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
+4.26%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$186B
AUM Growth
+$10.8B
Cap. Flow
+$4.93B
Cap. Flow %
2.65%
Top 10 Hldgs %
16.36%
Holding
3,532
New
184
Increased
1,890
Reduced
672
Closed
40

Top Buys

1
DOW icon
Dow Inc
DOW
+$212M
2
CTVA icon
Corteva
CTVA
+$127M
3
BABA icon
Alibaba
BABA
+$88.9M
4
ETR icon
Entergy
ETR
+$88M
5
NEM icon
Newmont
NEM
+$79.2M

Sector Composition

1 Technology 17.77%
2 Financials 15.34%
3 Healthcare 12.56%
4 Consumer Discretionary 10.45%
5 Communication Services 8.99%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
GWB
1251
DELISTED
Great Western Bancorp, Inc.
GWB
$5.29M ﹤0.01%
148,042
-477
-0.3% -$17K
OLN icon
1252
Olin
OLN
$3.03B
$5.28M ﹤0.01%
240,928
+1,211
+0.5% +$26.5K
WKC icon
1253
World Kinect Corp
WKC
$1.41B
$5.27M ﹤0.01%
146,659
-5,604
-4% -$202K
NEO icon
1254
NeoGenomics
NEO
$1.04B
$5.27M ﹤0.01%
240,232
+18,129
+8% +$398K
PLXS icon
1255
Plexus
PLXS
$3.72B
$5.25M ﹤0.01%
89,854
-4,838
-5% -$282K
INVX
1256
Innovex International, Inc.
INVX
$1.14B
$5.24M ﹤0.01%
109,111
+2,203
+2% +$106K
SEM icon
1257
Select Medical
SEM
$1.55B
$5.22M ﹤0.01%
609,874
-1,622
-0.3% -$13.9K
IAA
1258
DELISTED
IAA, Inc. Common Stock
IAA
$5.21M ﹤0.01%
+134,357
New +$5.21M
SIX
1259
DELISTED
Six Flags Entertainment Corp.
SIX
$5.2M ﹤0.01%
104,761
-3,600
-3% -$179K
PRGS icon
1260
Progress Software
PRGS
$1.81B
$5.19M ﹤0.01%
118,995
+3,358
+3% +$146K
ASB icon
1261
Associated Banc-Corp
ASB
$4.36B
$5.16M ﹤0.01%
244,227
+226
+0.1% +$4.78K
BLMN icon
1262
Bloomin' Brands
BLMN
$575M
$5.16M ﹤0.01%
272,820
+199,654
+273% +$3.78M
CTB
1263
DELISTED
Cooper Tire & Rubber Co.
CTB
$5.15M ﹤0.01%
163,181
-5,602
-3% -$177K
CLDT
1264
Chatham Lodging
CLDT
$348M
$5.14M ﹤0.01%
272,316
+33,545
+14% +$633K
SGI
1265
Somnigroup International Inc.
SGI
$17.6B
$5.12M ﹤0.01%
278,952
+12,092
+5% +$222K
HXL icon
1266
Hexcel
HXL
$4.95B
$5.1M ﹤0.01%
63,019
-582
-0.9% -$47.1K
OSIS icon
1267
OSI Systems
OSIS
$3.96B
$5.09M ﹤0.01%
45,203
+2,427
+6% +$273K
EVTC icon
1268
Evertec
EVTC
$2.14B
$5.09M ﹤0.01%
155,563
-611
-0.4% -$20K
FELE icon
1269
Franklin Electric
FELE
$4.21B
$5.07M ﹤0.01%
106,763
+3,511
+3% +$167K
OI icon
1270
O-I Glass
OI
$1.99B
$5.05M ﹤0.01%
292,425
+11,332
+4% +$196K
MDY icon
1271
SPDR S&P MidCap 400 ETF Trust
MDY
$24B
$5.04M ﹤0.01%
14,200
FULT icon
1272
Fulton Financial
FULT
$3.54B
$5.03M ﹤0.01%
307,168
+85,450
+39% +$1.4M
COR
1273
DELISTED
Coresite Realty Corporation
COR
$5.03M ﹤0.01%
43,659
+503
+1% +$57.9K
PNFP icon
1274
Pinnacle Financial Partners
PNFP
$7.55B
$5M ﹤0.01%
86,901
+170
+0.2% +$9.77K
THC icon
1275
Tenet Healthcare
THC
$17B
$4.98M ﹤0.01%
241,105
+30,658
+15% +$633K