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
TRGP icon
1026
Targa Resources
TRGP
$34.9B
$819K ﹤0.01%
8,253
UBA
1027
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
$810K ﹤0.01%
39,230
GPI icon
1028
Group 1 Automotive
GPI
$6.11B
$809K ﹤0.01%
12,327
DBD
1029
DELISTED
Diebold Nixdorf Incorporated
DBD
$806K ﹤0.01%
20,200
DDS icon
1030
Dillards
DDS
$8.9B
$804K ﹤0.01%
8,699
SIVB
1031
DELISTED
SVB Financial Group
SIVB
$798K ﹤0.01%
6,199
+337
+6% +$43.4K
MDR
1032
DELISTED
McDermott International
MDR
$792K ﹤0.01%
33,765
-260,629
-89% -$6.11M
VIPS icon
1033
Vipshop
VIPS
$8.62B
$791K ﹤0.01%
+53,000
New +$791K
CW icon
1034
Curtiss-Wright
CW
$18.1B
$790K ﹤0.01%
12,431
+304
+3% +$19.3K
CXT icon
1035
Crane NXT
CXT
$3.49B
$789K ﹤0.01%
31,919
WOR icon
1036
Worthington Enterprises
WOR
$3.15B
$789K ﹤0.01%
33,460
GA
1037
DELISTED
GIANT INTERACTIVE GROUP INC ADR (CAYMAN ISLANDS)
GA
$787K ﹤0.01%
68,000
WX
1038
DELISTED
WUXI PHARMATECH, CAYMAN INC REPSTG 8 ORD SHS
WX
$785K ﹤0.01%
21,300
-2,000
-9% -$73.7K
CHMT
1039
DELISTED
Chemtura Corporation
CHMT
$784K ﹤0.01%
30,989
BRFS icon
1040
BRF SA
BRFS
$5.77B
$783K ﹤0.01%
39,190
ODFL icon
1041
Old Dominion Freight Line
ODFL
$31.2B
$782K ﹤0.01%
41,328
AEO icon
1042
American Eagle Outfitters
AEO
$3.09B
$779K ﹤0.01%
63,682
-642,998
-91% -$7.87M
BKS
1043
DELISTED
Barnes & Noble
BKS
$771K ﹤0.01%
56,296
SXT icon
1044
Sensient Technologies
SXT
$4.71B
$765K ﹤0.01%
13,561
AKO.B icon
1045
Embotelladora Andina Series B
AKO.B
$3.69B
$763K ﹤0.01%
35,693
LECO icon
1046
Lincoln Electric
LECO
$13.3B
$761K ﹤0.01%
10,567
FULT icon
1047
Fulton Financial
FULT
$3.52B
$759K ﹤0.01%
60,334
SOHU
1048
Sohu.com
SOHU
$480M
$755K ﹤0.01%
11,600
KMR
1049
DELISTED
KINDER MORGAN MANAGEMENT LLC
KMR
$752K ﹤0.01%
11,035
+1
+0% +$68
BTM
1050
DELISTED
OI S.A. SPON ADR REPSTG 3 PFD SHS (BRA)
BTM
$749K ﹤0.01%
561,199