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
+9.13%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$307B
AUM Growth
+$27.8B
Cap. Flow
+$7.47B
Cap. Flow %
2.43%
Top 10 Hldgs %
25.83%
Holding
3,624
New
248
Increased
1,958
Reduced
995
Closed
217

Top Buys

1
MSFT icon
Microsoft
MSFT
+$438M
2
TSLA icon
Tesla
TSLA
+$419M
3
AAPL icon
Apple
AAPL
+$419M
4
AMZN icon
Amazon
AMZN
+$344M
5
AVGO icon
Broadcom
AVGO
+$204M

Sector Composition

1 Technology 28.76%
2 Healthcare 13.34%
3 Financials 11.75%
4 Consumer Discretionary 10.07%
5 Industrials 7.67%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
CVBF icon
1451
CVB Financial
CVBF
$2.8B
$5.1M ﹤0.01%
384,169
-5,421
-1% -$72K
ARTNA icon
1452
Artesian Resources
ARTNA
$342M
$5.09M ﹤0.01%
107,804
+104,365
+3,035% +$4.93M
WAFD icon
1453
WaFd
WAFD
$2.47B
$5.08M ﹤0.01%
191,655
+503
+0.3% +$13.3K
CSIQ icon
1454
Canadian Solar
CSIQ
$722M
$5.08M ﹤0.01%
131,201
+95,875
+271% +$3.71M
HWC icon
1455
Hancock Whitney
HWC
$5.38B
$5.06M ﹤0.01%
131,743
+2,818
+2% +$108K
HLIT icon
1456
Harmonic Inc
HLIT
$1.15B
$5.06M ﹤0.01%
312,672
+43,910
+16% +$710K
VLY icon
1457
Valley National Bancorp
VLY
$5.99B
$5.05M ﹤0.01%
651,653
-128,773
-17% -$998K
VCEL icon
1458
Vericel Corp
VCEL
$1.69B
$5.05M ﹤0.01%
134,342
+18,788
+16% +$706K
VGR
1459
DELISTED
Vector Group Ltd.
VGR
$5.03M ﹤0.01%
392,662
+939
+0.2% +$12K
CSWC icon
1460
Capital Southwest
CSWC
$1.28B
$5M ﹤0.01%
253,608
+33,969
+15% +$670K
ALGM icon
1461
Allegro MicroSystems
ALGM
$5.65B
$4.98M ﹤0.01%
110,418
+8,738
+9% +$394K
BFAM icon
1462
Bright Horizons
BFAM
$6.49B
$4.98M ﹤0.01%
53,838
-333
-0.6% -$30.8K
BANF icon
1463
BancFirst
BANF
$4.46B
$4.95M ﹤0.01%
53,839
+1,401
+3% +$129K
RARE icon
1464
Ultragenyx Pharmaceutical
RARE
$3.01B
$4.93M ﹤0.01%
106,911
-7,423
-6% -$342K
UCTT icon
1465
Ultra Clean Holdings
UCTT
$1.12B
$4.92M ﹤0.01%
127,812
+15,476
+14% +$595K
BLKB icon
1466
Blackbaud
BLKB
$3.33B
$4.91M ﹤0.01%
68,923
-2,491
-3% -$177K
NUS icon
1467
Nu Skin
NUS
$570M
$4.89M ﹤0.01%
147,415
-748
-0.5% -$24.8K
ESTC icon
1468
Elastic
ESTC
$9.46B
$4.89M ﹤0.01%
76,237
-199
-0.3% -$12.8K
SXI icon
1469
Standex International
SXI
$2.44B
$4.88M ﹤0.01%
34,523
-517
-1% -$73.1K
CVLT icon
1470
Commault Systems
CVLT
$7.84B
$4.87M ﹤0.01%
67,049
+710
+1% +$51.6K
CSGS icon
1471
CSG Systems International
CSGS
$1.89B
$4.86M ﹤0.01%
92,076
+2,624
+3% +$138K
KAR icon
1472
Openlane
KAR
$3.12B
$4.86M ﹤0.01%
319,041
-6,525
-2% -$99.3K
AMKR icon
1473
Amkor Technology
AMKR
$6.27B
$4.85M ﹤0.01%
163,060
+5,008
+3% +$149K
CABO icon
1474
Cable One
CABO
$1B
$4.85M ﹤0.01%
7,382
-855
-10% -$562K
ODP icon
1475
ODP
ODP
$611M
$4.85M ﹤0.01%
103,553
-16,852
-14% -$789K