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
UVV icon
1076
Universal Corp
UVV
$1.37B
$673K ﹤0.01%
12,332
+3,212
+35% +$175K
SUSQ
1077
DELISTED
SUSQUEHANNA BANCSHARES INC
SUSQ
$671K ﹤0.01%
52,259
CYT
1078
DELISTED
CYTEC INDS INC
CYT
$670K ﹤0.01%
14,376
DBD
1079
DELISTED
Diebold Nixdorf Incorporated
DBD
$667K ﹤0.01%
20,200
SXT icon
1080
Sensient Technologies
SXT
$4.73B
$658K ﹤0.01%
13,561
+8,249
+155% +$400K
NJR icon
1081
New Jersey Resources
NJR
$4.67B
$651K ﹤0.01%
28,174
CKH
1082
DELISTED
Seacor Holdings Inc.
CKH
$651K ﹤0.01%
7,385
+709
+11% +$62.5K
BHE icon
1083
Benchmark Electronics
BHE
$1.4B
$644K ﹤0.01%
27,885
THS icon
1084
Treehouse Foods
THS
$897M
$638K ﹤0.01%
9,255
+2,734
+42% +$188K
RRX icon
1085
Regal Rexnord
RRX
$9.45B
$629K ﹤0.01%
8,536
WOOF
1086
DELISTED
VCA Inc.
WOOF
$629K ﹤0.01%
20,051
SD
1087
DELISTED
SANDRIDGE ENERGY, INC.
SD
$628K ﹤0.01%
103,411
ABM icon
1088
ABM Industries
ABM
$2.81B
$626K ﹤0.01%
21,898
CXW icon
1089
CoreCivic
CXW
$2.19B
$625K ﹤0.01%
19,474
MD icon
1090
Pediatrix Medical
MD
$1.48B
$622K ﹤0.01%
11,644
+2,224
+24% +$119K
TWTC
1091
DELISTED
TW TELECOM INC CL A COM
TWTC
$616K ﹤0.01%
20,211
SIVB
1092
DELISTED
SVB Financial Group
SIVB
$615K ﹤0.01%
5,862
TDW icon
1093
Tidewater
TDW
$2.89B
$611K ﹤0.01%
319
GBDC icon
1094
Golub Capital BDC
GBDC
$3.91B
$606K ﹤0.01%
+32,383
New +$606K
CNC icon
1095
Centene
CNC
$15.3B
$603K ﹤0.01%
40,916
CSL icon
1096
Carlisle Companies
CSL
$16.3B
$600K ﹤0.01%
7,559
+990
+15% +$78.6K
RWT
1097
Redwood Trust
RWT
$800M
$598K ﹤0.01%
30,898
BYD icon
1098
Boyd Gaming
BYD
$6.84B
$597K ﹤0.01%
53,044
CRI icon
1099
Carter's
CRI
$1.05B
$596K ﹤0.01%
8,305
+3,111
+60% +$223K
TLK icon
1100
Telkom Indonesia
TLK
$18.6B
$591K ﹤0.01%
32,934
+4,590
+16% +$82.4K