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
JKS
1226
JinkoSolar
JKS
$1.32B
$246K ﹤0.01%
8,800
+1,300
+17% +$36.3K
RLI icon
1227
RLI Corp
RLI
$6.16B
$246K ﹤0.01%
11,108
TWTR
1228
DELISTED
Twitter, Inc.
TWTR
$233K ﹤0.01%
5,000
PWRD
1229
DELISTED
PERFECT WORLD CO LTD SPONSORED ADR REPSTG CL B (CAYMAN ISL)
PWRD
$232K ﹤0.01%
11,200
MVC
1230
DELISTED
MVC Capital, Inc.
MVC
$230K ﹤0.01%
16,985
UGP icon
1231
Ultrapar
UGP
$4.17B
$228K ﹤0.01%
18,974
TIMB icon
1232
TIM SA
TIMB
$10.3B
$227K ﹤0.01%
8,739
AU icon
1233
AngloGold Ashanti
AU
$30.2B
$225K ﹤0.01%
13,194
-1,000
-7% -$17.1K
LKM
1234
DELISTED
Link Motion Inc.
LKM
$217K ﹤0.01%
12,350
BCIC
1235
BCP Investment Corporation Common Stock
BCIC
$160M
$215K ﹤0.01%
2,484
+75
+3% +$6.49K
FBR
1236
DELISTED
Fibria Celulose Sa
FBR
$213K ﹤0.01%
19,231
MCGC
1237
DELISTED
MCG CAP CORP
MCGC
$206K ﹤0.01%
54,344
JOBS
1238
DELISTED
51job, Inc.
JOBS
$200K ﹤0.01%
5,600
PLXS icon
1239
Plexus
PLXS
$3.75B
$195K ﹤0.01%
4,856
RGS icon
1240
Regis Corp
RGS
$58.9M
$184K ﹤0.01%
671
PENN icon
1241
PENN Entertainment
PENN
$2.99B
$182K ﹤0.01%
14,813
LDK
1242
DELISTED
LDK SOLAR CO LTD.
LDK
$181K ﹤0.01%
178,051
SOL
1243
Emeren Group
SOL
$96.5M
$180K ﹤0.01%
11,240
+3,520
+46% +$56.4K
GAIN icon
1244
Gladstone Investment Corp
GAIN
$543M
$170K ﹤0.01%
20,543
+1,434
+8% +$11.9K
GLAD icon
1245
Gladstone Capital
GLAD
$582M
$166K ﹤0.01%
8,225
+854
+12% +$17.2K
WAB icon
1246
Wabtec
WAB
$33B
$165K ﹤0.01%
2,128
CTCM
1247
DELISTED
CTC MEDIA INC COM STK
CTCM
$157K ﹤0.01%
17,100
SBS icon
1248
Sabesp
SBS
$15.8B
$155K ﹤0.01%
16,722
RGLD icon
1249
Royal Gold
RGLD
$12.2B
$153K ﹤0.01%
2,436
-350
-13% -$22K
AVNT icon
1250
Avient
AVNT
$3.45B
$142K ﹤0.01%
+3,879
New +$142K