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
+4.26%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$186B
AUM Growth
+$10.8B
Cap. Flow
+$4.93B
Cap. Flow %
2.65%
Top 10 Hldgs %
16.36%
Holding
3,532
New
184
Increased
1,890
Reduced
672
Closed
40

Top Buys

1
DOW icon
Dow Inc
DOW
+$212M
2
CTVA icon
Corteva
CTVA
+$127M
3
BABA icon
Alibaba
BABA
+$88.9M
4
ETR icon
Entergy
ETR
+$88M
5
NEM icon
Newmont
NEM
+$79.2M

Sector Composition

1 Technology 17.77%
2 Financials 15.34%
3 Healthcare 12.56%
4 Consumer Discretionary 10.45%
5 Communication Services 8.99%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
SYKE
1526
DELISTED
SYKES Enterprises Inc
SYKE
$2.89M ﹤0.01%
105,108
-1,214
-1% -$33.3K
QEP
1527
DELISTED
QEP RESOURCES, INC.
QEP
$2.86M ﹤0.01%
395,206
-66,905
-14% -$484K
PATK icon
1528
Patrick Industries
PATK
$3.67B
$2.86M ﹤0.01%
87,075
+136
+0.2% +$4.46K
WLY icon
1529
John Wiley & Sons Class A
WLY
$2.19B
$2.86M ﹤0.01%
62,262
+553
+0.9% +$25.4K
EBIX
1530
DELISTED
Ebix Inc
EBIX
$2.85M ﹤0.01%
56,837
+180
+0.3% +$9.04K
PBI icon
1531
Pitney Bowes
PBI
$1.96B
$2.85M ﹤0.01%
665,452
+303,648
+84% +$1.3M
CSR
1532
Centerspace
CSR
$979M
$2.85M ﹤0.01%
48,521
+7,652
+19% +$449K
SBH icon
1533
Sally Beauty Holdings
SBH
$1.48B
$2.84M ﹤0.01%
212,936
+10,545
+5% +$141K
AYX
1534
DELISTED
Alteryx, Inc.
AYX
$2.84M ﹤0.01%
26,033
+13,129
+102% +$1.43M
IIPR icon
1535
Innovative Industrial Properties
IIPR
$1.6B
$2.84M ﹤0.01%
22,985
+209
+0.9% +$25.8K
AAWW
1536
DELISTED
Atlas Air Worldwide Holdings, Inc.
AAWW
$2.84M ﹤0.01%
63,578
-256
-0.4% -$11.4K
PEN icon
1537
Penumbra
PEN
$10.6B
$2.83M ﹤0.01%
17,704
+1,627
+10% +$260K
UNVR
1538
DELISTED
Univar Solutions Inc.
UNVR
$2.83M ﹤0.01%
128,486
+2,843
+2% +$62.7K
VBTX icon
1539
Veritex Holdings
VBTX
$1.88B
$2.83M ﹤0.01%
109,093
+1,910
+2% +$49.6K
PSTG icon
1540
Pure Storage
PSTG
$26.9B
$2.83M ﹤0.01%
185,008
+95,733
+107% +$1.46M
TNC icon
1541
Tennant Co
TNC
$1.5B
$2.83M ﹤0.01%
46,172
-182
-0.4% -$11.1K
PCH icon
1542
PotlatchDeltic
PCH
$3.2B
$2.83M ﹤0.01%
72,468
+1,301
+2% +$50.7K
MATV icon
1543
Mativ Holdings
MATV
$674M
$2.81M ﹤0.01%
84,828
-519
-0.6% -$17.2K
YELP icon
1544
Yelp
YELP
$1.95B
$2.79M ﹤0.01%
81,506
-1,963
-2% -$67.1K
IR icon
1545
Ingersoll Rand
IR
$31.3B
$2.78M ﹤0.01%
80,456
+16,010
+25% +$554K
BYD icon
1546
Boyd Gaming
BYD
$6.79B
$2.78M ﹤0.01%
103,178
+7,731
+8% +$208K
HAIN icon
1547
Hain Celestial
HAIN
$194M
$2.78M ﹤0.01%
126,886
-9,985
-7% -$219K
EGOV
1548
DELISTED
NIC Inc
EGOV
$2.78M ﹤0.01%
173,040
+82
+0% +$1.32K
IBKC
1549
DELISTED
IBERIABANK Corp
IBKC
$2.77M ﹤0.01%
36,561
STAY
1550
DELISTED
Extended Stay America, Inc. Paired Share Unit
STAY
$2.77M ﹤0.01%
164,053
+19,646
+14% +$332K