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
+6.08%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$118B
AUM Growth
+$10.6B
Cap. Flow
+$5.18B
Cap. Flow %
4.4%
Top 10 Hldgs %
15.53%
Holding
3,325
New
37
Increased
1,950
Reduced
1,032
Closed
59

Sector Composition

1 Financials 16.7%
2 Technology 14.75%
3 Healthcare 12.91%
4 Communication Services 9.31%
5 Industrials 9.27%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
POWI icon
1151
Power Integrations
POWI
$2.48B
$3.46M ﹤0.01%
105,406
+4,284
+4% +$141K
VLY icon
1152
Valley National Bancorp
VLY
$6.04B
$3.45M ﹤0.01%
292,465
+33,193
+13% +$392K
SABR icon
1153
Sabre
SABR
$738M
$3.42M ﹤0.01%
161,505
+57,895
+56% +$1.23M
WTFC icon
1154
Wintrust Financial
WTFC
$9.08B
$3.42M ﹤0.01%
49,453
-56,621
-53% -$3.92M
UCB
1155
United Community Banks, Inc.
UCB
$3.94B
$3.42M ﹤0.01%
123,423
+6,353
+5% +$176K
TGI
1156
DELISTED
Triumph Group
TGI
$3.41M ﹤0.01%
132,365
+65,348
+98% +$1.68M
DBI icon
1157
Designer Brands
DBI
$225M
$3.41M ﹤0.01%
164,732
+95,682
+139% +$1.98M
TAC icon
1158
TransAlta
TAC
$3.75B
$3.41M ﹤0.01%
580,844
-4,140
-0.7% -$24.3K
CCMP
1159
DELISTED
CMC Materials, Inc. Common Stock
CCMP
$3.4M ﹤0.01%
44,457
+1,189
+3% +$91K
NVRI icon
1160
Enviri
NVRI
$983M
$3.4M ﹤0.01%
266,586
+8,744
+3% +$111K
MRC icon
1161
MRC Global
MRC
$1.23B
$3.4M ﹤0.01%
185,429
-17,252
-9% -$316K
AF
1162
DELISTED
Astoria Financial Corporation
AF
$3.39M ﹤0.01%
165,447
+1,364
+0.8% +$28K
FMBI
1163
DELISTED
First Midwest Bancorp Inc/IL
FMBI
$3.39M ﹤0.01%
143,292
-1,525
-1% -$36.1K
AMN icon
1164
AMN Healthcare
AMN
$699M
$3.37M ﹤0.01%
83,117
-3,052
-4% -$124K
SXT icon
1165
Sensient Technologies
SXT
$4.52B
$3.36M ﹤0.01%
42,448
+5,408
+15% +$429K
OMI icon
1166
Owens & Minor
OMI
$412M
$3.36M ﹤0.01%
97,246
+13,009
+15% +$450K
STMP
1167
DELISTED
Stamps.com, Inc.
STMP
$3.35M ﹤0.01%
28,331
+903
+3% +$107K
DO
1168
DELISTED
Diamond Offshore Drilling
DO
$3.34M ﹤0.01%
200,067
+2,994
+2% +$50K
SPTN icon
1169
SpartanNash
SPTN
$897M
$3.34M ﹤0.01%
95,465
+4,051
+4% +$142K
ARRS
1170
DELISTED
ARRIS International plc Ordinary Shares
ARRS
$3.33M ﹤0.01%
125,895
+72,650
+136% +$1.92M
ESL
1171
DELISTED
Esterline Technologies
ESL
$3.33M ﹤0.01%
38,743
+4,300
+12% +$369K
LOGM
1172
DELISTED
LogMein, Inc.
LOGM
$3.33M ﹤0.01%
34,147
-10,330
-23% -$1.01M
CBRL icon
1173
Cracker Barrel
CBRL
$1.14B
$3.32M ﹤0.01%
20,841
+3,024
+17% +$482K
ENS icon
1174
EnerSys
ENS
$4B
$3.32M ﹤0.01%
42,015
+5,737
+16% +$453K
BRC icon
1175
Brady Corp
BRC
$3.74B
$3.31M ﹤0.01%
85,644
+2,355
+3% +$91K