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
ADC icon
1076
Agree Realty
ADC
$8.04B
$650K ﹤0.01%
21,389
-4,550
-18% -$138K
WOOF
1077
DELISTED
VCA Inc.
WOOF
$646K ﹤0.01%
20,051
CRI icon
1078
Carter's
CRI
$1.05B
$645K ﹤0.01%
8,305
FUR
1079
DELISTED
WINTHROP REALTY TRUST SHS BENE INT (NEW)
FUR
$641K ﹤0.01%
55,318
-9,338
-14% -$108K
HRC
1080
DELISTED
HILL-ROM HOLDINGS, INC.
HRC
$634K ﹤0.01%
16,450
BHE icon
1081
Benchmark Electronics
BHE
$1.45B
$632K ﹤0.01%
27,885
TWTC
1082
DELISTED
TW TELECOM INC CL A COM
TWTC
$632K ﹤0.01%
20,211
BSBR icon
1083
Santander
BSBR
$40.1B
$630K ﹤0.01%
118,481
+30,380
+34% +$162K
ABM icon
1084
ABM Industries
ABM
$2.87B
$629K ﹤0.01%
21,898
RWT
1085
Redwood Trust
RWT
$823M
$627K ﹤0.01%
30,898
UPBD icon
1086
Upbound Group
UPBD
$1.47B
$626K ﹤0.01%
23,544
+1,204
+5% +$32K
EHC icon
1087
Encompass Health
EHC
$12.7B
$624K ﹤0.01%
21,845
HHH icon
1088
Howard Hughes
HHH
$4.69B
$624K ﹤0.01%
4,586
RRX icon
1089
Regal Rexnord
RRX
$9.54B
$621K ﹤0.01%
8,536
CKH
1090
DELISTED
Seacor Holdings Inc.
CKH
$617K ﹤0.01%
7,385
CIG icon
1091
CEMIG Preferred Shares
CIG
$5.78B
$616K ﹤0.01%
177,492
+33,943
+24% +$118K
VLY icon
1092
Valley National Bancorp
VLY
$6.02B
$616K ﹤0.01%
59,180
+3,816
+7% +$39.7K
CXW icon
1093
CoreCivic
CXW
$2.11B
$610K ﹤0.01%
19,474
CSL icon
1094
Carlisle Companies
CSL
$16.8B
$600K ﹤0.01%
7,559
BIO icon
1095
Bio-Rad Laboratories Class A
BIO
$7.86B
$598K ﹤0.01%
4,665
GBDC icon
1096
Golub Capital BDC
GBDC
$3.95B
$596K ﹤0.01%
34,092
+1,709
+5% +$29.9K
ACTA
1097
DELISTED
Actua Corporation
ACTA
$596K ﹤0.01%
29,202
+1,052
+4% +$21.5K
SUSQ
1098
DELISTED
SUSQUEHANNA BANCSHARES INC
SUSQ
$595K ﹤0.01%
52,259
SGY
1099
DELISTED
Stone Energy
SGY
$590K ﹤0.01%
247
WBC
1100
DELISTED
WABCO HOLDINGS INC.
WBC
$589K ﹤0.01%
5,583