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
+3.04%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$124B
AUM Growth
+$5.93B
Cap. Flow
+$3.33B
Cap. Flow %
2.69%
Top 10 Hldgs %
15.43%
Holding
3,485
New
220
Increased
2,225
Reduced
339
Closed
129

Sector Composition

1 Financials 16.77%
2 Technology 14.75%
3 Healthcare 13.48%
4 Industrials 9.44%
5 Communication Services 9.26%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
PRLB icon
1251
Protolabs
PRLB
$1.2B
$3.16M ﹤0.01%
47,003
+4,744
+11% +$319K
FWRD icon
1252
Forward Air
FWRD
$920M
$3.16M ﹤0.01%
59,184
+4,498
+8% +$240K
BRC icon
1253
Brady Corp
BRC
$3.76B
$3.16M ﹤0.01%
93,071
+7,427
+9% +$252K
WOLF icon
1254
Wolfspeed
WOLF
$294M
$3.16M ﹤0.01%
128,014
+11,425
+10% +$282K
SFLY
1255
DELISTED
Shutterfly, Inc.
SFLY
$3.14M ﹤0.01%
66,110
+5,265
+9% +$250K
SFBS icon
1256
ServisFirst Bancshares
SFBS
$4.63B
$3.13M ﹤0.01%
84,895
+7,066
+9% +$261K
LTXB
1257
DELISTED
LegacyTexas Financial Group Inc
LTXB
$3.13M ﹤0.01%
82,010
+6,902
+9% +$263K
TSLX icon
1258
Sixth Street Specialty
TSLX
$2.32B
$3.13M ﹤0.01%
152,725
+11,237
+8% +$230K
LZB icon
1259
La-Z-Boy
LZB
$1.44B
$3.12M ﹤0.01%
96,158
+7,340
+8% +$238K
OMCL icon
1260
Omnicell
OMCL
$1.53B
$3.12M ﹤0.01%
72,464
+6,423
+10% +$277K
ASTE icon
1261
Astec Industries
ASTE
$1.09B
$3.12M ﹤0.01%
56,156
+4,354
+8% +$242K
AAN.A
1262
DELISTED
AARON'S INC CL-A
AAN.A
$3.11M ﹤0.01%
80,025
+7,493
+10% +$291K
APOG icon
1263
Apogee Enterprises
APOG
$941M
$3.1M ﹤0.01%
54,549
+4,615
+9% +$262K
ABG icon
1264
Asbury Automotive
ABG
$4.97B
$3.1M ﹤0.01%
54,783
+2,061
+4% +$117K
HMN icon
1265
Horace Mann Educators
HMN
$1.94B
$3.09M ﹤0.01%
81,836
+6,411
+8% +$242K
FN icon
1266
Fabrinet
FN
$12.9B
$3.09M ﹤0.01%
72,454
+6,646
+10% +$284K
BFS
1267
Saul Centers
BFS
$789M
$3.09M ﹤0.01%
53,182
+3,582
+7% +$208K
IOSP icon
1268
Innospec
IOSP
$2.08B
$3.08M ﹤0.01%
46,924
+3,698
+9% +$242K
DBI icon
1269
Designer Brands
DBI
$224M
$3.07M ﹤0.01%
173,481
+8,749
+5% +$155K
CLDT
1270
Chatham Lodging
CLDT
$354M
$3.07M ﹤0.01%
152,841
+68,879
+82% +$1.38M
NUVA
1271
DELISTED
NuVasive, Inc.
NUVA
$3.06M ﹤0.01%
39,760
+7,511
+23% +$579K
SPB icon
1272
Spectrum Brands
SPB
$1.33B
$3.06M ﹤0.01%
24,469
-1,457
-6% -$182K
SFNC icon
1273
Simmons First National
SFNC
$2.99B
$3.06M ﹤0.01%
115,470
+9,590
+9% +$254K
MTZ icon
1274
MasTec
MTZ
$14.9B
$3.05M ﹤0.01%
67,710
-9,392
-12% -$423K
NPO icon
1275
Enpro
NPO
$4.77B
$3.05M ﹤0.01%
42,722
+4,597
+12% +$328K