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
CVGW icon
1551
Calavo Growers
CVGW
$489M
$1.93M ﹤0.01%
27,904
+2,416
+9% +$167K
GLNG icon
1552
Golar LNG
GLNG
$4.16B
$1.92M ﹤0.01%
86,152
-2,300
-3% -$51.4K
SMP icon
1553
Standard Motor Products
SMP
$889M
$1.91M ﹤0.01%
36,626
+2,711
+8% +$142K
STC icon
1554
Stewart Information Services
STC
$2.09B
$1.91M ﹤0.01%
42,125
+3,306
+9% +$150K
OXM icon
1555
Oxford Industries
OXM
$704M
$1.91M ﹤0.01%
30,507
+3,846
+14% +$240K
TU icon
1556
Telus
TU
$24.3B
$1.9M ﹤0.01%
125,060
+43,478
+53% +$661K
CPLA
1557
DELISTED
Capella Education Company
CPLA
$1.9M ﹤0.01%
22,174
+1,747
+9% +$150K
SAFT icon
1558
Safety Insurance
SAFT
$1.1B
$1.89M ﹤0.01%
27,650
+2,328
+9% +$159K
SWFT
1559
DELISTED
Swift Transportation Company
SWFT
$1.88M ﹤0.01%
70,940
+2,444
+4% +$64.8K
ADTN icon
1560
Adtran
ADTN
$809M
$1.88M ﹤0.01%
90,946
+6,910
+8% +$143K
WGO icon
1561
Winnebago Industries
WGO
$949M
$1.88M ﹤0.01%
53,566
+4,720
+10% +$165K
WTM icon
1562
White Mountains Insurance
WTM
$4.54B
$1.87M ﹤0.01%
2,157
+499
+30% +$434K
GWRE icon
1563
Guidewire Software
GWRE
$21.3B
$1.87M ﹤0.01%
27,235
+3,850
+16% +$264K
GNCMA
1564
DELISTED
GCI Liberty, Inc. Class A-1 Common Stock
GNCMA
$1.87M ﹤0.01%
50,938
+7,339
+17% +$269K
KITE
1565
DELISTED
Kite Pharma, Inc.
KITE
$1.87M ﹤0.01%
17,964
+3,386
+23% +$352K
MZTI
1566
The Marzetti Company Common Stock
MZTI
$5.04B
$1.87M ﹤0.01%
15,215
+2,514
+20% +$308K
XYZ
1567
Block, Inc.
XYZ
$44.4B
$1.86M ﹤0.01%
79,452
+50,912
+178% +$1.19M
EPAY
1568
DELISTED
Bottomline Technologies Inc
EPAY
$1.86M ﹤0.01%
72,340
+3,492
+5% +$89.7K
VOO icon
1569
Vanguard S&P 500 ETF
VOO
$740B
$1.85M ﹤0.01%
8,337
-2,700
-24% -$599K
GPOR
1570
DELISTED
Gulfport Energy Corp.
GPOR
$1.85M ﹤0.01%
125,464
+23,772
+23% +$351K
OCSL icon
1571
Oaktree Specialty Lending
OCSL
$1.21B
$1.85M ﹤0.01%
126,744
+12,747
+11% +$186K
GMED icon
1572
Globus Medical
GMED
$7.93B
$1.85M ﹤0.01%
55,704
+9,229
+20% +$306K
CHDN icon
1573
Churchill Downs
CHDN
$6.75B
$1.85M ﹤0.01%
60,408
+9,906
+20% +$303K
PRSU
1574
Pursuit Attractions and Hospitality, Inc.
PRSU
$1.04B
$1.84M ﹤0.01%
39,001
+3,571
+10% +$169K
KATE
1575
DELISTED
Kate Spade & Company
KATE
$1.84M ﹤0.01%
99,646
+16,697
+20% +$309K