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
MINI
1351
DELISTED
Mobile Mini Inc
MINI
$2.43M ﹤0.01%
79,565
+421
+0.5% +$12.8K
DF
1352
DELISTED
Dean Foods Company
DF
$2.43M ﹤0.01%
123,540
-1,341
-1% -$26.3K
CLGX
1353
DELISTED
Corelogic, Inc.
CLGX
$2.42M ﹤0.01%
59,541
+35,783
+151% +$1.46M
ROL icon
1354
Rollins
ROL
$27.8B
$2.41M ﹤0.01%
146,237
+78,449
+116% +$1.29M
CONE
1355
DELISTED
CyrusOne Inc Common Stock
CONE
$2.41M ﹤0.01%
46,875
+37,592
+405% +$1.93M
NUVA
1356
DELISTED
NuVasive, Inc.
NUVA
$2.41M ﹤0.01%
32,249
+6,357
+25% +$475K
BID
1357
DELISTED
Sotheby's
BID
$2.41M ﹤0.01%
52,888
+8,275
+19% +$377K
HTO
1358
H2O America Common Stock
HTO
$1.75B
$2.41M ﹤0.01%
49,911
+1,029
+2% +$49.6K
CLW icon
1359
Clearwater Paper
CLW
$344M
$2.4M ﹤0.01%
42,912
-329
-0.8% -$18.4K
TRMK icon
1360
Trustmark
TRMK
$2.43B
$2.4M ﹤0.01%
75,576
+10,108
+15% +$321K
WOR icon
1361
Worthington Enterprises
WOR
$3.17B
$2.4M ﹤0.01%
86,449
+9,772
+13% +$271K
LZB icon
1362
La-Z-Boy
LZB
$1.39B
$2.4M ﹤0.01%
88,818
+398
+0.5% +$10.8K
MANH icon
1363
Manhattan Associates
MANH
$13.1B
$2.4M ﹤0.01%
46,007
+25,623
+126% +$1.33M
MOH icon
1364
Molina Healthcare
MOH
$9.8B
$2.39M ﹤0.01%
52,401
+11,108
+27% +$507K
OIS icon
1365
Oil States International
OIS
$341M
$2.39M ﹤0.01%
72,240
+8,366
+13% +$277K
VSTO
1366
DELISTED
Vista Outdoor Inc.
VSTO
$2.39M ﹤0.01%
116,049
+84,549
+268% +$1.74M
VOO icon
1367
Vanguard S&P 500 ETF
VOO
$740B
$2.39M ﹤0.01%
11,037
RRD
1368
DELISTED
RR Donnelley & Sons Co.
RRD
$2.37M ﹤0.01%
196,099
-870
-0.4% -$10.5K
CLS icon
1369
Celestica
CLS
$27.8B
$2.37M ﹤0.01%
163,722
-4,072
-2% -$59K
HRG
1370
DELISTED
HRG Group, Inc.
HRG
$2.37M ﹤0.01%
122,550
-589
-0.5% -$11.4K
SATS icon
1371
EchoStar
SATS
$21.5B
$2.36M ﹤0.01%
51,168
+2,200
+4% +$102K
IBKC
1372
DELISTED
IBERIABANK Corp
IBKC
$2.36M ﹤0.01%
29,850
+2,079
+7% +$164K
UBA
1373
DELISTED
Urstadt Biddle Properties Inc. Class A
UBA
$2.35M ﹤0.01%
114,246
+5,830
+5% +$120K
KAMN
1374
DELISTED
Kaman Corp
KAMN
$2.34M ﹤0.01%
48,648
+26
+0.1% +$1.25K
OSIS icon
1375
OSI Systems
OSIS
$3.95B
$2.34M ﹤0.01%
32,073
+164
+0.5% +$12K