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 9.93%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
UNFI icon
1101
United Natural Foods
UNFI
$1.75B
$587K ﹤0.01%
7,781
CNK icon
1102
Cinemark Holdings
CNK
$2.98B
$584K ﹤0.01%
17,521
KMT icon
1103
Kennametal
KMT
$1.67B
$582K ﹤0.01%
11,173
EHC icon
1104
Encompass Health
EHC
$12.6B
$579K ﹤0.01%
21,845
BIO icon
1105
Bio-Rad Laboratories Class A
BIO
$8B
$577K ﹤0.01%
4,665
+3,079
+194% +$381K
BBDC icon
1106
Barings BDC
BBDC
$987M
$573K ﹤0.01%
20,736
+1,612
+8% +$44.5K
KEX icon
1107
Kirby Corp
KEX
$4.97B
$572K ﹤0.01%
5,768
SQM icon
1108
Sociedad Química y Minera de Chile
SQM
$13.1B
$566K ﹤0.01%
22,479
KELYA icon
1109
Kelly Services Class A
KELYA
$489M
$565K ﹤0.01%
22,644
VLY icon
1110
Valley National Bancorp
VLY
$6.01B
$560K ﹤0.01%
55,364
AF
1111
DELISTED
Astoria Financial Corporation
AF
$560K ﹤0.01%
40,516
-832
-2% -$11.5K
ASNA
1112
DELISTED
Ascena Retail Group, Inc.
ASNA
$557K ﹤0.01%
1,315
+785
+148% +$333K
GGB icon
1113
Gerdau
GGB
$6.39B
$556K ﹤0.01%
89,488
-39,942
-31% -$248K
TSL
1114
DELISTED
Trina Solar Limited
TSL
$556K ﹤0.01%
40,690
-28,100
-41% -$384K
HTSI
1115
DELISTED
HARRIS TEETER SUPERMARKETS INC COM STK (NC)
HTSI
$556K ﹤0.01%
11,276
+3,576
+46% +$176K
BKS
1116
DELISTED
Barnes & Noble
BKS
$552K ﹤0.01%
56,296
PNNT
1117
Pennant Park Investment Corp
PNNT
$471M
$551K ﹤0.01%
47,505
+1,544
+3% +$17.9K
MDP
1118
DELISTED
Meredith Corporation
MDP
$548K ﹤0.01%
10,580
MWA icon
1119
Mueller Water Products
MWA
$4.19B
$543K ﹤0.01%
57,933
BBG
1120
DELISTED
Bill Barrett Corp
BBG
$543K ﹤0.01%
20,258
+8,163
+67% +$219K
ABG icon
1121
Asbury Automotive
ABG
$5.06B
$542K ﹤0.01%
10,094
TKC icon
1122
Turkcell
TKC
$4.83B
$535K ﹤0.01%
40,117
PTP
1123
DELISTED
PLATINUM UNDERWRITERS HLDGS LTD
PTP
$533K ﹤0.01%
8,700
+1,000
+13% +$61.3K
GPN icon
1124
Global Payments
GPN
$21.3B
$526K ﹤0.01%
16,174
+1,026
+7% +$33.4K
HHH icon
1125
Howard Hughes
HHH
$4.69B
$525K ﹤0.01%
4,586