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
+3.04%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$124B
AUM Growth
+$5.93B
Cap. Flow
+$3.33B
Cap. Flow %
2.69%
Top 10 Hldgs %
15.43%
Holding
3,485
New
220
Increased
2,225
Reduced
339
Closed
129

Sector Composition

1 Financials 16.77%
2 Technology 14.75%
3 Healthcare 13.48%
4 Industrials 9.44%
5 Communication Services 9.26%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
MATW icon
1151
Matthews International
MATW
$775M
$3.79M ﹤0.01%
61,925
+6,146
+11% +$376K
NWBI icon
1152
Northwest Bancshares
NWBI
$1.86B
$3.75M ﹤0.01%
240,446
+15,679
+7% +$245K
PRI icon
1153
Primerica
PRI
$8.89B
$3.75M ﹤0.01%
49,482
+3,458
+8% +$262K
CTLT
1154
DELISTED
CATALENT, INC.
CTLT
$3.75M ﹤0.01%
106,710
+24,330
+30% +$854K
CMC icon
1155
Commercial Metals
CMC
$6.63B
$3.74M ﹤0.01%
192,464
+9,178
+5% +$179K
KWR icon
1156
Quaker Houghton
KWR
$2.47B
$3.74M ﹤0.01%
25,753
+2,074
+9% +$301K
MMSI icon
1157
Merit Medical Systems
MMSI
$5.34B
$3.73M ﹤0.01%
97,750
+11,724
+14% +$447K
MFIC icon
1158
MidCap Financial Investment
MFIC
$1.17B
$3.69M ﹤0.01%
192,410
+14,085
+8% +$270K
ENOV icon
1159
Enovis
ENOV
$1.81B
$3.69M ﹤0.01%
54,466
+449
+0.8% +$30.4K
ALSN icon
1160
Allison Transmission
ALSN
$7.57B
$3.68M ﹤0.01%
98,064
-7,381
-7% -$277K
CAB
1161
DELISTED
Cabela's Inc
CAB
$3.68M ﹤0.01%
61,834
+8,540
+16% +$508K
COHR icon
1162
Coherent
COHR
$16.1B
$3.67M ﹤0.01%
107,200
+9,349
+10% +$320K
UNT
1163
DELISTED
UNIT Corporation
UNT
$3.66M ﹤0.01%
195,764
+1,079
+0.6% +$20.2K
MRCY icon
1164
Mercury Systems
MRCY
$4.38B
$3.65M ﹤0.01%
86,732
+7,431
+9% +$313K
CY
1165
DELISTED
Cypress Semiconductor
CY
$3.65M ﹤0.01%
267,244
+51,329
+24% +$701K
ITT icon
1166
ITT
ITT
$13.9B
$3.63M ﹤0.01%
90,391
+10,528
+13% +$423K
CLH icon
1167
Clean Harbors
CLH
$12.8B
$3.63M ﹤0.01%
65,023
+7,019
+12% +$392K
RAD
1168
DELISTED
Rite Aid Corporation
RAD
$3.63M ﹤0.01%
61,734
-21,950
-26% -$1.29M
AF
1169
DELISTED
Astoria Financial Corporation
AF
$3.63M ﹤0.01%
179,885
+14,438
+9% +$291K
TEN
1170
DELISTED
Tenneco Inc. Class A Voting Common Stock
TEN
$3.62M ﹤0.01%
62,674
-329
-0.5% -$19K
PNFP icon
1171
Pinnacle Financial Partners
PNFP
$7.59B
$3.62M ﹤0.01%
57,606
-24,540
-30% -$1.54M
WEN icon
1172
Wendy's
WEN
$1.88B
$3.61M ﹤0.01%
232,614
+18,223
+8% +$283K
CCMP
1173
DELISTED
CMC Materials, Inc. Common Stock
CCMP
$3.59M ﹤0.01%
48,643
+4,186
+9% +$309K
ATI icon
1174
ATI
ATI
$10.5B
$3.59M ﹤0.01%
210,634
-8,245
-4% -$141K
TECH icon
1175
Bio-Techne
TECH
$8.28B
$3.58M ﹤0.01%
121,984
+24,832
+26% +$729K