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
+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
+$82.4B
Cap. Flow
-$913M
Cap. Flow %
-1.11%
Top 10 Hldgs %
16.28%
Holding
1,341
New
25
Increased
401
Reduced
552
Closed
36

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
MTL
1251
DELISTED
Mechel PAO American Depository Shares, each representing two ordinary shares (ADSs)
MTL
$141K ﹤0.01%
68,029
+39,800
+141% +$82.5K
SSL icon
1252
Sasol
SSL
$4.42B
$139K ﹤0.01%
2,484
FST
1253
DELISTED
FOREST OIL CORPORATION
FST
$135K ﹤0.01%
70,601
ARO
1254
DELISTED
AEROPOSTALE INC
ARO
$130K ﹤0.01%
25,856
KOF icon
1255
Coca-Cola Femsa
KOF
$17.7B
$127K ﹤0.01%
1,200
SHPG
1256
DELISTED
Shire pic
SHPG
$124K ﹤0.01%
834
SPIL
1257
DELISTED
Siliconware Precision Industries Co Ltd
SPIL
$120K ﹤0.01%
18,000
NVS icon
1258
Novartis
NVS
$245B
$119K ﹤0.01%
1,400
IDXX icon
1259
Idexx Laboratories
IDXX
$51.2B
$116K ﹤0.01%
953
JOYY
1260
JOYY Inc. American Depositary Shares
JOYY
$3.02B
$115K ﹤0.01%
+1,500
New +$115K
CBOE icon
1261
Cboe Global Markets
CBOE
$24.3B
$113K ﹤0.01%
1,997
FDS icon
1262
Factset
FDS
$13.9B
$109K ﹤0.01%
1,014
OHAI
1263
DELISTED
OHA Investment Corporation
OHAI
$107K ﹤0.01%
15,777
+325
+2% +$2.2K
JKHY icon
1264
Jack Henry & Associates
JKHY
$11.7B
$105K ﹤0.01%
1,883
CPRT icon
1265
Copart
CPRT
$46.9B
$94K ﹤0.01%
2,578
TURN
1266
180 Degree Capital
TURN
$49.2M
$82K ﹤0.01%
23,549
TECH icon
1267
Bio-Techne
TECH
$8.31B
$76K ﹤0.01%
896
CORE
1268
DELISTED
Core Mark Holding Co., Inc.
CORE
$76K ﹤0.01%
1,043
OIBR.C
1269
DELISTED
OI S.A. American Depositary Shares, each representing five shares of common stock
OIBR.C
$74K ﹤0.01%
52,174
WTM icon
1270
White Mountains Insurance
WTM
$4.73B
$70K ﹤0.01%
116
-27,158
-100% -$16.4M
IT icon
1271
Gartner
IT
$19B
$65K ﹤0.01%
935
ERIE icon
1272
Erie Indemnity
ERIE
$17.7B
$63K ﹤0.01%
903
-90,749
-99% -$6.33M
GSH
1273
DELISTED
Guangshen Railway Co. Ltd
GSH
$63K ﹤0.01%
2,989
LSTR icon
1274
Landstar System
LSTR
$4.56B
$61K ﹤0.01%
1,027
SBNY
1275
DELISTED
Signature Bank
SBNY
$60K ﹤0.01%
476