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
HNI icon
1201
HNI Corp
HNI
$2.1B
$355K ﹤0.01%
9,139
SATS icon
1202
EchoStar
SATS
$18.9B
$355K ﹤0.01%
8,806
IRF
1203
DELISTED
INTL RECTIFIER CORP
IRF
$352K ﹤0.01%
13,507
LTM
1204
DELISTED
LIFE TIME FITNESS INC
LTM
$351K ﹤0.01%
7,474
VECO icon
1205
Veeco
VECO
$1.42B
$347K ﹤0.01%
10,554
+3,213
+44% +$106K
JE
1206
DELISTED
Just Energy Group Inc
JE
$347K ﹤0.01%
1,469
+372
+34% +$87.9K
PRMW
1207
DELISTED
Primo Water Corporation
PRMW
$336K ﹤0.01%
41,800
MOH icon
1208
Molina Healthcare
MOH
$9.24B
$335K ﹤0.01%
9,652
GEF icon
1209
Greif
GEF
$3.56B
$332K ﹤0.01%
6,329
MATX icon
1210
Matsons
MATX
$3.24B
$330K ﹤0.01%
12,644
BHP icon
1211
BHP
BHP
$140B
$325K ﹤0.01%
5,628
-237
-4% -$13.7K
CBD
1212
DELISTED
Companhia Brasileira de Distribuicao
CBD
$325K ﹤0.01%
7,277
BRC icon
1213
Brady Corp
BRC
$3.85B
$322K ﹤0.01%
10,419
MCY icon
1214
Mercury Insurance
MCY
$4.31B
$322K ﹤0.01%
6,477
SFE
1215
DELISTED
Safeguard Scientifics, Inc.
SFE
$322K ﹤0.01%
16,006
+1,614
+11% +$32.5K
TWTR
1216
DELISTED
Twitter, Inc.
TWTR
$318K ﹤0.01%
+5,000
New +$318K
CRS icon
1217
Carpenter Technology
CRS
$11.9B
$316K ﹤0.01%
5,079
TC
1218
DELISTED
Thompson Creek Metals Company Inc. Ordinary Shares (Canada)
TC
$316K ﹤0.01%
144,729
CTB
1219
DELISTED
Cooper Tire & Rubber Co.
CTB
$310K ﹤0.01%
12,876
HMY icon
1220
Harmony Gold Mining
HMY
$9.02B
$306K ﹤0.01%
121,190
CAKE icon
1221
Cheesecake Factory
CAKE
$3.07B
$302K ﹤0.01%
6,247
SLGN icon
1222
Silgan Holdings
SLGN
$4.75B
$300K ﹤0.01%
12,494
ATW
1223
DELISTED
Atwood Oceanics
ATW
$287K ﹤0.01%
5,376
FNB icon
1224
FNB Corp
FNB
$5.97B
$284K ﹤0.01%
22,532
WERN icon
1225
Werner Enterprises
WERN
$1.68B
$283K ﹤0.01%
11,455