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 9.61%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
CFFN icon
1176
Capitol Federal Financial
CFFN
$846M
$386K ﹤0.01%
30,742
WLT
1177
DELISTED
WALTER ENERGY INC COM STK (DE)
WLT
$385K ﹤0.01%
50,965
DRC
1178
DELISTED
DRESSER-RAND GROUP INC
DRC
$384K ﹤0.01%
6,567
UMPQ
1179
DELISTED
Umpqua Holdings Corp
UMPQ
$375K ﹤0.01%
20,109
OMG
1180
DELISTED
OM GROUP INC.
OMG
$375K ﹤0.01%
11,277
+1,100
+11% +$36.6K
HMY icon
1181
Harmony Gold Mining
HMY
$8.78B
$370K ﹤0.01%
121,190
CDE icon
1182
Coeur Mining
CDE
$9.43B
$369K ﹤0.01%
39,712
CHS
1183
DELISTED
Chicos FAS, Inc.
CHS
$369K ﹤0.01%
23,012
SFE
1184
DELISTED
Safeguard Scientifics, Inc.
SFE
$367K ﹤0.01%
16,557
+551
+3% +$12.2K
TLK icon
1185
Telkom Indonesia
TLK
$19.2B
$364K ﹤0.01%
18,476
-14,458
-44% -$285K
MOH icon
1186
Molina Healthcare
MOH
$9.47B
$363K ﹤0.01%
9,652
FCN icon
1187
FTI Consulting
FCN
$5.46B
$361K ﹤0.01%
10,831
LTM
1188
DELISTED
LIFE TIME FITNESS INC
LTM
$360K ﹤0.01%
7,474
CBB
1189
DELISTED
Cincinnati Bell Inc.
CBB
$359K ﹤0.01%
20,762
MATX icon
1190
Matsons
MATX
$3.36B
$350K ﹤0.01%
14,172
+1,528
+12% +$37.7K
HMIN
1191
DELISTED
HOMEINNS HOTEL GROUP SPONSORED ADR
HMIN
$349K ﹤0.01%
10,800
AAWW
1192
DELISTED
Atlas Air Worldwide Holdings, Inc.
AAWW
$349K ﹤0.01%
9,895
SFY
1193
DELISTED
SWIFT ENERGY CO (HOLDING COMPANY)
SFY
$344K ﹤0.01%
31,975
+2,465
+8% +$26.5K
SATS icon
1194
EchoStar
SATS
$19.3B
$339K ﹤0.01%
8,806
CRS icon
1195
Carpenter Technology
CRS
$12.3B
$335K ﹤0.01%
5,079
SBH icon
1196
Sally Beauty Holdings
SBH
$1.44B
$335K ﹤0.01%
12,224
HNI icon
1197
HNI Corp
HNI
$2.14B
$334K ﹤0.01%
9,139
GEF icon
1198
Greif
GEF
$3.57B
$332K ﹤0.01%
6,329
CBRL icon
1199
Cracker Barrel
CBRL
$1.18B
$331K ﹤0.01%
3,405
TGI
1200
DELISTED
Triumph Group
TGI
$331K ﹤0.01%
5,128