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
+4.85%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$133B
AUM Growth
+$9.19B
Cap. Flow
+$3.94B
Cap. Flow %
2.96%
Top 10 Hldgs %
15.39%
Holding
3,394
New
41
Increased
2,480
Reduced
322
Closed
89

Sector Composition

1 Financials 16.93%
2 Technology 15.14%
3 Healthcare 13.23%
4 Industrials 9.39%
5 Communication Services 9.37%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
ALOG
1551
DELISTED
Analogic Corp
ALOG
$2.13M ﹤0.01%
25,362
+1,613
+7% +$135K
MTX icon
1552
Minerals Technologies
MTX
$1.99B
$2.12M ﹤0.01%
30,041
+3,055
+11% +$216K
ACOR
1553
DELISTED
Acorda Therapeutics, Inc.
ACOR
$2.12M ﹤0.01%
748
+8
+1% +$22.7K
SEMG
1554
DELISTED
SEMGROUP CORPORATION
SEMG
$2.12M ﹤0.01%
73,783
+9,604
+15% +$276K
INVA icon
1555
Innoviva
INVA
$1.22B
$2.11M ﹤0.01%
149,759
-4,655
-3% -$65.7K
ATHN
1556
DELISTED
Athenahealth, Inc.
ATHN
$2.11M ﹤0.01%
16,983
+2,625
+18% +$326K
RICE
1557
DELISTED
Rice Energy Inc.
RICE
$2.11M ﹤0.01%
72,943
+13,552
+23% +$392K
CVGW icon
1558
Calavo Growers
CVGW
$489M
$2.1M ﹤0.01%
28,700
+796
+3% +$58.3K
AVAV icon
1559
AeroVironment
AVAV
$12.1B
$2.1M ﹤0.01%
38,775
+990
+3% +$53.6K
ENSG icon
1560
The Ensign Group
ENSG
$9.69B
$2.1M ﹤0.01%
99,243
+2,466
+3% +$52.1K
USCR
1561
DELISTED
U S Concrete, Inc.
USCR
$2.09M ﹤0.01%
27,458
+392
+1% +$29.9K
GPOR
1562
DELISTED
Gulfport Energy Corp.
GPOR
$2.09M ﹤0.01%
145,443
+19,979
+16% +$286K
ECPG icon
1563
Encore Capital Group
ECPG
$1.02B
$2.08M ﹤0.01%
47,012
+2,565
+6% +$114K
MTDR icon
1564
Matador Resources
MTDR
$5.93B
$2.07M ﹤0.01%
76,379
+5,975
+8% +$162K
ZWS icon
1565
Zurn Elkay Water Solutions
ZWS
$7.82B
$2.07M ﹤0.01%
169,196
+18,943
+13% +$232K
CSR
1566
Centerspace
CSR
$979M
$2.07M ﹤0.01%
33,905
+131
+0.4% +$8K
BLMN icon
1567
Bloomin' Brands
BLMN
$577M
$2.07M ﹤0.01%
117,396
+8,429
+8% +$149K
LVNTA
1568
DELISTED
Liberty Interactive Corporation Series A Liberty Ventures
LVNTA
$2.07M ﹤0.01%
35,886
+5,699
+19% +$328K
IPCC
1569
DELISTED
Infinity Property & Casualty C
IPCC
$2.06M ﹤0.01%
21,879
+612
+3% +$57.7K
CBI
1570
DELISTED
Chicago Bridge & Iron Nv
CBI
$2.06M ﹤0.01%
122,711
+23,238
+23% +$390K
AMSF icon
1571
AMERISAFE
AMSF
$841M
$2.06M ﹤0.01%
35,364
+658
+2% +$38.3K
TIMB icon
1572
TIM SA
TIMB
$10.3B
$2.06M ﹤0.01%
112,584
SCHL icon
1573
Scholastic
SCHL
$691M
$2.06M ﹤0.01%
55,296
+947
+2% +$35.2K
SSP icon
1574
E.W. Scripps
SSP
$257M
$2.06M ﹤0.01%
107,586
-1,090
-1% -$20.8K
SNR
1575
DELISTED
NEW SENIOR INVESTMENT GROUP INC.
SNR
$2.05M ﹤0.01%
224,402
+31,646
+16% +$290K