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
+6.08%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$118B
AUM Growth
+$10.6B
Cap. Flow
+$5.18B
Cap. Flow %
4.4%
Top 10 Hldgs %
15.53%
Holding
3,325
New
37
Increased
1,950
Reduced
1,032
Closed
59

Sector Composition

1 Financials 16.7%
2 Technology 14.75%
3 Healthcare 12.91%
4 Communication Services 9.31%
5 Industrials 9.27%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
PRGS icon
1326
Progress Software
PRGS
$1.81B
$2.54M ﹤0.01%
87,293
+438
+0.5% +$12.7K
MASI icon
1327
Masimo
MASI
$8.01B
$2.53M ﹤0.01%
27,171
-49,207
-64% -$4.59M
RMBS icon
1328
Rambus
RMBS
$9.26B
$2.53M ﹤0.01%
192,798
+1,511
+0.8% +$19.8K
EBIX
1329
DELISTED
Ebix Inc
EBIX
$2.51M ﹤0.01%
40,942
+173
+0.4% +$10.6K
EGHT icon
1330
8x8 Inc
EGHT
$286M
$2.51M ﹤0.01%
164,376
+1,109
+0.7% +$16.9K
AAON icon
1331
Aaon
AAON
$6.7B
$2.5M ﹤0.01%
106,265
-166
-0.2% -$3.91K
ASNA
1332
DELISTED
Ascena Retail Group, Inc.
ASNA
$2.5M ﹤0.01%
29,348
+2,332
+9% +$199K
GPRE icon
1333
Green Plains
GPRE
$631M
$2.5M ﹤0.01%
101,184
+2,658
+3% +$65.7K
CRUS icon
1334
Cirrus Logic
CRUS
$6B
$2.5M ﹤0.01%
41,194
+9,041
+28% +$548K
IBN icon
1335
ICICI Bank
IBN
$115B
$2.49M ﹤0.01%
316,616
-127,950
-29% -$1.01M
KALU icon
1336
Kaiser Aluminum
KALU
$1.24B
$2.49M ﹤0.01%
31,157
-469
-1% -$37.5K
MMSI icon
1337
Merit Medical Systems
MMSI
$5.07B
$2.49M ﹤0.01%
86,026
+12,549
+17% +$363K
FIX icon
1338
Comfort Systems
FIX
$26.6B
$2.48M ﹤0.01%
67,621
+3,012
+5% +$110K
AVNS icon
1339
Avanos Medical
AVNS
$567M
$2.47M ﹤0.01%
64,921
+3,415
+6% +$130K
BKD icon
1340
Brookdale Senior Living
BKD
$1.78B
$2.47M ﹤0.01%
184,096
+61,083
+50% +$820K
GLNG icon
1341
Golar LNG
GLNG
$4.16B
$2.47M ﹤0.01%
88,452
+1,859
+2% +$51.9K
URBN icon
1342
Urban Outfitters
URBN
$6.07B
$2.47M ﹤0.01%
103,912
+19,527
+23% +$464K
AMKR icon
1343
Amkor Technology
AMKR
$6.29B
$2.47M ﹤0.01%
213,701
-452
-0.2% -$5.22K
TECH icon
1344
Bio-Techne
TECH
$7.97B
$2.47M ﹤0.01%
97,152
+53,592
+123% +$1.36M
IVR icon
1345
Invesco Mortgage Capital
IVR
$502M
$2.45M ﹤0.01%
15,871
-60
-0.4% -$9.25K
NMFC icon
1346
New Mountain Finance
NMFC
$1.11B
$2.44M ﹤0.01%
163,984
+15,194
+10% +$226K
BKU icon
1347
Bankunited
BKU
$2.96B
$2.44M ﹤0.01%
65,363
+22,991
+54% +$858K
BPFH
1348
DELISTED
Boston Private Financial Holdings, Inc.
BPFH
$2.44M ﹤0.01%
148,552
+1,644
+1% +$27K
CHS
1349
DELISTED
Chicos FAS, Inc.
CHS
$2.43M ﹤0.01%
170,635
+23,381
+16% +$333K
OLLI icon
1350
Ollie's Bargain Outlet
OLLI
$8.06B
$2.43M ﹤0.01%
72,408
+559
+0.8% +$18.7K