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
+4.5%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$107B
AUM Growth
+$8.5B
Cap. Flow
+$5.13B
Cap. Flow %
4.79%
Top 10 Hldgs %
15.45%
Holding
3,339
New
463
Increased
2,302
Reduced
421
Closed
50

Top Sells

1
LNKD
LinkedIn Corporation
LNKD
+$87.2M
2
CVX icon
Chevron
CVX
+$60.4M
3
AA icon
Alcoa
AA
+$55.1M
4
YUM icon
Yum! Brands
YUM
+$47.4M
5
T icon
AT&T
T
+$43.1M

Sector Composition

1 Financials 17.34%
2 Technology 14%
3 Healthcare 12.6%
4 Industrials 9.3%
5 Communication Services 9.15%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
SNR
1451
DELISTED
NEW SENIOR INVESTMENT GROUP INC.
SNR
$1.84M ﹤0.01%
187,719
-18,285
-9% -$179K
NUS icon
1452
Nu Skin
NUS
$570M
$1.83M ﹤0.01%
38,371
+269
+0.7% +$12.9K
PATK icon
1453
Patrick Industries
PATK
$3.72B
$1.83M ﹤0.01%
54,020
+26,880
+99% +$912K
UFCS icon
1454
United Fire Group
UFCS
$792M
$1.83M ﹤0.01%
37,266
+17,587
+89% +$865K
GDOT icon
1455
Green Dot
GDOT
$754M
$1.83M ﹤0.01%
77,794
+36,755
+90% +$866K
BOBE
1456
DELISTED
Bob Evans Farms, Inc.
BOBE
$1.83M ﹤0.01%
34,395
+15,744
+84% +$838K
SSP icon
1457
E.W. Scripps
SSP
$246M
$1.83M ﹤0.01%
94,588
+46,559
+97% +$900K
FICO icon
1458
Fair Isaac
FICO
$36.7B
$1.83M ﹤0.01%
15,289
+7,493
+96% +$895K
CRUS icon
1459
Cirrus Logic
CRUS
$5.91B
$1.83M ﹤0.01%
32,153
+15,517
+93% +$881K
FDP icon
1460
Fresh Del Monte Produce
FDP
$1.7B
$1.82M ﹤0.01%
+30,074
New +$1.82M
CIR
1461
DELISTED
CIRCOR International, Inc
CIR
$1.82M ﹤0.01%
28,109
+13,173
+88% +$855K
MDC
1462
DELISTED
M.D.C. Holdings, Inc.
MDC
$1.82M ﹤0.01%
89,461
+40,137
+81% +$818K
MAGN
1463
Magnera Corporation
MAGN
$404M
$1.82M ﹤0.01%
5,860
+2,752
+89% +$855K
ALOG
1464
DELISTED
Analogic Corp
ALOG
$1.82M ﹤0.01%
21,920
+10,273
+88% +$852K
RGEN icon
1465
Repligen
RGEN
$6.72B
$1.81M ﹤0.01%
58,699
+27,074
+86% +$835K
MGEE icon
1466
MGE Energy Inc
MGEE
$3.05B
$1.81M ﹤0.01%
27,694
+13,281
+92% +$868K
CYNO
1467
DELISTED
Cynosure, Inc. Class A
CYNO
$1.8M ﹤0.01%
39,499
+19,788
+100% +$903K
DECK icon
1468
Deckers Outdoor
DECK
$17.5B
$1.8M ﹤0.01%
194,820
+69,462
+55% +$641K
AMWD icon
1469
American Woodmark
AMWD
$950M
$1.79M ﹤0.01%
23,824
+11,261
+90% +$848K
MODG icon
1470
Topgolf Callaway Brands
MODG
$1.7B
$1.79M ﹤0.01%
163,692
+75,379
+85% +$826K
SMP icon
1471
Standard Motor Products
SMP
$874M
$1.79M ﹤0.01%
33,700
+17,064
+103% +$908K
BDC icon
1472
Belden
BDC
$5.15B
$1.78M ﹤0.01%
23,812
+10,565
+80% +$792K
INGN icon
1473
Inogen
INGN
$225M
$1.78M ﹤0.01%
26,562
+13,317
+101% +$894K
TIER
1474
DELISTED
TIER REIT, Inc.
TIER
$1.78M ﹤0.01%
102,624
-4,922
-5% -$85.5K
HT
1475
DELISTED
Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest
HT
$1.78M ﹤0.01%
82,805
-10,844
-12% -$233K