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 9.39%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
ALU
1051
DELISTED
ALCATEL-LUCENT ADR
ALU
$856K ﹤0.01%
240,816
OIS icon
1052
Oil States International
OIS
$348M
$854K ﹤0.01%
13,320
-8,053
-38% -$516K
SMG icon
1053
ScottsMiracle-Gro
SMG
$3.62B
$851K ﹤0.01%
14,962
IAG icon
1054
IAMGOLD
IAG
$5.44B
$849K ﹤0.01%
205,950
VEON icon
1055
VEON
VEON
$4B
$849K ﹤0.01%
4,044
FULT icon
1056
Fulton Financial
FULT
$3.59B
$841K ﹤0.01%
67,905
+7,571
+13% +$93.8K
WDR
1057
DELISTED
Waddell & Reed Financial, Inc.
WDR
$841K ﹤0.01%
13,436
SIVB
1058
DELISTED
SVB Financial Group
SIVB
$840K ﹤0.01%
7,202
+1,003
+16% +$117K
LECO icon
1059
Lincoln Electric
LECO
$13.5B
$839K ﹤0.01%
12,009
+1,442
+14% +$101K
CXT icon
1060
Crane NXT
CXT
$3.54B
$824K ﹤0.01%
31,919
SMI
1061
DELISTED
Semiconductor Manufacturing Intl
SMI
$823K ﹤0.01%
194,850
CW icon
1062
Curtiss-Wright
CW
$18.1B
$815K ﹤0.01%
12,431
TWTC
1063
DELISTED
TW TELECOM INC CL A COM
TWTC
$815K ﹤0.01%
20,211
SLRC icon
1064
SLR Investment Corp
SLRC
$911M
$814K ﹤0.01%
38,231
+4,093
+12% +$87.1K
BC icon
1065
Brunswick
BC
$4.28B
$813K ﹤0.01%
19,304
CACI icon
1066
CACI
CACI
$10.1B
$810K ﹤0.01%
11,543
CHMT
1067
DELISTED
Chemtura Corporation
CHMT
$810K ﹤0.01%
30,989
EWBC icon
1068
East-West Bancorp
EWBC
$15B
$809K ﹤0.01%
23,111
DLX icon
1069
Deluxe
DLX
$871M
$807K ﹤0.01%
13,780
-411
-3% -$24.1K
NJR icon
1070
New Jersey Resources
NJR
$4.7B
$805K ﹤0.01%
28,174
PAY
1071
DELISTED
Verifone Systems Inc
PAY
$805K ﹤0.01%
+21,911
New +$805K
GA
1072
DELISTED
GIANT INTERACTIVE GROUP INC ADR (CAYMAN ISLANDS)
GA
$805K ﹤0.01%
68,000
FUR
1073
DELISTED
WINTHROP REALTY TRUST SHS BENE INT (NEW)
FUR
$803K ﹤0.01%
52,304
-3,014
-5% -$46.3K
FAF icon
1074
First American
FAF
$6.75B
$801K ﹤0.01%
28,807
+2,526
+10% +$70.2K
ATML
1075
DELISTED
ATMEL CORP
ATML
$798K ﹤0.01%
85,188
+50,894
+148% +$477K