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
CBT icon
1026
Cabot Corp
CBT
$4.31B
$820K ﹤0.01%
15,954
BRFS icon
1027
BRF SA
BRFS
$5.67B
$817K ﹤0.01%
39,190
MTZ icon
1028
MasTec
MTZ
$13.9B
$810K ﹤0.01%
24,761
+467
+2% +$15.3K
EWBC icon
1029
East-West Bancorp
EWBC
$15.1B
$808K ﹤0.01%
23,111
GTY
1030
Getty Realty Corp
GTY
$1.62B
$804K ﹤0.01%
44,304
BCH icon
1031
Banco de Chile
BCH
$15B
$802K ﹤0.01%
30,668
SM icon
1032
SM Energy
SM
$3.07B
$802K ﹤0.01%
9,646
NSIT icon
1033
Insight Enterprises
NSIT
$4.03B
$800K ﹤0.01%
35,246
MUSA icon
1034
Murphy USA
MUSA
$7.56B
$798K ﹤0.01%
19,213
-174,077
-90% -$7.23M
PRI icon
1035
Primerica
PRI
$8.9B
$793K ﹤0.01%
18,488
LPS
1036
DELISTED
LENDER PROCESSING SERVICES INC
LPS
$792K ﹤0.01%
21,182
FULT icon
1037
Fulton Financial
FULT
$3.54B
$789K ﹤0.01%
60,334
SSNI
1038
DELISTED
Silver Spring Networks, Inc.
SSNI
$789K ﹤0.01%
+37,578
New +$789K
ESE icon
1039
ESCO Technologies
ESE
$5.31B
$781K ﹤0.01%
22,794
-1,361
-6% -$46.6K
KMR
1040
DELISTED
KINDER MORGAN MANAGEMENT LLC
KMR
$780K ﹤0.01%
11,034
+248
+2% +$17.5K
SCI icon
1041
Service Corp International
SCI
$11.1B
$779K ﹤0.01%
42,944
HTS
1042
DELISTED
HATTERAS FINANCIAL CORP
HTS
$772K ﹤0.01%
47,262
+2,218
+5% +$36.2K
UNT
1043
DELISTED
UNIT Corporation
UNT
$771K ﹤0.01%
14,935
TUP
1044
DELISTED
Tupperware Brands Corporation
TUP
$764K ﹤0.01%
8,086
GA
1045
DELISTED
GIANT INTERACTIVE GROUP INC ADR (CAYMAN ISLANDS)
GA
$764K ﹤0.01%
68,000
SMI
1046
DELISTED
Semiconductor Manufacturing Intl
SMI
$758K ﹤0.01%
194,850
CW icon
1047
Curtiss-Wright
CW
$18.2B
$755K ﹤0.01%
12,127
LECO icon
1048
Lincoln Electric
LECO
$13.4B
$754K ﹤0.01%
10,567
+560
+6% +$40K
ADC icon
1049
Agree Realty
ADC
$8.04B
$753K ﹤0.01%
25,939
+8,861
+52% +$257K
HTGC icon
1050
Hercules Capital
HTGC
$3.53B
$753K ﹤0.01%
45,892
+2,381
+5% +$39.1K