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
+4.14%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$130B
AUM Growth
-$1.44B
Cap. Flow
-$5.48B
Cap. Flow %
-4.23%
Top 10 Hldgs %
16.14%
Holding
3,492
New
209
Increased
1,163
Reduced
1,756
Closed
140

Sector Composition

1 Technology 16.79%
2 Financials 15.93%
3 Healthcare 12.2%
4 Consumer Discretionary 10.21%
5 Communication Services 9.38%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
MDRX
1526
DELISTED
Veradigm Inc. Common Stock
MDRX
$2.63M ﹤0.01%
219,304
-22,264
-9% -$267K
ANDE icon
1527
Andersons Inc
ANDE
$1.38B
$2.63M ﹤0.01%
76,936
-3,857
-5% -$132K
SCHL icon
1528
Scholastic
SCHL
$691M
$2.63M ﹤0.01%
59,385
-1,267
-2% -$56.1K
VSTO
1529
DELISTED
Vista Outdoor Inc.
VSTO
$2.63M ﹤0.01%
168,532
+6,247
+4% +$97.3K
NTNX icon
1530
Nutanix
NTNX
$21.2B
$2.62M ﹤0.01%
50,880
+7,712
+18% +$398K
WGO icon
1531
Winnebago Industries
WGO
$949M
$2.62M ﹤0.01%
64,514
+3,069
+5% +$125K
MDP
1532
DELISTED
Meredith Corporation
MDP
$2.62M ﹤0.01%
51,317
-645
-1% -$32.9K
CMP icon
1533
Compass Minerals
CMP
$753M
$2.62M ﹤0.01%
39,784
-2,915
-7% -$192K
STRA icon
1534
Strategic Education
STRA
$1.98B
$2.61M ﹤0.01%
23,129
+1,470
+7% +$166K
SHAK icon
1535
Shake Shack
SHAK
$4.06B
$2.61M ﹤0.01%
39,260
+3,330
+9% +$221K
ROCK icon
1536
Gibraltar Industries
ROCK
$1.78B
$2.59M ﹤0.01%
68,620
+766
+1% +$28.9K
IBP icon
1537
Installed Building Products
IBP
$7.27B
$2.59M ﹤0.01%
45,179
+1,813
+4% +$104K
OCSL icon
1538
Oaktree Specialty Lending
OCSL
$1.21B
$2.58M ﹤0.01%
179,872
+6,340
+4% +$91K
SPTN icon
1539
SpartanNash
SPTN
$897M
$2.58M ﹤0.01%
100,939
+5,850
+6% +$150K
SCSC icon
1540
Scansource
SCSC
$974M
$2.58M ﹤0.01%
63,763
+1,468
+2% +$59.4K
MSTR icon
1541
Strategy Inc Common Stock Class A
MSTR
$94B
$2.58M ﹤0.01%
201,860
-4,610
-2% -$58.8K
CRUS icon
1542
Cirrus Logic
CRUS
$6B
$2.58M ﹤0.01%
67,168
+1,912
+3% +$73.3K
CX icon
1543
Cemex
CX
$13.6B
$2.57M ﹤0.01%
391,610
MZTI
1544
The Marzetti Company Common Stock
MZTI
$5.04B
$2.56M ﹤0.01%
18,522
-1,129
-6% -$156K
EEFT icon
1545
Euronet Worldwide
EEFT
$3.6B
$2.56M ﹤0.01%
30,531
+1,330
+5% +$111K
HELE icon
1546
Helen of Troy
HELE
$554M
$2.55M ﹤0.01%
25,920
-2,355
-8% -$232K
ASTE icon
1547
Astec Industries
ASTE
$1.06B
$2.55M ﹤0.01%
42,786
+2,056
+5% +$123K
PLUS icon
1548
ePlus
PLUS
$1.97B
$2.54M ﹤0.01%
53,908
+2,342
+5% +$111K
LNW icon
1549
Light & Wonder
LNW
$7.48B
$2.54M ﹤0.01%
51,705
-2,156
-4% -$106K
POLY
1550
DELISTED
Plantronics, Inc.
POLY
$2.54M ﹤0.01%
33,330
-446
-1% -$34K