23,111
GTY
1020
Getty Realty Corp
GTY
$1.62B
$838K ﹤0.01%
44,922
+618
+1% +$11.5K
BKH icon
1021
Black Hills Corp
BKH
$4.27B
$832K ﹤0.01%
14,426
+592
+4% +$34.1K
LTM
1022
DELISTED
LATAM Airlines Group S.A American Depositary Shares (Each representing 1 Common Share)
LTM
$832K ﹤0.01%
55,282
FLO icon
1023
Flowers Foods
FLO
$3.13B
$831K ﹤0.01%
38,732
ESE icon
1024
ESCO Technologies
ESE
$5.19B
$827K ﹤0.01%
23,510
+716
+3% +$25.2K
SAH icon
1025
Sonic Automotive
SAH
$2.84B
$819K ﹤0.01%
36,441