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
+4.85%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$133B
AUM Growth
+$9.19B
Cap. Flow
+$3.94B
Cap. Flow %
2.96%
Top 10 Hldgs %
15.39%
Holding
3,394
New
41
Increased
2,480
Reduced
322
Closed
89

Sector Composition

1 Financials 16.93%
2 Technology 15.14%
3 Healthcare 13.23%
4 Industrials 9.39%
5 Communication Services 9.37%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
TECH icon
1151
Bio-Techne
TECH
$7.97B
$4.11M ﹤0.01%
135,812
+13,828
+11% +$418K
LPLA icon
1152
LPL Financial
LPLA
$28.1B
$4.1M ﹤0.01%
79,418
+4,407
+6% +$227K
UBSI icon
1153
United Bankshares
UBSI
$5.3B
$4.09M ﹤0.01%
109,833
+11,798
+12% +$439K
SXT icon
1154
Sensient Technologies
SXT
$4.52B
$4.07M ﹤0.01%
52,879
+4,675
+10% +$360K
CBRL icon
1155
Cracker Barrel
CBRL
$1.14B
$4.07M ﹤0.01%
26,819
+2,830
+12% +$429K
ZNGA
1156
DELISTED
ZYNGA INC. CL A COMMON
ZNGA
$4.06M ﹤0.01%
1,085,402
-329,379
-23% -$1.23M
BANR icon
1157
Banner Corp
BANR
$2.29B
$4.05M ﹤0.01%
66,134
+12,774
+24% +$783K
EXLS icon
1158
EXL Service
EXLS
$7.04B
$4.05M ﹤0.01%
347,410
+30,270
+10% +$353K
CLH icon
1159
Clean Harbors
CLH
$12.7B
$4.05M ﹤0.01%
71,375
+6,352
+10% +$360K
MLI icon
1160
Mueller Industries
MLI
$11B
$4.05M ﹤0.01%
231,546
+10,734
+5% +$188K
VVV icon
1161
Valvoline
VVV
$5.14B
$4.04M ﹤0.01%
172,467
+32,192
+23% +$755K
UFPI icon
1162
UFP Industries
UFPI
$5.78B
$4.04M ﹤0.01%
123,483
+5,607
+5% +$183K
TEN
1163
DELISTED
Tenneco Inc. Class A Voting Common Stock
TEN
$4.03M ﹤0.01%
66,546
+3,872
+6% +$235K
KLXI
1164
DELISTED
KLX Inc.
KLXI
$4.03M ﹤0.01%
90,285
+6,445
+8% +$288K
CCOI icon
1165
Cogent Communications
CCOI
$1.77B
$4.02M ﹤0.01%
82,204
+1,121
+1% +$54.8K
FHI icon
1166
Federated Hermes
FHI
$4.16B
$4.02M ﹤0.01%
135,234
+8,345
+7% +$248K
TMX
1167
DELISTED
Terminix Global Holdings, Inc.
TMX
$4.01M ﹤0.01%
128,162
+15,909
+14% +$498K
UNT
1168
DELISTED
UNIT Corporation
UNT
$4.01M ﹤0.01%
194,874
-890
-0.5% -$18.3K
CCMP
1169
DELISTED
CMC Materials, Inc. Common Stock
CCMP
$4.01M ﹤0.01%
50,156
+1,513
+3% +$121K
SRCI
1170
DELISTED
SRC Energy Inc
SRCI
$4M ﹤0.01%
413,615
+20,058
+5% +$194K
LFUS icon
1171
Littelfuse
LFUS
$6.54B
$3.99M ﹤0.01%
20,375
+2,524
+14% +$495K
INDB icon
1172
Independent Bank
INDB
$3.56B
$3.99M ﹤0.01%
53,459
+882
+2% +$65.9K
GTY
1173
Getty Realty Corp
GTY
$1.6B
$3.99M ﹤0.01%
139,307
+29,620
+27% +$848K
STL
1174
DELISTED
Sterling Bancorp
STL
$3.99M ﹤0.01%
161,622
-100,873
-38% -$2.49M
DBI icon
1175
Designer Brands
DBI
$225M
$3.98M ﹤0.01%
185,144
+11,663
+7% +$251K