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
+5.49%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$85.8B
AUM Growth
+$85.8B
Cap. Flow
+$2.82B
Cap. Flow %
3.29%
Top 10 Hldgs %
16.21%
Holding
1,340
New
35
Increased
558
Reduced
522
Closed
11

Sector Composition

1 Financials 16.06%
2 Healthcare 13.06%
3 Technology 12.73%
4 Energy 11.25%
5 Industrials 9.39%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
LKM
1301
DELISTED
Link Motion Inc.
LKM
$76K ﹤0.01% 12,350
TURN
1302
180 Degree Capital
TURN
$49.8M
$75K ﹤0.01% 23,549
MBI icon
1303
MBIA
MBI
$402M
$74K ﹤0.01% +6,738 New +$74K
WTM icon
1304
White Mountains Insurance
WTM
$4.71B
$70K ﹤0.01% 116
DYN
1305
DELISTED
Dynegy, Inc.
DYN
$68K ﹤0.01% +1,949 New +$68K
IT icon
1306
Gartner
IT
$19B
$66K ﹤0.01% 935
ZBRA icon
1307
Zebra Technologies
ZBRA
$16.1B
$62K ﹤0.01% 749
GSH
1308
DELISTED
Guangshen Railway Co. Ltd
GSH
$56K ﹤0.01% 2,989
NTAP icon
1309
NetApp
NTAP
$22.6B
$55K ﹤0.01% 1,500
RBA icon
1310
RB Global
RBA
$21.3B
$54K ﹤0.01% 2,200
OIBR.C
1311
DELISTED
OI S.A. American Depositary Shares, each representing five shares of common stock
OIBR.C
$50K ﹤0.01% 52,174
HL icon
1312
Hecla Mining
HL
$5.7B
$48K ﹤0.01% 14,021
BOKF icon
1313
BOK Financial
BOKF
$7.09B
$47K ﹤0.01% 707
GFI icon
1314
Gold Fields
GFI
$30B
$46K ﹤0.01% 12,379
ROL icon
1315
Rollins
ROL
$27.4B
$46K ﹤0.01% 1,548
ERIE icon
1316
Erie Indemnity
ERIE
$18.5B
$45K ﹤0.01% 603 -300 -33% -$22.4K
INVX
1317
Innovex International, Inc.
INVX
$1.19B
$44K ﹤0.01% 404
SAN icon
1318
Banco Santander
SAN
$141B
$42K ﹤0.01% 4,076
TTC icon
1319
Toro Company
TTC
$8B
$34K ﹤0.01% 533
MORN icon
1320
Morningstar
MORN
$11.1B
$33K ﹤0.01% 454
SWI
1321
DELISTED
SOLARWINDS INC COM STK (DE)
SWI
$29K ﹤0.01% 752 -290 -28% -$11.2K
EQS icon
1322
Equus Total Return
EQS
$28.1M
$22K ﹤0.01% 9,011
MNDT
1323
DELISTED
Mandiant, Inc. Common Stock
MNDT
$21K ﹤0.01% +518 New +$21K
RSH
1324
DELISTED
RADIOSHACK CORP
RSH
$15K ﹤0.01% 15,309 -806 -5% -$790
DEG
1325
DELISTED
ETABLISSEMENT DELHZ ADS 4 ADS REPTGS 1 ORD SHS
DEG
$13K ﹤0.01% 760 +570 +300% +$9.75K