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
+6.04%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$75.9B
AUM Growth
+$3.51B
Cap. Flow
-$395M
Cap. Flow %
-0.52%
Top 10 Hldgs %
15.91%
Holding
1,303
New
31
Increased
771
Reduced
350
Closed
18

Sector Composition

1 Financials 16.64%
2 Technology 12.49%
3 Healthcare 12.4%
4 Energy 10.85%
5 Industrials 9.6%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
SM icon
1026
SM Energy
SM
$3.09B
$745K ﹤0.01%
9,646
+5,224
+118% +$403K
KMR
1027
DELISTED
KINDER MORGAN MANAGEMENT LLC
KMR
$743K ﹤0.01%
10,786
+783
+8% +$53.9K
LTM
1028
DELISTED
LATAM Airlines Group S.A American Depositary Shares (Each representing 1 Common Share)
LTM
$740K ﹤0.01%
49,000
EWBC icon
1029
East-West Bancorp
EWBC
$14.8B
$738K ﹤0.01%
23,111
+13,248
+134% +$423K
MTZ icon
1030
MasTec
MTZ
$14B
$736K ﹤0.01%
24,294
MAIN icon
1031
Main Street Capital
MAIN
$5.95B
$733K ﹤0.01%
24,479
+1,859
+8% +$55.7K
TER icon
1032
Teradyne
TER
$19.1B
$729K ﹤0.01%
44,099
+12,591
+40% +$208K
WOR icon
1033
Worthington Enterprises
WOR
$3.24B
$726K ﹤0.01%
34,223
+779
+2% +$16.5K
TRN icon
1034
Trinity Industries
TRN
$2.31B
$717K ﹤0.01%
43,929
+3,170
+8% +$51.7K
WLT
1035
DELISTED
WALTER ENERGY INC COM STK (DE)
WLT
$715K ﹤0.01%
50,965
+43,022
+542% +$604K
USG
1036
DELISTED
Usg
USG
$714K ﹤0.01%
24,992
-788
-3% -$22.5K
CHMT
1037
DELISTED
Chemtura Corporation
CHMT
$712K ﹤0.01%
30,989
+7,125
+30% +$164K
WNR
1038
DELISTED
Western Refining Inc
WNR
$709K ﹤0.01%
23,613
+1,650
+8% +$49.5K
FMER
1039
DELISTED
FIRSTMERIT CORP
FMER
$708K ﹤0.01%
32,630
+2,082
+7% +$45.2K
FULT icon
1040
Fulton Financial
FULT
$3.53B
$705K ﹤0.01%
60,334
+3,623
+6% +$42.3K
LPS
1041
DELISTED
LENDER PROCESSING SERVICES INC
LPS
$705K ﹤0.01%
21,182
+1,303
+7% +$43.4K
SLRC icon
1042
SLR Investment Corp
SLRC
$911M
$699K ﹤0.01%
31,528
+3,284
+12% +$72.8K
TUP
1043
DELISTED
Tupperware Brands Corporation
TUP
$698K ﹤0.01%
8,086
+561
+7% +$48.4K
UNT
1044
DELISTED
UNIT Corporation
UNT
$694K ﹤0.01%
14,935
+947
+7% +$44K
WDR
1045
DELISTED
Waddell & Reed Financial, Inc.
WDR
$692K ﹤0.01%
13,436
+8,826
+191% +$455K
CVG
1046
DELISTED
Convergys
CVG
$687K ﹤0.01%
36,652
+2,455
+7% +$46K
CBT icon
1047
Cabot Corp
CBT
$4.31B
$681K ﹤0.01%
15,954
+1,074
+7% +$45.8K
LEAP
1048
DELISTED
LEAP WIRELESS INTERNATIONAL INC NEW
LEAP
$678K ﹤0.01%
+42,942
New +$678K
TFX icon
1049
Teleflex
TFX
$5.78B
$675K ﹤0.01%
8,198
+540
+7% +$44.5K
SMI
1050
DELISTED
Semiconductor Manufacturing Intl
SMI
$674K ﹤0.01%
194,850