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
+4.85%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$133B
AUM Growth
+$9.19B
Cap. Flow
+$3.94B
Cap. Flow %
2.96%
Top 10 Hldgs %
15.39%
Holding
3,394
New
41
Increased
2,480
Reduced
322
Closed
89

Sector Composition

1 Financials 16.93%
2 Technology 15.14%
3 Healthcare 13.23%
4 Industrials 9.39%
5 Communication Services 9.37%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
FIX icon
1426
Comfort Systems
FIX
$26.6B
$2.64M ﹤0.01%
73,945
+457
+0.6% +$16.3K
CAL icon
1427
Caleres
CAL
$503M
$2.64M ﹤0.01%
86,416
+501
+0.6% +$15.3K
FCF icon
1428
First Commonwealth Financial
FCF
$1.84B
$2.64M ﹤0.01%
186,668
+16,847
+10% +$238K
ALX
1429
Alexander's
ALX
$1.25B
$2.64M ﹤0.01%
6,213
+885
+17% +$375K
IBN icon
1430
ICICI Bank
IBN
$115B
$2.63M ﹤0.01%
308,015
-8,600
-3% -$73.3K
MANH icon
1431
Manhattan Associates
MANH
$13.1B
$2.62M ﹤0.01%
63,058
+7,713
+14% +$321K
BWXT icon
1432
BWX Technologies
BWXT
$15.4B
$2.62M ﹤0.01%
46,711
+9,482
+25% +$531K
TVTY
1433
DELISTED
Tivity Health, Inc. Common Stock
TVTY
$2.61M ﹤0.01%
64,039
+371
+0.6% +$15.1K
DDS icon
1434
Dillards
DDS
$8.97B
$2.6M ﹤0.01%
46,346
+1,050
+2% +$59K
TIER
1435
DELISTED
TIER REIT, Inc.
TIER
$2.6M ﹤0.01%
134,786
+12,091
+10% +$233K
GSBD icon
1436
Goldman Sachs BDC
GSBD
$1.3B
$2.6M ﹤0.01%
113,845
+10,793
+10% +$246K
AKRX
1437
DELISTED
Akorn, Inc.
AKRX
$2.59M ﹤0.01%
78,148
+11,689
+18% +$388K
BID
1438
DELISTED
Sotheby's
BID
$2.59M ﹤0.01%
56,212
-682
-1% -$31.5K
ENR icon
1439
Energizer
ENR
$2.02B
$2.59M ﹤0.01%
56,242
+7,572
+16% +$349K
MBI icon
1440
MBIA
MBI
$393M
$2.59M ﹤0.01%
297,277
-1,685
-0.6% -$14.7K
MDXG icon
1441
MiMedx Group
MDXG
$1.03B
$2.58M ﹤0.01%
217,560
+33,784
+18% +$401K
PRAA icon
1442
PRA Group
PRAA
$657M
$2.58M ﹤0.01%
89,948
-1,592
-2% -$45.6K
BKU icon
1443
Bankunited
BKU
$2.96B
$2.57M ﹤0.01%
72,258
+6,482
+10% +$231K
CRZO
1444
DELISTED
Carrizo Oil & Gas Inc
CRZO
$2.57M ﹤0.01%
149,991
+10,514
+8% +$180K
IVR icon
1445
Invesco Mortgage Capital
IVR
$502M
$2.56M ﹤0.01%
14,970
+1,626
+12% +$278K
LZB icon
1446
La-Z-Boy
LZB
$1.39B
$2.56M ﹤0.01%
95,250
-908
-0.9% -$24.4K
EGHT icon
1447
8x8 Inc
EGHT
$286M
$2.55M ﹤0.01%
188,747
+9,978
+6% +$135K
CUB
1448
DELISTED
Cubic Corporation
CUB
$2.55M ﹤0.01%
49,903
+1,745
+4% +$89K
MATV icon
1449
Mativ Holdings
MATV
$674M
$2.54M ﹤0.01%
61,357
+2,088
+4% +$86.5K
BRSL
1450
Brightstar Lottery PLC
BRSL
$3.12B
$2.54M ﹤0.01%
103,404
-345,230
-77% -$8.47M