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
KEX icon
1101
Kirby Corp
KEX
$4.98B
$584K ﹤0.01%
5,768
BCO icon
1102
Brink's
BCO
$4.79B
$582K ﹤0.01%
20,372
GATX icon
1103
GATX Corp
GATX
$5.99B
$580K ﹤0.01%
8,538
IVR icon
1104
Invesco Mortgage Capital
IVR
$523M
$577K ﹤0.01%
+3,502
New +$577K
GPN icon
1105
Global Payments
GPN
$21.2B
$575K ﹤0.01%
16,174
CRL icon
1106
Charles River Laboratories
CRL
$7.97B
$569K ﹤0.01%
9,438
AF
1107
DELISTED
Astoria Financial Corporation
AF
$560K ﹤0.01%
40,516
PNNT
1108
Pennant Park Investment Corp
PNNT
$473M
$559K ﹤0.01%
50,632
+3,127
+7% +$34.5K
ABG icon
1109
Asbury Automotive
ABG
$5B
$558K ﹤0.01%
10,094
CMO
1110
DELISTED
Capstead Mortgage Corp.
CMO
$558K ﹤0.01%
44,038
+907
+2% +$11.5K
BBDC icon
1111
Barings BDC
BBDC
$993M
$554K ﹤0.01%
21,380
+644
+3% +$16.7K
COO icon
1112
Cooper Companies
COO
$13.7B
$553K ﹤0.01%
16,092
TKC icon
1113
Turkcell
TKC
$4.73B
$553K ﹤0.01%
40,117
UNFI icon
1114
United Natural Foods
UNFI
$1.74B
$552K ﹤0.01%
7,781
BKD icon
1115
Brookdale Senior Living
BKD
$1.84B
$551K ﹤0.01%
16,445
MSM icon
1116
MSC Industrial Direct
MSM
$5.17B
$550K ﹤0.01%
6,360
MWA icon
1117
Mueller Water Products
MWA
$4.18B
$550K ﹤0.01%
57,933
KELYA icon
1118
Kelly Services Class A
KELYA
$481M
$537K ﹤0.01%
22,644
BKCC
1119
DELISTED
BlackRock Capital Investment Corporation
BKCC
$527K ﹤0.01%
57,422
+2,884
+5% +$26.5K
CCC
1120
DELISTED
Calgon Carbon Corp
CCC
$527K ﹤0.01%
24,131
TER icon
1121
Teradyne
TER
$18.9B
$526K ﹤0.01%
26,453
PTP
1122
DELISTED
PLATINUM UNDERWRITERS HLDGS LTD
PTP
$523K ﹤0.01%
8,700
BBG
1123
DELISTED
Bill Barrett Corp
BBG
$519K ﹤0.01%
20,258
TTEK icon
1124
Tetra Tech
TTEK
$9.38B
$515K ﹤0.01%
86,940
+3,165
+4% +$18.7K
WBS icon
1125
Webster Financial
WBS
$10.3B
$512K ﹤0.01%
16,470