Legal & General Group

Legal & General Group Portfolio holdings

AUM $403B
 

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
+$82.6B
Cap. Flow
+$2.73M
Cap. Flow %
0%
Top 10 Hldgs %
16.67%
Holding
1,340
New
55
Increased
659
Reduced
346
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
JOBS
1251
DELISTED
51job, Inc.
JOBS
$218K ﹤0.01%
2,800
PENN icon
1252
PENN Entertainment
PENN
$2.92B
$212K ﹤0.01%
14,813
PLXS icon
1253
Plexus
PLXS
$3.65B
$210K ﹤0.01%
4,856
PWRD
1254
DELISTED
PERFECT WORLD CO LTD SPONSORED ADR REPSTG CL B (CAYMAN ISL)
PWRD
$199K ﹤0.01%
11,200
UAM
1255
DELISTED
Universal American Corp
UAM
$197K ﹤0.01%
26,971
RGS icon
1256
Regis Corp
RGS
$53.9M
$195K ﹤0.01%
13,418
BCIC
1257
BCP Investment Corporation Common Stock
BCIC
$160M
$194K ﹤0.01%
24,085
+668
+3% +$5.38K
SBS icon
1258
Sabesp
SBS
$15.5B
$190K ﹤0.01%
16,722
LKM
1259
DELISTED
Link Motion Inc.
LKM
$181K ﹤0.01%
12,350
AUQ
1260
DELISTED
AURICO GOLD INC COM
AUQ
$169K ﹤0.01%
45,955
+5,355
+13% +$19.7K
AU icon
1261
AngloGold Ashanti
AU
$29.3B
$166K ﹤0.01%
14,194
+1,500
+12% +$17.5K
XCO
1262
DELISTED
Exco Resources
XCO
$166K ﹤0.01%
31,335
WAB icon
1263
Wabtec
WAB
$33.1B
$158K ﹤0.01%
+2,128
New +$158K
GAIN icon
1264
Gladstone Investment Corp
GAIN
$542M
$154K ﹤0.01%
19,109
+1,608
+9% +$13K
KOF icon
1265
Coca-Cola Femsa
KOF
$17.9B
$146K ﹤0.01%
1,200
GLAD icon
1266
Gladstone Capital
GLAD
$590M
$142K ﹤0.01%
14,742
SOL
1267
Emeren Group
SOL
$94.9M
$133K ﹤0.01%
+38,600
New +$133K
RGLD icon
1268
Royal Gold
RGLD
$11.8B
$128K ﹤0.01%
2,786
+1,200
+76% +$55.1K
N
1269
DELISTED
Netsuite Inc
N
$128K ﹤0.01%
+1,240
New +$128K
SSL icon
1270
Sasol
SSL
$4.42B
$123K ﹤0.01%
2,484
SHPG
1271
DELISTED
Shire pic
SHPG
$118K ﹤0.01%
834
OHAI
1272
DELISTED
OHA Investment Corporation
OHAI
$115K ﹤0.01%
15,452
+280
+2% +$2.08K
NVS icon
1273
Novartis
NVS
$245B
$113K ﹤0.01%
1,400
JKHY icon
1274
Jack Henry & Associates
JKHY
$11.9B
$111K ﹤0.01%
+1,883
New +$111K
FDS icon
1275
Factset
FDS
$14.1B
$110K ﹤0.01%
+1,014
New +$110K