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
+3.04%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$124B
AUM Growth
+$5.93B
Cap. Flow
+$3.33B
Cap. Flow %
2.69%
Top 10 Hldgs %
15.43%
Holding
3,485
New
220
Increased
2,225
Reduced
339
Closed
129

Sector Composition

1 Financials 16.77%
2 Technology 14.75%
3 Healthcare 13.48%
4 Industrials 9.44%
5 Communication Services 9.26%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
IPXL
1451
DELISTED
Impax Laboratories, Inc.
IPXL
$2.29M ﹤0.01%
142,452
+10,618
+8% +$171K
MODG icon
1452
Topgolf Callaway Brands
MODG
$1.76B
$2.29M ﹤0.01%
179,020
+13,809
+8% +$176K
EBS icon
1453
Emergent Biosolutions
EBS
$438M
$2.28M ﹤0.01%
67,333
+6,193
+10% +$210K
KOS icon
1454
Kosmos Energy
KOS
$808M
$2.28M ﹤0.01%
359,171
-35,488
-9% -$225K
CRS icon
1455
Carpenter Technology
CRS
$12B
$2.27M ﹤0.01%
60,710
+8,524
+16% +$319K
BMI icon
1456
Badger Meter
BMI
$5.24B
$2.27M ﹤0.01%
56,941
+4,782
+9% +$190K
BEL
1457
DELISTED
Belmond Ltd.
BEL
$2.27M ﹤0.01%
170,504
+14,268
+9% +$190K
TIER
1458
DELISTED
TIER REIT, Inc.
TIER
$2.27M ﹤0.01%
122,695
+17,410
+17% +$321K
IONS icon
1459
Ionis Pharmaceuticals
IONS
$10.1B
$2.26M ﹤0.01%
44,480
+3,944
+10% +$201K
HHH icon
1460
Howard Hughes
HHH
$4.85B
$2.26M ﹤0.01%
19,261
+1,017
+6% +$119K
SLAB icon
1461
Silicon Laboratories
SLAB
$4.41B
$2.26M ﹤0.01%
32,999
+6,611
+25% +$452K
MCY icon
1462
Mercury Insurance
MCY
$4.4B
$2.25M ﹤0.01%
41,700
+5,388
+15% +$291K
FOXF icon
1463
Fox Factory Holding Corp
FOXF
$1.16B
$2.25M ﹤0.01%
63,251
+8,839
+16% +$314K
CATY icon
1464
Cathay General Bancorp
CATY
$3.4B
$2.25M ﹤0.01%
59,224
+11,814
+25% +$448K
ALX
1465
Alexander's
ALX
$1.26B
$2.25M ﹤0.01%
5,328
+289
+6% +$122K
PHH
1466
DELISTED
PHH Corporation
PHH
$2.25M ﹤0.01%
163,198
-6,632
-4% -$91.3K
TREE icon
1467
LendingTree
TREE
$977M
$2.24M ﹤0.01%
12,992
+1,240
+11% +$214K
GPRE icon
1468
Green Plains
GPRE
$639M
$2.24M ﹤0.01%
109,065
+7,881
+8% +$162K
IVR icon
1469
Invesco Mortgage Capital
IVR
$503M
$2.23M ﹤0.01%
13,344
-2,527
-16% -$422K
TBI
1470
Trueblue
TBI
$181M
$2.23M ﹤0.01%
84,182
+7,217
+9% +$191K
CUB
1471
DELISTED
Cubic Corporation
CUB
$2.23M ﹤0.01%
48,158
+3,831
+9% +$177K
AKRX
1472
DELISTED
Akorn, Inc.
AKRX
$2.23M ﹤0.01%
66,459
+11,078
+20% +$372K
ALNY icon
1473
Alnylam Pharmaceuticals
ALNY
$61.1B
$2.22M ﹤0.01%
27,883
+3,144
+13% +$251K
SXI icon
1474
Standex International
SXI
$2.48B
$2.22M ﹤0.01%
24,456
+1,998
+9% +$181K
BKU icon
1475
Bankunited
BKU
$2.96B
$2.22M ﹤0.01%
65,776
+413
+0.6% +$13.9K