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
WEN icon
1276
Wendy's
WEN
$1.95B
$58K ﹤0.01%
6,323
-104,981
-94% -$963K
SAR icon
1277
Saratoga Investment
SAR
$407M
$56K ﹤0.01%
3,647
NTAP icon
1278
NetApp
NTAP
$23.2B
$55K ﹤0.01%
1,500
RBA icon
1279
RB Global
RBA
$21.4B
$53K ﹤0.01%
2,200
ZBRA icon
1280
Zebra Technologies
ZBRA
$15.6B
$52K ﹤0.01%
749
POST icon
1281
Post Holdings
POST
$6.06B
$51K ﹤0.01%
+928
New +$51K
BOKF icon
1282
BOK Financial
BOKF
$7.07B
$49K ﹤0.01%
707
ROL icon
1283
Rollins
ROL
$27.4B
$47K ﹤0.01%
1,548
GFI icon
1284
Gold Fields
GFI
$31.5B
$46K ﹤0.01%
12,379
INVX
1285
Innovex International, Inc.
INVX
$1.16B
$45K ﹤0.01%
404
SWI
1286
DELISTED
SOLARWINDS INC COM STK (DE)
SWI
$44K ﹤0.01%
1,042
HL icon
1287
Hecla Mining
HL
$5.94B
$43K ﹤0.01%
14,021
+4,500
+47% +$13.8K
THO icon
1288
Thor Industries
THO
$5.75B
$43K ﹤0.01%
+700
New +$43K
PNRA
1289
DELISTED
Panera Bread Co
PNRA
$42K ﹤0.01%
238
AAN.A
1290
DELISTED
AARON'S INC CL-A
AAN.A
$42K ﹤0.01%
1,402
H icon
1291
Hyatt Hotels
H
$13.8B
$40K ﹤0.01%
+737
New +$40K
SAN icon
1292
Banco Santander
SAN
$140B
$39K ﹤0.01%
4,076
+90
+2% +$861
LPLA icon
1293
LPL Financial
LPLA
$28.9B
$37K ﹤0.01%
+699
New +$37K
JNS
1294
DELISTED
Janus Capital Group Inc
JNS
$37K ﹤0.01%
+3,408
New +$37K
MORN icon
1295
Morningstar
MORN
$10.8B
$36K ﹤0.01%
454
TTC icon
1296
Toro Company
TTC
$8.09B
$34K ﹤0.01%
533
RSH
1297
DELISTED
RADIOSHACK CORP
RSH
$34K ﹤0.01%
16,115
AOS icon
1298
A.O. Smith
AOS
$9.87B
$33K ﹤0.01%
720
WWD icon
1299
Woodward
WWD
$14.8B
$30K ﹤0.01%
+716
New +$30K
PB icon
1300
Prosperity Bancshares
PB
$6.58B
$20K ﹤0.01%
+300
New +$20K