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
+6.52%
1 Year Return
+24.44%
3 Year Return
+100.62%
5 Year Return
+177.57%
10 Year Return
+421.39%
AUM
$88.5B
AUM Growth
+$6.46B
Cap. Flow
+$2.09B
Cap. Flow %
2.36%
Top 10 Hldgs %
15.91%
Holding
2,846
New
52
Increased
1,289
Reduced
301
Closed
48

Sector Composition

1 Financials 16.44%
2 Healthcare 13.78%
3 Technology 12.76%
4 Communication Services 9.72%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
MTH icon
1601
Meritage Homes
MTH
$5.61B
$278K ﹤0.01%
16,368
EPAY
1602
DELISTED
Bottomline Technologies Inc
EPAY
$278K ﹤0.01%
9,389
+1,138
+14% +$33.7K
FANG icon
1603
Diamondback Energy
FANG
$39.6B
$276K ﹤0.01%
4,130
+1,148
+38% +$76.7K
MWA icon
1604
Mueller Water Products
MWA
$3.91B
$276K ﹤0.01%
32,110
-5,826
-15% -$50.1K
TXMD icon
1605
TherapeuticsMD
TXMD
$12.8M
$276K ﹤0.01%
519
+61
+13% +$32.4K
AKRX
1606
DELISTED
Akorn, Inc.
AKRX
$276K ﹤0.01%
7,379
+761
+11% +$28.5K
KED
1607
DELISTED
Kayne Anderson Energy
KED
$276K ﹤0.01%
15,722
+1,878
+14% +$33K
PRGS icon
1608
Progress Software
PRGS
$1.81B
$275K ﹤0.01%
11,464
MTDR icon
1609
Matador Resources
MTDR
$5.93B
$274K ﹤0.01%
13,870
CAL icon
1610
Caleres
CAL
$503M
$273K ﹤0.01%
10,113
+1,245
+14% +$33.6K
HUBS icon
1611
HubSpot
HUBS
$25.9B
$273K ﹤0.01%
4,796
SQM icon
1612
Sociedad Química y Minera de Chile
SQM
$12B
$273K ﹤0.01%
14,727
-871
-6% -$16.1K
COLM icon
1613
Columbia Sportswear
COLM
$2.99B
$272K ﹤0.01%
5,581
ENSG icon
1614
The Ensign Group
ENSG
$9.69B
$272K ﹤0.01%
12,730
+2,833
+29% +$60.5K
PENN icon
1615
PENN Entertainment
PENN
$2.86B
$271K ﹤0.01%
16,876
KNGT
1616
DELISTED
KNIGHT TRANSPORTATION INC
KNGT
$271K ﹤0.01%
11,202
CSGS icon
1617
CSG Systems International
CSGS
$1.86B
$270K ﹤0.01%
7,503
IOSP icon
1618
Innospec
IOSP
$2.05B
$270K ﹤0.01%
4,930
HMN icon
1619
Horace Mann Educators
HMN
$1.94B
$269K ﹤0.01%
8,047
SGEN
1620
DELISTED
Seagen Inc. Common Stock
SGEN
$269K ﹤0.01%
5,984
+869
+17% +$39.1K
SEM icon
1621
Select Medical
SEM
$1.55B
$268K ﹤0.01%
41,307
+6,245
+18% +$40.5K
NATI
1622
DELISTED
National Instruments Corp
NATI
$268K ﹤0.01%
9,330
+1,330
+17% +$38.2K
NBTB icon
1623
NBT Bancorp
NBTB
$2.27B
$266K ﹤0.01%
9,473
TSRO
1624
DELISTED
TESARO, Inc.
TSRO
$265K ﹤0.01%
5,067
PLKI
1625
DELISTED
Popeyes Louisiana Kitchen, Inc.
PLKI
$265K ﹤0.01%
4,549