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
ACTA
1126
DELISTED
Actua Corporation
ACTA
$524K ﹤0.01%
28,150
+840
+3% +$15.6K
SEMG
1127
DELISTED
SEMGROUP CORPORATION
SEMG
$523K ﹤0.01%
8,023
WBC
1128
DELISTED
WABCO HOLDINGS INC.
WBC
$522K ﹤0.01%
5,583
CMO
1129
DELISTED
Capstead Mortgage Corp.
CMO
$521K ﹤0.01%
43,131
CADE icon
1130
Cadence Bank
CADE
$7.04B
$519K ﹤0.01%
20,406
SIGI icon
1131
Selective Insurance
SIGI
$4.86B
$519K ﹤0.01%
19,178
BSBR icon
1132
Santander
BSBR
$40.6B
$514K ﹤0.01%
88,101
+37,897
+75% +$221K
MSM icon
1133
MSC Industrial Direct
MSM
$5.14B
$514K ﹤0.01%
6,360
+1,149
+22% +$92.9K
WBS icon
1134
Webster Financial
WBS
$10.3B
$514K ﹤0.01%
16,470
ESI
1135
DELISTED
ITT EDUCATIONAL SERVICES INC
ESI
$510K ﹤0.01%
15,181
AMED
1136
DELISTED
Amedisys
AMED
$509K ﹤0.01%
34,787
+1,529
+5% +$22.4K
BKCC
1137
DELISTED
BlackRock Capital Investment Corporation
BKCC
$509K ﹤0.01%
54,538
+3,302
+6% +$30.8K
TRMK icon
1138
Trustmark
TRMK
$2.43B
$505K ﹤0.01%
18,820
ISIL
1139
DELISTED
Intersil Corp
ISIL
$503K ﹤0.01%
43,816
CRL icon
1140
Charles River Laboratories
CRL
$8.07B
$501K ﹤0.01%
9,438
STE icon
1141
Steris
STE
$24.2B
$499K ﹤0.01%
10,390
COO icon
1142
Cooper Companies
COO
$13.5B
$498K ﹤0.01%
16,092
+1,212
+8% +$37.5K
CCC
1143
DELISTED
Calgon Carbon Corp
CCC
$496K ﹤0.01%
24,131
+335
+1% +$6.89K
OLN icon
1144
Olin
OLN
$2.9B
$493K ﹤0.01%
17,100
WTS icon
1145
Watts Water Technologies
WTS
$9.35B
$493K ﹤0.01%
7,969
-1,195
-13% -$73.9K
MCRS
1146
DELISTED
MICROS SYSTEMS INC
MCRS
$491K ﹤0.01%
+8,567
New +$491K
FMX icon
1147
Fomento Económico Mexicano
FMX
$29.6B
$486K ﹤0.01%
4,964
-6,348
-56% -$622K
SGY
1148
DELISTED
Stone Energy
SGY
$486K ﹤0.01%
247
HBM icon
1149
Hudbay
HBM
$5.03B
$485K ﹤0.01%
58,900
YGE
1150
DELISTED
Yingli Green Energy Holding Comp
YGE
$485K ﹤0.01%
9,601
-4,290
-31% -$217K